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Here are highlights from article The End-to-End Salesforce Implementation Checklist | Salesforce Ben
1. Discovery (Pre-Development) Phase Checklist:
– Enlist an executive sponsor for the Salesforce project
– Define the project’s vision, scope, and objectives
– Secure the necessary budget for the project
– Engage with Salesforce and implementation partners
– Establish a governance body for project oversight
2. Development Phase Checklist:
– Implement the Salesforce solution according to the chosen methodology (waterfall, agile, hybrid)
– Detail the scope, design, build, and test the Salesforce solution
– Ensure quality and alignment with business requirements
3. Roll-Out Phase Checklist:
– Deploy the solution and migrate data
– Train end-users and provide necessary support
– Monitor and drive user adoption
– Track user feedback and make informed adjustments
4. Continuous Improvement Phase Checklist:
– Manage and leverage data as a top priority
– Continually refine and optimize the Salesforce org
– Embrace ongoing enhancements and stay attuned to user feedback
5. Key Questions for Each Phase:
– Discovery Phase: Do you have an executive sponsor? Have you defined the project’s vision and objectives?
– Development Phase: Are you implementing the Salesforce solution according to the chosen methodology? Is the solution aligned with business requirements?
– Roll-Out Phase: Have you deployed the solution and trained end-users? Are you monitoring user adoption and addressing challenges promptly?
– Continuous Improvement Phase: Are you managing and leveraging data effectively? Are you refining and optimizing the Salesforce org based on user feedback?
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