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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

Communicating, Training, and Supporting to Drive Adoption

In this chapter, we will focus on preparing your change management plan template, as well as planning your roll-out activities in phases or waves. As part of this, you will reiterate what will change as your Salesforce solutions replace existing ways of working – and prepare your organizational enablement plan to manage the changes. We will introduce various training models as well as and what to consider when using each of them. Then, we’ll cover how to provide hypercare in the initial period after go-live and how and when to transition to production support operations. Next, we will discuss how to monitor and drive adoption. Finally, we will look at how you can begin to evaluate and compare the benefits achieved with your original business case.

You will learn to design a change management and training plan for your roll-out. Then, you will learn how to provide efficient hypercare support for users going live...

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