Salesforce Implementation Stakeholder Register
This is a practical guide to building a stakeholder register for a salesforce implementation project — a record of stakeholders, their influence and how to engage them, adapted to the realities of rolling out Salesforce for sales, service or marketing cloud.
What a Stakeholder Register is
A stakeholder register is a record of stakeholders, their influence and how to engage them. For the full concept and how it works in general, see Stakeholder Register. 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 stakeholder register 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
- Stakeholder name and role
- Power and interest
- Attitude
- Engagement approach
Salesforce Implementation-specific considerations
Tailor the stakeholder register 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 stakeholder register 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.