2. Release Readiness & Feature Adoption
Your collaboration group for exploring features and increasing your ROI
with Salesforce
Sam Achuff
bit.ly/SamAchuff
Join the group: http://bit.ly/ReleaseReadinessSalesforce
Elna Miller
bit.ly/ElnaMiller
Presented by:
Your Release Readiness & Feature Adoption Salesforce Community Team
Your hosts – and some logistics
4. Safe harbour
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed
or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-
looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any
statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned,
or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation,
risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited
operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and
successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise
customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report
on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and
others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available
and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features
that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
5. Today’s Focus
Discussion on what you should consider to
make your Salesforce projects successful
Special Demo included
• Trailhead
• Change sets
• Force.com Migration Toolkit
Audience:
Administrators, Salesforce project
managers, developers with a
knowledge of Salesforce customization
capabilities
8. What is Governance?
Oxford dictionary - The action or manner of governing a state, organization
Salesforce -
It’s the processes you put in place to
• Develop
• Enhance
• Support
• Administer
Your Salesforce environment
9. Start small – focus on your Challenges
Mature Oak
Tree
Acorn
Sapling Young
Tree
10. What's different about Salesforce projects?
Business engagement
Project has a start but no finish
Speed
11. North Star - Program Charter
Requirements - Business Backlog
Collaboration & Communication
Software Engineering 101 - Technology Release Management
Acorn Processes
12. Our most successful customers have a Program Charter in place.
• This outlines the vision for the program based on
• Business Goals
• Business strategies to achieve these goals
• Measurable KPI’s
• Input from all Business Units involved within the program
• Owned by the Executive Sponsor(s)
The Charter should be the document which is referenced during the prioritization of the requirements
Outline the Program scope and phases with timeframes where the Business Goals will be recognised
(KPI’s)
Since most Salesforce solutions are not islands and involves multiple technologies, the Charter should
briefly define the scope of each technology
Communicated to all program members, users and stakeholders
Program Charter (North Star)
13. Due to the nature of the Salesforce platform, you are able to deliver solutions to the business very rapidly.
To achieve a high business value the business needs to own the backlog and hence the user stories
Using the Charter & KPI, the business needs to prioritize the user stories
• IT needs to help in the sizing of the user stories and what can be delivered in each release based on IT capacity
If the Business has a practically requirement which can’t be met due to IT capacity constraints, they can
develop a business case to secure additional funding for this requirement which will allow IT to increase
their capacity.
Business Backlog (Requirements)
14. Based on experience the biggest cause of challenges during a project lifecycle is the lack of
communications between all the stakeholders and interested parties including the end users.
It is important to put in place a clear communication strategy, and the first document to share is the
program charter which will make sure everybody is on the same page.
Also consider
• Program newsletters
• Program web site or chatter group
• User group meetings
• Vignette videos showing users get value from the system
Collaboration & Communication
15. Many of our customers have well established Software development lifecycle processes, however when
they start using Cloud technologies and specifically Salesforce, they ignore these best practices and
processes.
Consider implementing some of your on premise best practices:
• Development Processes – enhancements are done within Sandboxes
• Try to automate the migration via source control
• Define a Sandbox architecture with regular refresh schedule
• Testing – unit & UAT
Technology Change Management (Software Engineering 101)
16. Demo + Some Q&A
Trailhead
Changesets
Force.com Migration Toolkit
18. Data Model
Think configuration before coding
Standardise and simplify your business processes
Limit Page Layouts & Record Types
Security – Keep it Simple
Integration
Design
20. Nothing
However!
• Templates
• eMail
• Dashboards
• Report
• User Management
• Knowledge Management
Other follow Decision Tree
What can be changed in production
21. Decision Tree
Requirement
Does affect
Another
Application
Does affect
Another
Process
Does it
Involve a
Data
Change
No No No
Yes Yes Yes
IMPACT Analysis
Does it
Involve a
UI
Change
No
Implement
with Test Plan
Update
Source Control
Yes
Make sure all view
are considered
No
Yes
Add to Backlog
&
Add to Roadmap
29. Go faster with Accelerators today
Targeted engagements that deliver results for Premier customers
Accelerator site
Weekly Thursday 9am PDT
meeting to learn more about
accelerators:
www.salesforce.com/accelerators-
webinar
30. Valuable Resources
Essential follow ups from today’s session
1. Post your most criticle question in Release Readiness & Feature Adoption today
Use the hashtag #RRFA
2. Download this deck so you have this information
Download Download View
32. What are Circles of Success? These are small group
clinics with other Salesforce customers focused on
adoption-related topics. These 60-90-minute, live,
interactive, virtual discussions (not webinars) are
unscripted and consultative in nature and are hosted by
Salesforce experts.
Register for a circle today!
Circles of Success
Manage Change for Small Businesses
Change Management for Medium to Large
Sized Businesses
33. Webinars To Drive Feature Adoption
Register
Wednesdays 9am Pacific Time
8/12 - Introduction to Integration
8/19 - Sandbox Best Practices
8/26 - Application Rationalization
in the Enterprise
8/5 - Introduction to Salesforce
Governance
August: It's Enterprise Architecture
Salesforce will cover a whole roadmap of topics that resonate
with all companies. We start out with best practices for
governing your processes, then we focus on Integration pattern
best practices to connect your landscape. From there we dive
into Sandbox best practices and end the month with a look at
Enterprise Application rationalization.
