Here’s the overlooked aspect of Salesforce solution design that could transform your projects.
1. Requirements Elicitation
– Document client requirements using formats like process flows and user stories.
– Ensure mutual exclusivity and exhaustiveness in user stories.
2. Requirements Validation
– Validate requirements with clients to confirm alignment with business needs.
– Track changes and secure written sign-off to prevent scope creep.
3. Managing Scope
– Focus on essential items, backlogging non-essential requirements.
– Trim the scope to concentrate on high-value business additions.
4. Solution “Matching”
– Leverage Salesforce’s out-of-the-box functionalities before custom development.
– Minimize maintenance costs and technical debt through standard features.
5. Gap Analysis
– Identify gaps between requirements and Salesforce’s OOB capabilities.
– Surface complex user stories requiring custom solutions.
6. Consider Third-Party Tools
– Explore AppExchange for third-party solutions before custom development.
– Benefit from cost savings and consistent product improvements.
7. High-Level Solution Design
– Outline tools, metadata, and logic at a high level.
– Enable client feedback and informed decision-making before detailed design.
8. Solution Validation
– Conduct “solution playbacks” to align the technical solution with client needs.
– Emphasize value delivery and track key design decisions.
9. Implementation Planning
– Prioritize solutions based on impact and effort.
– Draft a signed Scope of Work (SOW) to finalize the implementation plan.
10. Low-Level Solution Design
– Provide detailed specs for the team to execute the build.
– Include testing steps to ensure user requirements are met.
Technical debt in Salesforce can hinder business growth by increasing maintenance costs and slowing down innovation. Managing this debt proactively is crucial for maximizing Salesforce ROI. Effective solution design reduces redundancy and aids in aligning technical execution with business goals.
Implementing this structured approach ensures comprehensive solution designs that align with Salesforce best practices. By leveraging platform capabilities and third-party tools, Salesforce professionals can enhance project efficiency and deliver impactful solutions.
You can read it here: https://sfdc.blog/sMgtH
Source from salesforceben(dot)com