Salesforce end-to-end implementation handbook: a practitioner's guide for setting up programs and projects to deliver superior business outcomes
Gespeichert in:
| 1. Verfasser: | |
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| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham ; Mumbai
Packt Publishing, Limited
[March 2023]
|
| Ausgabe: | First published |
| Schlagworte: | |
| Online-Zugang: | FHA01 FLA01 HWR01 UBY01 Volltext |
| Beschreibung: | 1st edition - Cover Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (xxi, 279 Seiten) Illustrationen, Diagramme |
| ISBN: | 9781804617601 |
Internformat
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| 245 | 1 | 0 | |a Salesforce end-to-end implementation handbook |b a practitioner's guide for setting up programs and projects to deliver superior business outcomes |c Kristian Margaryan Jørgensen |
| 250 | |a First published | ||
| 264 | 1 | |a Birmingham ; Mumbai |b Packt Publishing, Limited |c [March 2023] | |
| 264 | 4 | |c © 2023 | |
| 300 | |a 1 Online-Ressource (xxi, 279 Seiten) |b Illustrationen, Diagramme | ||
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| 500 | |a 1st edition - Cover | ||
| 500 | |a Description based on publisher supplied metadata and other sources | ||
| 505 | 8 | |a Cover -- Title Page -- Copyright and Credits -- Contributors -- Table of Contents -- Preface -- Part 1: The Pre-Development Phase -- Chapter 1: Creating a Vision for Your Salesforce Project -- Introducing the life cycle of Salesforce implementations -- An overview of the pre-development phase of your Salesforce project -- Key milestones of the pre-development phase -- Activities in the pre-development phase -- Introducing the Salesforce taskforce -- Duration of the pre-development phase -- Understanding your company's imperative for change -- Introducing our scenario company - Packt Manufacturing Equipment (PME) -- Your company's environment, situation, and challenges -- Introducing the basics of strategy analysis -- Summarizing your company's strategic situation -- Defining the vision for your Salesforce project -- Why now? -- Creating a vision for your Salesforce project -- Iterating in the pre-development phase -- Summary -- Chapter 2: Defining the Nature of Your Salesforce Project -- Defining the capabilities to be supported by your Salesforce solution -- Understanding business capabilities -- Determining your high-level business processes -- Determining the required technical enablers to support the identified business capabilities -- Summarizing the capabilities to be supported by your Salesforce solution -- Determining the high-level technical scope of your Salesforce solution -- The high-level technical scope -- Iterating in the pre-development phase -- Summary -- Chapter 3: Determining How to Deliver Your Salesforce Project -- Choosing your delivery methodology -- Enterprise projects -- Common terminology used in Salesforce projects -- Understanding delivery methodologies -- Project phasing approaches -- Determining your change management strategy -- Introducing change management -- Degrees of change in Salesforce projects | |
| 505 | 8 | |a Identifying stakeholders impacted by change -- Timing your change management activities by Salesforce project phase -- Using a change management framework -- Envisioning your Salesforce Center of Excellence -- Understanding the purpose of a Salesforce Center of Excellence -- Drafting the charter for your Salesforce CoE -- Determining the structure and responsibilities of your Salesforce CoE -- Creating a roadmap for your Salesforce program -- Iterating in the pre-development phase -- Summary -- Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners -- Creating a business case to secure funding -- Determining KPIs and targets for your required business capabilities -- Creating the business case for your Salesforce project -- Presenting your Salesforce project business case -- Engaging with Salesforce and implementation partners -- Engaging with Salesforce -- Engaging with implementation partners -- Iterating in the pre-development phase -- Summary -- Chapter 5: Common Issues to Avoid in the Pre-Development Phase -- Introducing issues and root cause analysis -- Common issues in the pre-development phase and their root causes -- Difficulties in securing funding for your Salesforce project -- Difficulties in defining the nature of your Salesforce project -- Slow progress in the pre-development phase -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the pre-development phase -- Summary -- Part 2: The Development Phase -- Chapter 6: Detailing the Scope and Design of Your Initial Release -- Overview of the development phase of your Salesforce project -- Key activities and milestones of the development phase -- Duration of the development phase -- The role of your Salesforce CoE in the development phase -- Detailing the scope of your initial release | |
| 505 | 8 | |a Co-creating your future business processes -- Crafting user stories -- Reviewing and detailing user stories -- Creating the solution design for your initial release -- Understanding Salesforce architecture artifacts -- Determining the appropriate level of upfront architecture -- Creating user story solution designs -- Illustrating your consolidated solution architecture -- Summary -- Chapter 7: Building and Testing Your Initial Release -- Understanding the roles and responsibilities of your team members -- Planning your build phase -- Drafting your tentative development plan -- Setting up your development model and environments -- Understanding the components of your Salesforce solution -- Introducing development models in Salesforce -- Understanding Salesforce sandboxes -- Establishing your development process -- Maximizing value from agile ceremonies -- Managing your Kanban board -- Governing your Salesforce project in the development phase -- Salesforce project governance -- Governing the quality of your Salesforce solution -- Measuring progress in the development phase -- Preparing your data migration plan -- Summary -- Chapter 8: Common Issues to Avoid in the Development Phase -- Common issues in the development phase and their root causes -- Not being able to follow your tentative development plan -- Taking longer to create upfront architecture and user story solution designs -- Difficulty in detailing the scope of your Salesforce project -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the development phase -- Summary -- Part 3: The Roll-Out Phase -- Chapter 9: Deploying Your Release and Migrating Data to Production -- Overview of the roll-out phase of your Salesforce project -- Key activities and milestones of the roll-out phase -- Duration of the roll-out phase | |
