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Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. ·...
Transcript of Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. ·...
![Page 1: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/1.jpg)
Managing documentation every phase of the Salesforce implementation lifecycle
[email protected], @iangottsIAN GOTTS CEO, ELEMENTS.CLOUD
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Managing documentation every phase of the Salesforce implementation lifecycle
[email protected], @iangottsIAN GOTTS CEO, ELEMENTS.CLOUD
![Page 3: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/3.jpg)
Implementation Lifecycle
AdoptionAgilityTrust
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Metadata dictionary: documentation creation & reuse
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Map processes
& ERD
Documentation creation/reuse
DocumentationHelpdocs
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Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 7: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/7.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 8: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/8.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 9: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/9.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 10: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/10.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 11: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/11.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 12: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/12.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 13: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/13.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
![Page 14: Managing documentation every phase of the Salesforce implementation … · 2020. 8. 20. · Salesforce implementation lifecycle ian@elements.cloud, @iangotts IAN GOTTS CEO, ELEMENTS.CLOUD.](https://reader036.fdocuments.in/reader036/viewer/2022062509/610ae5549d4bf8697b005136/html5/thumbnails/14.jpg)
Documentation interrelationships [it’s complicated]
Feedback
Requirements
User Stories
Process maps
ERD / data model
Salesforce metadata
External doc’s & collaboration
Content centrally managed
Relationships maintained
Version controlled
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Capturing end user feedback / optimization
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Manage requirements centrally
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Validate requirements with business process diagrams
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Update ERD / data model
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User story
User Story standard format
AS A ……. Sales user
I WANT TO …… Add an opportunity not US $
SO THAT I CAN …… Sell to non-US customers
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User story and risk analysis
User Story standard format
AS A ……. Sales user
I WANT TO …… Add an opportunity not US $
SO THAT I CAN …… Sell to non-US customers
RISK LEVEL High / Medium / Low
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Metadata dictionary: documentation creation & reuse
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10 reasons why GoogleDocs is not good enough
1. Different ‘entity’ types2. Which Orgs? (Prod & Sandboxes)3. Keeping in sync as Orgs change4. Controlling access rights 5. Version control 6. Providing access inside other apps7. Reporting8. Org impact analysis 9. Links to external documentation10. Links to other apps metadata
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Takeaways
Fundamental to managing lifecycle
Power is in aggregation of content
Using GoogleDoc/Office unrealistic
Resources
Success Community: Business AnalystTraining: train.elements.cloudContact: [email protected] @iangotts