Tips for User Requirement Gathering Process in Salesforce Implementation

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TIPS FOR USER REQUIREMENT

• GATHERING PROCESS IN SALESFORCE IMPLEMENTATION

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In these digital ages, many large organizations
use Salesforce CRM to handle both internal and
external activities. Salesforce solution
development is a very important aspect of before
rolling out Salesforce, consultants should gather
requirements to implement a successful
Salesforce solution. In the requirement
gathering process, Salesforce consultants need to
know all the aspects of Salesforce CRM. Thorough
knowledge about the Salesforce platform and the
various Salesforce offerings helps consultants
implement the best functionalities in all phases
of Salesforce implementation.
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Gather User Requirements
Salesforce developers build CRM solutions to help
end-users use the platform efficiently. Its a
critical factor that consultants take into
consideration who will be accessing Salesforce
products, how experienced they are, and what sort
of coaching or training will be needed. The
role of Salesforce consultants is to make
customers or users quickly adopt the tools and
products available within the Salesforce
platform. Clear and concise guidelines will help
users to access Salesforce products without
difficulties.
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Consultants have to know who will use the system
under development They have to know who performs
activities or tasks in the business processes
They have to know what business area is impacted
by this system function They have to know who
get benefited the most from Salesforce
projects They have to know what is the source of
information that is migrated into the CRM
solution. They have to know who is the recipient
of information from the CRM solution They have
to know which user roles interact with the
system They have to know what are the goals of
each customer role They have to know what other
systems need data from this system These user
requirements must be gathered by a Salesforce
consultant or developer before
implementation. If Salesforce consultants have an
elaborate knowledge of the Salesforce platform
offerings, they can bring results in the product
or tool they created.
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Conclusion
User requirement gathering is the first phase of
starting Salesforce implementation. Salesforce
consultants need prior experience, focus and
analytical skills to ensure that they collect
all of the requirements thoroughly.
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