Managing a Salesforce Implementation: Tips from Around the Internet - Archive of IC Blog

Managing a Salesforce Implementation: Tips from Around the Internet

Project Management tools and tips are a hot commodity in the Salesforce Consulting community. While each consulting partner has their own methodology, some project managers may still be questioning: “Is there an easier way?”

Importance of a PM

Overseeing a Salesforce implementation from start to finish can be a daunting task. Many factors contribute to the level of difficulty that a PM could anticipate: time allotted for the project, complexity of the project requirements, number of resources needed to achieve project milestones, etc.

Of course, years of experience will help contribute to a smoother project lifecycle and completion. However, not all of us have 10+ years of project management under our belts. Additionally, as an agile environment, Salesforce sees consistent changes. Throughout the evolution and progress of the platform, one thing remains the same for implementations: the role of Project Manager is imperative, and the knowledge and tools that overseer equips are vital to a healthy and successful project.

While I’d love to call myself a Salesforce implementation PM expert, that’s quite a few years down the road. In the meantime, I am happy to share my researching, social media communication and web-crawling talents to offer you the most helpful and insightful best practices from professionals in the network.

Share the Wealth!

I’ve spent hours reviewing different sources of information and digesting tips and tricks to compile some of the most helpful PM advice below.

Feel free to comment on these suggestions or offer others not listed. Be sure to explain why you are making the suggestion, and best practices for Project Managers and Salesforce professionals alike!

Suggestions from LinkedIn groups

Note that clicking on the image will take you to that suggested tool or website.

Suggestions from around the web

A snapshot of “ Project Management Apps Quick Reviews” by ifPeople

News about’s acquisition of

More News about here

Project Management Essentials and Suggestions from the AppExchange

We want to hear from you

Attention Project Managers, Consultants and Salesforce Administrators: we invite you to share your tips, tricks, solutions and best practices! Not sure where to begin? Try answering the following questions:

  1. How do you avoid “scope creep”?
  2. What’s your best method of tracking your resources?
  3. How in-depth is your scoping process?
  4. How often do you check in on the implementation progress?
  5. Can one tool really do it all?
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