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Salesforce End-to-End Implementation Handbook

Salesforce End-to-End Implementation Handbook

By : Kristian Margaryan Jørgensen, Kristian Margaryan Jørgen
4.9 (13)
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Salesforce End-to-End Implementation Handbook

Salesforce End-to-End Implementation Handbook

4.9 (13)
By: Kristian Margaryan Jørgensen, Kristian Margaryan Jørgen

Overview of this book

With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors. The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you’ll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework. As you progress, you’ll gain insights on the necessary activities, milestones, and common issues faced in Salesforce implementation, along with strategies to mitigate them. At the end of each section, you’ll find evaluation checklists to assess the state of your Salesforce implementation. By the end of this book, you’ll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI.
Table of Contents (21 chapters)
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1
Part 1:The Pre-Development Phase
7
Part 2: The Development Phase
11
Part 3: The Roll-Out Phase
15
Part 4: The Continuous Improvement Phase

Deploying your Salesforce solution through environments

Salesforce deployments come in many forms, and their duration can span a few minutes to many hours or even days for heavily customized, old orgs with limited technical governance.

While what you deploy is unique to your organization and project, the steps for how you deploy your entire solution from one sandbox to another – and finally to production – at an abstract level are as follows:

  • Plan deployment: There are two parts to planning a deployment:
    • Organization deployment planning: Make sure you have aligned the following key things with your stakeholders and project team members:
      • What you want to deploy
      • When you want to deploy
      • Who you expect to be part of the deployment, and what they are expected to do
      • Any development freeze periods have been communicated
    • Technical deployment planning: Determine and prepare the following items before starting your deployment:
      • Prepare a release artifact: Depending on your development...

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