Salesforce project plan
[PDF File]Salesforce Lightning Migration
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Salesforce Lightning Migration Best Prac˝ces Co˘˘on Challe˚ges • Pilot Lightning Rollout: Pilot few use cases and for a small group of users, assess feedback and incorporate learnings in a rollout plan. • Rollout Plan Coverage: i) Gap analysis for areas impacted by ii) Lightning experience iii) Rollout checklist iv) Project …
[PDF File]Salesforce Implementation Plan
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Project Team Executive Sponsors: The Executive Sponsors approve the Salesforce plan, support the implementation, and promote Salesforce as a strategic tool throughout the organization. Project Manager: The Project Overseer develops, along with the Project …
[PDF File]Best Practices for Salesforce Administration
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Communicates regularly with the Salesforce Business Owner, IT systems leadership, CRM Steering Committee and other stakeholders to ensure functionality meets field needs and to develop ongoing project …
[PDF File]Salesforce User Adoption Services
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Salesforce-specific standards will enable impacted users to be ready, willing, and able to adopt Salesforce. Whether your project is being led by Salesforce Services, your internal team, or with an …
5 steps to a successful implementation
Here are the 5 steps to a successful implementation: 1. Plan and prepare 2. Set up and customize 3. Deploy Salesforce CRM 4. Drive adoption 5. Continuously improve Step 1: Plan and Prepare . Your …
[PDF File]Define Success Metrics for Your Salesforce Implementation
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DEFINE SUCCESS METRICS FOR YOUR SALESFORCE IMPLEMENTATION Define User Adoption and Other Success Metrics When you tackle a big project like a Salesforce implementation, you want …
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