Defining the capabilities to be supported by your Salesforce solution

In the previous chapter, you established your company’s situation and the overall purpose and vision for your Salesforce project. As illustrated in the following diagram, it is now time to get more specific and define the nature of your Salesforce project:

Figure 2.1 – Activities in the pre-development phase

Before jumping into defining the business capabilities for your Salesforce project, let’s first understand what business capabilities are and why they are important to define.

Understanding business capabilities

All companies and organizations have a number of business capabilities. But what are they really? A business capability is comprised of people with a skillset or area of competency who carry out work according to a business process, supported by one or more systems while having access to and the ability to create and update relevant data in order...