10 Documents to Produce on a Salesforce Project

Whether you are working as a solo Salesforce Administrator or Salesforce Consultant, you need to know how to lead a Salesforce Project. 

Beyond Salesforce Technical Skills, the key professional skills you need to lead a project include Business Analysis, Agile Project Management and Change Management. We teach these skills on the Supermums Consultancy Skills Course, alongside equipping our students with the right knowledge, tools and templates to confidently lead a Salesforce project. 

As part of our ‘How to Lead a Salesforce Project’ content series over the next 5 weeks, we are sharing some top tips from our

Supermums Consultancy Skills Course

These include: 

• 10 Documents to produce for a Salesforce Project
• How to Estimate Time & Budget for for a Salesforce Project
• How to Assess Risks on a Salesforce Project 
• 5 Communication Tools to use on a Salesforce Project
• 10 ways to optimise your Salesforce End-User Training Strategy

This week we are talking about the 10 documents to produce for your Salesforce project. 

Watch this quick video to get an overview on this topic from Heather Black, CEO of Supermums and lead instructor our Consultancy Skills Course. 

Find a summary below of the topics we cover in this tutorial:

1. Business Case – This Business Case provides the justification of the project in the first instance and it should Include a summary of why the solution is needed, the business priorities, the expected ROI and measures of success.
2. CRM Strategy – This CRM Strategy summarises the overall strategy that is being planned out. It includes the business strategy and business case, product road map, prioritisation of high level requirements, risk assessment, etc. I
3. Project Management Plan – The Project Management plan includes roles and responsibilities, risk assessment, project time line, project management strategy, and sign off processes.
4. Change Management Plan – The Change Management Plan includes how the project and changes will be communicated through the project to the different stakeholders.
5. BA Questionnaires – Ask your end-users to complete some questionnaires (BA Scripts) to help you and them prepare for the design workshops.
6. Requirements Log – The Requirements Log details of all of the functional and non-functional requirements, priorities with technical solutions referenced.
7. Process Maps – Depending on budget you can map out before and after processes using a process mapping tool during the design process and then also use these diagrams to add into your training material.
8. Technical Workbook – The Technical Workbook includes the detail of the technical work that needs building in the system plus third party integration mapping requirements.
9. App Comparison Matrix – This is optional depending on whether the client is considering a third party app solution. This document should detail and compare the features of different apps that are being considered for a solution.
10. Training Materials – A range of materials might be produced for training that include the object entity diagram, trailhead resources, process maps, screen shots, and user testing scripts.

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Get Confident to lead projects with our Salesforce Consultancy Skills Course

If you want to lead Projects confidently then find out more about our 12 week Consultancy Skills Course where you can build your career with an industry recognised certification, and get the skills, confidence and mindset of a Salesforce consultant.

• 3 month programme with 12 months access to materials.
• Group coaching, mentoring and one to one support.
• Receive full employability support.
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