Salesforce End-to-End Implementation Handbook: A practitioner’s guide for setting up programs and projects to deliver superior business outcomes
- Length: 302 pages
- Edition: 1
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2023-03-10
- ISBN-10: 1804613223
- ISBN-13: 9781804613221
- Sales Rank: #92560 (See Top 100 Books)
Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs
Key Features
- Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples
- Discover common issues and strategies for mitigation and prevention
- Work with checklists to assess the state of your Salesforce implementation in each phase
- Purchase of the print or Kindle book includes a free PDF eBook
Book Description
With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors.
The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you’ll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework.
As you progress, you’ll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you’ll find evaluation checklists to assess the state of your Salesforce implementation.
By the end of this book, you’ll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI.
What you will learn
- Discover the critical activities in Salesforce implementation
- Address common issues faced in implementing Salesforce
- Explore appropriate delivery methodology
- Understand the importance of a change management strategy
- Govern Salesforce implementation through all its phases
- Gain insights on key activities in the continuous improvement phase
- Leverage customer 360 for analytics, AI and automation
Who this book is for
This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations.
If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.
Salesforce End-to-End Implementation Handbook Contributors About the author About the reviewers Preface Who this book is for What this book covers To get the most out of this book Download the color images Conventions used Get in touch Share Your Thoughts Download a free PDF copy of this book Part 1:The Pre-Development Phase Chapter 1: Creating a Vision for Your Salesforce Project Introducing the life cycle of Salesforce implementations An overview of the pre-development phase of your Salesforce project Key milestones of the pre-development phase Activities in the pre-development phase Introducing the Salesforce taskforce Duration of the pre-development phase Understanding your company’s imperative for change Introducing our scenario company – Packt Manufacturing Equipment (PME) Your company’s environment, situation, and challenges Introducing the basics of strategy analysis Summarizing your company’s strategic situation Defining the vision for your Salesforce project Why now? Creating a vision for your Salesforce project Iterating in the pre-development phase Summary Chapter 2: Defining the Nature of Your Salesforce Project Defining the capabilities to be supported by your Salesforce solution Understanding business capabilities Determining your high-level business processes Determining the required technical enablers to support the identified business capabilities Summarizing the capabilities to be supported by your Salesforce solution Determining the high-level technical scope of your Salesforce solution The high-level technical scope Iterating in the pre-development phase Summary Chapter 3: Determining How to Deliver Your Salesforce Project Choosing your delivery methodology Enterprise projects Common terminology used in Salesforce projects Understanding delivery methodologies Project phasing approaches Determining your change management strategy Introducing change management Degrees of change in Salesforce projects Identifying stakeholders impacted by change Timing your change management activities by Salesforce project phase Using a change management framework Envisioning your Salesforce Center of Excellence Understanding the purpose of a Salesforce Center of Excellence Drafting the charter for your Salesforce CoE Determining the structure and responsibilities of your Salesforce CoE Creating a roadmap for your Salesforce program Iterating in the pre-development phase Summary Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners Creating a business case to secure funding Determining KPIs and targets for your required business capabilities Creating the business case for your Salesforce project Presenting your Salesforce project business case Engaging with Salesforce and implementation partners Engaging with Salesforce Engaging with implementation partners Iterating in the pre-development phase Summary Chapter 5: Common Issues to Avoid in the Pre-Development Phase Introducing issues and root cause analysis Common issues in the pre-development phase and their root causes Difficulties in securing funding for your Salesforce project Difficulties in defining the nature of your Salesforce project Slow progress in the pre-development phase Evaluating the state of your Salesforce project Checklist for your Salesforce project in the pre-development phase Summary Part 2: The Development Phase Chapter 6: Detailing the Scope and Design of Your Initial Release Overview of the development phase of your Salesforce project Key activities and milestones of the development phase Duration of the development phase The role of your Salesforce CoE in the development phase Detailing the scope of your initial release Co-creating your future business