#Salesforce project management template how to

User Acceptance Testing: The greater the testing effort, the less you have to worry about go-live and post-go live issues.Data migration: This workstream covers all migration-related activities, such as the preparation of scripts, data cleansing and the actual migration into Salesforce.The build phase follows the agile methodology, where features (such as Accounts management, Leads, Contact management and Campaigns) are rolled out across several sprints. Key users/end users should be engaged continuously throughout this period, because the implemented processes and features need to be tested and refined. Requirements and user stories serve as input for this activity, which is carried out by the technical team. Salesforce Technical Buildup: In this phase, the Salesforce implementation partner performs the technical customization and preparation of your Salesforce instance.Legal and compliance requirements for customer data management should also be looked at in this phase.

In this phase, we also define the migration approach with respect to the specific source system that is used. User stories are informal descriptions of transactions and steps carried out by an end user.

Requirements and design: This phase covers the gathering of requirements via workshops and the development of user stories for all common usage scenarios.

Project initiation closes with the project kickoff meeting.

Project initiation: General steps for setting up your project, including establishing a project organization, developing the schedule, risk assessment and other activities.

By creating separate collaboration silos you will make sure your team is working together in a very structured and efficient way.Activities are broken down into the following phases/work streams: In other words, an ideal workspace where your colleagues will start to work on a deal immediately. This is an amazing option, especially when you work in a large organization. These teams will contain private and standard channels, cloned sales templates and guidelines, tab with Planner and upcoming sales tasks, and all required settings and members’ permissions. With Salesforce and Teams templates integration, you will automatically create a team from the Sales Deal Room or Key Account Management template. They do not have a Salesforce license and they share all content in Teams using additional apps, such as SharePoint, Planner, Yammer, and so on. This is your key prospect and to close a deal you need to quickly create a team with colleagues from marketing, product development, customer support, and other departments. Imagine, your sales rep has just added a new Account in Salesforce. Get teams from the template for each new Salesforce Opportunity and Account Try Salesforce integration with Teams Templates What if we tell you that it is possible to create a team from the pre-built template with standard and private channels, tabs with apps, cloned files, and folders? And what if we say that you will get this team automatically for each new Salesforce Opportunity and Accounts? Sounds great, doesn’t it? Then let’s go through the key features you will get by connecting Salesforce with Microsoft Teams templates.

#Salesforce project management template how to

But how to create this team? How to build an effective workspace with all channels, tabs with apps, members’ permission, and so on? Previously, we discussed how to connect your Salesforce environment with a team in your Microsoft Teams. Want to know how to create teams from the template for each new Opportunity or Account in Salesforce? Then stay with us and we will tell you how it works.

Improve collaboration with Salesforce and Microsoft Teams templatesįinally, with advanced Salesforce and Teams integration, you can improve your sales collaboration at scale.