Defining the Approach

Sales Cloud and the Salesforce Customer 360 platform have a lot of capabilities and can seem quite complex. It can be daunting to work out how to approach the customizations you need to implement, from ideation through to successful deployment to the end users. Some changes to the platform can also be very simple, so it is easy to dive right in and only realize the consequences later.

In this chapter, we’ll start by learning about Salesforce’s application life cycle management (ALM) to give you a framework you can use to think about the stages of your implementation. With this understanding, we’ll explore the topics you need to understand and make decisions about at the start of your implementation before any building work is carried out. We’ll look at the characteristics of two commonly used development methodologies, Agile and Waterfall, and how these are applied in practice. We’ll also learn about the environments Salesforce...