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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
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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

Determining the high-level technical scope of your Salesforce solution

Until now, we have not spent a lot of energy on Salesforce features. That will change now as we progress to define the high-level technical scope of your Salesforce solution.

You have defined the business capabilities to be supported by your Salesforce solution. Now it’s time to understand what hypothetical technical scope is needed to support the business capabilities. It is hypothetical at this stage because you will undoubtedly have many assumptions and uncertainties. As you progress through the chapters in the pre-development phase, the technical scope will become firmer until you finally contract with Salesforce.

The high-level technical scope

At this stage, determining the high-level hypothetical technical scope serves the following purposes:

  • Being able to estimate the license cost of the solution
  • Being able to request one or more potential implementation partners to provide an...
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