Get Started with Sales Cloud

Are you interested in getting started with Salesforce Sales Cloud, but are unsure where to begin?

In this Beginner’s Guide to Salesforce Trailhead blog post, we walk you through the module, “Sales Cloud Rollout Strategy”, starting with the first unit of two, “Position Your Business for Success with Sales Cloud.”

Sales Cloud is a great product, but might not be right for every business. To truly understand its capabilities and compatability with your organization’s objectives, we always recommend that you conduct a thorough business analysis with your business and technology partner to be assured.

With that in mind, are you ready to dive in?

Let’s start!


In this unit, we learn:

  • How to plan for how our sales team will engage with Salesforce Sales Cloud
  • How to determine our business goals with Sales Cloud
  • How our goals with Sales Cloud will influence our success metrics

This unit aims to help us create a strategy to better achieve our business goals with Salesforce Sales Cloud.

First, we learn to identify key players, from executive sponsors to operations managers to end users to administrators.

We learn about what roles they play, and how their individual functions will lead to our ultimate collective successes as organizations.

Identifying key players will help us prioritize better, and lead to more meaningful successes, offering positive change for our sales teams overall.

Salesforce reminds us that depending on the size and structure of our businesses, one person may cover more than one area. Whoever fills these roles, what’s most important is that perspectives are balanced cross-functionally.

Using diverse skill sets and spreading responsibility among them helps us respond to changes and system configurations with more ease than if we had a siloed position.

Salesforce Trailhead elaborates upon these principle and processes within the unit.


Next, we learn to establish our goals with Sales Cloud to drive success.

Before implementing ANY technology, it’s crucial that your team defines its goals! Without a purpose, we are often navigating in the dark.

Before we use Sales Cloud, in particular, we should list our goals and see how Sales Cloud can help meet them. Application is what matters most.

Salesforce Trailhead provides a relevant example within the unit to provide context for your own organization’s flow.

Once you establish your goals, you’ll be able to define metrics fo success. When you measure your goals, you can truly understand whether or not the system and your processes are working for your organization.

You want to be sure to always set “SMART” goals, as Salesforce tells, meaning they are:

  • Specific
  • Measurable
  • Achievable
  • Relevant
  • (and) Time-bound

Once you establish your goals and metrics, you can develop and implement a plan for your users and define your processes. This unit covers these subtopics in-depth, and, so that you truly understand them, I encourage you to seek out the trail on your own and complete it.

The best way to understand the system and gain insight into it is to take action!


Start your educational journey with this Salesforce Trailhead module here.

With any questions you may have or support you need getting started with Salesforce Trailhead, reach out to the experts at Ledgeview for help.

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