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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Evaluating the state of your Salesforce project

We have covered a lot of topics and activities in the development phase of a Salesforce project. If your project gets stuck, or you are not pleased with the progress, the following subsection will support you in evaluating the state of your Salesforce project. For each item you cannot check, go back to the corresponding chapters and complete the activities to proceed with your Salesforce project.

Checklist for your Salesforce project in the development phase

In the development phase, you should have gone through the following actions. When detailing the scope of your release, you should:

Make sure the required internal resources are allocated to your Salesforce project
Involve end users in the co-creation of business processes to be supported by your Salesforce solution
Make sure the PO for your Salesforce project is suitably qualified and empowered to detail user stories and provide acceptance criteria on behalf...