Defining the Nature of Your Salesforce Project

In this chapter, you will learn how to scope the desired business capabilities of your Salesforce project and determine the high-level hypothetical technical scope required to support those capabilities. These two elements together will be referred to as the nature of your Salesforce project.

You will be introduced to business process mapping and designing workshops for understanding current business processes and defining the business capabilities of your Salesforce solution. You will then be introduced to the Salesforce license types and learn how to determine the high-level hypothetical technical scope for your Salesforce solution.

We will continue to follow our scenario company, Packt Manufacturing Equipment (PME), and progress through the activities to define the nature of their Salesforce project.

After the nature of your project is defined, you’ll be ready to move on to the next activities in the pre-development...