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Design Best Practices for Success with Salesforce

design best practices

Design… as easy as Boom.

Nobody would start a home building project without understanding the goals and objectives of the homeowner. Is this house for a growing family, a couple preparing for retirement, or a single person who wants a small home with a large yard for the dog (Rover likes to chase squirrels)?

There are always constraints to consider as well, such as budget, local zoning rules, HOA’s, disagreement on the prioritization of features between the homeowners (she wants a she-shed, he wants a high end kitchen). A canny design and build team needs to consider all of these factors, so that their customer will love their new home forever. 

And that is exactly how Thunder helps a company implement a new way of working.

Our methodology is designed to ensure that we don’t start building without a solid foundation and vision. Just like a builder needs a proper blueprint, our Salesforce customers need a detailed roadmap to: 

  • Engage business leadership to establish the vision 
    • Why are they making this investment now?
      How does it fit into their corporate strategy?
      What is their vision and roadmap for the future? 
      • Use that vision as the Northstar when decisions need to be made
  • Align the leadership to desired business outcomes
    • What are the business outcomes that they are expecting to achieve?
      • Model the process to drive those outcomes
  • Identify the customer experience that you want to create
    • What pain points are you trying to eliminate?
    • What market opportunities are you creating or capitalizing on?
  • Design the process for your employees to deliver that experience
    • How can we use the tool to eliminate the pain points?
    • What behaviors are required to drive the desired business outcomes?
  • Identify current processes and behaviors which will need to change to realize these outcomes
    • Do you have a plan in place to ensure that all impacted employees are prepared to adopt the new way of working?
    • Can you clearly identify what success looks like, and have the tools in place to aid in the measurement of this success? 

So before you start swinging your hammer away, consider whether you have properly planned out your Salesforce project. Not just the technical build, but how you will adapt to, and continually maintain it for years to come.

At Thunder, we carefully consider all the details that go into building and maintaining a successful Salesforce implementation – putting people at the center of our design process. We’re not setting you up in a starter home, we’re hooking you up with the dream house – the forever home. After all, our mission is to make our customers love Salesforce, forever.

Written by Susan Jaggers, VP Human Centered Change at Thunder

Want to learn more about Thunder’s design process? Contact us today!