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  • Writer's pictureDragos Mihai

Salesforce Deployment Best Practice

Updated: Aug 17, 2023

Pre-Deployment Planning

The pre-deployment planning phase of your Salesforce deployment is crucial to ensuring that you have a successful launch. This is where you will identify needs, define requirements and establish goals for your project. The first step in this process is to conduct an audit of current systems, processes and data sources. This will help determine what new features are needed on Salesforce as well as identify any gaps between current capabilities and desired functionality. It's also important to consider whether there are any regulatory requirements that must be met before moving forward with implementation plans (e.g., GDPR). Once those factors have been identified, it's time to start building out a project plan using the information gathered during discovery activities such as interviews or surveys with stakeholders across departments within the organization such as IT/IS teams who support them directly or indirectly through third party vendors providing services like payroll processing etcetera."

Deployment Process Overview

The Salesforce deployment process is a three-step process that includes preparation, deployment and optimization. In the first step of this process--preparation--you will identify the requirements for your Salesforce instance and create an implementation plan based on those requirements. The second step--deployment--involves installing and configuring your new Salesforce instance according to your implementation plan. Finally, in optimization you'll optimize key areas such as data quality and user adoption so that users are able to get up-to-speed quickly with their new system without any issues or obstacles getting in their way

Step 1: Preparation

Before you can even begin to think about deploying Salesforce, there are a few things that need to be done. First and foremost is data migration. If you're moving from an existing system or database, this process will likely be very different than if you're starting fresh with no existing data sets. In either case though, it's important that all of your data is moved over successfully before continuing on with any other steps in the deployment process. Next up is security setup--this includes setting up users who will have access to each module (such as Sales Cloud) within Salesforce so they can begin using it immediately after being deployed by their admins/supervisors etc.. Finally comes user access; once again depending on how much time has passed since implementing these first two steps (or if they've already been completed), this step may not apply at all!

Step 2: Deployment

The second step in the Salesforce deployment process is deployment. This is when you actually get your new system up and running, which can be a bit tricky as there are many moving parts involved.

  • Testing: This stage takes place before training begins, so it's important to make sure that all of your data has been migrated correctly before anyone starts using it. You should also check for any errors or bugs in the system during this time period.

  • Training: After testing has been completed successfully, it's time for employees who will be using Salesforce (or those who want an update on how things work) to go through some training sessions with their managers or IT department members before they start using their new tools at work!

  • Troubleshooting: Once everything has been set up properly and everyone understands how everything works together within their organization's new Salesforce environment, then comes troubleshooting--which means fixing any issues that come up after launch day happens but before actual users begin working with these tools daily."

Step 3: Optimization

  • Monitoring: Monitor the performance of your Salesforce instance and ensure that it is running smoothly.

  • Automation: Automate repetitive tasks, like data entry and reporting, to reduce manual effort and increase efficiency.

  • Customization: Customize the user experience for each individual user based on their role or job function so that they can access only the information they need to do their jobs well.

Common Pitfalls

  • Inadequate Planning:

  • Poor Data Migration:

  • Poor Training

Best Practices

  • Documentation

  • Automation

  • Continuous Improvement


Salesforce is a powerful tool that can provide a number of benefits to your business. But it's not just about the software itself; it's also about how you use it and what you do with that power. Salesforce provides an excellent opportunity for automation, which can help increase productivity and reduce costs by automating repetitive tasks through the use of scripts or triggers. This type of automation allows you to focus on more important tasks while still getting things done quickly and efficiently in Salesforce. The best way to get started with Salesforce deployment processes is by implementing continuous improvement strategies into your organization so everyone knows what they're doing at all times--and why they're doing it! This will help keep everyone on track while making sure that nothing falls through the cracks along the way (and yes: there will always be something).

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