Executing Salesforce Projects

Executing Salesforce Projects PDF Author: Shamli Nimbaji Nikam
Publisher: BPB Publications
ISBN: 9355519044
Category : Computers
Languages : en
Pages : 161

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Book Description
DESCRIPTION Salesforce, a powerful CRM platform, offers immense potential for businesses but requires skillful project execution to unlock its full value. For Salesforce professionals who want to improve their project management abilities, "Executing Salesforce Projects" is an indispensable reference. Every stage of the Salesforce project implementation process is covered in this comprehensive guide, from setup and planning, to deployment and post-launch optimization. It offers views on best practices for integration, techniques for customization, and successful stakeholder engagement. The book gives readers the tools they need to navigate complicated project issues and maximize the return on their Salesforce investments. It does this by providing step-by-step instructions and practical recommendations for different project phases, including project discovery sessions, development, testing, UAT, preparing for deployment, post-deployment support, training, and process optimizations. This book is perfect for project managers, IT professionals, and business analysts since it explains how to successfully apply theoretical knowledge to real-world situations in the context of any Salesforce project. KEY FEATURES ● Covers all project phases, from requirements to post-deployment support. ● Offers professional advice, insider tips, and strategies for successful Salesforce deployment. ● Useful for students, Salesforce professionals, architects, leads, project managers, and business analysts. WHAT YOU WILL LEARN ● Understand Salesforce project factors and key considerations for project managers. ● Learn foundational Salesforce knowledge, including object formation, relationships, and key terminologies. ● Configure sales and Service Cloud, set project goals, and understand the importance of Salesforce AppExchange. ● Master data migration strategies, quality assurance types, and integration with external systems. ● Develop tailored training approaches, execute deployment plans, and provide post-deployment support. WHO THIS BOOK IS FOR The purpose of this book is to assist architects, business analysts, project leads, and managers of Salesforce projects. This book is a great resource for professionals who are thinking about switching to Salesforce. Professionals or students learning project management techniques can benefit from this book. TABLE OF CONTENTS 1. Introduction to Salesforce 2. Project Planning and Preparation 3. SalesforceConfigurationandCustomization 4. Data Migration and Integration 5. Testing and Quality Assurance 6. User Training and Adoption 7. Deployment and Post-Implementation Case Study: Streamlining Online Subscription Renewal for SaaS Products at Nikam's

Executing Salesforce Projects

Executing Salesforce Projects PDF Author: Shamli Nimbaji Nikam
Publisher: BPB Publications
ISBN: 9355519044
Category : Computers
Languages : en
Pages : 161

Get Book Here

Book Description
DESCRIPTION Salesforce, a powerful CRM platform, offers immense potential for businesses but requires skillful project execution to unlock its full value. For Salesforce professionals who want to improve their project management abilities, "Executing Salesforce Projects" is an indispensable reference. Every stage of the Salesforce project implementation process is covered in this comprehensive guide, from setup and planning, to deployment and post-launch optimization. It offers views on best practices for integration, techniques for customization, and successful stakeholder engagement. The book gives readers the tools they need to navigate complicated project issues and maximize the return on their Salesforce investments. It does this by providing step-by-step instructions and practical recommendations for different project phases, including project discovery sessions, development, testing, UAT, preparing for deployment, post-deployment support, training, and process optimizations. This book is perfect for project managers, IT professionals, and business analysts since it explains how to successfully apply theoretical knowledge to real-world situations in the context of any Salesforce project. KEY FEATURES ● Covers all project phases, from requirements to post-deployment support. ● Offers professional advice, insider tips, and strategies for successful Salesforce deployment. ● Useful for students, Salesforce professionals, architects, leads, project managers, and business analysts. WHAT YOU WILL LEARN ● Understand Salesforce project factors and key considerations for project managers. ● Learn foundational Salesforce knowledge, including object formation, relationships, and key terminologies. ● Configure sales and Service Cloud, set project goals, and understand the importance of Salesforce AppExchange. ● Master data migration strategies, quality assurance types, and integration with external systems. ● Develop tailored training approaches, execute deployment plans, and provide post-deployment support. WHO THIS BOOK IS FOR The purpose of this book is to assist architects, business analysts, project leads, and managers of Salesforce projects. This book is a great resource for professionals who are thinking about switching to Salesforce. Professionals or students learning project management techniques can benefit from this book. TABLE OF CONTENTS 1. Introduction to Salesforce 2. Project Planning and Preparation 3. SalesforceConfigurationandCustomization 4. Data Migration and Integration 5. Testing and Quality Assurance 6. User Training and Adoption 7. Deployment and Post-Implementation Case Study: Streamlining Online Subscription Renewal for SaaS Products at Nikam's

