Creating a Vision for Your Salesforce Project

To start a journey, you need to determine where you want to go. This chapter guides you through methods of analysis to understand your company’s imperative for change, which will be the foundation for you to be able to create a vision for your Salesforce project.

After creating a vision for your Salesforce project, you’ll then be ready to move on to the next activities in the pre-development phase of your Salesforce implementation.

In this chapter, we’ll cover the following main topics:

• Introducing the life cycle of Salesforce implementations
• An overview of the pre-development phase of your Salesforce project
• Understanding your company’s imperative for change
• Defining the vision for your Salesforce project
• Iterating in the pre-development phase

Let’s go!