PWPM Wiki

Salesforce Implementation RAID Log

This is a practical guide to building a raid log for a salesforce implementation project — a consolidated log of Risks, Assumptions, Issues and Dependencies, adapted to the realities of rolling out Salesforce for sales, service or marketing cloud.

What a RAID Log is

A raid log is a consolidated log of Risks, Assumptions, Issues and Dependencies. For the full concept and how it works in general, see RAID Log. 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 raid log 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

  • Risks
  • Assumptions
  • Issues
  • Dependencies
  • Owners and status

Salesforce Implementation-specific considerations

Tailor the raid log 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 raid log 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.