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The first step when starting a new Salesforce project is to gather as much information as possible during the kick-off meeting to have a better understanding of the project scope. This stage often includes activities like talking to the key stakeholders to understand critical user needs, or preparing requirements documentation to make the information available in an easily readable format to the entire project team.

As with any other software development project, this is the stage where the priority is to identify first what tasks can make up the Salesforce project, their dependencies on one another, and the time constraints. Once we have a complete overview of these three factors, we can create a solid breakdown process where we aim for higher efficiency.

As with any other software development project, this is the stage where the priority is to identify first what tasks can make up the Salesforce project, their dependencies on one another and the time constraints. Once we have a complete overview of these three factors, we can create a solid breakdown process where we aim for higher efficiency.

Prioritization is one of the most important steps to take in a development Salesforce project because it allows for full maximization of the value delivered during the sprint. While the product backlog covers all the steps that must be taken to complete the whole project, the sprint backlog is a subset of the product backlog and it includes only the activities that can be completed during each sprint.

This is one of the pillar stages in a Salesforce project where communication between all parties involved is crucial, as well as receiving constant feedback from the client. The DevOps team must ensure that the newly developed functionalities can be moved to the production environment. Prior to this stage, the new implementation has to be tested (QA) and signed off by QA Team and Business.

Consistency and uniformity are very important features to consider in our Salesforce projects. This is the reason supporting our decision to make sure that any changes that appear during the development process will be aligned with our operational goals.

When creating the deployment and the roll-back plans, no detail is too minor to be considered, everything should be taken into account. At this stage we need to make sure that the application is ready for delivery, to provide a seamless customer experience without any bugs or other interruptions.

As we all know, CI/CD stands for Continuous Integration / Continuous Delivery. This is the stage where the project moves from development into production and the pace of migration is really fast. This is why, when deploying a CI/CD strategy, we must ensure that the code is automatically tested for quality, security, and customer readiness.

We provide full monitoring and support services on an ongoing basis, even after the Salesforce project is implemented for our client’s business. Where needed, we make changes to optimize the performance and maximize the results.