Evaluating the state of your Salesforce program

We have covered a lot of topics and activities in the continuous improvement phase of your Salesforce program. If you get stuck, or you are not pleased with your progress, the following section will support you in evaluating the state of your Salesforce program.

For each item you cannot check, go back to the related chapters and complete the activities to mature your capabilities to maximize the return on your investments.

Checklist for your Salesforce program in the continuous improvement phase

At the beginning of the continuous improvement phase of your Salesforce program – after the first go-live with Salesforce – you should go through the following steps:

• Make sure your Salesforce program and platform vision align with your organization’s vision and strategy
• Update your Salesforce CoE with core roles
• Understand the concept of product organizations
• Understand who the customers (users...