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Salesforce End-to-End Implementation Handbook

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
Concepts
Author (1):
Kristian Margaryan Jørgensen Kristian Margaryan Jørgensen
Profile icon 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 20. Other Books You May Enjoy

Setting up your development model and environments

The development model and environments are part of your deployment model. Deployment means moving the technical components of your solution from one environment to another and eventually to production. You use different environments – sandboxes – to perform different types of testing in your development life cycle. The purpose of this is to make sure your solution works end to end as intended when it reaches production.

Let’s begin by looking under the hood of Salesforce.

Understanding the components of your Salesforce solution

The products Salesforce offers, such as Sales Cloud and Service Cloud, are cloud-based software-as-a-service (SaaS) products. That means your Salesforce org – depending on the licenses you have bought – comes with standard objects and standard fields out of the box (OOTB).

Salesforce is also a platform as a service (PaaS), which means you can extend, enhance, configure...

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