Who this book is for

If you are a newly appointed or certified Admin, a consultant new to Sales Cloud, or a stakeholder in a Sales Cloud implementation, this book will give you the insights that will set you up for success. Admins, Consultants, or Business Analysts already familiar with the Salesforce Customer 360 platform will learn how and when to design and build Sales Cloud functionality to solve business challenges.

This book is a practical companion that the reader can follow, or dip in and out of, to guide them in building Sales Cloud implementations. It teaches the technology options available so the reader can make appropriate choices for their use case. It is born of the lessons learned and successes earned by an enthusiastic, accidental admin who transitioned into an experienced consultant. As it is written by and for people without a formal technology education, this book distills the lessons learned over projects. It provides pragmatic, practical advice and tools.