You're reading from Salesforce End-to-End Implementation Handbook

Product type Book

Published in Mar 2023

Publisher Packt

ISBN-13 9781804613221

Pages 302 pages

Edition 1st Edition

Languages

Apex

Concepts

CRM

Author (1):

Kristian Margaryan Jørgensen

Table of Contents (21) Chapters

Preface

1. Part 1:The Pre-Development Phase

2. Chapter 1: Creating a Vision for Your Salesforce Project

3. Chapter 2: Defining the Nature of Your Salesforce Project

4. Chapter 3: Determining How to Deliver Your Salesforce Project

5. Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners

6. Chapter 5: Common Issues to Avoid in the Pre-Development Phase

7. Part 2: The Development Phase

8. Chapter 6: Detailing the Scope and Design of Your Initial Release

9. Chapter 7: Building and Testing Your Initial Release

10. Chapter 8: Common Issues to Avoid in the Development Phase

11. Part 3: The Roll-Out Phase

12. Chapter 9: Deploying Your Release and Migrating Data to Production

13. Chapter 10: Communicating, Training, and Supporting to Drive Adoption

14. Chapter 11: Common Issues to Avoid in the Roll-Out Phase

15. Part 4: The Continuous Improvement Phase

16. Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities

17. Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360

18. Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase

19. Index

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Common issues in the pre-development phase and their root causes

Let’s get started. With the definitions set straight, we’ll now look at some of the most common issues faced in the pre-development phase, illustrated with a fishbone diagram:

Figure 5.2 – Fishbone diagram of common issues in the pre-development phase

Next, we’ll discuss the possible root causes and strategies for mitigation and prevention for each of the common issues in the fishbone diagram.

Difficulties in securing funding for your Salesforce project

In the following table, you’ll find possible root causes for why you might be facing difficulties securing funding – along with strategies for mitigation if you are already facing that issue. If you have yet to try to secure funding for your Salesforce project, you can read along to know what to be mindful of – and then recap Chapter 4, Securing Funding and Engaging with Salesforce and...