Over the past decade, I have seen more than 1,000 Salesforce implementations deployed to a wide variety of organizations. I have learned that it does not matter if you are a small nonprofit or a Fortune 100 enterprise company — one of the best investments you can make in your Salesforce implementation process is to have a clear plan.

Do Your Homework

You may never be able to debate the merits of Apex code (the programming language that executes on the Salesforce platform), for example, and that’s OK. However, before you start your migration to the cloud, figure out what you want and what is possible. Reach out to other organizations in your sector, consult with volunteers and board members, and read related publications.

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