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?

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Summary

In this chapter, you have summarized your Salesforce project in a business case containing a financial forecast based on the estimated revenue and cost impact of your Salesforce project. You have determined your partner model and target Salesforce CoE operating model and presented your business case to senior leadership to secure funding for your Salesforce project and have engaged with Salesforce to get a quote for your required licenses, and finally, you engaged with implementation partners, went through the process of selecting one, and contracted with your chosen implementation partner. Concurrently with selecting your implementation partner, you began establishing your Salesforce CoE by allocating resources – internal and external.

Up until now, you have created a vision for your Salesforce project – the why – as well as the nature of it – the what. You have determined how to deliver your Salesforce project – the how – and now...