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Salesforce implementation

Salesforce implementation services, from first workshop to go-live

A new Salesforce org is easiest to get right at the start. We set up the data model, security, automation and integrations around how your teams work, load your data, and stay with you through launch.

  • Clear scope and acceptance criteria before configuration starts
  • Data migration and integrations planned alongside configuration
  • User acceptance testing with your own team
  • Training material written for your processes, not generic screenshots

What a Salesforce implementation includes

Requirements and design

User stories, process flows and a solution design covering objects, fields, record types and automation.

Security model

Profiles, permission sets, roles and sharing rules that match who should see what.

Automation

Flows and approval processes that remove manual steps, with code only where configuration is not enough.

Data load

Cleansing, de-duplication and test loads before the final migration into production.

Integrations

Connections to email, ERP, marketing, booking or telephony systems, planned from day one.

Launch and hypercare

Go-live checklist, cutover plan and a support window after launch to fix issues quickly.

Implementation partner or in-house admin?

An in-house admin is valuable for day-to-day changes. A first implementation, a second cloud or a large redesign usually needs architects, developers and a migration specialist at the same time. We provide that team for the project and then hand over to your admin with documentation and training.

What affects cost and timeline

We give a written estimate after discovery, broken down by these factors, so you can see where the effort goes.

  • How many clouds and business units are in scope
  • The number and complexity of integrations
  • How much historic data needs to move and how clean it is
  • Whether existing processes are documented or need discovery first
  • How quickly your team can review and sign off each stage

Our implementation approach

  1. Step 1

    Discovery

    Workshops, current-state review and agreed scope.

  2. Step 2

    Build in sprints

    Configuration and development with a demo at the end of every sprint.

  3. Step 3

    Test and migrate

    User acceptance testing, data test loads and the final migration rehearsal.

  4. Step 4

    Go live and support

    Cutover, training sessions and a hypercare period after launch.

Frequently asked questions

How long does a Salesforce implementation take?

It depends on scope. A single team on one cloud is a much smaller project than several business units with integrations. We confirm a timeline after discovery.

Do you migrate our existing data?

Yes. Data migration is planned as part of the implementation, with test loads and reconciliation before go-live.

Will our team be trained?

Yes. We run role-based training sessions and leave written guides that reflect your own processes and screens.

Tell us what you are working on

Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.

Contact Raushang4 Technology