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Mastering Salesforce Sales Cloud

Building Your Sales Pipeline from Scratch

PART I - Sales Cloud for Sales Managers

and Sales Reps,

PART II - Sales Cloud for Product Owners, IT Managers, and Admins

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About

About

About the Book

First Edition 2026 (Color illustrations)

A two-part guide: practical sales workflows followed by configuration, administration, and governance.

Whether you're leading a sales conversation or configuring the system behind the scenes, this book helps you take control of Salesforce Sales Cloud confidently, clearly, and with impact.

Who This Book is for:

  • For Sales Managers and Sales Reps: Learn how to build and manage your pipeline, qualify leads, and close deals faster using Salesforce Sales Cloud. Discover how to navigate the platform efficiently, track performance with dashboards and reports, and apply proven sales strategies that boost productivity and revenue.
  • For Product Owners, IT Managers, and Admins: Get step-by-step instructions for customizing Salesforce Sales Cloud to fit your business needs. From object setup and user permissions to automation and integration, this book helps you implement scalable, secure, and efficient CRM solutions tailored to your organization.

ISBN 978-91-531-6543-9 (Print)

ISBN 978-91-531-6544-6 (EPUB)

ISBN 978-91-531-6680-1 (PDF)

Author

About the Author

Konstantin Kapitanov

Konstantin Kapitanov is a certified Salesforce professional with experience and a proven track record of delivering impactful Salesforce solutions and a commitment to innovation. Starting as a web developer, he later founded his consultancy firm, working on CRM projects across Austria, Germany, and Sweden ranging from startups to large enterprises. With a passion for Salesforce, he has successfully developed and implemented tailored solutions over a decade to meet unique business needs. This hands-on experience provided him with a comprehensive understanding of Salesforce from various stakeholders’ perspectives. Additionally, he has contributed to IT R&D projects, including open source tools and Progressive Web Application technology for educational materials.

Check out my other Salesforce book here:

DOI: https://doi.org/10.1007/979-8-8688-0300-0

https://orcid.org/0009-0001-6353-7978

Contents

Table of Contents

Chapter 1. Introduction to Salesforce Sales Cloud - Chapter 2. Account and Contact Management - Chapter 3. Building your Sales Pipeline - Chapter 4. Activities and Collaboration - Chapter 5. Reports - Chapter 6. Dashboards - Chapter 7. Salesforce Mobile App - Chapter 8. Settings and Customization - Chapter 9. Understanding Data Access and Security - Chapter 10. Practice Lab with Example Data

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