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Salesforce Implementation Tips & Tricks

Join us to learn about Salesforce Implementation tips & tricks and different stages in Software development life cycle. Basic component of any Salesforce Implementation is Design, Development & Deployment, Testing & QA and Launch & Support. Let see what all best practice you should follow to implement Salesforce for any new client.

What is Salesforce Implementation?

Salesforce implementation is a process of rolling out, configure and develop a Customer Relationship Management (CRM) tool/product. Salesforce implementation services include consulting, configuration, development, Integration and data migration.

Salesforce Implementation

How do you implement Salesforce Successfully?

A successful implementation focuses agile methodology, communication, and key business activities. It typically follow the below Implementation process:

  1. Design / Discovery Sprint: Before Staring the development, you should conduct the discovery sprint define the stakeholders, Define high level goals, Identifying User Persona and Gather requirements. At the end Prioritize Requirements and put in backlog.
  2. Development & Deployment: Once you have all feature details documented and solution is ready for development. It time to start development using Agile and Deploy changes in upper environments.
  3. Testing & QA: Once the development is done. It time for testing and QA. Then product demo with stakeholders, share the build with client for UAT. Take feedback and fix all bugs if any.
  4. Launch and Support: Once all bug are fixed. Then go for beta live and launch the product. If you are doing first time production deployment then start with small set of group for quick feedback. Then go with big project go live.
Salesforce Implementation A Step-By-Step Guide
Salesforce Implementation A Step-By-Step Guide

Salesforce Implementation Tips & Tricks Video

YouTube video

Let talk Salesforce implement process in details.

The Design Discovery

Design Sprint is also called as discovery. Before staring any development, it’s crucial to conduct design sprint to research and understand your target audience, competition and industry trends.

  1. Define Stakeholder: First thing understand who is your stakeholder and understand there need So you can define the high level goals for the project.
  2. Research: First step is understand your client and industries. In this step go through and understand the requirement of client and conduct proper market research to identify gaps in potential user expectations.
  3. Identifying User Persona: To make sure the product we build finds it audience, and what they want. Know our users, understand their needs and their troubles.
    • UX Principles: UX principles are fundamental pieces of guidelines we use to make easy-to-use. pleasurable design, Apply them to select, create and organize elements and features in the project.
    • Finalize User Flow: Create seamless user flow is imperative to align the needs of your business with those of your users.
    • Wire frames: Wire framing is ans essential tool you can use in project scope definition and app development process.
  4. Information Architecture: Information Architecture design at organizing content so that users would easily adjust to the functionality of the product.
    • Build Current Architecture.
    • Future State Architecture.
  5. Development plan: Draw our a comprehensive development plan to tackle various modules decided in the project architecture.
    • Dependencies list: Check for dependencies in the form of external APIs and decide whether and when we would need them.
    • Project Architecture: Architecture project in a way that is is scalable and does not required mending on the days of heavy traffic.

Learn about Designing Salesforce Solutions with Empathy. Here is sample discovery work plan & Deliverables.

Development & Deployment

There are different development methodology for Software development. You might use waterfall or agile base on your organization.

1. Development

Here we will talk about Salesforce Agile implementation. Once you have all feature details documented and solution is ready for development.

Learn more about Salesforce Development and Deployment process.

  • Backlog : This is the gathering of ideas, requirement and prioritization of requirement.
  • Development Process : This is the process of implementing the defined requirement as defined within the backlog.
  • Release Management : This is the process of managing the completed application/enhancement into production

Scrum Roles, Events and Artifacts

Here are Scrum Roles, Events and Artifacts.

Scrum Roles, Event and Artifacts
Scrum Roles, Event and Artifacts

Salesforce Development

Follow Salesforce Best practices to Improve Salesforce Code Quality. Good Quality of code helped to stay away from Future Tech Debt in Salesforce.

2. Deployment

There are a number of tools currently in Salesforce for deployment of these applications, including change sets, Workbench, SalesforceDX, DevOps Center, the Force.com migration tool, CI/CD Pipeline and 3nd part AppExchange tools. Learn about Salesforce Development and Deployment Process.

What is Salesforce DevOps?

Learn more about Salesforce DevOps.

FREE Salesforce Training

Testing & QA

Once the development is done. It time for product demo with stakeholders, share the build with client for UAT. Take feedback and fix all bugs.

  • Code Review: Testing also include the code review process as well.
  • Product Demo: Give demo to shareholder and take feedback.
  • Build is Shared with the Client For UAT: Learn more about List of personnel involved in this whole process of UAT.
  • Feedback and Bug Fixed:

Learn more about Salesforce Testing and Strategy.

Salesforce Testing Types

Launch and Maintenance

Once all bug are fixed. Then go for beta live and launch the product.

  • Make Beta live: If you are building product first time then make beta live before actual go live with selected user.
  • Bug Fix: Take feedback from beta users and do testing to find the bug. Fix all bug before going live.
  • Feedback: Take feedback and put changes in backlog for further deployment.
  • Final Launch: Now it time for final launch.


What is Salesforce Implementation process?

We should divide the Salesforce implementation process in below steps
1) Design and discovery
2) Development and deployment
3) Testing
4) Go Live and Launch planning

What is Salesforce Implementation Partner.

Salesforce Implementation partners are Salesforce partner who helped customer and client for Salesforce project implementation.


Salesforce DevOps is also one of the major component on Salesforce Implementation. I hope this Salesforce Implementation Tips & Tricks will helped you for your project. Follow Salesforce Best practices to implement the product.

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Amit Chaudhary
Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.

He is a active blogger and founder of Apex Hours.

Articles: 441

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