Common Issues to Avoid in the Pre-Development Phase

The previous chapters covered a lot of activities in the pre-development phase: creating a vision for your Salesforce project, defining the business and technical scope, determining how to deliver it, building and presenting a business case to secure funding, and engaging with Salesforce and implementation partners.

Figure 5.1 – Activities in the pre-development phase

In this chapter, we will discuss common issues often faced in the pre-development phase of a Salesforce project. We will also cover strategies to prevent or mitigate the issues from arising altogether.

You will be introduced to root cause analysis to dissect the common issues and be able to effectively solve them. The end of the chapter has a set of checklists to evaluate the state of your Salesforce project as you finish the pre-development phase.

This chapter will cover the following main topics:

• Introducing issues...