Delivering Successful Salesforce Projects

Focused View

Amanda Beard-Neilson

2:50:48

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1 - Introduction

1 - Introduction.mp4

02:01

2 - Course objectives and outcome.mp4

03:26

2 - Preparation

1 - Knowledge check.html

2 - Knowledge check.html

3 - Knowledge check.html

3 - The sales process.mp4

04:49

4 - Knowledge check.html

4 - The project handover.mp4

02:10

5 - Change.mp4

07:08

5 - Knowledge check.html

6 - Knowledge check.html

6 - Stakeholders.mp4

05:00

7 - Managing high performing teams.mp4

08:56

8 - Project methodologies.mp4

07:35

9 - Communications.mp4

07:20

10 - When things go wrong.mp4

02:19

11 - Types of risks.mp4

03:31

12 - Kick off preparation.mp4

01:05

3 - Defining the need

7 - Knowledge check.html

8 - Knowledge check.html

13 - Project kick off.mp4

02:15

14 - Capturing requirements.mp4

08:21

15 - Writing user stories.mp4

03:10

16 - The elephants.mp4

02:26

4 - Design phase

9 - Knowledge check.html

10 - Knowledge check.html

17 - Project tools.mp4

03:24

18 - Solution design.mp4

02:02

19 - Assumptions.mp4

02:10

20 - Estimating.mp4

09:30

5 - Implementation

11 - Knowledge check.html

12 - Knowledge check.html

13 - Knowledge check.html

14 - Knowledge check.html

15 - Knowledge check.html

16 - Knowledge check.html

21 - Sprint planning.mp4

02:20

22 - Build theories.mp4

04:07

23 - Show and tells.mp4

01:56

24 - Trusted advisor.mp4

03:34

25 - The quality triangle.mp4

01:59

26 - No.mp4

03:33

27 - Change requests.mp4

05:07

28 - Quality assurance testing.mp4

04:20

29 - System integration testing.mp4

02:50

30 - User acceptance testing.mp4

05:39

31 - Training.mp4

06:15

32 - Deployment.mp4

05:00

33 - Data migration.mp4

06:15

34 - Documentation.mp4

03:20

35 - Go live.mp4

01:27

6 - Post go live

17 - Knowledge check.html

18 - Knowledge check.html

19 - Knowledge check.html

36 - System handover.mp4

05:16

37 - Lessons learnt.mp4

03:17

38 - Celebrate.mp4

01:08

39 - Adoption.mp4

05:43

40 - Future iterations.mp4

03:09

7 - Wrapping up

41 - Theory of cake.mp4

04:29

42 - Wrapping up.mp4

01:26

Description

Learn about all the stages of delivery for a successful Salesforce project

What You'll Learn?

How to deliver a Salesforce project
What to look out for when delivering Salesforce projects
Useful hints, tips and tools to use to deliver a Salesforce project
The different stages a Salesforce project goes through and what to expect during each

Who is this for?

Anyone interested in Salesforce delivery practices

Anyone interested in Project Management

Anyone interested in Business Analysis

Anyone interested in delivering software training

What You Need to Know?

If you plan to work in the Salesforce ecosystem

If you are working on Salesforce projects

If you are a project lead for Salesforce projects

If you'd like to deliver a Salesforce project but are new to the market

If you would like to learn more about project management

More details

Description
There are many materials available that can help people with their Salesforce certification journey but I noticed that there aren't many resources that focus on the delivery of Salesforce projects. This course is designed to fill that gap.
Salesforce projects are complex. They are a blend of human interaction and technology but they all deliver change in some way. But, projects can very easily fail if they are not managed carefully and I'm not just talking about time, resource and budget. There are so many other aspects to consider relating to project delivery.
This course I have created is full of content that I have discovered, learnt and still use when I deliver Salesforce projects, since I first discovered the platform back in 2007. I've broken it down into 40 chapters and different phases: Defining the Need, Design, Implementation and Post Go Live.
As each project is unique, I have aimed to give you a toolbox of approaches and methodologies for each stage of the journey.
If you have anything to do with Salesforce, and the delivery of projects, then this course is for you. I guarantee, there is valuable content here for any member of a project team, irrespective of role.
Are you ready to dive in?
Who this course is for:
Anyone interested in Salesforce delivery practices
Anyone interested in Project Management
Anyone interested in Business Analysis
Anyone interested in delivering software training

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Project Management

Amanda Beard-Neilson

Instructor's Courses

Amanda first implemented Salesforce as a CRM at an end user in 2007 and became the company's System Admin. She increased her experience of the platform by moving into contracting roles and worked as a Project Manager for two Salesforce Platinum Partners. She returned to the end user environment for more senior leadership roles within EdTech and Fintech companies, specialising in Digital Transformation and Change Management.Amanda is now a Portfolio Manager with Capgemini engaging in successful delivery of Salesforce digital strategy for her customers.Her background is in IT, Sales and Marketing which has helped to provide insights into system development and stakeholder management.Amanda is a Salesforce MVP, a leader of the Salesforce London Admin Community Group, and a co-organiser of the London’s Calling Conference. She has multiple Salesforce certifications, is a Triple Trailhead Ranger, owner of the blog: Diary of a Saasy Girl, volunteers at Salesforce World Tours, Dreamforce and community events, and is an international conference speaker.

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