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Approaches to Salesforce Implementation


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Salesforce implementation in a business can be quite a challenge and a daunting task for employees. Whether you are a new user of a salesforce or shifting from an old system to a new salesforce, the process can be quite daunting, to say the least. Besides the creation of your customized salesforce architecture, the approach of a vendor company that is implementing it for a business is also important. As we all know, the selection of the right approach is critical in the successful implementation process. In this blog, we shall read about the 3 approaches to Salesforce implementation services along with each one’s pros and cons.

The 3 approaches to Salesforce implementation services are:

Big bang implementation – In this approach, all the users of the old system move to the new salesforce org on a particular selected date. It is ideal for small or midsized companies. Basically, for firms with a small number of end-users. Since it is quick and cost-effective, it is a better investment as compared to others. The flip side of this approach is that the omission of any small detail may impact users with modifications that may not be possible. Therefore, rigorous end-to-end testing is the only solution when using this approach. With regard to the architecture of the software, it is ideal when different components of the legacy system are heavily interdependent.

Phased implementation – As the name suggests, in this approach the Salesforce implementation services are spread over phases with the end-users moving to the new system in small batches. It is ideal for large-sized companies with many employees and operating from different geographies. This approach reduces risk as dealing with a smaller group makes the testing simpler and less likely that details are omitted. Problems can occur but they can be tackled within the next phase. As the phases are implemented, the executing team gains more confidence in the mentioned project and the Salesforce implementation services process gets smoother with the passage of time. In this approach, changes are easier to handle. On the flip side, it is possible that changes in the following phases will impact the working of team members who have already migrated, as a result, their working environment could be different from earlier. Support and training take care of all hiccups, provided by the vendor like Codleo consulting. With regard to the architecture of the software, it is more useful when the old system is modular, and the design of the new Salesforce org is nothing like that of the old one.

Parallel implementation – In this type of approach, both the old system and the new Salesforce run simultaneously for a select period. This is a fast approach as compared to the phased approach but still slower than the big bang approach. It is an expensive proposition for firms. In this approach, the updation of real data by end-users in both systems is a strict no-no. It also offers the lowest risk proposition as compared to the other two approaches. 

For a company looking to get on board with the best CRM in the world, the right approach is based on its size, nature, and other requirements such as finances. This is best determined by the vendor of Salesforce implementation services such as Codleo Consulting, an experienced firm with many delighted customers across the world. So, reach out to Codleo for your Salesforce implementation services and the best approach for your business.

For successful Salesforce Implementation services, you may also contact us.

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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