Implementation Strategies Flashcards
What phase are requirements gathered in?
Analysis
What phase are training materials developed?
Build
What phase does training for end users occur?
Deployment/Migration
What is an appropriate sequence for a Sales Cloud implementation for milestones and deliverables?
- Requirements workshop
- Solution Design
- Technical Design
- Build
- Testing
- Training
- Data Migration
- Go-Live
What can be used to analyze increasing revenue by generating high quality leads?
Lead to opportunities conversion rate and Opportunity pipeline.
Which phase of an implementation involves the establishment of governance processes for ensuring clear communication?
Plan
Which step is utilized before designing solutions in an implementation project in order to evaluate requirements and identify gaps?
Analyze
Which phase is characterized by the migration of changes and data to the Production environment?
Deploy
Which environment should be used for testing deployment?
Staging Environment
Which objects should be imported before opportunities during a deployment?
Users, Account, Contacts
Which tools are available for migrating changes to production?
Change Sets, ANT migration, Visual Studio Code
Which reports can be used to measure the effectiveness of campaigns?
Campaign ROI
Number of Leads Generated
Which factors drive the measurement of Sales Cloud implementation success?
Business goals and desired outcomes
Which report can be used to view the number and value of opportunities at different stages of a sales process?
Opportunity Pipeline
What stage includes creating use cases and prototyping an application?
Solution design
When should an end user training plan be drafted?
After solution design has been signed off on - Build phase
What are three key pieces of information required for planning an implementation?
- Stakeholders, their roles and hierarchy
- Key reports from the legacy system
- Data model and key fields
What are 2 measurements that are NOT useful in assessing the success of a Sales Cloud implementation?
- Volume of leads
- Number of reports
What are 2 measurements that are useful in assessing the success of a Sales Cloud implementation?
- Percentage of users logging in across user groups
- Average time taken to close opportunities
What are the 2 main activities in an engagement plan?
Collaboration and communication