processes Crafting user stories Reviewing and detailing user stories Creating the solution design for your initial release Understanding Salesforce architecture artifacts Determining the appropriate level of upfront architecture Creating user story solution designs Illustrating your consolidated solution architecture Summary Chapter 7: Building and Testing Your Initial Release Understanding the roles and responsibilities of your team members Planning your build phase Drafting your tentative development plan Setting up your development model and environments Understanding the components of your Salesforce solution Introducing development models in Salesforce Understanding Salesforce sandboxes Establishing your development process Maximizing value from agile ceremonies Managing your Kanban board Governing your Salesforce project in the development phase Salesforce project governance Governing the quality of your Salesforce solution Measuring progress in the development phase Preparing your data migration plan Summary Chapter 8: Common Issues to Avoid in the Development Phase Common issues in the development phase and their root causes Not being able to follow your tentative development plan Taking longer to create upfront architecture and user story solution designs Difficulty in detailing the scope of your Salesforce project Evaluating the state of your Salesforce project Checklist for your Salesforce project in the development phase Summary Part 3: The Roll-Out Phase Chapter 9: Deploying Your Release and Migrating Data to Production Overview of the roll-out phase of your Salesforce project Key activities and milestones of the roll-out phase Duration of the roll-out phase The role of your Salesforce CoE in the roll-out phase Deploying your Salesforce solution through environments Performing system integration testing Driving UAT of your solution Planning for a successful UAT Checking your data migration preparedness and signing off to go live Evaluating your data migration preparedness Signing off to go live Summary Chapter 10: Communicating, Training, and Supporting to Drive Adoption Planning, communicating, and managing change Understanding the scale of change to come Preparing your change management plan template Training your users Providing hypercare and managing production support Providing hypercare Transitioning to ongoing production support Monitoring and the driving adoption of your Salesforce solution Defining and measuring adoption Setting targets for adoption and evaluating your original business case Summary Chapter 11: Common Issues to Avoid in the Roll-Out Phase Common issues in the roll-out phase and their root causes Difficulties deploying through environments and migrating data Difficulties creating, gaining support for, and executing your change management and roll-out plan Struggling with adoption and improving business performance Evaluating the state of your Salesforce project Checklist for your Salesforce project in the roll-out phase Summary Part 4: The Continuous Improvement Phase Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities An overview of the continuous improvement phase Transforming your organization to become a product organization Understanding your products Aligning the vision, strategy, and ownership of your Salesforce platform Setting goals for your Salesforce platform and products Governing your Salesforce program and platform Updating your Salesforce CoE Adjusting your partner model in the continuous improvement phase Revisiting and maintaining your Salesforce roadmap Managing technical debt Evolving your Salesforce DevOps capabilities Introducing DevOps Enhancing your Salesforce DevOps capabilities Summary Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 Managing and governing your Salesforce data Managing the life cycle of your Salesforce data Governing the quality of your Salesforce data Getting started with data quality governance Leveraging your C360 data to maximize the return on your Salesforce investments Prioritizing your analytics and automation initiatives Leading and inspiring the peers in your organization Summary Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase Common issues in the continuous improvement phase and their root causes Struggling with your transformation to become a product organization while governing your Salesforce program Difficulties enhancing your Salesforce DevOps capabilities Unable to effectively manage and leverage your Salesforce Customer 360 data Evaluating the state of your Salesforce program Checklist for your Salesforce program in the continuous improvement phase Summary Index Why subscribe? Other Books You May Enjoy Packt is searching for authors like you Share Your Thoughts Download a free PDF copy of this book
Donate to keep this site alive
How to download source code?
1. Go to: https://github.com/PacktPublishing
2. In the Find a repository… box, search the book title: Salesforce End-to-End Implementation Handbook: A practitioner’s guide for setting up programs and projects to deliver superior business outcomes
, sometime you may not get the results, please search the main title.
3. Click the book title in the search results.
3. Click Code to download.
1. Disable the AdBlock plugin. Otherwise, you may not get any links.
2. Solve the CAPTCHA.
3. Click download link.
4. Lead to download server to download.