| 505 | 8 | |a The role of your Salesforce CoE in the roll-out phase -- Deploying your Salesforce solution through environments -- Performing system integration testing -- Driving UAT of your solution -- Planning for a successful UAT -- Checking your data migration preparedness and signing off to go live -- Evaluating your data migration preparedness -- Signing off to go live -- Summary -- Chapter 10: Communicating, Training, and Supporting to Drive Adoption -- Planning, communicating, and managing change -- Understanding the scale of change to come -- Preparing your change management plan template -- Training your users -- Providing hypercare and managing production support -- Providing hypercare -- Transitioning to ongoing production support -- Monitoring and the driving adoption of your Salesforce solution -- Defining and measuring adoption -- Setting targets for adoption and evaluating your original business case -- Summary -- Chapter 11: Common Issues to Avoid in the Roll-Out Phase -- Common issues in the roll-out phase and their root causes -- Difficulties deploying through environments and migrating data -- Difficulties creating, gaining support for, and executing your change management and roll-out plan -- Struggling with adoption and improving business performance -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the roll-out phase -- Summary -- Part 4: The Continuous Improvement Phase -- Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities -- An overview of the continuous improvement phase -- Transforming your organization to become a product organization -- Understanding your products -- Aligning the vision, strategy, and ownership of your Salesforce platform -- Setting goals for your Salesforce platform and products -- Governing your Salesforce program and platform -- Updating your Salesforce CoE. | |
| 505 | 8 | |a Adjusting your partner model in the continuous improvement phase -- Revisiting and maintaining your Salesforce roadmap -- Managing technical debt -- Evolving your Salesforce DevOps capabilities -- Introducing DevOps -- Enhancing your Salesforce DevOps capabilities -- Summary -- Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 -- Managing and governing your Salesforce data -- Managing the life cycle of your Salesforce data -- Governing the quality of your Salesforce data -- Getting started with data quality governance -- Leveraging your C360 data to maximize the return on your Salesforce investments -- Prioritizing your analytics and automation initiatives -- Leading and inspiring the peers in your organization -- Summary -- Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase -- Common issues in the continuous improvement phase and their root causes -- Struggling with your transformation to become a product organization while governing your Salesforce program -- Difficulties enhancing your Salesforce DevOps capabilities -- Unable to effectively manage and leverage your Salesforce Customer 360 data -- Evaluating the state of your Salesforce program -- Checklist for your Salesforce program in the continuous improvement phase -- Summary -- Index -- Other Books You May Enjoy | |
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| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe |a Jorgensen, Kristian Margaryan |t Salesforce End-To-End Implementation Handbook |d Birmingham : Packt Publishing, Limited,c2023 |z 978-1-80461-322-1 |
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Datensatz im Suchindex
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|---|---|
| adam_txt | |
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| author | Jørgensen, Kristian Margaryan |
| author_facet | Jørgensen, Kristian Margaryan |
| author_role | aut |
| author_sort | Jørgensen, Kristian Margaryan |
| author_variant | k m j km kmj |
| building | Verbundindex |
| bvnumber | BV049020219 |
| classification_rvk | QP 620 |
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| contents | Cover -- Title Page -- Copyright and Credits -- Contributors -- Table of Contents -- Preface -- Part 1: The Pre-Development Phase -- Chapter 1: Creating a Vision for Your Salesforce Project -- Introducing the life cycle of Salesforce implementations -- An overview of the pre-development phase of your Salesforce project -- Key milestones of the pre-development phase -- Activities in the pre-development phase -- Introducing the Salesforce taskforce -- Duration of the pre-development phase -- Understanding your company's imperative for change -- Introducing our scenario company - Packt Manufacturing Equipment (PME) -- Your company's environment, situation, and challenges -- Introducing the basics of strategy analysis -- Summarizing your company's strategic situation -- Defining the vision for your Salesforce project -- Why now? -- Creating a vision for your Salesforce project -- Iterating in the pre-development phase -- Summary -- Chapter 2: Defining the Nature of Your Salesforce Project -- Defining the capabilities to be supported by your Salesforce solution -- Understanding business capabilities -- Determining your high-level business processes -- Determining the required technical enablers to support the identified business capabilities -- Summarizing the capabilities to be supported by your Salesforce solution -- Determining the high-level technical scope of your Salesforce solution -- The high-level technical