Last Updated -
Prepare your BusinessNote: You will need to be logged into your Salesforce Org in order to view the below linked content.
Before commencing the move to Service Cloud, you will want to ensure your business is prepared for the move. Below are some useful resources to help with this preparation.
Get the BasicsWatch this video and take a trail to get basic strategies for managing change in your organization.
Take a Trail
Conduct a Stakeholder AssessmentUse this toolset to understand who in your organization will be impacted by change.
Join Virtual Interactive DiscussionsJoin a discussion with experts and other customers to collaboratively determine the characteristics of how to effectively manage change within your organization.
Prepare your PeopleWhen it comes to a move to Service Cloud, it's important that your team are ready for the move and excited for change. Below are some useful resources to help with this preparation.
Conduct a Change Readiness AssessmentTake the pulse of your audience to identify barriers and risk to adoption.
Conduct a Change Impact AssessmentPrioritize and develop a plan to proactively prepare users to adopt key functionality and processes.
Communicate the PlanWatch this video on an effective communication strategy to help users prepare for change.
Create a Communication PlanUse this template to plan out a detailed communication strategy.
It's equally important that your system is ready for Service Cloud and that the move will run smoothly. Below are some useful resources to help with this preparation.
Prepare your System
Plan and Prepare Your OrganizationReview best practices and resources to ensure your organization is ready for the next scheduled maintenance or product release.
Craft Your Release StrategyExplore highlights from the latest release and create your own release plan.