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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

An overview of the continuous improvement phase

This phase of the Salesforce program begins the moment you go live with your first users, as illustrated in Figure 12.1, and it doesn’t end (unless your organization decides to stop using Salesforce).

Figure 12.1 – Continuous improvement concurrent with roll-out

Figure 12.1 – Continuous improvement concurrent with roll-out

We can summarize the key continuous activities as follows:

  • Transforming your organization to become a product organization
  • Governing your Salesforce program and platform
  • Evolving your Salesforce DevOps capabilities
  • Managing and governing the quality of your data
  • Leveraging your C360 data to maximize your Salesforce investments
  • Leading and inspiring the peers in your organization

The last three topics will be covered in the next chapter.

Let’s get started with product organizations.

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