Project Management for Salesforce projects

Interrogating and rationalizing Expectations, Ownership and Alignment takes time. This session aims to cover the high level ‘platonic ideal’ of activities, deliverables and outcomes across a Salesforce implementation project. Think of it as 20 minutes worth of “Best Practices” with some “Worst” thrown in as well.

The intended audience for this session includes anyone with a stake in Salesforce delivery projects, but is specifically focused on engagement managers, consultants, project and program managers, and executives responsible for SF program delivery.

Key Project Stages

1 Explore & Clarify

  • Ideation & Project Definition
  • Vendor & Product Selection
  • Scope Definition

2 Align & Design

  • Business Process Alignment
  • Tech Architecture Alignment
  • Functional & Technical Design

3 Build & Deploy

  • Develop & Build
  • Test & Validate
  • Rollout & Support


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