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Salesforce End-to-End Implementation Handbook

You're reading from   Salesforce End-to-End Implementation Handbook A practitioner's guide for setting up programs and projects to deliver superior business outcomes

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Product type Paperback
Published in Mar 2023
Publisher Packt
ISBN-13 9781804613221
Length 302 pages
Edition 1st Edition
Languages
Concepts
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Author (1):
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Kristian Margaryan Jørgen Kristian Margaryan Jørgen
Author Profile Icon Kristian Margaryan Jørgen
Kristian Margaryan Jørgen
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Table of Contents (21) Chapters Close

Preface 1. Part 1:The Pre-Development Phase
2. Chapter 1: Creating a Vision for Your Salesforce Project FREE CHAPTER 3. Chapter 2: Defining the Nature of Your Salesforce Project 4. Chapter 3: Determining How to Deliver Your Salesforce Project 5. Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners 6. Chapter 5: Common Issues to Avoid in the Pre-Development Phase 7. Part 2: The Development Phase
8. Chapter 6: Detailing the Scope and Design of Your Initial Release 9. Chapter 7: Building and Testing Your Initial Release 10. Chapter 8: Common Issues to Avoid in the Development Phase 11. Part 3: The Roll-Out Phase
12. Chapter 9: Deploying Your Release and Migrating Data to Production 13. Chapter 10: Communicating, Training, and Supporting to Drive Adoption 14. Chapter 11: Common Issues to Avoid in the Roll-Out Phase 15. Part 4: The Continuous Improvement Phase
16. Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities 17. Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 18. Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase 19. Index 20. Other Books You May Enjoy

Evaluating the state of your Salesforce project

We have covered a lot of topics and activities in the development phase of a Salesforce project. If your project gets stuck, or you are not pleased with the progress, the following subsection will support you in evaluating the state of your Salesforce project. For each item you cannot check, go back to the corresponding chapters and complete the activities to proceed with your Salesforce project.

Checklist for your Salesforce project in the development phase

In the development phase, you should have gone through the following actions. When detailing the scope of your release, you should:

  • Make sure the required internal resources are allocated to your Salesforce project
  • Involve end users in the co-creation of business processes to be supported by your Salesforce solution
  • Make sure the PO for your Salesforce project is suitably qualified and empowered to detail user stories and provide acceptance criteria on behalf...
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