How To Compile Business Requirements to Prepare for a Salesforce Sales Cloud Implementation

Learn about a Topic in under 30 Pages

De: No Fluff Series

Narrado por: Virtual Voice

**UPDATED 2026**

Salesforce is a large system with so many great capabilities and you may seem overwhelmed that you were assigned as part of the customization process, especially if you have never seen Salesforce before and may have only heard about the system in your past experience. Fear no more, as this book is the first step in making sure you are compiling the necessary business requirements prior to implementing any customizations, by understanding what is in place and how things may need to change.

Compiling your company’s business requirements is part of the overall implementation process that no one really talks about, but is truly one of the most important aspects of actually implementing Salesforce. If you want to learn more about Salesforce or the company you work for either recently purchased or has had Salesforce for a while, then this book is for you! Regardless if you are in Sales, Marketing, IT or any department within your company, this book is ideal for anyone wanting to know where to start in compiling your company’s Salesforce Sales Cloud business requirements. This book is also beneficial if your Salesforce Sales Cloud is already customized, and you need to know where to start in understanding the best way to compile requirements to make various changes or recommendations. Rest assured, you will be looking, sounding and feeling like a true Salesforce rockstar if you follow these steps within your scoping calls when compiling each department’s business requirements within this short book!

*”Under 30 Pages” is defined as a standard 8.5x11 inches document.