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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

Determining How to Deliver Your Salesforce Project

In this chapter, you will learn about different delivery methodologies, and how to choose the delivery methodology most appropriate to your Salesforce project considering the nature of your project and your company’s circumstances and priorities. Next, you will come to understand why a well-thought-out change management strategy is critical to the success of your Salesforce project. Finally, you will learn to envision the structure of your Salesforce Center of Excellence (CoE) – the management and governance framework to oversee your Salesforce program.

You will be introduced to waterfall, agile, and hybrid agile delivery methodologies, as well as the concepts of different project phasing approaches. You will get an understanding of how to craft a communication and change management strategy, along with the related activities required in the different phases of your project. Finally, you will be introduced to the roles...

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