Price: $30.99
(as of Dec 03,2024 21:35:17 UTC – Details)

ASIN ‏ : ‎ B0BNJHYTYH
Publisher ‏ : ‎ Independently published (November 29, 2022)
Language ‏ : ‎ English
Paperback ‏ : ‎ 147 pages
ISBN-13 ‏ : ‎ 979-8359663588
Item Weight ‏ : ‎ 8.4 ounces
Dimensions ‏ : ‎ 6 x 0.35 x 9 inches

Salesforce Discovery 101: How Salesforce Experts Execute Discoveries to set Projects up for Success (The 101 Series)

When embarking on a Salesforce project, one of the most crucial steps is the discovery phase. This is where Salesforce experts gather information, understand business requirements, and define the scope of the project to ensure its success. In this post, we will delve into how Salesforce experts execute discoveries to set projects up for success.

1. Define Goals and Objectives: The first step in the discovery phase is to define the goals and objectives of the project. This involves understanding the business needs, challenges, and desired outcomes. Salesforce experts work closely with stakeholders to gather this information and ensure alignment on the project’s purpose.

2. Conduct Stakeholder Interviews: Salesforce experts conduct stakeholder interviews to gather insights and perspectives from key individuals within the organization. These interviews help to understand different viewpoints, priorities, and pain points that need to be addressed in the project.

3. Analyze Current Processes and Systems: Salesforce experts analyze current processes and systems to identify gaps, inefficiencies, and opportunities for improvement. This involves reviewing existing data, workflows, and integrations to determine how Salesforce can be leveraged to streamline and enhance operations.

4. Create a Roadmap and Strategy: Based on the information gathered during the discovery phase, Salesforce experts create a roadmap and strategy for the project. This includes defining project milestones, timelines, and deliverables to ensure alignment with business goals and objectives.

5. Collaborate with Cross-functional Teams: Salesforce experts collaborate with cross-functional teams, including developers, administrators, and business analysts, to ensure a holistic approach to the project. This involves regular communication, feedback, and alignment to drive successful outcomes.

6. Document Findings and Recommendations: Salesforce experts document findings and recommendations from the discovery phase to provide a clear roadmap for implementation. This includes outlining requirements, priorities, and dependencies to guide the project team throughout the execution phase.

In conclusion, the discovery phase is a critical step in setting Salesforce projects up for success. By defining goals, conducting stakeholder interviews, analyzing processes, creating a strategy, collaborating with cross-functional teams, and documenting findings, Salesforce experts ensure a solid foundation for implementation. Stay tuned for more insights on Salesforce best practices in our 101 Series!
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