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Salesforce End-to-End Implementation Handbook

You're reading from   Salesforce End-to-End Implementation Handbook A practitioner's guide for setting up programs and projects to deliver superior business outcomes

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Product type Paperback
Published in Mar 2023
Publisher Packt
ISBN-13 9781804613221
Length 302 pages
Edition 1st Edition
Languages
Concepts
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Author (1):
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Kristian Margaryan Jørgen Kristian Margaryan Jørgen
Author Profile Icon Kristian Margaryan Jørgen
Kristian Margaryan Jørgen
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Toc

Table of Contents (21) Chapters Close

Preface 1. Part 1:The Pre-Development Phase
2. Chapter 1: Creating a Vision for Your Salesforce Project FREE CHAPTER 3. Chapter 2: Defining the Nature of Your Salesforce Project 4. Chapter 3: Determining How to Deliver Your Salesforce Project 5. Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners 6. Chapter 5: Common Issues to Avoid in the Pre-Development Phase 7. Part 2: The Development Phase
8. Chapter 6: Detailing the Scope and Design of Your Initial Release 9. Chapter 7: Building and Testing Your Initial Release 10. Chapter 8: Common Issues to Avoid in the Development Phase 11. Part 3: The Roll-Out Phase
12. Chapter 9: Deploying Your Release and Migrating Data to Production 13. Chapter 10: Communicating, Training, and Supporting to Drive Adoption 14. Chapter 11: Common Issues to Avoid in the Roll-Out Phase 15. Part 4: The Continuous Improvement Phase
16. Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities 17. Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 18. Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase 19. Index 20. Other Books You May Enjoy

Overview of the development phase of your Salesforce project

This phase of your Salesforce project is the one architects, business analysts, project managers, scrum masters, and developers are most familiar with. The focus is on detailing requirements, designing solutions, and building and testing them.

Let’s take a look at the milestones of the phase.

Key activities and milestones of the development phase

The phase starts at project kickoff where the project manager, business leaders, architects, and project sponsor introduce the project vision and nature to the project team members onboarded at this point.

After the project kickoff, the next key milestones in the development phase are as follows:

  • Detailing the scope of your release
  • Completing the solution design of your release

Note

The activities to reach the first two milestones are sometimes referred to as the prepare phase, as the project is preparing to start building the solution.

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