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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

Summary

We covered a lot of topics in this chapter of the continuous improvement phase of your Salesforce program. First, you learned how to manage the life cycle of your Salesforce data and govern its quality to set your analytics and automation initiatives up for success. Next, you explored the many use cases for leveraging your Salesforce C360 data.

You have now gained insights into the methods and activities you need to continuously execute and evolve in order to maximize business value from your investments in Salesforce, data, analytics, and automation initiatives.

Successfully delivering on those initiatives will help you inspire your peers within your organization and allow you to take on broader and bigger initiatives.

In the next chapter, we’ll discuss typical issues you may encounter in the continuous improvement phase of your Salesforce program, and how to mitigate and overcome them. We will also provide a checklist for evaluating the state of your Salesforce...

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