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

Product type Paperback

Published in Mar 2023

Publisher Packt

ISBN-13 9781804613221

Length 302 pages

Edition 1st Edition

Languages

Apex

Tools

Salesforce

Concepts

CRM

Author (1):

Kristian Margaryan Jørgen

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Table of Contents (21) Chapters

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

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Summary

We covered a lot of topics in this chapter of the continuous improvement phase of your Salesforce program. First, you learned how to manage the life cycle of your Salesforce data and govern its quality to set your analytics and automation initiatives up for success. Next, you explored the many use cases for leveraging your Salesforce C360 data.

You have now gained insights into the methods and activities you need to continuously execute and evolve in order to maximize business value from your investments in Salesforce, data, analytics, and automation initiatives.

Successfully delivering on those initiatives will help you inspire your peers within your organization and allow you to take on broader and bigger initiatives.

In the next chapter, we’ll discuss typical issues you may encounter in the continuous improvement phase of your Salesforce program, and how to mitigate and overcome them. We will also provide a checklist for evaluating the state of your Salesforce...