Salesforce implementation services and guidelines
Salesforce implementation roadmap
Here’s how our certified Salesforce experts approach a typical Salesforce implementation project to ensure its efficiency and eventual success.
We conduct kick-off meetings with the customer to plan the project and determine what Salesforce products they should implement. Based on this, we select the tools we will need for this Salesforce implementation project and select specialists for the team.
At this stage, we analyze the customer’s business needs in more detail and use them to elaborate on Salesforce implementation requirements as well as the project’s goals. We can also develop PoC for features without established requirements and provide a demo to validate the suggested approach.
Our Salesforce developers configure the solution’s UX/UI, objects and fields, reports, business rules, and other aspects to better tailor it to the customer’s operations. When out-of-the-box settings can’t provide the desired modifications, we can perform Salesforce customization through custom development.
We integrate the future Salesforce platform with other business software in the customer’s IT infrastructure, like ERP, document management solutions, marketing tools, etc., with pre-built connectors or custom modules and ensure seamless data flow and collaboration between them.
When we’ve finished modifying the Salesforce solution and preparing it for implementation, we deploy metadata to a testing environment to perform user acceptance testing, load testing, and staging. If needed, we make necessary changes to the solution afterward.
We deliver the Salesforce solution to the customer’s selected environment, ensuring minimal interruptions to the company’s operations. Then, we migrate all the necessary data from legacy CRM and other systems to Salesforce.
After the successful Salesforce implementation, we can help the customer with user adoption, getting target users acquainted with the new solution’s features and capabilities. Our team can also provide ongoing support and maintenance services on demand.
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Team composition for a Salesforce implementation project
Defines the project scope and supervises all implementation stages.
Understands the company’s processes and can map them out in the Salesforce system. Communicates with different teams and oversees the implementation end-to-end.
Helps stakeholders select Salesforce products and determine the requirements, set up the system, and perform necessary configurations.
Salesforce developer (upon request)
Designs and builds Salesforce customizations and integrations.
Takes care of data preparation for migration into Salesforce and ensures the migration goes smoothly.
Manages the implemented Salesforce system on a daily basis.
Customer employees from particular departments that provide feedback at each project’s stage and become the solution’s first users.
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FAQ about Salesforce implementation
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