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Salesforce implementation project phases and deliverables. Please comment if you see anything is missing or you want to extend the list. We start with RFP Response then Proposal, followed by SOW agreement. Phases are; 1. Planning: - Project Charter or Project Kick Off Deck: Defines project objectives, scope, stakeholders, schedule and constraints etc. - High Level Project Plan: Outlines tasks, timelines, and resources required for the project. - Role & Responsibility Matrix - Discovery workshop plan - Sandbox and Git branching Strategy - Project Management tool setup and agile way of working training document - Development best practices guidelines 2. Discovery & Analysis: - Business Requirements Document (BRD): Describes high-level business needs and objectives. - Current State Analysis: Documents existing processes, systems, and pain points. 3. Design: - Solution Design Document: Details the architecture, data model, and user interface design. - Data Mapping Document: Maps data fields between systems for integration. - To be an architecture diagram. 4. Development: - Code Repository: Contains source code and scripts used for customization. - Configuration Workbook: Documents the configuration changes made in Salesforce. - Unit test documents 5. Testing: - Test Plan: Outlines the testing strategy, scope, and resources. - Test Cases: Detailed scripts for testing each aspect of the Salesforce solution. 6. Deployment: - Deployment Plan: Specifies the steps and schedule for moving changes to production. - Rollback Plan: Describes the process for reverting changes if issues arise during deployment. 7. Training: - Training Materials: User guides, video tutorials, or other resources for end-user training. - Administrator Training Manual: Documentation for administrators on system management. 8. Support and Maintenance: - Support Plan: Outlines the procedures for addressing user issues and system maintenance. - Incident Report: Documents details of any post-deployment issues and resolutions. 9. Documentation: - System Documentation: Comprehensive documentation on system configurations, customizations, and integrations. - Knowledge Base: A repository of FAQs and troubleshooting guides. 10. Optimization: - Optimization Plan: Outlines strategies for continuous improvement and evolution of the Salesforce solution. - Feedback Analysis Report: Summarizes user feedback and proposes enhancements. #SalesforceProjectManagement #SalesforceProjectManager

Hello Professionals, I hope you are doing great today! Position: Senior Business Systems Analyst (Salesforce) Location: Newark, NJ (3 Days Onsite) Interested Candidates share me resumes: jadam@finday.com Must Skills  Insurance Domain  Salesforce  Vlocity/Omnistudio The Skills & Expertise You Bring Bachelor of Computer Science or Engineering; Analytics or experience in related fields Experience with agile development methodologies and Test-Driven Development (TDD) Ability to quickly guide a requirement related conversation, asking the right questions at the right time to dig deeper where necessary.  Good writing skills, understand how to write for different audiences (Ex. tech vs business stakeholders) Ability to learn new skills and knowledge on an on-going basis through self-initiative and tackling challenges Excellent problem solving, communication and collaboration skills Applied experience and/or expertise with several of the following: Project/Product Management: Planning, Progress Monitoring and Status Reporting, including visualization of works; Scaling Agile – Organizing, synchronizing multiple teams setup Estimations, ROI, project life cycle Effective Communication: Understanding of effective communication concepts to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Ability to facilitate dialogue at the right level of detail for all members of the Agile team.  Decision-Making & Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.  Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.  Interpersonal Relationships: Knowledge of the techniques and the ability to work with a variety of individuals and groups in a constructive and collaborative manner. Ability to work seamlessly with business partners and software developers alike in a liaison role.  Financial Acumen: Knowledge of understanding of financial concepts, tools and processes and how financial metrics are used to monitor and drive outcomes. Includes understanding of company accounts/metrics (ex: balance sheet, profit/loss, cash flow, budget & forecast).  Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Experience supporting Salesforce systems as a business analyst (3-5 years) Knowledge of how Salesforce works and how it fits in with other enterprise tools and processes.  Good documentation skills throughout a project’s lifecycle including but not limited to requirements gathering, gap analysis.

In any service delivery lifecycle, not just Salesforce implementation, there's constant pressure to deliver faster, with fewer resources. Here are 5 ways in which I see GenAI and agentic workflows being a gamechanger: 1. Reducing Buffers. We have to pad our estimates in every project to account for unexpected issues or delays. It's a necessary evil but also means we're never working at full capacity. But with an AI agent delivering key artefacts, those buffers can be drastically reduced. Imagine being able to give your clients more accurate timelines, without the fear of being blindsided by a last-minute snag. 2. Reducing Volatility In services projects, requirements can change quickly. A stakeholder may want a new feature, a business process may change, etc. Traditionally, that means a lot of manual rework, which can really throw off your sprint plans. But an AI agent that understands the context of your org can adapt much faster. It can suggest modifications to existing code, or even generate new code to handle the new requirements. That means less time spent on reactive work and fighting fires. 3. Leveraging Context Every Salesforce implementation is unique, with its own customizations, integrations, and quirks. As an engineer, ramping up on a new org can be a huge time sink. But an AI agent that's been trained on your org's specific context can act as a kind of instant knowledge base. It can help new hires navigate the complexity of your org much faster. That means shorter ramp-up times, and more productive sprints right from the start. 4. Increasing Resource Liquidity In a typical services project, you're constrained by the availability and skills of your team. But with agents, you essentially have an elastic workforce that can scale up or down as needed. It's like having a flexible, on-demand resource pool that you can tap into whenever you need it. 5. Orchestrating ALM pipelines In a typical Salesforce project, you're juggling multiple environments — dev, test, staging, and production. Keeping these environments in sync and managing deployments between them is a constant headache. But an AI agent could act as a kind of intelligent orchestrator for your entire ALM pipeline. It could monitor for changes in one environment and automatically propagate them to others. It could validate deployments, catch conflicts or incompatibilities, and even suggest resolutions. When you add it all up, it's easy to see how an AI agent could massively impact delivery speed and, hence, a vastly superior service experience. Agents are going to be a force multiplier IT Services has never seen before. It's only a matter of time! #Salesforce #SalesforcePartners

