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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

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

Why subscribe?

19. Other Books You May Enjoy

Planning your training

In the What is change management? section, we learned that training is an essential component of organizational change. Training provides an opportunity to tell Users, and other impacted stakeholders, the benefits of what is being delivered, as well as provide the knowledge and the skills Users need for the tasks they will be required to carry out in Sales Cloud.

If your organization has a learning and development team, then you will want to engage with them to understand if there is any institutional knowledge, processes, or tools that you can adopt that will accelerate your training development and smooth User transition.

We will start by exploring the different types of training so that you understand the options that are available as you put together a training plan.

Types of training

In this section, we will go through each of the types of training that are commonly used in Salesforce implementations. We have used the terms that are most often...

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Authors (1)

Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.

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