Clearly Agile

Clearly Agile PDF Author: Giles Lindsay
Publisher: Practical Inspiration Publishing
ISBN: 1788605500
Category : Business & Economics
Languages : en
Pages : 266

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Book Description
The future is CLEAR; the future is AGILE. Clearly Agile is more than just a book on business agility. It’s an essential guide for anyone aspiring to lead successfully in a fast-changing business world. Step into the future with confidence, equipped with the knowledge and tools to master the art of business agility and lead your organization to sustained success. ‘In Clearly Agile, Giles connects the dots of agility, guiding readers from the importance of leadership and mindset to team and enterprise agility... This book will leave you with actionable strategies to improve how your organization works – no matter what the future brings.’ Laura M. Powers,Chief Executive Chief Executive Officer, Business Agility Institute. 'Any leader who is hoping to evolve their organization in an agile enterprise will discover actionable and impactful insights in this book.’ Scott Ambler, Co-creator of Disciplined Agile ‘Giles is well known as an excellent executive and agile coach. I am very pleased that he has shared his comprehensive knowledge in this excellent book. It covers a wide spectrum of guidance on business agility and is definitely worth a read.’ Mark Lines, Co-creator of Disciplined Agile Giles Lindsay, CEO of Agile Delta Consulting, is a seasoned technology and Agile leader and coach with 25+ years of tech industry experience. Known for his strategic acumen in aligning technology with business goals, he has successfully scaled high-performing teams in both startups and leading enterprises, driving innovation and growth through his visionary approach and adept stakeholder management.

Project Management in Cloud Applications

Project Management in Cloud Applications PDF Author: Pramod Chandra P. Bhatt
Publisher: Springer Nature
ISBN: 3031538900
Category :
Languages : en
Pages : 192

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Book Description


MANAGING SUCESSFUL BUSINESS PROJECT

MANAGING SUCESSFUL BUSINESS PROJECT PDF Author: DR. NAZIMA AFZAL NZAAD
Publisher: Laxmi Book Publication
ISBN: 1312070587
Category : Art
Languages : en
Pages : 159

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Book Description
The modern Business era which has been embroidered with frills of challenges which has been metamorphasized the status of businesses across the globe these challenges are none other than competitiveness electrified phenomena of globalization constant changes in customer psychology to tackle with this emerged situation companies usually bifurcate the task and involve team work for achievement of goals of an organization among all these prescribed tasks project management amounts to be the prominent one which has been initiated by various companies and let the business grow through consultancy services.

Leadership, Ethics, and Project Execution

Leadership, Ethics, and Project Execution PDF Author: F.H. (Bud) Griffis
Publisher: Routledge
ISBN: 1000460576
Category : Architecture
Languages : en
Pages : 355

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Book Description
Leadership, Ethics, and Project Execution provides a masterclass in the project and people management skills that set apart the most accomplished design and construction professionals. This textbook for graduate and advanced undergraduate students distils the insights gleaned over the authors’ decades of experience in academia and industry into actionable principles for success in a notoriously demanding field. Combining real life case studies with original research, Leadership, Ethics, and Project Execution points the way from the classroom to the jobsite. Interactive exercises allow readers to take the role of junior project managers and other emerging professionals and reason through the ethical dilemmas surrounding building projects from the initial bid to completion. Chapters on stakeholder alignment, productivity, and project success ensure that aspiring leaders’ business decisions are as economically sound as they are ethically correct. From its accessible, conversational tone to the lifetime’s worth of construction wisdom it shares, Leadership, Ethics, and Project Execution offers an extended mentoring session with three giants of the building industry.

