In this introductory lecture, we discuss the different topics that will be covered in this section and prepare for success in this Knowledge Area of the Exam. These topics include:
Given a scenario, determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test, and document).
Given a scenario, determine appropriate sales deployment considerations.
Given a scenario, measure the success of a Sales Cloud implementation project.
We discuss scenarios for successful consulting engagements. I introduce you to an app that Salesforce developed internally and has now made available to the public for free - Agile Accelerator. I walk you through installing this app in your own org. I also introduce you to a helpful getting start...
In this lecture we revisit the Agile Accelerator and take a brief tour. We also discuss key considerations for the planning phase of consulting engagements.
Resources:
Getting Started with the Salesforce Agile Accelerator - https://appexchange.salesforce.com/servlet/servlet.FileDownload?file=00P...
In this lecture, we discuss the Requirements Gathering Phase of a Consulting Engagement. I introduce you to a helpful Trailhead trail that walks you through how to gather requirements. I also provide links to helpful Requirements Gathering templates you can use for your own Salesforce projects.
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