scope -- Iterating in the pre-development phase -- Summary -- Chapter 3: Determining How to Deliver Your Salesforce Project -- Choosing your delivery methodology -- Enterprise projects -- Common terminology used in Salesforce projects -- Understanding delivery methodologies -- Project phasing approaches -- Determining your change management strategy -- Introducing change management -- Degrees of change in Salesforce projects Identifying stakeholders impacted by change -- Timing your change management activities by Salesforce project phase -- Using a change management framework -- Envisioning your Salesforce Center of Excellence -- Understanding the purpose of a Salesforce Center of Excellence -- Drafting the charter for your Salesforce CoE -- Determining the structure and responsibilities of your Salesforce CoE -- Creating a roadmap for your Salesforce program -- Iterating in the pre-development phase -- Summary -- Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners -- Creating a business case to secure funding -- Determining KPIs and targets for your required business capabilities -- Creating the business case for your Salesforce project -- Presenting your Salesforce project business case -- Engaging with Salesforce and implementation partners -- Engaging with Salesforce -- Engaging with implementation partners -- Iterating in the pre-development phase -- Summary -- Chapter 5: Common Issues to Avoid in the Pre-Development Phase -- Introducing issues and root cause analysis -- Common issues in the pre-development phase and their root causes -- Difficulties in securing funding for your Salesforce project -- Difficulties in defining the nature of your Salesforce project -- Slow progress in the pre-development phase -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the pre-development phase -- Summary -- Part 2: The Development Phase -- Chapter 6: Detailing the Scope and Design of Your Initial Release -- Overview of the development phase of your Salesforce project -- Key activities and milestones of the development phase -- Duration of the development phase -- The role of your Salesforce CoE in the development phase -- Detailing the scope of your initial release Co-creating your future business processes -- Crafting user stories -- Reviewing and detailing user stories -- Creating the solution design for your initial release -- Understanding Salesforce architecture artifacts -- Determining the appropriate level of upfront architecture -- Creating user story solution designs -- Illustrating your consolidated solution architecture -- Summary -- Chapter 7: Building and Testing Your Initial Release -- Understanding the roles and responsibilities of your team members -- Planning your build phase -- Drafting your tentative development plan -- Setting up your development model and environments -- Understanding the components of your Salesforce solution -- Introducing development models in Salesforce -- Understanding Salesforce sandboxes -- Establishing your development process -- Maximizing value from agile ceremonies -- Managing your Kanban board -- Governing your Salesforce project in the development phase -- Salesforce project governance -- Governing the quality of your Salesforce solution -- Measuring progress in the development phase -- Preparing your data migration plan -- Summary -- Chapter 8: Common Issues to Avoid in the Development Phase -- Common issues in the development phase and their root causes -- Not being able to follow your tentative development plan -- Taking longer to create upfront architecture and user story solution designs -- Difficulty in detailing the scope of your Salesforce project -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the development phase -- Summary -- Part 3: The Roll-Out Phase -- Chapter 9: Deploying Your Release and Migrating Data to Production -- Overview of the roll-out phase of your Salesforce project -- Key activities and milestones of the roll-out phase -- Duration of the roll-out phase The role of your Salesforce CoE in the roll-out phase -- Deploying your Salesforce solution through environments -- Performing system integration testing -- Driving UAT of your solution -- Planning for a successful UAT -- Checking your data migration preparedness and signing off to go live -- Evaluating your data migration preparedness -- Signing off to go live -- Summary -- Chapter 10: Communicating, Training, and Supporting to Drive Adoption -- Planning, communicating, and managing change -- Understanding the scale of change to come -- Preparing your change management plan template -- Training your users -- Providing hypercare and managing production support -- Providing hypercare -- Transitioning to ongoing production support -- Monitoring and the driving adoption of your Salesforce solution -- Defining and measuring adoption -- Setting targets for adoption and evaluating your original business case -- Summary -- Chapter 11: Common Issues to Avoid in the Roll-Out Phase -- Common issues in the roll-out phase and their root causes -- Difficulties deploying through environments and migrating data -- Difficulties creating, gaining support for, and executing your change management and roll-out plan -- Struggling with adoption and improving business performance -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the roll-out phase -- Summary -- Part 4: The Continuous Improvement Phase -- Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities -- An overview of the continuous improvement phase -- Transforming your organization to become a product organization -- Understanding your products -- Aligning the vision, strategy, and ownership of your Salesforce platform -- Setting goals for your Salesforce platform and products -- Governing your Salesforce program and platform -- Updating your Salesforce CoE. Adjusting your partner model in the continuous improvement phase -- Revisiting and maintaining your Salesforce roadmap -- Managing technical debt -- Evolving your Salesforce DevOps capabilities -- Introducing DevOps -- Enhancing your Salesforce DevOps