Salesforce Implementation Lessons Learned
This is a practical guide to building a lessons learned for a salesforce implementation project — what went well and badly, captured to improve future projects, adapted to the realities of rolling out Salesforce for sales, service or marketing cloud.
What a Lessons Learned is
A lessons learned is what went well and badly, captured to improve future projects. For the full concept and how it works in general, see Lessons Learned. On a salesforce implementation project it plays the same role, tuned to this kind of work.
Why it matters for a Salesforce Implementation project
Salesforce Implementation projects live or die on rolling out Salesforce for sales, service or marketing cloud. A well-built lessons learned gives the team a shared, explicit reference for exactly that — reducing ambiguity, aligning stakeholders, and making problems visible early enough to act. Skipping it, or doing it generically, is how salesforce implementation projects drift into avoidable delay and cost.
What to include
- What happened
- Impact
- Root cause
- Recommendation
Salesforce Implementation-specific considerations
Tailor the lessons learned to the risks that most often derail salesforce implementation projects:
- Over-customisation
- Adoption by the sales team
- Data hygiene and deduplication
Example
On a real salesforce implementation project, the lessons learned would be shaped by rolling out Salesforce for sales, service or marketing cloud. In particular, it should explicitly account for the project’s biggest risks — over-customisation, adoption by the sales team, data hygiene and deduplication — rather than treating them as afterthoughts.