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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

Summary

In this chapter, we have learned about the importance of planning your go-live in order to support users, including how to approach the activities associated with deploying the functionality and plan how to support users during the time immediately after go-live. All of these benefit from careful planning to ensure minimal disruption to the users of the live system. For post-go-live support, we learned that this is a smaller-scale version of the testing function that was carried out before. And there’s a lot of the processes and planning that can be applied on a smaller scale.

In the next chapter, we will move beyond the foundation and explore Enterprise Territory Management. This functionality enables sales functions that have more complex territory assignment requirements to create a model based on their needs and assignment rules.

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