Slaesforce FAQ

how to estimate salesforce projects

by Randi Block II Published 2 years ago Updated 2 years ago
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How to manage data in Salesforce?

Use dataloader.io and the Data Import Wizard to manage data in Salesforce. Clean up data with validation rules, formula fields, lookup filters, and Process Builder. Practice downloading EDA, the foundation of Education Cloud.

How do I get Started with salesforce development?

Set up and integrate the recommended IDE for Salesforce development. Build your first Visualforce page. Create processes to help support teams become more efficient. Create, customize, and manage your knowledge base. Install developer tools for building Lightning web components.

How can I use Salesforce to improve my productivity?

Create a personal web site to showcase your accomplishments and Salesforce skills. Bring Salesforce data to Slack to speed up collaboration and improve productivity. Explore different approaches to communicating between Lightning web components.

How do I get Started with Salesforce Lightning?

Get hands-on practice with Lightning Experience to sell faster and smarter. Set up your developer environment and create your first Lightning web component. Design, test, and publish an API specification using Anypoint Design Center. Trigger a field update when a related record is edited.

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What is the best way to estimate a project?

Step 1: Compile a list of tasks and the resources required to complete them. ... Step 2: Identify and allocate resources to tasks based on your team's capacity. ... Step 3: Estimate the task length to create a project schedule (with some buffer) ... Step 4: Calculate the project cost based on a chosen estimation method.More items...•

What are the 3 different ways to estimate the project?

3 Ways to Estimate Projects for Project ManagersAnalogous Estimation.Bottom-up Estimation.Parametric Estimation.

What is project estimation process?

Generally speaking, it's the process of analyzing available data to predict the time, cost, and resources needed to complete a project. Typically, project estimation includes scope, time-frames, budget, and risks.

How do I create a project in Salesforce?

0:263:20How to Use Salesforce for Project Management - YouTubeYouTubeStart of suggested clipEnd of suggested clipTaking a similar approach you can also use journey builder to guide new customers through onboardingMoreTaking a similar approach you can also use journey builder to guide new customers through onboarding. One way you can do this is by creating an onboarding drip campaign with journey builder.

What are 4 techniques of estimation?

Major project estimation techniquesTop-down estimate. ... Bottom-up estimate. ... Expert judgment. ... Comparative or analogous estimation. ... Parametric model estimating. ... Three-point estimating.

What is the most popular method of estimation?

The most commonly used method in three-point estimation technique uses the Program Evaluation and Review Technique (PERT) model. Three types of estimates are determined before using their average to arrive at the average cost estimate.

What are two ways to estimate?

There are different methods for estimation that are useful for different types of problems. The three most useful methods are the rounding, front-end and clustering methods.

What are the 2 basic approaches used to estimate the cost of project?

There are two main approaches to take when creating a budget – top-down approach and bottom-up approach.

How do you estimate a project timeline?

How to Come Up with a Project EstimateBreak the Project into Tasks. Break the high level task down into the individual tasks and investigate each of those things. ... Determine the Overall Objective. Is the product objective or outcome of this task clear? ... Identify Outlying Factors Needed for Success.

How much does a Salesforce implementation cost?

Depending on multiple factors that we will discuss later in this article, Salesforce implementation cost can go from $10,000 for the implementation of the very basic version to more than $100,000 for the multi-component project including complex integration, heavy optimization, and continuous customization and/or ...

How long does a Salesforce implementation take?

How long does a Salesforce implementation take? Salesforce implementation time can vary based on organizational requirements. On average, it could take 3 to 4 weeks and this time can be much longer in some cases. Understanding common best practices in salesforce implementation can increase speed and minimize costs.

What are projects in Salesforce?

Projects give you hands-on practice with Salesforce technologies via step-by-step instructions. You'll gain new skills — and confidence — faster than you thought possible.

How much does it cost?

Salesforce to Salesforce is included in Enterprise Edition at no cost.

Is S2S a supported feature and best of breed?

