As a Salesforce Consultant, one of the major responsibility is to design, develop & deploy Sales project successfully. Project management is not a drop in the bucket as there are questions involved in designing, development, testing of the project undertaken. In this article, we will learn about the basic steps for a successful Salesforce Project: Kick-off Meeting: A kick-off meeting is organized between the development team, clients & project sponsors, project coordinator. It is a formal meeting where the project is introduced, the team is introduced, their work responsibility is discussed. Planning of further activities takes place in the kick-off meetings, discussion around the pain points are made. A kick-off meeting gives an overview of the project and the client gets to know each and every member involved in the project. Envisioning Session: After the kick-off meeting, the team will dive into the appropriate analysis of the requirement, checking the feasibility of the integration (if needed), preparing gap analysis documents for the better understanding of the project. Which part of the project needs to be done at what point of time is decided, tentative sprint dates, tentative release data are decided. Various flow diagrams like system flow, technical architecture diagram, opportunity life cycle diagrams are prepared to understand the existing process and system. This is a crucial period where the development team can ask as much query related to the project to have a better understanding about the project.
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Development/Iteration Phase: The development team does the coding to deliver the discussed modules based on the client's requirements. After that, iteration (if needed) are made based on the client’s feedback. The scrum master manages sprint and its ticket. Generally, sprints are created to track and manage the development work among the assigned developers. Estimated time and actual work hours are logged in each ticket by the assignee. Quality Assurance: Before going to UAT, the developed module is thoroughly tested for any bugs in different scenarios. The tester tests the module based on the various test cases and reports the bugs to the developer for the earliest rectification. After the tester is confirmed that no issue is left then the module goes to the client for UAT.
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Deployment: After the successful UAT, the development will integrate and deliver the working module into production. It is done by taking a complete backup of the production org and then deploying the developed modules. Training is offered to the users about the new developed module so that they can adopt the new system easily into their day to day activities At last, I would like to say that trust is the most important factor for any relationship. Earn the trust of your clients which will make the process smooth.
That’s all for this article, in case you need Salesforce Consultant or Salesforce Consulting Company, then please feel free to reach out to us at sales@girikon.com