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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

Choosing your delivery methodology

In the previous chapter, you defined the nature of your Salesforce project – the desired business capabilities, and the high-level hypothetical technical scope. As illustrated in the following figure, it is now time to determine how to deliver your Salesforce project.

Figure 3.1 – Activities in the pre-development phase

Figure 3.1 – Activities in the pre-development phase

Before jumping to delivery methodologies, let’s briefly look at what is special about enterprise projects, and Salesforce projects in particular.

Enterprise projects

Considering all the types of projects an organization may be planning or currently delivering, it is important to note the differences between them.

The following table provides a simple overview of the nuances between some of the most common enterprise project types:

Type of project

Example

Develop...

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