Developing Data Migrations and Integrations with Salesforce

Developing Data Migrations and Integrations with Salesforce PDF Author: David Masri
Publisher: Apress
ISBN: 1484242092
Category : Computers
Languages : en
Pages : 359

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Book Description
Migrate your data to Salesforce and build low-maintenance and high-performing data integrations to get the most out of Salesforce and make it a "go-to" place for all your organization's customer information. When companies choose to roll out Salesforce, users expect it to be the place to find any and all Information related to a customer—the coveted Client 360° view. On the day you go live, users expect to see all their accounts, contacts, and historical data in the system. They also expect that data entered in other systems will be exposed in Salesforce automatically and in a timely manner. This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems. As the Salesforce platform grows more powerful, it also grows in complexity. Whether you are migrating data to Salesforce, or integrating with Salesforce, it is important to understand how these complexities need to be reflected in your design. Developing Data Migrations and Integrations with Salesforce covers everything you need to know to migrate your data to Salesforce the right way, and how to design low-maintenance, high-performing data integrations with Salesforce. This book is written by a practicing Salesforce integration architect with dozens of Salesforce projects under his belt. The patterns and practices covered in this book are the results of the lessons learned during those projects. What You’ll Learn Know how Salesforce’s data engine is architected and why Use the Salesforce Data APIs to load and extract data Plan and execute your data migration to Salesforce Design low-maintenance, high-performing data integrations with Salesforce Understand common data integration patterns and the pros and cons of each Know real-time integration options for Salesforce Be aware of common pitfalls Build reusable transformation code covering commonly needed Salesforce transformation patterns Who This Book Is For Those tasked with migrating data to Salesforce or building ongoing data integrations with Salesforce, regardless of the ETL tool or middleware chosen; project sponsors or managers nervous about data tracks putting their projects at risk; aspiring Salesforce integration and/or migration specialists; Salesforce developers or architects looking to expand their skills and take on new challenges

The AI Revolution in Project Management

The AI Revolution in Project Management PDF Author: Vijay Kanabar
Publisher: Sams Publishing
ISBN: 0138297320
Category : Business & Economics
Languages : en
Pages : 420

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Book Description
In a world where technology is rapidly evolving, the fusion of project management and artificial intelligence stands at the forefront of innovation. The AI Revolution in Project Management delves deep into the transformative power of generative AI tools that promise to reshape industries, and revolutionize how we manage projects. Whether you're looking to build dynamic teams using AI, choose a project development approach, or monitor project performance, this book has got you covered. Each chapter provides insightful narratives and includes a supplemental Technical Guide that provides tips on using the AI technology. With case studies and prompts, the dialogues showcase AI in action, from stakeholder engagement to risk management. Dive in with experts who’ve spent countless hours using these AI tools in project scenarios to offer a transparent view into generative AI-driven project management. In this book you'll learn: How to create prompts that generate meaningful and actionable insights tailored for your projects When to use AI to enhance decision-making, super-charge productivity, and elevate overall project efficiency Which generative AI models and plug-ins to use for specific project scenarios, ensuring seamless integration and maximum efficiency "AI is not just a buzzword; it’s a tool reshaping how we manage projects and engage with stakeholders." - From the Foreward by Ricardo Viana Vargas, Ph.D. Ricardo is an experienced leader in global operations, project management, business transformation, and crisis management. As founder and managing director of Macrosolutions, a consulting firm with international operations in energy, infrastructure, IT, oil, and finance, he managed more than $20 billion in international projects in the past 25 years. Update As AI products continue to evolve, information published in this book may change. Please note that as of February 2024, there is a name change for Bing Chat and Bard Chat. Microsoft Bing Chat is now Copilot: https://copilot.microsoft.com/. Google Bard is now Gemini: https://gemini.google.com/.

T Bytes Consulting & IT Services

T Bytes Consulting & IT Services PDF Author: ITshades.com
Publisher: EGBG Services LLC
ISBN:
Category : Business & Economics
Languages : en
Pages : 68

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Book Description
This document brings together a set of latest data points and publicly available information relevant for Consulting & IT Services Industry. We are very excited to share this content and believe that readers will benefit from this periodic publication immensely.

