Salesforce Experience Services

Implementing Salesforce Experience Cloud is a strategic initiative that requires careful planning, execution, and ongoing management. By following this comprehensive implementation plan, we aim to create a powerful digital experience that enhances engagement, streamlines processes, and drives business success.
This plan can be condensed, expanded, or modified depending on the complexity and system requirements of your business. Pricing for this service will depend on project requirements.

The objective of this project is to implement Salesforce Experience Cloud (formerly known as Salesforce Community Cloud) to enhance customer, partner, and employee engagement by creating a seamless, branded digital experience. This plan outlines the key phases, tasks, and responsibilities to ensure a successful implementation.

Phase 1. Planning and Preparation
  • - Identify business objectives and goals for the Experience Cloud implementation.
  • - Determine the scope of the project, including key functionalities and user groups (customers, partners, employees).
  • - Identify key stakeholders (executive sponsors, project manager, IT team, end-users).
  • - Develop a communication plan to ensure regular updates and feedback.
  • - Conduct workshops and meetings with stakeholders to gather detailed requirements.
  • - Document business processes, workflows, and desired features.
  • - Allocate necessary resources (team members, budget, tools).
  • - Develop a detailed project timeline with milestones and deadlines.
Phase 2: Planning, Preparation, Design
  • - Design wireframes and mockups for the community pages and portal.
  • - Ensure the design aligns with the company’s branding guidelines and provides a user-friendly experience.
  • - Define the structure of the community, including navigation, page layouts, and content organization.
  • - Design security settings, user roles, and permissions.
  • - Implement Single Sign-On (SSO) if required.
Phase 3: Development and Configuration
  • - Configure Salesforce Experience Cloud settings, including community management, themes, and templates.
  • - Set up standard and custom objects as needed.
  • - Integrate Experience Cloud with other Salesforce products (Sales Cloud, Service Cloud) and third-party applications.
  • - Ensure data synchronization and seamless workflow between systems.
  • - Develop custom components, Lightning components, and Apex classes if required.
  • - Customize the user interface to meet specific business requirements.
  • - Plan and execute data migration from existing systems to Salesforce.
  • - Ensure data quality and integrity.
Phase 4: Testing
  • - Conduct unit testing for individual components and configurations.
  • - Test integrations between Experience Cloud and other systems to ensure data flow and process integrity.
  • - Develop UAT test cases and scenarios.
  • - Conduct UAT with key stakeholders and end-users to validate functionality and usability.
  • - Gather feedback and make necessary adjustments.
Phase 5: Deployment
  • - Prepare the production environment.
  • - Ensure all configurations, customizations, and data are ready for deployment.
  • - Execute the deployment plan.
  • - Monitor the deployment process to ensure a smooth transition.
  • - Provide immediate support to address any issues or concerns.
  • - Monitor system performance and user feedback.
Phase 6: Training and Adoption
  • - Develop training materials (user guides, video tutorials) tailored to different user roles.
  • - Conduct training sessions and workshops for end-users.
  • - Implement change management strategies to encourage user adoption.
  • - Communicate the benefits of the new system to stakeholders and users.
Maintenance and Continuous Improvement
  • - Provide ongoing support and troubleshooting.
  • - Establish a help desk or support system for users.
  • - Gather continuous feedback from users.
  • - Implement regular updates and improvements based on user feedback and new business requirements.

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