SFDC Best practices
Salesforce.com best practices are not just what everyone is doing, but very much possible to achieve. With the right amount of planning, subject matter expertise, implementation experience and domain knowledge you have the opportunity to complete a project in best possible manner that accommodate flexible system administration and future implementations/upgrades.
Below are the best practices for Salesforce.com implementation:
- Scope – Domain Knowledge– You and your team should invest your time in gathering information, assigning tasks to specific people and having a good overview of your resources.
- Timeline – Now that you have a clear idea of what you want to achieve and what you need to do to get there, all you need to do is place all the tasks on a timeline and make sure that each person is on board with the plan.
- Planning – Subject Matter Expertise– Since changes happen all the time, you have to set some expectations on how the team should manage unexpected issues, scope change, risks, quality and communication.
- Implement – Implementation Expertise– Since you have already agreed on your project scope and you have a basic backup plan if something doesn’t work, the only thing remaining is to implement your plan and processes efficiently.
- End Result Quality & ROI – Quality means making sure that you build what you said you would and that you do it as efficiently as you can which means trying not to make too many mistakes and always keeping your project on track to deliver the expected results.