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...