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Salesforce End-to-End Implementation Handbook

Salesforce End-to-End Implementation Handbook

By : Kristian Margaryan Jørgensen
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

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
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7
Part 2: The Development Phase
11
Part 3: The Roll-Out Phase
15
Part 4: The Continuous Improvement Phase

Part 1:The Pre-Development Phase

This part will guide you through the activities before commencing development. We will also introduce Packt Manufacturing Equipment (PME), the scenario company we’ll be following throughout the book.

This part has the following chapters:

  • Chapter 1, Creating a Vision for Your Salesforce Project
  • Chapter 2, Defining the Nature of Your Salesforce Project
  • Chapter 3, Determining How to Deliver Your Salesforce Project
  • Chapter 4, Securing Funding and Engaging with Salesforce and Implementation Partners
  • Chapter 5, Common Issues to Avoid in the Pre-Development Phase
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