Masterclass Enterprise Architecture Management

Masterclass Enterprise Architecture Management PDF Author: Jürgen Jung
Publisher: Springer Nature
ISBN: 3030784959
Category : Computers
Languages : en
Pages : 223

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Book Description
This textbook provides a hands-on introduction to enterprise architecture management. It guides the reader through the applications of methods and tools to typical business problems by presenting enterprise architecture frameworks and by sharing experiences from industry. The structure of the book represents the typical stages of the journey of an enterprise architect. Chapter 1 addresses the central question of what to achieve with the introduction of an enterprise architecture. Chapter 2 then introduces concepts and visualizations for business architecture that help with understanding the business. In chapter 3 the development of an application architecture is outlined, which provides transparency on information systems and their business context. Next, chapter 4 presents visual tools to analyze, improve and eventually optimize the application landscape. Chapter 5 discusses both traditional organizational as well as collaborative approaches to enterprise architecture management. Eventually, several established enterprise architecture frameworks like TOGAF, Zachmann, ArchiMate, and IAF are described in chapter 6. The book concludes with a summary and an outlook on future research potential in chapter 7. Based on their experiences through several years of teaching, the authors introduce students step-by-step to enterprise architecture development and management. Their book is intended as a guide for master classes at universities and includes lots of exercises and references for further reading.

Filling Execution Gaps

Filling Execution Gaps PDF Author: Todd C. Williams
Publisher: Walter de Gruyter GmbH & Co KG
ISBN: 1501506390
Category : Business & Economics
Languages : en
Pages : 396

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Book Description
“I expected good, but this is great.” -Janet Pirus Phelps, Principle, Strategic CFO, Former CFO Papa Murphy's Pizza Gaps are holes in your organization where tasks fall and failure breeds. They inhibit your ability to implement strategic plans, lead people, and run successful projects. Daily, executives, middle managers, and project managers wrestle with “the big six”: Absence of common understanding Disengaged executive sponsors Misalignment with goals Poor change management Ineffective governance Lackluster leadership Ignoring any of these gaps endangers any strategy or project. They regularly destroy hundreds of companies’ ability to turn their corporate vision into business value—taking careers with them. Filling Execution Gaps addresses the sources of these gaps, and how to fill them. Without any one of these important functions, projects fail. Without change management, adoption suffers. Without common understanding, there is confusion. Without goals, business units, and capabilities aligned, execution falters. Without executive sponsorship, decisions languish. Too little governance allows bad things to happen, while too much governance creates overburdening bureaucracy. Without leadership at all levels of the organization, people are directionless. Using decades of experience, years of research, and interviews with hundreds of business leaders, author of the Amazon #1 Best Seller in Business Project Management, Rescue the Problem Project, Todd Williams illustrates how to fill these gaps, meet corporate goals, and increase value. An excellent review of this book appears here: https://www.linkedin.com/pulse/improving-project-execution-filling-gaps-murray-pmp-ms Click below to read an interview with the author: https://www.linkedin.com/pulse/filling-organization-gaps-successful-project-part-1-naomi/ https://www.linkedin.com/pulse/filling-organization-gaps-successful-project-part-2-naomi/?published=t Facebook users can access an interview on “Project Management Cafe” here: https://www.facebook.com/groups/projectmanagementcafe/permalink/1975750702698459/ Related blogs can be accessed here: https://www.projectmanager.com/blog/project-execution https://www.strategyex.co.uk/blog/pmoperspectives/strategy-from-the-bottom-up/ Check out his August 27, 2018 interview here: https://www.yegor256.com/shift-m/2018/34.html Click here for articles by the author on LinkedIn: https://www.linkedin.com/pulse/we-all-lead-todd-williams/ https://www.linkedin.com/pulse/your-inner-leader-task-introspection-todd-williams/ https://www.linkedin.com/pulse/leadership-actions-art-listening-todd-williams https://www.linkedin.com/pulse/leadership-actions-getting-people-talk-todd-williams/ https://www.linkedin.com/pulse/eliminating-blame-todd-williams/ https://www.linkedin.com/pulse/leadership-actions-dialog-discussion-todd-williams/ https://www.linkedin.com/pulse/projects-fail-when-people-dont-know-where-going-todd-williams