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

Why subscribe?

20. Other Books You May Enjoy

Engaging with Salesforce and implementation partners

Once a budget for your Salesforce project has been pre-approved, you can begin to engage with both Salesforce and implementation partners simultaneously. In this section, we’ll cover the basics of how you can do so effectively.

Engaging with Salesforce

To validate your business case assumptions for what your Salesforce license costs will be, you need to get a quote from Salesforce.

Let’s see who you will engage with to get your quote.

Parties involved from Salesforce

When you visit www.salesforce.com and request to watch a product demo or download a whitepaper and fill out your information, you will be contacted within 24 hours – or in most cases within the same business day. A business development representative will call you to find out whether you want to speak to an account executive.

You will, as you progress your dialogue with Salesforce, be introduced to a number of different roles:

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