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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

Securing Funding and Engaging with Salesforce and Implementation Partners

In this chapter, we enter the financial and legal dimensions of Salesforce projects. First, we will cover how to create and present a business case to secure funding for your project. Next, we explore engaging with Salesforce to get a quote for your license costs, and we’ll go through the intricacies of communicating with implementation partners, and what to look for when selecting one.

You will be introduced to methods of financial forecasting, including how your Salesforce project will increase your company revenue and diving into what costs you need to consider – and forecast – as part of your Salesforce implementation. You will learn what roles you are likely to encounter when engaging with Salesforce and how to best request a quote from Salesforce. Finally, you will learn about the value of working with an implementation partner, what types are available, the selection process, and...

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