capabilities -- Summary -- Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 -- Managing and governing your Salesforce data -- Managing the life cycle of your Salesforce data -- Governing the quality of your Salesforce data -- Getting started with data quality governance -- Leveraging your C360 data to maximize the return on your Salesforce investments -- Prioritizing your analytics and automation initiatives -- Leading and inspiring the peers in your organization -- Summary -- Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase -- Common issues in the continuous improvement phase and their root causes -- Struggling with your transformation to become a product organization while governing your Salesforce program -- Difficulties enhancing your Salesforce DevOps capabilities -- Unable to effectively manage and leverage your Salesforce Customer 360 data -- Evaluating the state of your Salesforce program -- Checklist for your Salesforce program in the continuous improvement phase -- Summary -- Index -- Other Books You May Enjoy |
| ctrlnum | (ZDB-30-PQE)EBC30477743 (ZDB-30-PAD)EBC30477743 (ZDB-89-EBL)EBL30477743 (ZDB-221-PPR)9781804617601 (OCoLC)1372369181 (DE-599)BVBBV049020219 |
| dewey-full | 658.812 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.812 |
| dewey-search | 658.812 |
| dewey-sort | 3658.812 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| discipline_str_mv | Wirtschaftswissenschaften |
| edition | First published |
| format | Electronic eBook |
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supported by your Salesforce solution -- Determining the high-level technical scope of your Salesforce solution -- The high-level technical scope -- Iterating in the pre-development phase -- Summary -- Chapter 3: Determining How to Deliver Your Salesforce Project -- Choosing your delivery methodology -- Enterprise projects -- Common terminology used in Salesforce projects -- Understanding delivery methodologies -- Project phasing approaches -- Determining your change management strategy -- Introducing change management -- Degrees of change in Salesforce projects</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Identifying stakeholders impacted by change -- Timing your change management activities by Salesforce project phase -- Using a change management framework -- Envisioning your Salesforce Center of Excellence -- Understanding the purpose of a Salesforce Center of Excellence -- Drafting the charter for your Salesforce CoE -- Determining the structure and responsibilities of your Salesforce CoE -- Creating a roadmap for your Salesforce program -- Iterating in the pre-development phase -- Summary -- Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners -- Creating a business case to secure funding -- Determining KPIs and targets for your required business capabilities -- Creating the business case for your Salesforce project -- Presenting your Salesforce project business case -- Engaging with Salesforce and implementation partners -- Engaging with Salesforce -- Engaging with implementation partners -- Iterating in the pre-development phase -- Summary -- Chapter 5: Common Issues to Avoid in the Pre-Development Phase -- Introducing issues and root cause analysis -- Common issues in the pre-development phase and their root causes -- Difficulties in securing funding for your Salesforce project -- Difficulties in defining the nature of your Salesforce project -- Slow progress in the pre-development phase -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the pre-development phase -- Summary -- Part 2: The Development Phase -- Chapter 6: Detailing the Scope and Design of Your Initial Release -- Overview of the development phase of your Salesforce project -- Key activities and milestones of the development phase -- Duration of the development phase -- The role of your Salesforce CoE in the development phase -- Detailing the scope of your initial release</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Co-creating your future business processes -- Crafting user stories -- Reviewing and detailing user stories -- Creating the solution design for your initial release -- Understanding Salesforce architecture artifacts -- Determining the appropriate level of upfront architecture -- Creating user story solution designs -- Illustrating your consolidated solution architecture -- Summary -- Chapter 7: Building and Testing Your Initial Release -- Understanding the roles and responsibilities of your team members -- Planning your build phase -- Drafting your tentative development plan -- Setting up your development model and environments -- Understanding the components of your Salesforce solution -- Introducing development models in Salesforce -- Understanding Salesforce sandboxes -- Establishing your development process -- Maximizing value from agile ceremonies -- Managing your Kanban board -- Governing your Salesforce project in the development phase -- Salesforce project governance -- Governing the quality of your Salesforce solution -- Measuring progress in the development phase -- Preparing your data migration plan -- Summary -- Chapter 8: Common Issues to Avoid in the Development Phase -- Common issues in the development phase and their root causes -- Not being able to follow your tentative development plan -- Taking longer to create upfront architecture and user story solution designs -- Difficulty in detailing the scope of your Salesforce project -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the development phase -- Summary -- Part 3: The Roll-Out Phase -- Chapter 9: Deploying Your Release and Migrating Data to Production -- Overview of the roll-out phase of your Salesforce project -- Key activities and milestones of the roll-out phase -- Duration of the roll-out phase</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">The role of your Salesforce CoE in the roll-out phase -- Deploying your Salesforce solution through environments -- Performing system integration testing -- Driving UAT of your solution -- Planning for a successful UAT -- Checking your