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Creating a comprehensive implementation checklist is essential for ensuring a smooth and successful deployment of Salesforce or any other system. Below is a sample implementation checklist for a Salesforce project:

Salesforce Implementation Checklist

Pre-Implementation Planning:

  1. Define Objectives:
    • Clearly articulate the goals and objectives of the Salesforce implementation.
  2. Establish Project Team:
    • Identify and assemble a cross-functional project team with representatives from various departments.
  3. Allocate Resources:
    • Assign roles and responsibilities to team members.
    • Ensure availability of necessary resources (financial, human, technical).
  4. Conduct Stakeholder Meetings:
    • Hold meetings with key stakeholders to gather requirements and expectations.
  5. Budget and Timeline:
    • Define the budget and establish a realistic timeline for the implementation.

System Configuration and Setup:

  1. Salesforce Edition Selection:
    • Choose the appropriate Salesforce edition based on organizational needs.
  2. User License Planning:
    • Determine the types and quantities of user licenses needed.
  3. Security Model Setup:
    • Configure security settings, roles, and profiles.
  4. Data Model Design:
    • Design the data model, including objects, fields, and relationships.
  5. Workflow and Process Automation:
    • Set up workflow rules, process builder, and automation rules as needed.
  6. Customization:
    • Customize Salesforce to align with business processes.
    • Develop custom fields, page layouts, and record types.
  7. Integration Planning:
    • Identify integration points with other systems.
    • Plan and design integration processes.

Data Migration:

  1. Data Assessment:
    • Assess the quality and cleanliness of existing data.
  2. Data Cleansing:
    • Cleanse and prepare data for migration.
    • Resolve data quality issues.
  3. Data Mapping:
    • Map fields and data from the source system to Salesforce.
  4. Data Migration Tools:
    • Select and configure data migration tools.
    • Perform trial migrations and validate results.
  5. Data Validation:
    • Validate the accuracy of migrated data.
    • Conduct data reconciliation.


  1. Unit Testing:
    • Conduct unit testing for customizations and configurations.
  2. Integration Testing:
    • Test integrations with other systems.
  3. User Acceptance Testing (UAT):
    • Engage end-users in UAT to ensure the system meets their requirements.
    • Address and resolve identified issues.


  1. End-User Training:
    • Develop and deliver training programs for end-users.
  2. Administrator Training:
    • Train system administrators on configuration and maintenance.


  1. Rollout Plan:
    • Develop a phased rollout plan.
    • Identify pilot users and deployment phases.
  2. Communication Plan:
    • Implement a communication plan to inform stakeholders of the upcoming changes.
  3. Go-Live Readiness:
    • Perform a readiness assessment before the go-live date.
  4. Deployment Execution:
    • Execute the deployment plan, ensuring minimal disruption.


  1. User Support:
    • Provide ongoing user support and address post-go-live issues.
  2. Monitoring and Optimization:
    • Monitor system performance and user feedback.
    • Optimize configurations based on usage patterns.
  3. Documentation:
    • Update system documentation and user guides.
  4. Post-Implementation Review:
    • Conduct a post-implementation review to capture lessons learned and areas for improvement.

Governance and Maintenance:

  1. Establish Governance Framework:
    • Set up a governance framework for ongoing system management.
  2. Regular Audits:
    • Schedule regular audits of security settings, data quality, and system usage.
  3. Release Management:
    • Plan and manage ongoing Salesforce releases and updates.
  4. Training Updates:
    • Provide ongoing training for new features or changes.
  5. Feedback Loop:
    • Establish a feedback loop for continuous improvement.

Document Approval:

  1. Approval Process:
    • Specify the process and individuals responsible for approving the Implementation Checklist.

Document Control:

  1. Version Control:
    • Maintain version control for the checklist.
  2. Document History:
    • Record changes made to the document, including dates and reasons for changes.

This Salesforce Implementation Checklist provides a structured framework for managing the various stages of the implementation process. Customize it based on the specific needs and nuances of your organization and project.

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