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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

Common Issues to Avoid in the Roll-Out Phase

The previous two chapters covered the activities in the roll-out phase of your Salesforce project. In this chapter, we will discuss some of the common issues often faced in that phase of a Salesforce project. We will also cover strategies to mitigate the issues or prevent them from arising altogether.

In Chapter 5, Common Issues to Avoid in the Pre-Development Phase, you were introduced to root cause analysis, and we’ll continue using that method to dissect the common issues faced.

At the end of this chapter, you are presented with a set of checklists to evaluate the state of your Salesforce project as you wrap up the roll-out phase of the project.

This chapter will cover the following main topics:

  • Common issues in the roll-out phase and their root causes
  • Evaluating the state of your Salesforce project

Let’s go!

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