Infographic: Salesforce Implementation Project Roadmap


By Lauren Keepers

Tackling a Salesforce implementation on your own can be risky if you don’t have the right resources in place. With so many technical steps to consider, it can be difficult to understand where to begin, which project stakeholders should be involved, how to prioritize your implementation goals and what data is important for future reporting.

Unless you have a dedicated team of experts with a proven track record of successful Salesforce solutioning, it’s common to experience project hiccups that temporarily stall, or in some cases, immobilize implementation efforts. By employing a Managed Salesforce Partner, your project is guaranteed to follow a standardized order of phases resulting in a solution that meets your business objectives and sets you up for long-term success. Here’s a roadmap of the phases required to complete a Salesforce implementation.

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