Salesforce End-to-End Implementation Handbook: A practitioner's guide for setting up programs and projects to deliver superior business outcomes

by Kristian Margaryan Jørgensen, Tameem Bahri (Foreword by)

Overview

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.

Product Details

ISBN-13:	9781804617601
Publisher:	Packt Publishing
Publication date:	03/10/2023
Sold by:	Barnes & Noble
Format:	eBook
Pages:	302
File size:	7 MB

About the Author

Kristian Margaryan Jørgensen is a Salesforce Solution Architect at Waeg, an IBM company, with nearly a decade of combined Salesforce end-user, consultant, and solution architect experience. His experience from both the customer-side and consulting-side of implementations enables him to empathize when advising and challenging enterprise customers on how to plan, orchestrate, and scale their Salesforce implementations with clear focus on usability, scalability, and adoption to succeed in unlocking value from their Salesforce investments. Kristian holds 14 Salesforce certifications including Strategy Designer, Development Lifecycle and Deployment Architect as well as Application Architect, and System Architect. He is a certified SAFe Agilist.

Table of Contents

Table of Contents

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