Valuable resources are available to Salesforce partners for a variety of purposes and audiences – from code samples to the Partner Learning Camp. One group, Official: Partner Delivery Readiness, has shared numerous files including past webinars and templates. Below is a selection of materials focusing on project management.
**Only for Salesforce partners logged into partners.salesforce.com**
LEARN |
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Pre-Project requirement gathering
“ANZ_ILS_Implementing Great Projects - Partner Enablement Course - Running Effective Discovery 20211014” |
Project Kickoff communication (w/ example [agenda])
“FY21_Q4_Webinar_ProjectKickoffBestPractices” |
Ways to improve communication (w/ example [schedule])
“Communication Plan with Timeline Sample Template” |
What to include on project health dashboards
“Manage Project Health Reporting” |
101: components to consider for projects utilizing SF’s methodology
“ILS_Adaptive_Methodology_Project_Sizing_Non_Negotiable” |
101: components to consider for projects
“LATAM_PPD_ILS_VW_ProjectManagement_and_Planning” |
101: Change Management
“A&C APAC - Salesforce Partner Essentials Series - Enablement Session #7 - Adoption and Change Management + Panel and Quiz FY23 Q2 PDF” |
101: SOWs
“Salesforce Partner Essentials Series for APAC - SOW's and Proposals + Project Planning and Mgmnt FY23 Q2 PDF” |
PMO A Partner Guide enablement sessions: Project Risk & Issue Management, Project Governance Best Practice, Project Change Management Best Practice, Project Scoping & SOW Best Practices, Salesforce Project Management Methodology | Project Management Success (PLC Curriculum) | ||
Implement Like Salesforce Webinar Series |
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Delivery Success, Scoping & Estimation
“ILS_APAC_Webinar__Session1._DeliverySuccess_Scoping_Estimation” |
SOWs and Proposals
“ILS_APAC_Webinar__Session2_SOW_Proposals” |
Adaptive Methodology
“ILS_APAC_Webinar__Session3_AdaptiveMethodology” |
Project Management & Risk
“ILS_APAC_Webinar__Session4_Project and Risk Management” |
TOOLS |
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Kickoff Deck Template [01]
“Project Kick Off Template” |
Kickoff Deck Template [02]
“Project_Kickoff_Deck_Template” |
Roadmap Template (w/ example)
“Roadmap Example Template” |
WBS Template w/ Gantt chart
“Work Breakdown Structure (WBS) Template with Gantt Chart” |
All-in-one: risk register; issue log; change request log
“Risk-Issue-CR Log-Template” |
Change Management: register
“Change_Control_Log_Template” |
Change Management: communication strategy
“LEVERS Plan on a Page_Template” |
Document checklist and approval tracking
“Project_Artifact_SignOff_Tracker_Template” |
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LEARN |
TOOLS |
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Deep Dive Demo | Free Download | Test Drive |
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