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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 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

Training in practice

The mix of training that is planned and executed for each implementation depends on a number of factors, including the complexity of the solution, the organization’s Salesforce maturity, and the time, budget, and skills available. As with a software solution design, there is no single perfect way to deliver training. You are looking to take the best approach based on your solution, the audience you are training, and the time, skills, and resources available.

There are some common principles and best practices to keep in mind throughout the process of planning and delivering your training program:

  • Involve content creators early – The people creating the materials should be involved as early as possible. This allows the materials to be created in parallel with other implementation activities and keeps timelines tight, as training can be completed shortly after system changes have been completed.
  • Creating quality materials takes time ...
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