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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

Detailing the Scope and Design of Your Initial Release

Following the hard work, you did in Part 1, The Pre-Development Phase, this first chapter in the development phase of your Salesforce project will guide you through key activities and milestones. Next, we cover how you break down the high-level scope you defined in the pre-development phase into user stories. Then, we will cover how to determine an appropriate level of upfront architecture, and what Salesforce architecture artifacts you should create. Finally, we’ll discuss how to understand user story solution design and illustrate your target solution architecture.

The chapter provides best practices for creating user stories to maximize the chance of developing the right solution for your business. We describe which solution design artifacts you should create and maintain throughout the development phase of your Salesforce project, and beyond!

In this chapter, we’ll cover the following main topics:

    ...
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