SALESFORCE CHANGE MANAGEMENT BEST PRACTICES
Salesforce is growing at an impressive rate and is becoming the norm in enterprise businesses. It is now the world’s leading customer relationship management (CRM) platform, and is being used increasingly for enterprise data management. As Salesforce-driven businesses are becoming smarter and more interconnected, it is vital to ensure that changes to the system are managed effectively. A successful change management plan will ensure that system modifications are in line with the organizational goals and objectives, user acceptance, and system performance, while at the same time limiting downtime and outages. So what are the best practices for Salesforce change management? 1. Establish a Change Management Process: The first step in any successful Salesforce change management program is to establish a change management process that can easily accommodate a variety of changes while limiting risk. This process should be created in collaboration with IT, business stakeholders, and other relevant departments within the organization. This will ensure that all scenarios are considered to optimize the change management plan. 2. Develop Change Control Standards: When developing change control standards, there must be a clear, actionable process that is tailored to the requirements of the organization, and all changes should be recorded. This process should include steps such as a change request, change scheduling, communication planning, implementation tracking, and testing of the change. The goal is to create an organized and efficient system that consistently monitors and records all changes. 3. Document Changes: It is important to document all changes that are made to the system. This should include the author of the change, the expected date of the implementation, and any necessary testing data that could provide insight into the effectiveness of the change. Documenting changes provides an audit trail that can be used later when something does not work as expected and also serves as a reference for future change processes. 4. Test Thoroughly: Once the change has been made, it is important to thoroughly test the process to ensure that the resulting system is efficient and provides the desired outcomes. All changes should be tested for accuracy, effectiveness, and stability. Be sure to also consider any potential risks that may arise as a result of the change. 5. Engage End Users: End users should be involved in the change management process from the beginning. This will ensure that the change will be accepted and understood by the users and that potential problems are addressed at an early stage. Stakeholders must be informed of the change and must be involved in the testing process. By following these best practices, you will be able to better manage changes within Salesforce while reducing risk and increasing satisfaction among end users. An effective change management plan will ensure that system changes are timely and effective, while providing an audit trail of modifications. This will enable you, as a salesforce staff, to better track changes and better address potential issues. Implementing these changes to your Salesforce release management, data backup and recovery, and security solutions will give your enterprise customers more peace of mind knowing that they have an optimized system that is up-to-date and secure.
Topics:
