Salesforce implementation checklist
Goals, data, security, integrations, testing, training, launch and post-launch — the questions to answer first.
The checklist
- 01
Goals and scope
Agree measurable outcomes, in-scope processes and what is explicitly out of scope.
- 02
Stakeholders
Name an owner for each process and a decision-maker for trade-offs.
- 03
Data
Inventory sources, owners, quality issues, retention rules and the system of record for each entity.
- 04
Security and consent
Define roles, sharing, field-level security and how consent is captured and honoured.
- 05
Integrations
List each integration, its direction, frequency, volumes and error-handling approach.
- 06
Testing
Write acceptance criteria; plan unit, integration and user acceptance testing with realistic data.
- 07
Training and adoption
Plan role-based training and in-app guidance; identify champions.
- 08
Launch
Cutover plan, rollback plan, communications and a hypercare period.
- 09
After launch
Monitor usage and errors, collect feedback, and keep a prioritised backlog.
