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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

Overview of the development phase of your Salesforce project

This phase of your Salesforce project is the one architects, business analysts, project managers, scrum masters, and developers are most familiar with. The focus is on detailing requirements, designing solutions, and building and testing them.

Let’s take a look at the milestones of the phase.

Key activities and milestones of the development phase

The phase starts at project kickoff where the project manager, business leaders, architects, and project sponsor introduce the project vision and nature to the project team members onboarded at this point.

After the project kickoff, the next key milestones in the development phase are as follows:

  • Detailing the scope of your release
  • Completing the solution design of your release

Note

The activities to reach the first two milestones are sometimes referred to as the prepare phase, as the project is preparing to start building the solution.

...

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