Managing a Salesforce Project
General advice about Salesforce-related PM
Pre-Project Phase
Roadmap Define a Roadmap (Integration 1, 2 etc) and keep the different steps digestible in small...
Project Phase
Internal Meetings Meetings that should be held: weekly sync-up daily standup (30 seconds per p...
Post-Project
Lessons LearnedMake sure to follow the Project Review Process Make sure we are learning in our p...
Documentation
Documentation List The following Documents should be part of most, if not every, project: Respo...
Project Reviews
< Linked files on the top left of this articleA Project Review is a process in which you will ...
Auditing a Salesforce Org
Functional Audit One workshop mid-audit to discuss their processOne workshop after the audit to ...
Integration Questions list
- Which direction is the sync going from ? - SF > other system ? - is that system accessible via...
Communities Project Cheat Sheet
COMMUNITIES IN SF CHEAT SHEET Shit to check- what do my users need access to ?- opps ? > Partner...
Communities Deployment Hell
soCommunitiesthey are split into multiple things in the backenda Networka Siteand some other free...
Speaking "Data Maintenance"An intro to Data-related presales
Glossary of Partners Mulesoft Salesforce-owned company. Salesforce will tell you about Mulesof...