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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

Creating a Vision for Your Salesforce Project

To start a journey, you need to determine where you want to go. This chapter guides you through methods of analysis to understand your company’s imperative for change, which will be the foundation for you to be able to create a vision for your Salesforce project.

After creating a vision for your Salesforce project, you’ll then be ready to move on to the next activities in the pre-development phase of your Salesforce implementation.

In this chapter, we’ll cover the following main topics:

  • Introducing the life cycle of Salesforce implementations
  • An overview of the pre-development phase of your Salesforce project
  • Understanding your company’s imperative for change
  • Defining the vision for your Salesforce project
  • Iterating in the pre-development phase

Let’s go!

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