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 mitiga...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham, England :
Packt Publishing
[2023]
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| Edición: | 1st ed |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009729736906719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright and Credits
- Foreword
- Contributors
- Table of Contents
- Preface
- Part 1: The Pre-Development Phase
- Chapter 1: Creating a Vision for Your Salesforce Project
- Introducing the life cycle of Salesforce implementations
- An overview of the pre-development phase of your Salesforce project
- Key milestones of the pre-development phase
- Activities in the pre-development phase
- Introducing the Salesforce taskforce
- Duration of the pre-development phase
- Understanding your company's imperative for change
- Introducing our scenario company - Packt Manufacturing Equipment (PME)
- Your company's environment, situation, and challenges
- Introducing the basics of strategy analysis
- Summarizing your company's strategic situation
- Defining the vision for your Salesforce project
- Why now?
- Creating a vision for your Salesforce project
- Iterating in the pre-development phase
- Summary
- Chapter 2: Defining the Nature of Your Salesforce Project
- Defining the capabilities to be supported by your Salesforce solution
- Understanding business capabilities
- Determining your high-level business processes
- Determining the required technical enablers to support the identified business capabilities
- Summarizing the capabilities to be supported by your Salesforce solution
- Determining the high-level technical scope of your Salesforce solution
- The high-level technical scope
- Iterating in the pre-development phase
- Summary
- Chapter 3: Determining How to Deliver Your Salesforce Project
- Choosing your delivery methodology
- Enterprise projects
- Common terminology used in Salesforce projects
- Understanding delivery methodologies
- Project phasing approaches
- Determining your change management strategy
- Introducing change management
- Degrees of change in Salesforce projects.
- Identifying stakeholders impacted by change
- Timing your change management activities by Salesforce project phase
- Using a change management framework
- Envisioning your Salesforce Center of Excellence
- Understanding the purpose of a Salesforce Center of Excellence
- Drafting the charter for your Salesforce CoE
- Determining the structure and responsibilities of your Salesforce CoE
- Creating a roadmap for your Salesforce program
- Iterating in the pre-development phase
- Summary
- Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners
- Creating a business case to secure funding
- Determining KPIs and targets for your required business capabilities
- Creating the business case for your Salesforce project
- Presenting your Salesforce project business case
- Engaging with Salesforce and implementation partners
- Engaging with Salesforce
- Engaging with implementation partners
- Iterating in the pre-development phase
- Summary
- Chapter 5: Common Issues to Avoid in the Pre-Development Phase
- Introducing issues and root cause analysis
- Common issues in the pre-development phase and their root causes
- Difficulties in securing funding for your Salesforce project
- Difficulties in defining the nature of your Salesforce project
- Slow progress in the pre-development phase
- Evaluating the state of your Salesforce project
- Checklist for your Salesforce project in the pre-development phase
- Summary
- Part 2: The Development Phase
- Chapter 6: Detailing the Scope and Design of Your Initial Release
- Overview of the development phase of your Salesforce project
- Key activities and milestones of the development phase
- Duration of the development phase
- The role of your Salesforce CoE in the development phase
- Detailing the scope of your initial release.
- Co-creating your future business processes
- Crafting user stories
- Reviewing and detailing user stories
- Creating the solution design for your initial release
- Understanding Salesforce architecture artifacts
- Determining the appropriate level of upfront architecture
- Creating user story solution designs
- Illustrating your consolidated solution architecture
- Summary
- Chapter 7: Building and Testing Your Initial Release
- Understanding the roles and responsibilities of your team members
- Planning your build phase
- Drafting your tentative development plan
- Setting up your development model and environments
- Understanding the components of your Salesforce solution
- Introducing development models in Salesforce
- Understanding Salesforce sandboxes
- Establishing your development process
- Maximizing value from agile ceremonies
- Managing your Kanban board
- Governing your Salesforce project in the development phase
- Salesforce project governance
- Governing the quality of your Salesforce solution
- Measuring progress in the development phase
- Preparing your data migration plan
- Summary
- Chapter 8: Common Issues to Avoid in the Development Phase
- Common issues in the development phase and their root causes
- Not being able to follow your tentative development plan
- Taking longer to create upfront architecture and user story solution designs
- Difficulty in detailing the scope of your Salesforce project
- Evaluating the state of your Salesforce project
- Checklist for your Salesforce project in the development phase
- Summary
- Part 3: The Roll-Out Phase
- Chapter 9: Deploying Your Release and Migrating Data to Production
- Overview of the roll-out phase of your Salesforce project
- Key activities and milestones of the roll-out phase
- Duration of the roll-out phase.
- The role of your Salesforce CoE in the roll-out phase
- Deploying your Salesforce solution through environments
- Performing system integration testing
- Driving UAT of your solution
- Planning for a successful UAT
- Checking your data migration preparedness and signing off to go live
- Evaluating your data migration preparedness
- Signing off to go live
- Summary
- Chapter 10: Communicating, Training, and Supporting to Drive Adoption
- Planning, communicating, and managing change
- Understanding the scale of change to come
- Preparing your change management plan template
- Training your users
- Providing hypercare and managing production support
- Providing hypercare
- Transitioning to ongoing production support
- Monitoring and the driving adoption of your Salesforce solution
- Defining and measuring adoption
- Setting targets for adoption and evaluating your original business case
- Summary
- Chapter 11: Common Issues to Avoid in the Roll-Out Phase
- Common issues in the roll-out phase and their root causes
- Difficulties deploying through environments and migrating data
- Difficulties creating, gaining support for, and executing your change management and roll-out plan
- Struggling with adoption and improving business performance
- Evaluating the state of your Salesforce project
- Checklist for your Salesforce project in the roll-out phase
- Summary
- Part 4: The Continuous Improvement Phase
- Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities
- An overview of the continuous improvement phase
- Transforming your organization to become a product organization
- Understanding your products
- Aligning the vision, strategy, and ownership of your Salesforce platform
- Setting goals for your Salesforce platform and products
- Governing your Salesforce program and platform
- Updating your Salesforce CoE.
- Adjusting your partner model in the continuous improvement phase
- Revisiting and maintaining your Salesforce roadmap
- Managing technical debt
- Evolving your Salesforce DevOps capabilities
- Introducing DevOps
- Enhancing your Salesforce DevOps capabilities
- Summary
- Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360
- Managing and governing your Salesforce data
- Managing the life cycle of your Salesforce data
- Governing the quality of your Salesforce data
- Getting started with data quality governance
- Leveraging your C360 data to maximize the return on your Salesforce investments
- Prioritizing your analytics and automation initiatives
- Leading and inspiring the peers in your organization
- Summary
- Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase
- Common issues in the continuous improvement phase and their root causes
- Struggling with your transformation to become a product organization while governing your Salesforce program
- Difficulties enhancing your Salesforce DevOps capabilities
- Unable to effectively manage and leverage your Salesforce Customer 360 data
- Evaluating the state of your Salesforce program
- Checklist for your Salesforce program in the continuous improvement phase
- Summary
- Index
- Other Books You May Enjoy.
