Hi everyone,
We’re getting ready to use Salesforce for the first time, and we're defining our scope for the CRM. Our immediate priorities are:
- Managing our first annual fundraising campaign
- Tracking grants (applications, awards, reporting requirements)
I’d love to hear:
- What helped you clearly define scope at the beginning?
- What mistakes or "gotchas" should we watch out for, especially related to campaigns and grants?
- How did you avoid scope creep while still setting yourself up for growth later?
Any advice or examples would be hugely appreciated. Thanks so much!
1 réponse
- Write down your internal lingo.. what you call things and what they mean to you.
- Write down a list of SF jargon and lingo... what you understand it means in terms of your internal language. (Match the two as a glossary or dictionary.)
- Write down how you will migrate any data and describe where it lives now.
- Write down what you need to prove your data was migrated to SF correctly and how you can compare it to the original. (Typically a set of reports, check-sums, counts.)
- Describe the process of HALTING use of the old database so that you don't end up with two databases growing and morphing in tandem.
- Describe how you will model all the data that you required in SF. Highlight the standard objects and fields, the custom fields, any (if necessary) custom objects. DO NOT avoid standard and normal fields just because you can create custom. They are your friend. No other add-on, person, or entity will know about your custom objects and fields. But they frequently know about all the standard ones.
- There is a huge matter of permissions. (And be sure to use only permission sets and groups!)
- Decide if anything needs to be automated and describe how they must be done.
--Terry
