Executing Salesforce Projects

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.

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 Nikams

Shamli Nikam, the author of this insightful guide on successfully deploying Salesforce projects, is a senior delivery analyst at JR Simplot. With an impressive educational background that includes an undergraduate degree in Information Technology, certifications in Marketing and Business Administration, and an MBA in International Business, the author brings a robust blend of technical expertise and strategic insight to the realm of Salesforce implementations. Certified as both a Project Management Professional (PMP) and a Scrum Master, the author has earned various Salesforce certifications, underscoring a deep commitment to mastering complex enterprise solutions.

An active Project Management Institute and Leaders Excellence member at Harvard Square, she has contributed extensively to the field through articles published in tech journals. These publications discuss nuanced project management techniques and Salesforce platform strategies, demonstrating thought leadership and a commitment to advancing industry knowledge.

In 2023, the author served as a judge for the Brandon Hall Group Awards, recognizing exceptional achievements in technology and innovation. Furthermore, her articles published by the PMI are utilized in PMIs AI tools, highlighting their credibility and relevance.

Driven by a passion for leveraging technology to foster organizational growth and efficiency, the authors extensive experience and certifications make this book an indispensable resource for anyone navigating the complexities of Salesforce projects successfully.