Salesforce Change Management Process - Pain Points & Implementation Steps

  • Implementing changes to Salesforce can be daunting for any organization! From moving metadata between multiple environments to unexpected Sandbox refreshes and Salesforce API version skew, the list of changes is huge.

  • To ensure a hassle-free execution of the upgrades, companies need a well-strategized Salesforce Change Management Implementation plan that drives sustainable changes.

  • In this blog, we have discussed the vitality and importance of each phase of the Salesforce Change Management process. We’ll also share the reasons why Salesforce implementing services are crucial for migration success.

7 Steps for Smooth Implementation of Salesforce Solution

Let’s check out the top practices to boost the adoption of Salesforce Lightning Services across your organization –

    1. Strategy Mapping

    Before you strategize the Salesforce Change Management Plan, keep in mind that it should be created for a clear vision. You should analyze the current scenario, requirements, and the circumstances that require this upgrade.

    After having researched in-depth, you can plan a strategy that invokes a requisite modification or enhancement of the required plan.

    2. Experts Assistance

    Taking help from someone who has a wide experience in Salesforce Support Services would be the icing on the cake. They know what exactly is needed to execute the change in management workflow in a smooth manner.

    Experts imply what's possible and have the learning of what challenges to be faced while implementing the changes. Based on their expertise and skill-set, they can help you with resource allocation and complete the execution within deadlines.

    3. Identify the Scope of Changes

    After receiving the requests for the change implementation and getting knowledge on the same, the developer team can proceed further. Firstly, they formulate strategies for the provided change requests list, and then the scope of changes is decided.

    However, the scope may be based on the inter-dependencies to the Opportunity team. The Change Leader contemporizes the process flow by updating the requirements and deadlines after each sprint launch. By maintaining the balance between leaders and teams, Salesforce Change Management can turn out to be a huge success.

    4. Effective Work Management

    To avoid the delayed-deliveries and ruined client satisfaction, it’s important to decide which tasks are more important and which not. Hence, prioritizing the workload is a vital step to ensure strategic implementation.

    Now, the biggest challenge for any team member is to prioritize their tasks as changing everything won’t be feasible. Therefore, defining the entire impact of the change execution plan is necessary. Also, the leader needs to decide which enhancements to be implemented at first, where the changes will have their effect, etc.

    5. Executing and Testing

    Once, everything is in place, the team goes for the execution phase. However, it’s not always compulsory that the execution will take the same time as mentioned.

    In case of any issues or failures, it needs to be handled very carefully. By measuring all the ups and downs of the development phase, it must be tested well before live execution.

    With a combination of unit testing and automated testing, concerned persons can monitor various aspects of dealing with the system. Then, the bug list should be shared with developers to revamp the issues.

    The same process will be continued until the system is free from all issues and bugs. Then, the team can proceed towards the final execution.

    6. Training Sessions

    After the system is being tested by the QA team and all changes have been verified, plan a KT session. Your team should have proper knowledge of what changes have been made and how they would work.

    They should also be trained for the functionality updates and the way it is to be used by the end-users.

    However, if you acquire third-party Salesforce Implementation Services , a training specialist from their team can help with the training sessions. They will provide required user manuals and online training guides to help your employees adapt to the changes with ease.

    7. Delivery to End-User

    The Salesforce Consulting Services provider hired by you will transfer the changes to a live server that ensures smooth deployment. Once the change management implementation has been successful, the Salesforce solution will be available for the end-users i.e. customers.

    They can also share their feedback for the implemented changes.

    Once all changes have been executed and delivered, your Salesforce support services provider will analyze the outcomes. Based on their analysis, if they find any improvements to be applied for future enhancements, they will plan for the same.

    Their demonstration also defines whether the changes went smoothly or have some bugs. The collective data of everything helps organizations in planning more effective approaches for the future.


We understand the struggle it takes to run a business and achieve the desired revenues. It requires pertinacious efforts and the unrelenting passion of your employees.

With Salesforce integration, we can help organizations to achieve greater levels of operational consistency, efficiency, and quality. If you’re also looking for the Salesforce changes implementation, connect with Narola Solutions, and discuss your business goals to help us identify what changes might be required for enhancements. Our experts will assist you through the benefits and advantages of Salesforce change management implementation.

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