Salesforce End-to-End Implementation Handbook: A practitioner's guide for setting up programs and projects to deliver superior business outcomes

Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs

Key Features

• Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples
• Discover common issues and strategies for mitigation and prevention
• Work with checklists to assess the state of your Salesforce implementation in each phase
• Purchase of the print or Kindle book includes a free PDF eBook

Book Description

With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors.

The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you'll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework.

As you progress, you'll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you'll find evaluation checklists to assess the state of your Salesforce implementation.

By the end of this book, you'll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI.

What you will learn

• Discover the critical activities in Salesforce implementation
• Address common issues faced in implementing Salesforce
• Explore appropriate delivery methodology
• Understand the importance of a change management strategy
• Govern Salesforce implementation through all its phases
• Gain insights on key activities in the continuous improvement phase
• Leverage customer 360 for analytics, AI and automation

Who this book is for

This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations.

If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.

充滿實際範例、案例研究和經過驗證的建議，這本手冊將幫助您管理企業級的Salesforce程式。

主要特點：

- 使用模板和實際範例探索從頭到尾的Salesforce實施生命週期
- 發現常見問題以及緩解和預防策略
- 使用檢查表評估每個階段中Salesforce實施的狀態
- 購買印刷版或Kindle電子書將包含免費的PDF電子書

書籍描述：

隨著越來越多涉及Salesforce的數字轉型計劃，對於Salesforce實施的階段和活動的全面概述的需求越來越大。本書將作為您的Salesforce實施之旅的詳細指南，包括緩解和預防錯誤的常見問題和陷阱。

《Salesforce從頭到尾實施手冊》從前期開發階段開始。在這裡，您將了解如何定義項目的願景和性質，確定變更管理策略和交付方法論，學習為項目建立商業案例，獲得與Salesforce和實施合作夥伴合作的見解，並學習建立治理框架。

隨著您的進展，您將獲得有關Salesforce實施中必要活動、里程碑和常見問題的見解，以及緩解這些問題的策略。在每個部分的結尾，您將找到評估檢查表，以評估您的Salesforce實施的狀態。

通過閱讀本書，您將具備充分的能力來有效地建立Salesforce項目和計劃，並實現最大的投資回報。

您將學到什麼：

- 發現Salesforce實施中的關鍵活動
- 解決實施Salesforce時面臨的常見問題
- 探索適當的交付方法論
- 了解變更管理策略的重要性
- 在所有階段通過治理Salesforce實施
- 獲得持續改進階段的關鍵活動的見解
- 利用客戶360進行分析、人工智能和自動化

本書適合對於計劃實施Salesforce或已經在組織中實施Salesforce的Salesforce顧問、架構師、項目/計劃經理、實施領導者或產品擁有者。

如果您正在轉換到Salesforce開發角色，本書將作為工作期望和如何成功的指南。需要熟悉基本的商業、CRM和項目管理概念。

1. Creating a Vision for Your Salesforce Project
2. Defining the Nature of Your Salesforce Project
3. Determining How to Deliver Your Salesforce Project
4. Securing Funding and Engaging with Salesforce and Implementation Partners
5. Common Issues to Avoid in the Pre-Development Phase
6. Detailing the Scope and Design of Your Initial Release
7. Building and Testing Your Initial Release
8. Common Issues to Avoid in the Development Phase
9. Deploying Your Release and Migrating Data to Production
10. Communicating, Training, and Supporting to Drive Adoption
11. Common Issues to Avoid in the Roll-Out Phase
12. Evolving Your Salesforce Org and DevOps Capabilities
13. Managing Your Salesforce Data to Harvest the Fruits of Customer 360
14. Common Issues to Avoid in the Continuous Improvement Phase

1. 創建您的 Salesforce 專案的願景
2. 定義您的 Salesforce 專案的性質
3. 確定如何交付您的 Salesforce 專案
4. 獲取資金並與 Salesforce 和實施合作夥伴合作
5. 預開發階段中要避免的常見問題
6. 詳細描述您的初始版本的範圍和設計
7. 構建和測試您的初始版本
8. 開發階段中要避免的常見問題
9. 部署您的版本並將數據遷移到生產環境
10. 通過溝通、培訓和支持來推動使用
11. 部署階段中要避免的常見問題
12. 發展您的 Salesforce 組織和 DevOps 能力
13. 管理您的 Salesforce 數據以收穫客戶 360 的成果
14. 持續改進階段中要避免的常見問題