Revenue Operations Professionals Are Builders
Creating a new system that solves a revenue-blocking problem is one of the joys of Revenue Operations.
As a Salesforce Admin for 15+ years and Developer for over a decade I can say for sure — bringing these systems to life requires a great deal of thought and collaboration.
Here's a general outline of the process of standing up your own Salesforce solution:
Define Requirements
Choose Development Approach
Design Data Model
Develop UI/UX
Deploy Business Logic
Test, Deploy and Optimize
Let’s walk through these and explore the surface area of successful revenue operations application development.
Define Your Requirements:
The Main Idea
Clearly outline the purpose and goals of your application.
Identify the specific features and functionality you need.
Determine your target users and their roles within Salesforce.
Consider any integration requirements wit…