Become an expert in setting your Salesforce projects up to deliver superior business outcomes and getting maximum return on your investments with the help of practical examples

Key Features Covers the end-to-end Salesforce implementation lifecycle with templates and practical examples Offers insights to common Salesforce project issues and strategies for mitigation and prevention Provides evaluation checklists to assess the state of your Salesforce implementation in each phase Book Description

With the ever-growing number of digital transformation programs involving Salesforce， there has never been a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementation projects。 Equally relevant is the need to openly discuss the common issues and pitfalls in Salesforce implementation – to be able to mitigate or prevent them from occurring altogether。

The Salesforce End-to-End Implementation Handbook starts in the pre-development phase – before buying Salesforce licenses。 You’ll understand how to define the vision and nature of your Salesforce project， determine your change management strategy and delivery methodology， learn how to build a business case for your project， get insights on how best to engage with Salesforce and implementation partners， and learn how to establish a governance framework。

As you progress through the book – the phases of your Salesforce implementation – you gain insights to the necessary activities， milestones， and key common issues faced， along with strategies to mitigate them。 At the end of each section， you are presented with evaluation checklists to assess the state of your Salesforce implementation。

By the end of this book， you will have gained the knowledge to be able to set Salesforce projects up for success and deliver maximum value from investments。

What you will learn Review the critical activities in Salesforce implementation phases Address common issues faced when implementing Salesforce Decide the appropriate delivery methodology Understand the importance of a change management strategy Engage with Salesforce before and during development Find out what to look for in a Salesforce implementation partner Govern your project throughout the implementation phases Maintain your Salesforce roadmap Who This Book Is For

This book is for Salesforce architects， Salesforce Project and Program Managers， and Salesforce Product Owners planning to implement Salesforce or already implementing Salesforce。 Salesforce architects， change managers， and PMs working at Salesforce implementation partners will also benefit from reading this book。

Some familiarity with basic business， CRM， and project management concepts is a prerequisite to get the most out of this book。 Working experience with Salesforce is an advantage but not a prerequisite to reading this book。

Table of Contents Creating a Vision for Your Salesforce Project Defining the Nature of Your Salesforce Project Determining How to Deliver Your Salesforce Project Securing Funding and Engaging with Salesforce and Implementation Partners Common Issues to Avoid in the Pre Development Phase Detailing the Scope and Design of Your Initial Release Building and Testing Your Initial Release Common Issues to Avoid in the Development Phase Deploying Your Release and Migrating Data to Production Communicating， Training and Supporting to Ensure Adoption Common Issues to Avoid in the Roll-Out Phase Continuous Improvement Phase

（N。B。 Additional chapters to be confirmed upon publication）