Salesforce projects: Invest right!!! Salesforce projects require appropriate funding and decision-making. The project's stability and long-term success are much more important than its initial cost savings. A lack or absence of; 1. Good Salesforce consultant, BA 2. Good Admin with DevOps skills 3. Good QA members & disregarding the importance of; 1. Good test management tool and strategy 2. DevOps tool, change management strategies 3. Project management tool can eventually cause the issues and lead to unsuccessful projects. Also the Salesforce ecosystem is facing the challenge of onboarding skilled resources in the team these days. This is another topic of discussion and consideration. What's your experience!?

As a Salesforce consultant, one of your responsibilities may be gathering and documenting requirements. In a world where so many projects are running on Agile methodologies, this means that you'll be writing quite a few user stories. User stories are an integral part to the project's health. Good written ones ease the burden on the client being simple to understand and reducing new improvement stories later. They also make development more straightforward as developers can find all necessary information quickly. Most important, they become a trustful documentation. Understanding how well your requirements fit an user story, how big it is, if it needs to be broken down into smaller ones, and how to communicate with the customer and the others on your team is a crucial skill to have. It's one that you'll develop the most with hands-on work, however it's also important that you dedicate some time to study. Do you agree? Tell me in the comments. And if you want to know more about Salesforce and the consultancy ecosystem, be sure to follow me.

The Blurred Lines of Salesforce BA: Bridging Consultant and Analyst Roles! 🤷♂️ I don't understand why "BA in Salesforce" is considered a distinct position. It appears to be more of a consultant role requiring agile skills. Many others may share the same confusion about why this position exists since its essentially an add-on to a consultant. In certain cases, it might also be an extension of an admin's responsibilities, yet it is becoming more and more labeled as a BA role. The term "BA" is perplexing because it could refer to business analysis or business analytics. Business analysis typically involves non-technical roles focusing on business processes, while business analytics centers around understanding company data to further support business growth and decision-making. A Salesforce BA provides business analysis with a high level overview with understanding of agile methodologies, as outlined in certifications. Although individuals gain additional expertise through experience, the question arises as to why there is a separate position for Salesforce BAs. It might be more straightforward to identify as a consultant with business analysis knowledge, rather than having a distinct role for Salesforce BAs.

Want to speed up your time-to-value with Salesforce? Learn how to leverage agile methodologies, pre-configured templates, and change management in our blog post. https://lnkd.in/dbuky_ib #Cloudiate #Salesforce

As Salesforce professionals, evolving from a consultant to a solution architect requires a significant shift in mindset. Here's a concise breakdown of the five key areas that are critical for making a successful transition: 1. Broaden Your Technical Expertise - Dive deeper into the Salesforce platform, beyond your current scope. - Embrace continuous learning to keep up with the evolving ecosystem. . Develop a strong understanding of integrations, data models, and system landscapes. 2. Enhance Business Acumen - Gain a solid grasp of business processes across various industries. - Learn to identify the implications of business requirements on technical solutions. - Understand the strategic objectives of the businesses you serve and how Salesforce aligns with them. 3. Strengthen Communication Skills - Refine the ability to translate complex technical information for non-technical stakeholders. - Foster effective collaboration among cross-functional teams. - Develop persuasive presentation skills to articulate the value of proposed solutions. 4. Think Architecturally - Shift from delivering configurations to designing scalable and maintainable systems. - Focus on creating solutions that support the long-term vision of an organization. - Be proactive in identifying potential challenges and constraints in solution design. 5. Embrace Leadership and Mentorship - Take initiative in leading project teams and guiding decision-making processes. - Mentor other professionals to grow their skills and foster a knowledge-sharing culture. - Position yourself as a trusted advisor, not just a technical expert, to both your team and clients. Transitioning roles is about expanding your horizon and delivering value in new ways. Embrace the journey, and watch as your career as a Salesforce Solution Architect takes flight.  🔗 Link in 1st comment 🔗 Article from salesforceben(dot)com #Salesforce #Digitaltransformation #Awesomeadmin #AlexandreSFDC 💡 Follow me here on Linkedin for more Salesforce, Pardot and Marketing Cloud news/tips 🔔 Turn ON the bell notification in my profile

I love this statement: "First, I’d like to clarify my point of view (strongly opinionated): a version control system is good at two things and two things only: managing code and enabling collaboration. When you ask your version control to manage your environments, you are doing something wrong." Generally, teams use version control to *slow down* the flow of code from development to production. We keep things in a "not quite ready" state for a long time, using branching to hang on to the changes until we're ready. Complicated branching strategies make everything in your codebase harder to think about, and so they make your code harder to change. That makes your codebase rigid, which inhibits your organization's ability to change.

🗺️ A Salesforce project management roadmap is a strategic alignment of your business goals and your Salesforce org capabilities. A project roadmap ensures you do the right things at the right time to help your organization succeed. Click to learn how to build a Salesforce project management roadmap ➡️ http://ow.ly/UkZz50H8oc0 #ProjectManagement #SAAS #SFDC #IT #InsurTech #FinTech #WealthManagement #MedTech #HealthTech #NPTech #BigData #AI #CRM #CloudTech #DigitalTransformation #PMP #IT #Cloud #Tech #Technology #Innovation #Steps #ProjectManager #Project #Management #SalesforceExperts #Expert #BusinessAutomation #Partner #Roadmap #Automation #SalesforceConsultant