Search icon
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
Salesforce Sales Cloud – An Implementation Handbook

You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781804619643
Pages 368 pages
Edition 1st Edition
Languages
Concepts
Author (1):
Kerry Townsend Kerry Townsend
Profile icon Kerry Townsend

Table of Contents (20) Chapters

Preface 1. Part 1:Building the Fundamentals
2. Chapter 1: Preparing for Success 3. Chapter 2: Defining the Approach 4. Chapter 3: The Core Sales Process 5. Chapter 4: The Lead Generation Process 6. Chapter 5: Design and Build: Sales User Productivity 7. Part 2: Preparing to Release
8. Chapter 6: Bringing Data into Sales Cloud 9. Chapter 7: Getting Sign-Off 10. Chapter 8: Executing Testing 11. Chapter 9: Executing Training 12. Part 3: Beyond the Fundamentals
13. Chapter 10: Deployment Planning 14. Chapter 11: Territory Management 15. Chapter 12: Modeling Additional Processes with Sales Cloud 16. Chapter 13: Common System Integrations 17. Chapter 14: Extending with the AppExchange 18. Index 19. Other Books You May Enjoy

Supporting tools information

In this chapter, we look at User interface design and automating processes, which are two areas it is important to get User feedback as early as possible before investing time in a complete solution, particularly for Pro Code solutions.

You can use a sandbox or dev org to create a visual mock-up or prototype of your solution. If you don’t have one available for this purpose or you are looking to get one very early in the process, you use an UI wireframe tool such as Avonni Creator or Sketch. The latter has libraries for Salesforce components. If neither of these are available, then you can take screenshots of your existing UI and manipulate these in a presentation or drawing tool that allows you to manipulate the images.

If you are working on a Sales Cloud implementation, you should document any significant decisions or automations that you design in a documentation tool such as Confluence, if your organization uses it, or in a word processor...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €14.99/month. Cancel anytime}