I’m a huge fan of the SFDC platform. It has the potential to transform businesses if implemented and managed correctly. Unfortunately I’ve seen many companies come up short when trying to reap value from Salesforce. There are countless reasons for this but here are some of the top reasons I’ve seen:
- No organizational vision or direction for the company’s use of Salesforce
- No roadmap and product management strategy that ties the platform’s use to corporate goals.
- No formal architecture, governance or change management strategy leading to an evolutionary design of either silo’d functionality or a mis-use of multiple Salesforce instances.
- The original implementation was delivered with little-to-no technical understanding by the customer.
- A lack of understanding between how and when to use configuration vs custom code.
- The implementation consultants delivered “functional value” only and therefore lack any standards in the configuration design and coding layers.
- There are no patterns, no…
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