data migration preparedness and signing off to go live -- Evaluating your data migration preparedness -- Signing off to go live -- Summary -- Chapter 10: Communicating, Training, and Supporting to Drive Adoption -- Planning, communicating, and managing change -- Understanding the scale of change to come -- Preparing your change management plan template -- Training your users -- Providing hypercare and managing production support -- Providing hypercare -- Transitioning to ongoing production support -- Monitoring and the driving adoption of your Salesforce solution -- Defining and measuring adoption -- Setting targets for adoption and evaluating your original business case -- Summary -- Chapter 11: Common Issues to Avoid in the Roll-Out Phase -- Common issues in the roll-out phase and their root causes -- Difficulties deploying through environments and migrating data -- Difficulties creating, gaining support for, and executing your change management and roll-out plan -- Struggling with adoption and improving business performance -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the roll-out phase -- Summary -- Part 4: The Continuous Improvement Phase -- Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities -- An overview of the continuous improvement phase -- Transforming your organization to become a product organization -- Understanding your products -- Aligning the vision, strategy, and ownership of your Salesforce platform -- Setting goals for your Salesforce platform and products -- Governing your Salesforce program and platform -- Updating your Salesforce CoE.</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Adjusting your partner model in the continuous improvement phase -- Revisiting and maintaining your Salesforce roadmap -- Managing technical debt -- Evolving your Salesforce DevOps capabilities -- Introducing DevOps -- Enhancing your Salesforce DevOps capabilities -- Summary -- Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 -- Managing and governing your Salesforce data -- Managing the life cycle of your Salesforce data -- Governing the quality of your Salesforce data -- Getting started with data quality governance -- Leveraging your C360 data to maximize the return on your Salesforce investments -- Prioritizing your analytics and automation initiatives -- Leading and inspiring the peers in your organization -- Summary -- Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase -- Common issues in the continuous improvement phase and their root causes -- Struggling with your transformation to become a product organization while governing your Salesforce program -- Difficulties enhancing your Salesforce DevOps capabilities -- Unable to effectively manage and leverage your Salesforce Customer 360 data -- Evaluating the state of your Salesforce program -- Checklist for your Salesforce program in the continuous improvement phase -- Summary -- Index -- Other Books You May Enjoy</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Customer relations-Management</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield 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| id | DE-604.BV049020219 |
| illustrated | Not Illustrated |
| index_date | 2024-07-03T22:13:40Z |
| indexdate | 2024-07-10T09:52:59Z |
| institution | BVB |
| isbn | 9781804617601 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-034283126 |
| oclc_num | 1372369181 |
| open_access_boolean | |
| owner | DE-2070s DE-860 DE-Aug4 DE-706 |
| owner_facet | DE-2070s DE-860 DE-Aug4 DE-706 |
| physical | 1 Online-Ressource (xxi, 279 Seiten) Illustrationen, Diagramme |
| psigel | ZDB-30-PQE ZDB-221-PPR ZDB-30-ORH ZDB-221-PPR FLA_PPR_Kauf ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2023 |
| publishDateSearch | 2023 |
| publishDateSort | 2023 |
| publisher | Packt Publishing, Limited |
| record_format | marc |
| spelling | Jørgensen, Kristian Margaryan Verfasser aut Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes Kristian Margaryan Jørgensen First published Birmingham ; Mumbai Packt Publishing, Limited [March 2023] © 2023 1 Online-Ressource (xxi, 279 Seiten) Illustrationen, Diagramme txt rdacontent c rdamedia cr rdacarrier 1st edition - Cover Description based on publisher supplied metadata and other sources Cover -- Title Page -- Copyright and Credits -- Contributors -- Table of Contents -- Preface -- Part 1: The Pre-Development Phase -- Chapter 1: Creating a Vision for Your Salesforce Project -- Introducing the life cycle of Salesforce implementations -- An overview of the pre-development phase of your Salesforce project -- Key milestones of the pre-development phase -- Activities in the pre-development phase -- Introducing the Salesforce taskforce -- Duration of the pre-development phase -- Understanding your company's imperative for change -- Introducing our scenario company - Packt Manufacturing Equipment (PME) -- Your company's environment, situation, and challenges -- Introducing the basics of strategy analysis -- Summarizing your company's strategic situation -- Defining the vision for your Salesforce project -- Why now? -- Creating a vision for your Salesforce project -- Iterating in the pre-development phase -- Summary -- Chapter 2: Defining the Nature of Your Salesforce Project -- Defining the capabilities to be supported by your Salesforce solution -- Understanding business capabilities -- Determining your high-level business processes -- Determining the required technical enablers to support the identified business capabilities -- Summarizing the capabilities to be supported by your Salesforce solution -- Determining the high-level technical scope of your Salesforce solution -- The high-level technical scope -- Iterating in the pre-development phase -- Summary -- Chapter 3: Determining How to Deliver Your Salesforce Project -- Choosing your delivery methodology -- Enterprise projects -- Common terminology used in Salesforce projects -- Understanding delivery methodologies -- Project phasing approaches -- Determining your change management strategy -- Introducing change management -- Degrees of change in Salesforce projects Identifying stakeholders impacted by change -- Timing your change management activities by Salesforce project phase -- Using a change management framework -- Envisioning your Salesforce Center of Excellence -- Understanding the purpose of a Salesforce Center of Excellence -- Drafting the charter for your Salesforce CoE -- Determining the structure and responsibilities of your Salesforce CoE -- Creating a roadmap for your Salesforce program -- Iterating in the pre-development phase -- Summary -- Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners -- Creating a business case to secure funding -- Determining KPIs and targets for your required business capabilities -- Creating the business case for your Salesforce project -- Presenting your Salesforce project business case -- Engaging with Salesforce and implementation partners -- Engaging with Salesforce -- Engaging with implementation partners -- Iterating in the pre-development phase -- Summary -- Chapter 5: Common Issues to Avoid in the Pre-Development Phase -- Introducing issues and root cause analysis -- Common issues in the pre-development phase and their root causes -- Difficulties in securing funding for your Salesforce project -- Difficulties in defining the nature of your Salesforce project -- Slow progress in the pre-development phase -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the pre-development phase -- Summary -- Part 2: The Development Phase -- Chapter 6: Detailing the Scope and Design of Your Initial Release -- Overview of the development phase of your Salesforce project -- Key activities and milestones of the development phase -- Duration of the development phase -- The role of your Salesforce CoE in the development phase -- Detailing the scope of your initial release Co-creating your future business processes -- Crafting user stories -- Reviewing and detailing user stories -- Creating the solution design for your initial release -- Understanding Salesforce architecture artifacts -- Determining the appropriate level of upfront architecture -- Creating user story solution designs -- Illustrating your consolidated solution architecture -- Summary -- Chapter 7: Building and Testing Your Initial Release -- Understanding the roles and responsibilities of your team members -- Planning your build phase -- Drafting your tentative development plan -- Setting up your development model and environments -- Understanding the components of your Salesforce solution -- Introducing development models in Salesforce -- Understanding Salesforce sandboxes -- Establishing your development process -- Maximizing value from agile ceremonies -- Managing your Kanban board -- Governing your Salesforce project in the development phase -- Salesforce project governance -- Governing the quality of your Salesforce solution -- Measuring progress in the development phase -- Preparing your data migration plan -- Summary -- Chapter 8: Common Issues to Avoid in the Development Phase -- Common issues in the development phase and their root causes -- Not being able to follow your tentative development plan -- Taking longer to create upfront architecture and user story solution designs -- Difficulty in detailing the scope of your Salesforce project -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the development phase -- Summary -- Part 3: The Roll-Out Phase -- Chapter 9: Deploying Your Release and Migrating Data to Production -- Overview of the roll-out phase of your Salesforce project -- Key activities and milestones of the roll-out phase -- Duration of the roll-out phase The role of your Salesforce CoE in the roll-out phase -- Deploying your Salesforce solution through environments -- Performing system integration testing -- Driving UAT of your solution -- Planning for a successful UAT -- Checking your data migration preparedness and signing off to go live -- Evaluating your data migration preparedness -- Signing off to go live -- Summary -- Chapter 10: Communicating, Training, and Supporting to Drive Adoption -- Planning, communicating, and managing change -- Understanding the scale of change to come -- Preparing your change management plan template -- Training your users -- Providing hypercare and managing production support -- Providing hypercare -- Transitioning to ongoing production support -- Monitoring and the driving adoption of your Salesforce solution -- Defining and measuring adoption -- Setting targets for adoption and evaluating your original business case -- Summary -- Chapter 11: Common Issues to Avoid in the Roll-Out Phase -- Common issues in the roll-out phase and their root causes -- Difficulties deploying through environments and migrating data -- Difficulties creating, gaining support for, and executing your change management and roll-out plan -- Struggling with adoption and improving business performance -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the roll-out phase -- Summary -- Part 4: The Continuous Improvement Phase -- Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities -- An overview of the continuous improvement phase -- Transforming your organization to become a product organization -- Understanding your products -- Aligning the vision, strategy, and ownership of your Salesforce platform -- Setting goals for your Salesforce platform and products -- Governing your Salesforce program and platform -- Updating your Salesforce CoE. Adjusting your partner model in the continuous improvement phase -- Revisiting and maintaining your Salesforce roadmap -- Managing technical debt -- Evolving your Salesforce DevOps capabilities -- Introducing DevOps -- Enhancing your Salesforce DevOps capabilities -- Summary -- Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 -- Managing and governing your Salesforce data -- Managing the life cycle of your Salesforce data -- Governing the quality of your Salesforce data -- Getting started with data quality governance -- Leveraging your C360 data to maximize the return on your Salesforce investments -- Prioritizing your