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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

Driving UAT of your solution

You have deployed your solution to the sandbox in which you intend to carry out UAT. Great!

UAT is one of the key milestones of a Salesforce project. If your acceptance testing team (or customers and partners) don’t accept the solution you are building, nothing else really matters.

Let’s see next what you need to prepare to plan for a successful UAT.

Planning for a successful UAT

To set yourself up for a successful UAT, you need a plan. Let’s look to see what it should contain:

  • Lean meetings: These should be short meetings to share updates, and in some of them make decisions, though these are not meant for brainstorming or discussions:
    • UAT kickoff: Here, your project team introduces UAT to the acceptance testing team, including the duration, activities, processes, and outcomes of UAT
    • Daily check-in/check-out: These are quick status calls with your project manager (PM), product owner (PO), business analyst (BA), and...
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