Propellerheads and purists will groan out loud when they hear "Salesforce to Salesforce" but the underlying implementation of S2S itself is durable as far as the well defined bounds of pushing records across orgs.

What are the coarse steps?

Proof of concept. Before going anywhere near an estimate or a chargeable service, just do it - smoke out a stupid simple bidirectional sync in 2 sandboxes. S2S has its peculiarities which must be experienced first hand. S2S is implemented with this in mind as sandboxes can only sync to other sandboxes, leaving production orgs untouched.

Tuesday, April 16, 2013

It's been a while now that I have had a chance to post something on my blog for a long time! Lot has changed, as I have now moved to Singapore from India, but still in the Salesforce.com space, trying to grow as this space grows :)

About Me

Salesforce.com/Force.com Certified Consultant and Project Management Practitioner with over 10 years of experience in delivering and architecting Salesforce.com/Force solutions across the globe. Focusing on project engagements across SEA now

What is Salesforce B2B Commerce?

Built natively on the Salesforce Platform, Salesforce B2B Commerce delivers robust B2B commerce functionality. Discover the solution to generate online revenue fast, easily scale for growth, and always stay connected to your customers.

How much will B2B commerce grow in 2021?

The ROI of Your B2B Commerce Upgrade. Forrester projects that B2B commerce will grow to $1.2 trillion by 2021, making it the fastest- growing sub-sector in the commerce market.

What is recurring revenue?

According to Investopedia, recurring revenue is “the portion of a company's revenue that is expected to continue in the future.

Subscription-based business models have become the new goal

In earlier business models, companies would sign customers up for large, multiyear contracts with payments delivered partially up front and split into project or service milestones. In other instances, engagements were short term and had no renewal period. This often meant that after a few months, the customer turned over.

Know when to use MRR and ARR

MRR is a metric that most teams should closely monitor each month. It gives you an immediate look at how well your sales team and marketing efforts are performing, whether or not your business is effective at customer retention, and if any recent product launches, updates, or pricing changes impacted customers.

Subscription-based accounts impact companies and customers

Subscription-based accounts make recurring revenue easy and predictable. At the same time, providers are accountable for delivering consistent value with their product or service, companies can access usage data to better innovate their solutions, and technology streamlines the onboarding process while also providing self-service upgrades.

Consider these four strategies to improve recurring revenue

Beyond simply calculating and monitoring MRR and ARR, companies can employ a few strategies to drive growth.

Annual recurring revenue is a powerful indicator for success

Annual recurring revenue is a powerful indicator for success. Many companies in the digital age have built their businesses on speculation. Absent real revenue, they rely on outside investors to finance their ambitions, and they place large, uncertain bets.

Why are estimates important?

The narrative from the NoEstimates movement is that estimation benefits management while developers lose. But estimation is not a zero-sum game, all parties can and do benefit. Estimates allow management, among many things, to gauge developer efficiency, manage product owner expectations, and create realistic timelines. All of these are extremely valuable to any business, which means that developers who can provide accurate estimates are highly valued. Further, developers can easily demonstrate their productivity and ability to finish a product on time, by consistently completing work within the estimate. Providing a highly valued skill to employers will result in increased leverage the employee will have over the organization as well as create separation between themselves and other coworkers. In short, estimates help, not hinder, developers in garnering higher wages and job security.

What are the three pillars of estimating?

The three pillars of estimating ensure estima tes are accurate, realistic, and always improving. If your team is consistently providing poor estimates then it’s likely they are not following one of these pillars.

How long is a developer session?

Sessions represent the amount of time that a developer will sit down and focus on a given story or issue. Generally, this is about 3 hours and is the smallest amount of time a developer should plan for. Each day, developers should plan out their sessions according to what needs to be accomplished. For example:

Can you avoid estimates in programming?

The reality of a programming career in the modern world is that it is nearly impossible to avoid estimates because the majority of companies and clients want them. No matter how badly you want them to not exist, most businesses use them for quarterly planning and budgeting. From a purely practical standpoint then, it is wise to accept the inevitability of estimates and take learning how to estimate effectively, seriously.

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