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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

Checking your data migration preparedness and signing off to go live

You are now in the final stages of the development phase. You have successfully deployed your Salesforce solution and executed SIT and UAT.

In this section, we are going to highlight the key practical considerations to evaluate whether you are really ready to start migrating data into your Salesforce production environment.

Evaluating your data migration preparedness

Before you embark on migrating your data to production, make sure you have prepared – and practiced – your data migration plan. It should have been done in the development phase.

Important note

If you haven’t prepared your data migration plan, you need to pause and check out the Preparing your data migration plan section in Chapter 7, Building and Testing Your Initial Release, and get cracking before proceeding.

Great, you have your data migration plan in place! This means you have determined how you will technically...

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