analytics and automation initiatives -- Leading and inspiring the peers in your organization -- Summary -- Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase -- Common issues in the continuous improvement phase and their root causes -- Struggling with your transformation to become a product organization while governing your Salesforce program -- Difficulties enhancing your Salesforce DevOps capabilities -- Unable to effectively manage and leverage your Salesforce Customer 360 data -- Evaluating the state of your Salesforce program -- Checklist for your Salesforce program in the continuous improvement phase -- Summary -- Index -- Other Books You May Enjoy Customer relations-Management Sales management Salesforce (Online service) Verkauf (DE-588)4117346-6 gnd rswk-swf Kundenmanagement (DE-588)4236865-0 gnd rswk-swf CAS (DE-588)4194719-8 gnd rswk-swf Content Management (DE-588)4673954-3 gnd rswk-swf COMPUTERS / Information Technology COMPUTERS / Internet / Content Management Systems TECHNOLOGY & ENGINEERING / General Verkauf (DE-588)4117346-6 s Kundenmanagement (DE-588)4236865-0 s Content Management (DE-588)4673954-3 s CAS (DE-588)4194719-8 s DE-604 Erscheint auch als Druck-Ausgabe Jorgensen, Kristian Margaryan Salesforce End-To-End Implementation Handbook Birmingham : Packt Publishing, Limited,c2023 978-1-80461-322-1 https://portal.igpublish.com/iglibrary/search/PACKT0006652.html Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Jørgensen, Kristian Margaryan Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes Cover -- Title Page -- Copyright and Credits -- Contributors -- Table of Contents -- Preface -- Part 1: The Pre-Development Phase -- Chapter 1: Creating a Vision for Your Salesforce Project -- Introducing the life cycle of Salesforce implementations -- An overview of the pre-development phase of your Salesforce project -- Key milestones of the pre-development phase -- Activities in the pre-development phase -- Introducing the Salesforce taskforce -- Duration of the pre-development phase -- Understanding your company's imperative for change -- Introducing our scenario company - Packt Manufacturing Equipment (PME) -- Your company's environment, situation, and challenges -- Introducing the basics of strategy analysis -- Summarizing your company's strategic situation -- Defining the vision for your Salesforce project -- Why now? -- Creating a vision for your Salesforce project -- Iterating in the pre-development phase -- Summary -- Chapter 2: Defining the Nature of Your Salesforce Project -- Defining the capabilities to be supported by your Salesforce solution -- Understanding business capabilities -- Determining your high-level business processes -- Determining the required technical enablers to support the identified business capabilities -- Summarizing the capabilities to be supported by your Salesforce solution -- Determining the high-level technical scope of your Salesforce solution -- The high-level technical scope -- Iterating in the pre-development phase -- Summary -- Chapter 3: Determining How to Deliver Your Salesforce Project -- Choosing your delivery methodology -- Enterprise projects -- Common terminology used in Salesforce projects -- Understanding delivery methodologies -- Project phasing approaches -- Determining your change management strategy -- Introducing change management -- Degrees of change in Salesforce projects Identifying stakeholders impacted by change -- Timing your change management activities by Salesforce project phase -- Using a change management framework -- Envisioning your Salesforce Center of Excellence -- Understanding the purpose of a Salesforce Center of Excellence -- Drafting the charter for your Salesforce CoE -- Determining the structure and responsibilities of your Salesforce CoE -- Creating a roadmap for your Salesforce program -- Iterating in the pre-development phase -- Summary -- Chapter 4: Securing Funding and Engaging with Salesforce and Implementation Partners -- Creating a business case to secure funding -- Determining KPIs and targets for your required business capabilities -- Creating the business case for your Salesforce project -- Presenting your Salesforce project business case -- Engaging with Salesforce and implementation partners -- Engaging with Salesforce -- Engaging with implementation partners -- Iterating in the pre-development phase -- Summary -- Chapter 5: Common Issues to Avoid in the Pre-Development Phase -- Introducing issues and root cause analysis -- Common issues in the pre-development phase and their root causes -- Difficulties in securing funding for your Salesforce project -- Difficulties in defining the nature of your Salesforce project -- Slow progress in the pre-development phase -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the pre-development phase -- Summary -- Part 2: The Development Phase -- Chapter 6: Detailing the Scope and Design of Your Initial Release -- Overview of the development phase of your Salesforce project -- Key activities and milestones of the development phase -- Duration of the development phase -- The role of your Salesforce CoE in the development phase -- Detailing the scope of your initial release Co-creating your future business processes -- Crafting user stories -- Reviewing and detailing user stories -- Creating the solution design for your initial release -- Understanding Salesforce architecture artifacts -- Determining the appropriate level of upfront architecture -- Creating user story solution designs -- Illustrating your consolidated solution architecture -- Summary -- Chapter 7: Building and Testing Your Initial Release -- Understanding the roles and responsibilities of your team members -- Planning your build phase -- Drafting your tentative development plan -- Setting up your development model and environments -- Understanding the components of your Salesforce solution -- Introducing development models in Salesforce -- Understanding Salesforce sandboxes -- Establishing your development process -- Maximizing value from agile ceremonies -- Managing your Kanban board -- Governing your Salesforce project in the development phase -- Salesforce project governance -- Governing the quality of your Salesforce solution -- Measuring progress in the development phase -- Preparing your data migration plan -- Summary -- Chapter 8: Common Issues to Avoid in the Development Phase -- Common issues in the development phase and their root causes -- Not being able to follow your tentative development plan -- Taking longer to create upfront architecture and user story solution designs -- Difficulty in detailing the scope of your Salesforce project -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the development phase -- Summary -- Part 3: The Roll-Out Phase -- Chapter 9: Deploying Your Release and Migrating Data to Production -- Overview of the roll-out phase of your Salesforce project -- Key activities and milestones of the roll-out phase -- Duration of the roll-out phase The role of your Salesforce CoE in the roll-out phase -- Deploying your Salesforce solution through environments -- Performing system integration testing -- Driving UAT of your solution -- Planning for a successful UAT -- Checking your data migration preparedness and signing off to go live -- Evaluating your data migration preparedness -- Signing off to go live -- Summary -- Chapter 10: Communicating, Training, and Supporting to Drive Adoption -- Planning, communicating, and managing change -- Understanding the scale of change to come -- Preparing your change management plan template -- Training your users -- Providing hypercare and managing production support -- Providing hypercare -- Transitioning to ongoing production support -- Monitoring and the driving adoption of your Salesforce solution -- Defining and measuring adoption -- Setting targets for adoption and evaluating your original business case -- Summary -- Chapter 11: Common Issues to Avoid in the Roll-Out Phase -- Common issues in the roll-out phase and their root causes -- Difficulties deploying through environments and migrating data -- Difficulties creating, gaining support for, and executing your change management and roll-out plan -- Struggling with adoption and improving business performance -- Evaluating the state of your Salesforce project -- Checklist for your Salesforce project in the roll-out phase -- Summary -- Part 4: The Continuous Improvement Phase -- Chapter 12: Evolving Your Salesforce Org and DevOps Capabilities -- An overview of the continuous improvement phase -- Transforming your organization to become a product organization -- Understanding your products -- Aligning the vision, strategy, and ownership of your Salesforce platform -- Setting goals for your Salesforce platform and products -- Governing your Salesforce program and platform -- Updating your Salesforce CoE. Adjusting your partner model in the continuous improvement phase -- Revisiting and maintaining your Salesforce roadmap -- Managing technical debt -- Evolving your Salesforce DevOps capabilities -- Introducing DevOps -- Enhancing your Salesforce DevOps capabilities -- Summary -- Chapter 13: Managing Your Salesforce Data to Harvest the Fruits of Customer 360 -- Managing and governing your Salesforce data -- Managing the life cycle of your Salesforce data -- Governing the quality of your Salesforce data -- Getting started with data quality governance -- Leveraging your C360 data to maximize the return on your Salesforce investments -- Prioritizing your analytics and automation initiatives -- Leading and inspiring the peers in your organization -- Summary -- Chapter 14: Common Issues to Avoid in the Continuous Improvement Phase -- Common issues in the continuous improvement phase and their root causes -- Struggling with your transformation to become a product organization while governing your Salesforce program -- Difficulties enhancing your Salesforce DevOps capabilities -- Unable to effectively manage and leverage your Salesforce Customer 360 data -- Evaluating the state of your Salesforce program -- Checklist for your Salesforce program in the continuous improvement phase -- Summary -- Index -- Other Books You May Enjoy Customer relations-Management Sales management Salesforce (Online service) Verkauf (DE-588)4117346-6 gnd Kundenmanagement (DE-588)4236865-0 gnd CAS (DE-588)4194719-8 gnd Content Management (DE-588)4673954-3 gnd |
| subject_GND | (DE-588)4117346-6 (DE-588)4236865-0 (DE-588)4194719-8 (DE-588)4673954-3 |
| title | Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes |
| title_auth | Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes |
| title_exact_search | Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes |
| title_exact_search_txtP | Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes |
| title_full | Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes Kristian Margaryan Jørgensen |
| title_fullStr | Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes Kristian Margaryan Jørgensen |
| title_full_unstemmed | Salesforce end-to-end implementation handbook a practitioner's guide for setting up programs and projects to deliver superior business outcomes Kristian Margaryan Jørgensen |
| title_short | Salesforce end-to-end implementation handbook |
| title_sort | salesforce end to end implementation handbook a practitioner s guide for setting up programs and projects to deliver superior business outcomes |
| title_sub | a practitioner's guide for setting up programs and projects to deliver superior business outcomes |
| topic | Customer relations-Management Sales management Salesforce (Online service) Verkauf (DE-588)4117346-6 gnd Kundenmanagement (DE-588)4236865-0 gnd CAS (DE-588)4194719-8 gnd Content Management (DE-588)4673954-3 gnd |
| topic_facet | Customer relations-Management Sales management Salesforce (Online service) Verkauf Kundenmanagement CAS Content Management |
| url | https://portal.igpublish.com/iglibrary/search/PACKT0006652.html |
| work_keys_str_mv | AT jørgensenkristianmargaryan salesforceendtoendimplementationhandbookapractitionersguideforsettingupprogramsandprojectstodeliversuperiorbusinessoutcomes |