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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
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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

Common Issues to Avoid in the Continuous Improvement Phase

In the previous two chapters, we covered the activities you will be executing in the continuous improvement phase of your Salesforce program.

In this chapter, we will discuss the issues most commonly faced in the ever-lasting phase of a Salesforce program. We will also cover strategies to prevent or mitigate the issues from arising altogether.

In Chapter 5, Common Issues to Avoid in the Pre-Development Phase, you were introduced to root cause analysis, and we’ll continue using that method to dissect the common issues faced.

At the end of this chapter, you will be presented with a set of checklists that you can refer to at regular intervals to evaluate the state of your Salesforce program in the continuous improvement phase.

This chapter will cover the following main topics:

  • Common issues in the continuous improvement phase and their root causes
  • Evaluating the state of your Salesforce program
  • ...
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