Executing Salesforce Projects: How to successfully execute any Salesforce project
About the book: 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 ideal for project managers, IT professionals, and business analysts, as it explains how to effectively apply theoretical knowledge to real-world situations within the context of any Salesforce project.
What You’ll Learn:
Proven frameworks for planning, scoping, and managing Salesforce projects
Best practices for development, testing, deployment, and change management
Strategies for stakeholder engagement and user adoption
Practical tips for post-deployment support, training, and process optimization
Step-by-step guidance for each phase — from initial discovery through UAT and go-live
Who This Book Is For:
Salesforce professionals and consultants
Project and program managers
Business analysts and product owners
Architects, team leads, and IT professionals
Students and aspiring Salesforce practitioners
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