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 started document for new Salesforce implementations.
Resource:
Salesforce Agile Accelerator App - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ps3jEAA
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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In this lecture we discuss the typical steps involved in the building phase of consulting engagements.
