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The Keys to Successful Salesforce Development Projects

While we’re obviously partial to the skills of our Salesforce Developers (the technicians responsible for coding work on our projects), there’s more to it than simply hiring the “best of the best” in the industry, when it comes to achieving development success on our client engagements.  While the end goal is ultimately to increase customer satisfaction, we are committed to continually completing a set of core requirements or activities which ensure our developers can deliver the best possible Salesforce solutions.

From new community innovations at Hulu and ground breaking technology integrations at GoPro to major partner program implementations at Equinix and highly technical support services at Amgen, our developers shine because they strive to provide the best technical and programmatic support at every stage of the project lifecycle.

Without giving away our secret sauce, below are just a few steps to successful Salesforce development, and how you can apply them to your business to maximize success with the cloud platform:

  • Senior Technical Consultant Solution Design – We establish our goals and objectives for code upfront that will be used on the project. This includes meeting with the Solution Architect and mapping what will be configured and what will need to be code (e.g. triggers, Visualforce pages, and custom Lightning Components).  Once these are established the Senior Technical Consultants map the level of effort and the design for our teams to follow during the project.
  • Technical Design Signoff – Once the project is underway, we work with the client to approve the requirements and agree to the solution design. We provide our design either as part of an overall Solution Design Document or within a stand-alone Technical Design Document.  This details all of the components and relevant code that will need to be created during the build process.
  • Code Review – During the build and testing phase we work with our Senior Technical Consultant, as well as other Lead Consultants, to review all of the code and challenge the approach. This challenge allows the developer to review their code and innovate where possible.  We provide clients with a list of areas we propose changing and updating based on the review and agree to either make the changes for go-live or map them back to their Salesforce roadmap.
  • BitbucketBitbucket is a significant tool used by our developers. We hold many pieces of code that can support a complete program of build.  This tool by Atlassian (makers of JIRA among other great tools), allows us to save and share our code.  The code is only part of our build, but allows us to “not reinvent the wheel” and accelerate time-to-value for our clients, as well as provide a platform for innovation.

These activities are just a few of the many steps needed to deliver a successful Salesforce project. Encourage your developers to continue to grow and innovate each time a new business or solution challenge is presented. Help your team understand the importance of delivering scalable solutions when implementing custom functionality. The activities above serve as a detailed approach providing the ability to focus on both scalability and development best practices. By encouraging your developers to follow these, or similar activities, you can enable your team to be successful throughout all phases of a Salesforce project.

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Nikhil Singhal

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