Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Salesforce End-to-End Implementation Handbook
  • Table Of Contents Toc
  • Feedback & Rating feedback
Salesforce End-to-End Implementation Handbook

Salesforce End-to-End Implementation Handbook

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

Managing and governing your Salesforce data

Data is the business currency of the present and the future. Some might even argue it is your organization’s most valuable asset, other than your employees, of course.

Important as it is, many organizations struggle to truly leverage the data they have at their disposal. Next to siloed data, I would argue that data management and the governance of the quality of their data is the biggest challenge preventing organizations from reaching their full potential with Salesforce.

Let’s jump right in and look at your data life cycle.

Managing the life cycle of your Salesforce data

To be able to effectively manage and govern your Salesforce data, we first need to understand a few definitions and concepts.

Let’s start by understanding the different data categories you manage in your Salesforce org:

  • Master data: This is data that is typically part of many types of systems within an enterprise, and as such...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech

Create a Note

Modal Close icon
You need to login to use this feature.
notes
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY