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

Deploying Your Release and Migrating Data to Production

Following the building and testing of your Salesforce solution in the previous chapters, in this first chapter of Part 3, The Roll-Out Phase, of your Salesforce project, you will be guided through the key activities and milestones in the roll-out phase. Next, we will dive into some of the key considerations and practicalities of deploying your Salesforce solution, as well as how to make the most of user acceptance testing (UAT). Next, we will evaluate your preparedness for migrating your data to production and provide you with a final go-live checklist to verify you’ll be ready to go live after training your users.

By the end of the chapter, you will understand the key milestones, outcomes, and activities in the roll-out phase of your Salesforce project. You will gain insights and practical advice for performing system integration testing (SIT) and driving UAT. Finally, you will understand that planning and performing...

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