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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 to Avoid in the Pre-Development Phase

The previous chapters covered a lot of activities in the pre-development phase: creating a vision for your Salesforce project, defining the business and technical scope, determining how to deliver it, building and presenting a business case to secure funding, and engaging with Salesforce and implementation partners.

Figure 5.1 – Activities in the pre-development phase

Figure 5.1 – Activities in the pre-development phase

In this chapter, we will discuss common issues often faced in the pre-development phase of a Salesforce project. We will also cover strategies to prevent or mitigate the issues from arising altogether.

You will be introduced to root cause analysis to dissect the common issues and be able to effectively solve them. The end of the chapter has a set of checklists to evaluate the state of your Salesforce project as you finish the pre-development phase.

This chapter will cover the following main topics:

  • Introducing issues...

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