Evaluating the state of your Salesforce project

We have covered many topics, domains, and activities in this pre-development phase of a Salesforce project. The purpose is to enable you to deliver successful Salesforce projects.

If your project seems to be stuck, or you are not pleased with the progress, the following section will help evaluate the state of your Salesforce project. For each item you cannot check, go back to the corresponding chapters and complete the activities to proceed with your Salesforce project.

Checklist for your Salesforce project in the pre-development phase

Embarking on the pre-development phase, you have made the following foundational steps:

• Enlisted an executive sponsor for your Salesforce project
• Created a Salesforce taskforce to drive the activities in the pre-development phase

Next, you have completed these activities to understand your company’s strategic situation:

• Understood how your company is organized
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