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Salesforce End-to-End Implementation Handbook

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
Concepts
Author (1):
Kristian Margaryan Jørgensen Kristian Margaryan Jørgensen
Profile icon Kristian Margaryan Jørgensen
LinkedIn
Kristian Margaryan Jørgensen is a Salesforce Solution Architect at Waeg, an IBM company, with nearly a decade of combined Salesforce end-user, consultant, and solution architect experience. His experience from both the customer-side and consulting-side of implementations enables him to empathize when advising and challenging enterprise customers on how to plan, orchestrate, and scale their Salesforce implementations with clear focus on usability, scalability, and adoption to succeed in unlocking value from their Salesforce investments. Kristian holds 14 Salesforce certifications including Strategy Designer, Development Lifecycle and Deployment Architect as well as Application Architect, and System Architect. He is a certified SAFe Agilist.
See other products by 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 20. Other Books You May Enjoy

Checking your data migration preparedness and signing off to go live

You are now in the final stages of the development phase. You have successfully deployed your Salesforce solution and executed SIT and UAT.

In this section, we are going to highlight the key practical considerations to evaluate whether you are really ready to start migrating data into your Salesforce production environment.

Evaluating your data migration preparedness

Before you embark on migrating your data to production, make sure you have prepared – and practiced – your data migration plan. It should have been done in the development phase.

Important note

If you haven’t prepared your data migration plan, you need to pause and check out the Preparing your data migration plan section in Chapter 7, Building and Testing Your Initial Release, and get cracking before proceeding.

Great, you have your data migration plan in place! This means you have determined how you will technically...

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Authors (1)

Profile icon Kristian Margaryan Jørgensen
LinkedIn
Kristian Margaryan Jørgensen is a Salesforce Solution Architect at Waeg, an IBM company, with nearly a decade of combined Salesforce end-user, consultant, and solution architect experience. His experience from both the customer-side and consulting-side of implementations enables him to empathize when advising and challenging enterprise customers on how to plan, orchestrate, and scale their Salesforce implementations with clear focus on usability, scalability, and adoption to succeed in unlocking value from their Salesforce investments. Kristian holds 14 Salesforce certifications including Strategy Designer, Development Lifecycle and Deployment Architect as well as Application Architect, and System Architect. He is a certified SAFe Agilist.
Read more
See other products by Kristian Margaryan Jørgensen

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