Overview of the roll-out phase of your Salesforce project

In this phase of your Salesforce project, the focus is on getting your initial solution and legacy data to production and getting users set up for success.

Let’s take a look at what you will be doing in this phase.

Key activities and milestones of the roll-out phase

The roll-out phase of your Salesforce project begins when you have completed building the first version – the initial release – of your Salesforce solution.

Historically, many organizations – and their implementation partners – have defined a successful roll-out to be when the solution is deployed to production, data is migrated, users have gone through training, logged in for the first time, and the number of new daily production support tickets drops below a predetermined threshold. Sounds familiar?

But to maximize value from your investment in Salesforce, you must go beyond that to define success in the following...