Description

Salesforce, a powerful CRM platform, offers immense potential for businesses but requires skillful project execution to unlock its full value. For Salesforce professionals who want to improve their project management abilities, "Executing Salesforce Projects" is an indispensable reference.

Every stage of the Salesforce project implementation process is covered in this comprehensive guide, from setup and planning, to deployment and post-launch optimization. It offers views on best practices for integration, techniques for customization, and successful stakeholder engagement. The book gives readers the tools they need to navigate complicated project issues and maximize the return on their Salesforce investments. It does this by providing step-by-step instructions and practical recommendations for different project phases, including project discovery sessions, development, testing, UAT, preparing for deployment, post-deployment support, training, and process optimizations.

This book is perfect for project managers, IT professionals, and business analysts since it explains how to successfully apply theoretical knowledge to real-world situations in the context of any Salesforce project.

Key Features

? Covers all project phases, from requirements to post-deployment support.

? Offers professional advice, insider tips, and strategies for successful Salesforce deployment.

? Useful for students, Salesforce professionals, architects, leads, project managers, and business analysts.

What you will learn

? Understand Salesforce project factors and key considerations for project managers.

? Learn foundational Salesforce knowledge, including object formation, relationships, and key terminologies.

? Configure sales and Service Cloud, set project goals, and understand the importance of Salesforce AppExchange.

? Master data migration strategies, quality assurance types, and integration with external systems.

? Develop tailored training approaches, execute deployment plans, and provide post-deployment support.

Who this book is for

The purpose of this book is to assist architects, business analysts, project leads, and managers of Salesforce projects. This book is a great resource for professionals who are thinking about switching to Salesforce. Professionals or students learning project management techniques can benefit from this book.

Table of Contents

1. Introduction to Salesforce

2. Project Planning and Preparation

3. SalesforceConfigurationandCustomization

4. Data Migration and Integration

5. Testing and Quality Assurance

6. User Training and Adoption

7. Deployment and Post-Implementation

Case Study: Streamlining Online Subscription Renewal for SaaS Products at Nikam's

Executing Salesforce Projects

How to successfully execute any Salesforce project