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Salesforce End-to-End Implementation Handbook. A practitioner's guide for setting up programs and projects to deliver superior business outcomes
Kristian Margaryan Jorgensen, Tameem Bahri
Ebook
With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors.
The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you’ll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework.
As you progress, you’ll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you’ll find evaluation checklists to assess the state of your Salesforce implementation.
By the end of this book, you’ll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI.
The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you’ll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework.
As you progress, you’ll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you’ll find evaluation checklists to assess the state of your Salesforce implementation.
By the end of this book, you’ll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI.
- 0. Product Information Document
- 1. Creating a Vision for Your Salesforce Project
- 2. Defining the Nature of Your Salesforce Project
- 3. Determining How to Deliver Your Salesforce Project
- 4. Securing Funding and Engaging with Salesforce and Implementation Partners
- 5. Common Issues to Avoid in the Pre-Development Phase
- 6. Detailing the Scope and Design of Your Initial Release
- 7. Building and Testing Your Initial Release
- 8. Common Issues to Avoid in the Development Phase
- 9. Deploying Your Release and Migrating Data to Production
- 10. Communicating, Training, and Supporting to Drive Adoption
- 11. Common Issues to Avoid in the Roll-Out Phase
- 12. Evolving Your Salesforce Org and DevOps Capabilities
- 13. Managing Your Salesforce Data to Harvest the Fruits of Customer 360
- 14. Common Issues to Avoid in the Continuous Improvement Phase
- Title: Salesforce End-to-End Implementation Handbook. A practitioner's guide for setting up programs and projects to deliver superior business outcomes
- Author: Kristian Margaryan Jorgensen, Tameem Bahri
- Original title: Salesforce End-to-End Implementation Handbook. A practitioner's guide for setting up programs and projects to deliver superior business outcomes
- ISBN: 9781804617601, 9781804617601
- Date of issue: 2023-03-10
- Format: Ebook
- Item ID: e_39vi
- Publisher: Packt Publishing