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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

Common issues in the continuous improvement phase and their root causes

Let’s get started by looking at some of the most common issues for being unable to provide a stable Salesforce platform while continuously delivering incremental business value in the continuous improvement phase – illustrated with a fishbone diagram:

Figure 14.1 – Fishbone diagram of common issues in the continuous improvement phase

Figure 14.1 – Fishbone diagram of common issues in the continuous improvement phase

Next, we’ll discuss the possible root causes and strategies for mitigating and preventing each of the common issues.

Struggling with your transformation to become a product organization while governing your Salesforce program

In Table 14.1, you’ll find possible root causes for why you may be struggling with your transformation efforts to become a product organization while at the same time governing your Salesforce program – along with strategies for mitigation if you are already facing that issue:

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