Planning, communicating, and managing change

The purpose of the following activities, in short, is to ensure that the business value you wish to achieve with your investment in Salesforce is unlocked, realized, and maximized.

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Understanding the scale of change to come

In Chapter 3, Determining How to Deliver Your Salesforce Project, in the pre-development phase of your project, you identified the actors who would be affected by the change as a result of your Salesforce solution. A lot has happened since then. You have progressed through the pre-development and development phases, and many of the assumptions and hypothetical processes and solutions may have changed – to better fit your business needs.

What you should ideally have done throughout the development phase is work with a business change consultant to identify how the new solution and processes differ from current ways of working, and for whom.

Here are some of the typical stakeholders...