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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

Common issues in the pre-development phase and their root causes

Let’s get started. With the definitions set straight, we’ll now look at some of the most common issues faced in the pre-development phase, illustrated with a fishbone diagram:

Figure 5.2 – Fishbone diagram of common issues in the pre-development phase

Figure 5.2 – Fishbone diagram of common issues in the pre-development phase

Next, we’ll discuss the possible root causes and strategies for mitigation and prevention for each of the common issues in the fishbone diagram.

Difficulties in securing funding for your Salesforce project

In the following table, you’ll find possible root causes for why you might be facing difficulties securing funding – along with strategies for mitigation if you are already facing that issue. If you have yet to try to secure funding for your Salesforce project, you can read along to know what to be mindful of – and then recap Chapter 4, Securing Funding and Engaging with Salesforce and...

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