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让销售人员变更管理的最佳做法Salesforce Change Management Best Practices【国外大学优秀ppt讲义课件】
Additional Links References S Community Sandbox Best Practice Posting /community/crm-best-practices/it-professionals/release-management/sandbox-release-management.jsp S Community F IDE Information /index.php/F_IDE F Migration Tool /index.php/Migration_Tool_Guide * * * * * * Our agenda for today is to discuss: How to manage change in an on-demand environment – it is a bit different than a traditional client server type of environment Principles of on-demand change management – these are key things to keep in mind when evaluating and preparing to release new functionality in Salesforce How to maintain a quality implementation – this is an iterative process that requires constant evaluation and scrutiny We’ll have time at the end for QA but please feel free to stop me along the way and ask any questions you may have. I will be presenting a lot of material to you, but I’d like for this to be as interactive as possible as well. * Let’s start out be ensuring that we’re aligned on the definition of change management. Change management is the process by which your organization identifies, prioritizes, assigns, executes and communicates change. A good change management strategy can be used to manage any type of change within an organization; not just software development. Our focus here though is obviously managing change within a Salesforce environment and how that is similar to but different than your traditional client/server environment. Many factors can drive the need for change in Salesforce such as: Organizational restructuring – this can affect the role hierarchy, sharing and assignment rules Changes to your business process – for example if you introduce a new approval process for discounting, you’ll want to enable that process in Salesforce We traditionally have 3-releases per year that introduce new features and functionality to our customers. Through your change management process, you’ll want to evaluate which features to enable or capitalize
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