Unlock the Secrets to Successful Salesforce Projects

Posted on May 7, 2025  (Last modified on May 15, 2025) • 2 min read • 299 words

The Salesforce Methodology

Ready to bring Salesforce solutions to life more effectively?

In this episode of Salesforcesight, we’re diving deep into something crucial: the Salesforce Project Methodology.

Think of it as your roadmap for navigating complex Salesforce journeys. It’s a well-defined framework that’s also remarkably adaptable—built to serve diverse needs and project types. At its core, this methodology is a design-led, scaled agile approach. That means it’s iterative (no waterfall here), user-focused from the start, and capable of flexing to suit projects of all sizes.

🎧 Listen to the Episode Now  

📺 YouTube
🎵 Spotify
📱 Or wherever you get your podcasts!

What You’ll Learn  

✅ The Six Project Stages:
• Discover – Identifying key opportunities and priorities
• Define – Clarifying outcomes, scope, architecture, and plans
• Design – Creating detailed solution designs and planning change
• Deliver – Iteratively building, configuring, and testing the solution
• Deploy – Launching the solution and supporting a smooth go-live
• Scale – Driving performance, improvements, and customer enablement

✅ Key Methodology Traits:
• Objective-driven from start to finish
• Built for continuous customer alignment
• Embraces continuous improvement
• One-size-fits-all foundation that can intelligently scale

✅ Three Dimensions for Scaling:
• Engagement Type – Adjusting rigor based on size, risk, and readiness
• Industry – Adapting to regulatory and sector-specific needs
• Skills & Roles – Tailoring to the team’s responsibilities

Why This Episode Matters  

This structured yet flexible methodology is the foundation of successful Salesforce implementations. Whether you’re just starting a new project or fine-tuning an existing one, understanding this framework helps you reduce risk, improve user adoption, and ensure long-term success.

🔗 Listen now on Spotify, YouTube, or your favorite podcast app.

And until next time, keep working hard, smart, and happy. We’ll see you in the cloud!