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You're reading from  Salesforce End-to-End Implementation Handbook

Product typeBook
Published inMar 2023
Reading LevelIntermediate
PublisherPackt
ISBN-139781804613221
Edition1st Edition
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Author (1)
Kristian Margaryan Jørgensen
Kristian Margaryan Jørgensen
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Kristian Margaryan Jørgensen

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 about Kristian Margaryan Jørgensen

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Common Issues to Avoid in the Roll-Out Phase

The previous two chapters covered the activities in the roll-out phase of your Salesforce project. In this chapter, we will discuss some of the common issues often faced in that phase of a Salesforce project. We will also cover strategies to mitigate the issues or prevent them from arising altogether.

In Chapter 5, Common Issues to Avoid in the Pre-Development Phase, you were introduced to root cause analysis, and we’ll continue using that method to dissect the common issues faced.

At the end of this chapter, you are presented with a set of checklists to evaluate the state of your Salesforce project as you wrap up the roll-out phase of the project.

This chapter will cover the following main topics:

  • Common issues in the roll-out phase and their root causes
  • Evaluating the state of your Salesforce project

Let’s go!

Common issues in the roll-out phase and their root causes

Let’s get started by looking at some of the most common issues for being unable to progress or complete the roll-out phase – illustrated with a fishbone diagram:

Figure 11.1 – Fishbone diagram of common issues in the roll-out phase

Figure 11.1 – Fishbone diagram of common issues in the roll-out phase

Let’s discuss the possible root causes and strategies for the mitigation and prevention of each of the common issues.

Difficulties deploying through environments and migrating data

In Table 11.1, you’ll find possible root causes for why you may find your project experiencing difficulties deploying through environments and migrating data – along with strategies for mitigation if you are already facing that issue:

Evaluating the state of your Salesforce project

We have a lot of topics and activities in the roll-out phase of a Salesforce project. If you get stuck, or you are not pleased with the progress of your roll-out, this section 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 roll-out phase

In the roll-out phase, you should have gone through the following activities.

When deploying your Salesforce solution through environments, you should have done the following:

  • Made sure you have perfected your deployment plan and checklist, also called a deployment runbook:
    • Critically including how you validate and sign off your deployments
  • Performed SIT to identify and resolve merge conflicts with concurrent streams and/or what’s already in production

Next, you should...

Summary

In this chapter, you have become familiar with the common issues often faced in the roll-out phase and learned how to mitigate or prevent them from arising. You have also assessed the state of your Salesforce project by going through the phase checklists.

With the roll-out of your Salesforce solution in great shape, you are ready to take your Salesforce program to the next level, the continuous improvement phase, starting with Chapter 12, Evolving Your Salesforce Org and DevOps Capabilities.

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Author (1)

author image
Kristian Margaryan Jørgensen

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 about Kristian Margaryan Jørgensen

Possible root cause

Strategies for mitigation and prevention

Insufficient resources available for deployment...