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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Introducing issues and root cause analysis

Before jumping into what the common issues are in the pre-development phase of a Salesforce project, let’s get some definitions straight.

In project management terms, issues are the manifestation of unaddressed risks. Moreover, unaddressed issues prevent a project from maximizing its potential for success.

Issues have underlying causes. Root cause analysis is a simple and effective method of stating the hypotheses for possible underlying causes of an issue. An issue may be the symptom of a larger issue that needs to be addressed, rather than simply alleviating the symptom.

In the next section, we will explore some of the most common issues that prevent a Salesforce project in the pre-development phase from moving forward. For each issue, we will cover possible root causes of the issue and provide strategies for mitigation and prevention.