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You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
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Kerry Townsend
Kerry Townsend
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Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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Creating a deployment plan

It is very important that your deployment goes smoothly because delays and issues in this final step can overshadow all the great work that has been done up to this point. This is particularly important if the time you have to deploy is limited, that is, out of office working hours. The best way to achieve this is to have a detailed plan that everyone involved agrees with. This means that the deployment window is simply about executing tasks, not about working out what the tasks are. You will also want to agree what happens if something doesn’t go according to plan. This includes who gets notified, what additional expertise might be brought in, and what happens if the problem can’t be resolved during the deployment window.

As with all the plans we’ve created during the implementation, the deployment plan includes what you’re trying to achieve, how you’re going to approach it, who’s going to be involved, the schedule...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643

Author (1)

author image
Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend