© The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature 2022
H. NegleyThe Salesforce Consultant’s Guidehttps://doi.org/10.1007/978-1-4842-7960-1_8

8. Kickoff and Discovery

Heather Negley1  
(1)
Fairfax, VA, USA
 

The kickoff meeting is one of the most important meetings on a project. It is the time that the team makes the all-important first impression and talks to the client about their goals for the project. The project methodology is also taught to the client.

During discovery the project team conducts business analysis using a variety of techniques to gain an understanding of the current and future processes. Project members write users stories to prepare for the build phase.

Also during this stage of a project, the ...

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