Salesforce Delivery Lifecycle
Salesforce Project Journey : Company Bidding to Delivery
Complete core stages, responsible roles and work performed from opportunity identification through go-live and ongoing support.
Sales and Pre-Sales Identify, qualify, understand, propose and win the project.
Project Delivery Design, configure, develop, migrate, test and train users.
Go-Live and Support Deploy, stabilize, close and continuously improve the solution.
01
Project Opportunity Identification
Roles Involved
▪ Account Executive ▪ Business Development Manager ▪ Sales Manager
Core Work
● Identify the client opportunity.
● Understand the basic business requirement.
● Collect budget, timeline and client details.
02
Opportunity Qualification
Roles Involved
▪ Sales Team ▪ Pre-Sales Consultant ▪ Delivery Manager ▪ Solution Architect
Core Work
● Check whether the company has the required skills and capacity.
● Review scope, budget, timeline and risks.
● Decide whether to participate in the bid.
03
Roles Involved
▪ Business Analyst ▪ Functional Consultant ▪ Pre-Sales Consultant ▪ Solution Architect
Core Work
● Understand the current business process and problems.
● Collect data, integration, security and reporting requirements.
● Document high-level requirements.
04
Roles Involved
▪ Solution Architect ▪ Technical Architect ▪ Functional Consultant ▪ Data and Integration Architects
Core Work
● Select the required Salesforce products.
● Design data, security, automation and integrations.
● Decide standard configuration versus custom development.
05
Roles Involved
▪ Project Manager ▪ Delivery Manager ▪ Architect ▪ Sales and Finance Teams
Core Work
● Estimate effort, team size and project duration.
● Calculate project cost and risk contingency.
● Finalize the pricing and payment model.
06
Proposal and Client Presentation
Roles Involved
▪ Bid Manager ▪ Sales Team ▪ Pre-Sales Consultant ▪ Architect and Project Manager
Core Work
● Prepare the technical and commercial proposal.
● Explain the solution, timeline and project team.
● Conduct a demo or Proof of Concept when required.
07
Roles Involved
▪ Sales Team ▪ Legal Team ▪ Finance Team ▪ Delivery Manager
Core Work
● Finalize scope, deliverables, pricing and timeline.
● Agree on support, payment milestones and change requests.
● Sign the contract and Statement of Work.
08
Sales-to-Delivery Handover
Roles Involved
▪ Account Executive ▪ Pre-Sales Consultant ▪ Project Manager ▪ Architect and Business Analyst
Core Work
● Share requirements, proposal and client commitments.
● Explain risks, assumptions and dependencies.
● Transfer ownership to the delivery team.
09
Kickoff and Detailed Requirements
Roles Involved
▪ Project Manager ▪ Product Owner ▪ Business Analyst ▪ Functional Consultant and Architect
Core Work
● Confirm scope, timeline and communication process.
● Conduct detailed requirement workshops.
● Prepare user stories and acceptance criteria.
10
Configuration and Development
Roles Involved
▪ Salesforce Administrator ▪ Salesforce Developer ▪ Technical Lead ▪ Integration and Data Specialists
Core Work
● Configure objects, fields, security, automation and reports.
● Develop Apex, Lightning Web Components and integrations.
● Complete unit testing.
11
Data Migration and Testing
Roles Involved
▪ Data Migration Specialist ▪ QA Engineer ▪ Administrator and Developer ▪ Business Analyst
Core Work
● Clean, transform and load client data.
● Perform functional, integration and regression testing.
● Track defects and retest fixes.
12
Roles Involved
▪ Product Owner ▪ Business Users ▪ Business Analyst and QA Team ▪ Trainer
Core Work
● Validate real business scenarios.
● Obtain business approval.
● Train users and prepare support materials.
13
Roles Involved
▪ Release Manager ▪ DevOps Engineer ▪ Administrator and Developer ▪ Data and Integration Teams
Core Work
● Deploy Salesforce changes.
● Migrate final production data and activate integrations.
● Validate critical business processes and enable users.
14
Hypercare and Project Closure
Roles Involved
▪ Project Manager ▪ Administrator and Developer ▪ Support Engineer ▪ Product Owner
Core Work
● Resolve go-live issues and monitor integrations.
● Obtain final client sign-off.
● Transfer the system to the support team.
15
Ongoing Support and Enhancements
Roles Involved
▪ Support Manager ▪ Salesforce Administrator ▪ Developer ▪ Account Manager and Product Owner
Core Work
● Resolve incidents and service requests.
● Deliver minor enhancements.
● Plan future Salesforce improvements.
Complete Project Flow
Opportunity → Qualification → Discovery → Solution Design → Estimation → Proposal → Negotiation and Contract → Handover → Kickoff → Build → Data Migration and Testing → UAT and Training → Deployment → Hypercare and Closure → Support
