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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

Preparing your data migration plan

As part of your effort and analysis in the pre-development phase (covered in Chapter 2, Defining the Nature of Your Salesforce Project) you identified the systems that are currently used to support your business capabilities. As you are developing a new solution based on the Salesforce platform, your task now is to identify what data from your legacy systems needs to be moved to Salesforce and how to migrate it.

Your data migration strategy should answer the following key questions:

  • What systems will you be migrating data from?
  • What data will you be moving?
  • How will you extract the data from the legacy systems?
  • Which Salesforce objects does your data map to – where will the data reside?
  • How will you transform your data to make it consumable by Salesforce?
  • How will you load the data into Salesforce?

Start by listing all your legacy systems and data (objects) and note the number of records in each object...

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