Salesforce discovery processes could be the secret ingredient to project success that many overlook.
1. Engage
– A structured discovery process in Salesforce ensures projects start on the right foot.
– Proper discovery aligns all stakeholders and sets a clear project roadmap.
2. Pinpoint
– Identify key pain points and business objectives early.
– Understand the landscape within which the Salesforce solution will operate.
3. Look deeper
– Uncover hidden requirements by asking targeted questions.
– Ensure all compliance and integration needs are addressed upfront.
4. Outline
– Document findings to create a comprehensive blueprint.
– Establish clear roles and responsibilities for each team member.
5. Resolve
– Address potential technical debt by planning scalable solutions from the start.
– Regularly update project documentation to reflect changes and insights.
6. Evolve
– Keep refining the discovery process for better future projects.
– Foster open communication channels to adapt to evolving business needs.
Effective discovery structures lay the foundation for Salesforce success, enhancing alignment and efficiency.
You can read it here: https://sfdc.blog/PZUFo
Source from salesforceben(dot)com