| Description |
1 online resource |
| Summary |
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. |
| Contents |
Cover -- Title Page -- Copyright and Credits -- Contributors -- Table of Contents -- Preface -- 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 |
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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 |
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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 |
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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 |
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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 |
| Subject |
Salesforce (Online service)
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Sales management.
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Customer relations -- Management.
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Salesforce (Serveur) |
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Ventes -- Gestion. |
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Customer relations -- Management |
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Sales management |
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Salesforce (Online service) |
| Other Form: |
Print version: 1804613223 9781804613221 (OCoLC)1348139706 |
| ISBN |
9781804617601 (electronic bk.) |
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1804617601 (electronic bk.) |
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