The Ultimate Salesforce Deployment Checklist to Get You Move-In Ready

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Organizations cannot afford to fail with CRM initiatives. They are vital to supporting the front-office business and technology capabilities needed to succeed in the age of the customer. However, Implemented well, Salesforce can deliver a 30% increase in sales revenue and a 26% improvement in sales win rates.

At the same time, CRM technology deployments can be challenging if a proper strategy and deployment checklist is not in place. This blog post is designed to provide a general framework for developing a Salesforce deployment plan of your own that addresses the four critical success factors to help keep your CRM project on track.

In order to successfully deploy your solution, you need to focus on all four fundamental success factors:

  • Process. The need to customize solutions to fit unique organizational requirements is crucial since CRM projects face problems due to inadequate business process designs.
  • People. Issues such as slow user adoption and difficulties in aligning the organizational culture with new ways of working
  • Strategy. About 40% of organizations face challenges related to CRM strategies, such as lack of clearly defined objectives, poor solution deployment practices, and insufficient solution governance practices.
  • Technology. Functional shortfalls in vendor solutions, lack of the required skill sets needed to implement the solution, system performance shortfalls, and data problems are some technology deficiencies.

Deploying a Salesforce solution is much like moving into a new home. There’s a lot to plan for and think about before, during, and after it goes live.

Most commonly, Salesforce community implementation success metrics are concentrated around deployment, integrations, and rollout. Though challenging, these are tangible and observable parameters and can be tackled with a good implementation team. So what should you do to ensure everything goes smoothly? Here is a simple Salesforce deployment checklist for your assistance which business should observe and enforce to ensure the success of their Salesforce deployment.

Best Practices for Salesforce Deployments

Plan everything well in advance. The best deployments are meticulously planned so that absolutely everything is accounted for well in advance of go-live. Carefully consider the implications of your Salesforce deployment and give yourself plenty of time to build and test different scenarios before initiating the actual deployment.

Build everything in a sandbox environment first. A sandbox gives you a safe place to build out and test applications prior to deployment. Make sure your sandbox is a true replica of your production environment for most accurate results.

Test, test, and test again. Your deployment isn’t complete until you’ve thoroughly evaluated it for quality assurance purposes in production.

Create a comprehensive release management strategy. More likely than not, you’re working simultaneously on multiple Salesforce deployment projects at any given point in time. Release management is the process by which you manage, plan, schedule, and control each of these projects or releases in their various stages of development.

Practice good governance. When properly executed, governance ensures that everyone across your org does their job correctly, minimizes disruption and downtime, and keeps systems functioning at peak performance levels.

Document everything. By maintaining thorough documentation, you create a reliable point of reference to return to should you encounter any challenges in your deployment.

Work with a Salesforce consultant. An experienced consultant knows that a Salesforce deployment is about so much more than just pushing configurations. Achieve optimal benefits from this incredibly powerful business tool with a truly qualified consultant.

Docmation is a Salesforce Silver Consulting Partner with over 10 years of experience and expertise in working across all Salesforce Clouds, and with a thriving team of more than 60 certified Salesforce experts.