book

Salesforce End-to-End Implementation Handbook

by Kristian Margaryan Jørgensen

March 2023

Intermediate to advanced

302 pages

7h 51m

English

Packt Publishing

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Introducing the life cycle of Salesforce implementationsAn overview of the pre-development phase of your Salesforce projectKey milestones of the pre-development phaseActivities in the pre-development phaseIntroducing the Salesforce taskforceDuration of the pre-development phaseUnderstanding your company’s imperative for changeIntroducing our scenario company – Packt Manufacturing Equipment (PME)Your company’s environment, situation, and challengesIntroducing the basics of strategy analysisSummarizing your company’s strategic situationDefining the vision for your Salesforce projectWhy now?Creating a vision for your Salesforce projectIterating in the pre-development phaseSummary
Defining the capabilities to be supported by your Salesforce solutionUnderstanding business capabilitiesDetermining your high-level business processesDetermining the required technical enablers to support the identified business capabilitiesSummarizing the capabilities to be supported by your Salesforce solutionDetermining the high-level technical scope of your Salesforce solutionThe high-level technical scopeIterating in the pre-development phaseSummary
Choosing your delivery methodologyEnterprise projectsCommon terminology used in Salesforce projectsUnderstanding delivery methodologiesProject phasing approaches Determining your change management strategyIntroducing change managementDegrees of change in Salesforce projectsIdentifying stakeholders impacted by changeTiming your change management activities by Salesforce project phaseUsing a change management frameworkEnvisioning your Salesforce Center of ExcellenceUnderstanding the purpose of a Salesforce Center of ExcellenceDrafting the charter for your Salesforce CoEDetermining the structure and responsibilities of your Salesforce CoECreating a roadmap for your Salesforce programIterating in the pre-development phaseSummary
Creating a business case to secure fundingDetermining KPIs and targets for your required business capabilitiesCreating the business case for your Salesforce projectPresenting your Salesforce project business caseEngaging with Salesforce and implementation partnersEngaging with SalesforceEngaging with implementation partnersIterating in the pre-development phaseSummary

Introducing issues and root cause analysisCommon issues in the pre-development phase and their root causesDifficulties in securing funding for your Salesforce projectDifficulties in defining the nature of your Salesforce projectSlow progress in the pre-development phaseEvaluating the state of your Salesforce projectChecklist for your Salesforce project in the pre-development phaseSummary
Overview of the development phase of your Salesforce project Key activities and milestones of the development phaseDuration of the development phaseThe role of your Salesforce CoE in the development phaseDetailing the scope of your initial releaseCo-creating your future business processesCrafting user storiesReviewing and detailing user storiesCreating the solution design for your initial releaseUnderstanding Salesforce architecture artifactsDetermining the appropriate level of upfront architectureCreating user story solution designsIllustrating your consolidated solution architectureSummary
Understanding the roles and responsibilities of your team membersPlanning your build phaseDrafting your tentative development planSetting up your development model and environmentsUnderstanding the components of your Salesforce solutionIntroducing development models in SalesforceUnderstanding Salesforce sandboxesEstablishing your development processMaximizing value from agile ceremoniesManaging your Kanban boardGoverning your Salesforce project in the development phaseSalesforce project governanceGoverning the quality of your Salesforce solutionMeasuring progress in the development phasePreparing your data migration planSummary
Common issues in the development phase and their root causesNot being able to follow your tentative development planTaking longer to create upfront architecture and user story solution designsDifficulty in detailing the scope of your Salesforce projectEvaluating the state of your Salesforce projectChecklist for your Salesforce project in the development phaseSummary
Overview of the roll-out phase of your Salesforce projectKey activities and milestones of the roll-out phaseDuration of the roll-out phaseThe role of your Salesforce CoE in the roll-out phaseDeploying your Salesforce solution through environmentsPerforming system integration testingDriving UAT of your solutionPlanning for a successful UATChecking your data migration preparedness and signing off to go liveEvaluating your data migration preparednessSigning off to go liveSummary
Planning, communicating, and managing changeUnderstanding the scale of change to comePreparing your change management plan templateTraining your usersProviding hypercare and managing production supportProviding hypercareTransitioning to ongoing production supportMonitoring and the driving adoption of your Salesforce solutionDefining and measuring adoptionSetting targets for adoption and evaluating your original business caseSummary
Common issues in the roll-out phase and their root causesDifficulties deploying through environments and migrating dataDifficulties creating, gaining support for, and executing your change management and roll-out planStruggling with adoption and improving business performanceEvaluating the state of your Salesforce projectChecklist for your Salesforce project in the roll-out phaseSummary
An overview of the continuous improvement phaseTransforming your organization to become a product organizationUnderstanding your productsAligning the vision, strategy, and ownership of your Salesforce platformSetting goals for your Salesforce platform and productsGoverning your Salesforce program and platformUpdating your Salesforce CoEAdjusting your partner model in the continuous improvement phaseRevisiting and maintaining your Salesforce roadmapManaging technical debtEvolving your Salesforce DevOps capabilitiesIntroducing DevOpsEnhancing your Salesforce DevOps capabilitiesSummary
Managing and governing your Salesforce dataManaging the life cycle of your Salesforce dataGoverning the quality of your Salesforce dataGetting started with data quality governanceLeveraging your C360 data to maximize the return on your Salesforce investmentsPrioritizing your analytics and automation initiativesLeading and inspiring the peers in your organizationSummary
Common issues in the continuous improvement phase and their root causesStruggling with your transformation to become a product organization while governing your Salesforce programDifficulties enhancing your Salesforce DevOps capabilitiesUnable to effectively manage and leverage your Salesforce Customer 360 dataEvaluating the state of your Salesforce programChecklist for your Salesforce program in the continuous improvement phaseSummary
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Content preview from Salesforce End-to-End Implementation Handbook

Preface

Salesforce has been ranked the #1 CRM provider for the last 9 consecutive years. In their fiscal quarter ending July 2022, Salesforce overtook SAP as the world’s largest provider of enterprise applications. Since its inception, Salesforce has expanded its initial sales domain-focused CRM offering by building and buying additional, complementary products – now spanning sales, e-commerce, service, field service, marketing automation, integration, RPA, analytics, AI, and much more.

With this huge growth and expansion, implementations of Salesforce have also seen a boom in business and technical complexity as well as organizational interconnectedness and dependencies, which all impact the way Salesforce projects and programs can be (and ...