Who Should Be Part of an Implementation? And When?

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Before you begin your Salesforce implementation, it is important to align internally on who will be a part of the project and the responsibilities of each person. There are 5 people we recommend to bring onto your Salesforce implementation team.

Salesforce Admin

Your Salesforce Administrator should be involved every step of the way during the project. It is important for them and the future of your Salesforce org to be familiar with the configuration. An admin can also help explain to users why certain decisions were made along the way. This will help create a successful environment for Go Live.

Subject Matter Expert (SME)

The experts of each department will be instrumental in ensuring you create a Salesforce org that is beneficial and user friendly to everyone in the company. Be sure that you have an SME for each department. SMEs should be involved throughout the length of the project and will be the biggest voice of their teams during requirements gathering.

Project Manager

Although Sikich provides a project manager on each implementation, it is imperative that your company also have a project manager to help keep the project on track. Your project manager should expect to be on every call throughout the length of the project.

IT (if applicable)

If you are building an integration or doing a data migration during your implementation, you may need to bring in someone from IT. Your Sikich project manager will be sure to prepare you for this and will let you know when this resource will be needed.

Marketing (if applicable)

Even if you are not implementing Pardot or Marketing Cloud, it is always a good idea to bring someone from Marketing in on requirements gathering calls. Marketing can provide suggestions for fields that may need to be added for future marketing efforts. If you are implementing a marketing tool such as Pardot, your marketing user should be heavily involved and prepare for several hours of training.

Have any questions about Salesforce and/or Salesforce implementation? Please contact us at any time!

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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About The Author

Michaela Riestenberg

Michaela Riestenberg

Michaela strives to provide a great experience for all of her clients. By asking detailed questions, diving into their industry, and learning about their day to day, she creates a valuable CRM solution. With a heavy background in Marketing, Michaela is constantly thinking about the end game and what information can be tracked in Salesforce to ensure a better marketing experience for her customers. Michaela enjoys going on adventures with her husband, Mike, and two dogs – Ellie and Bear (short for Bearcat, go UC!). Born and raised in Cincinnati – the Queen City is a big part of her life but she is always eager to explore new places.