Reader small image

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

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
Concepts
Right arrow
Author (1)
Kerry Townsend
Kerry Townsend
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

Right arrow

Types of sign-off

In this section, we explore what each of the following types of sign-off represents, the typical deliverables included, who is usually involved, and when this type of sign-off is included. Figure 7.2 shows the phases of an implementation and where sign-off milestones occur:

Figure 7.2 – Implementation phases with sign-off milestones

Figure 7.2 – Implementation phases with sign-off milestones

From the diagram, you can see that sign-off usually happens when one phase ends and before the next starts; however, testing activities can occur before the build phase is signed off.

We will start by exploring Discovery sign-off.

Discovery sign-off

A discovery is a piece of work that investigates and documents the as-is situation in a business, typically including an assessment of its systems. It allows for the gap between where they are and where they want to be to be more accurately understood. This is commonly carried out when an external supplier is building the solution, as they do not...

lock icon
The rest of the page is locked
Previous PageNext Page
You have been reading a chapter from
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