As a Salesforce Consultant, one of the major responsibility is to design, develop & deploy Sales project successfully. Project management is not a drop in the bucket as there are questions involved in designing, development, testing of the project undertaken. In this article, we will learn about the basic steps for a successful Salesforce Project: Kick-off Meeting: A kick-off meeting is organized between the development team, clients & project sponsors, project coordinator. It is a formal meeting where the project is introduced, the team is introduced, their work responsibility is discussed. Planning of further activities takes place in the kick-off meetings, discussion around the pain points are made. A kick-off meeting gives an overview of the project and the client gets to know each and every member involved in the project. Envisioning Session: After the kick-off meeting, the team will dive into the appropriate analysis of the requirement, checking the feasibility of the integration (if needed), preparing gap analysis documents for the better understanding of the project. Which part of the project needs to be done at what point of time is decided, tentative sprint dates, tentative release data are decided. Various flow diagrams like system flow, technical architecture diagram, opportunity life cycle diagrams are prepared to understand the existing process and system. This is a crucial period where the development team can ask as much query related to the project to have a better understanding about the project.
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