Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce Services Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce Services related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Salesforce Services specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Salesforce Services Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce Services improvements can be made.
Examples; 10 of the 999 standard requirements:
- What will happen when a user attempts to log in to Salesforce from an IP address that is outside the login IP range on the users profile and within your organizationwide trusted IP range?
- What challenges do other organizations face when trying to establish and maintain visibility, manage risks and protect against account-centric threats for cloud apps and services?
- What tools do departments have to terminate information technology (IT) investments that are critically over budget, over schedule, or failing to meet performance goals?
- What happens if the information submitted via the external system is less accurate or different than the information you already have for that person in Salesforce?
- When an event occurs in Salesforce, how can the user be notified in the Salesforce user interface without having to refresh screen and potentially losing work?
- What liability does the service provider have for damage to an end users business as a result of failure to meet service levels specified in the contract?
- How does a remote system connect and authenticate with Salesforce to notify Salesforce about external events, create records, and update existing records?
- Do you have enough Salesforce-specific business system analysts to consider business processes and changes to work with the new user experience workflow?
- How do you make use of social media, either by understanding customer sentiment better or using it to gain opinions about new products and services?
- What are the adequate testing models and coverage criteria for SaaS systems concerning multi-tenanted function services, data, and behaviors?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Salesforce Services book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Salesforce Services self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Salesforce Services Self-Assessment and Scorecard you will develop a clear picture of which Salesforce Services areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Salesforce Services Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce Services projects with the 62 implementation resources:
- 62 step-by-step Salesforce Services Project Management Form Templates covering over 1500 Salesforce Services project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: What is the duration of the critical path for this Salesforce Services project?
- Risk Register: What is the probability and impact of the risk occurring?
- Initiating Process Group: Do you understand the quality and control criteria that must be achieved for successful Salesforce Services project completion?
- Activity Duration Estimates: Have most organizations benefited from outsourcing?
- Risk Audit: What responsibilities for quality, errors, and outcomes have been delegated to staff (or others) without adequate oversight?
- Lessons Learned: How well were expectations met regarding the frequency and content of information that was conveyed to by the Salesforce Services project Manager?
- Schedule Management Plan: Where is the scheduling tool and who has access to it to view it?
- Probability and Impact Assessment: Does the Salesforce Services project team have experience with the technology to be implemented?
- Human Resource Management Plan: What did you have to assume to be true to complete the charter?
- Change Management Plan: Change invariability confront many relationships especially the already stated that require a set of behaviours What roles with in your organization are affected and how?
Step-by-step and complete Salesforce Services Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Salesforce Services project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Salesforce Services project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Salesforce Services project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Salesforce Services project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Salesforce Services project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Salesforce Services project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Salesforce Services project with this in-depth Salesforce Services Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Salesforce Services projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Salesforce Services and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Salesforce Services investments work better.
This Salesforce Services All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.