Project Management
The following steps describe the common implementation process for the platform solutions via connector interface at a detailed level.
Checklist Salesforce Implementation Project
This checklist serves as a guide for the structured execution of the implementation project. It includes the key tasks and requirements that must be fulfilled by both the organization and the agency throughout the course of the project.
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The purpose of this process description is to provide implementation partners with a clear understanding of how the implementation is expected to proceed, which responsibilities lie with which parties, and which scope of work can be derived from each phase. It serves as a practical guideline for planning, coordination, execution, and effort estimation throughout the project.
Project Setup
Step 1: Project Setup, Alignment & Planning
Objective: To establish a clear project structure, aligned expectations, and a coordinated execution framework.
Align on project setup, roles, responsibilities, involved systems, and high-level timeline
Establish project management setup, including tools, access, and stakeholder alignment
Define and document milestones, timelines, and responsibilities to ensure transparent and efficient execution
Step 2: Establishing a Shared Understanding
Objective: To ensure a shared understanding of both the technical possibilities and the organizational requirements, forming the basis for all subsequent implementation steps.
The following activities are carried out:
Introduction and, if applicable, testing of the FundraisingBox Platform Solutions features
Presentation of fundraising- and payment-related solutions that are not part of the Salesforce NPC standard, where applicable
Review of the organization’s standard business processes and identification of key pain points related to the implementation
Derivation of clear requirements for the implementation
Step 3: Scope Definition, Target State & Architecture
Objective: To establish a precise functional and technical blueprint of the interface, ensuring clarity on scope, design, and implementation approach.
Define connector scope, customizations, and out-of-scope boundaries
Detail target state via data mapping, aligning use cases and documenting in a customized mapping table
Translate into implementation architecture, creating a clear mapping concept as foundation
System Setup
Step 4: Test Environment Setup, Integration & Validation
Objective: To establish a functional test setup and validate the integration in a controlled environment.
Set up test environments, including system instances, feature activation, and required configurations
Implement and connect the connector between FundraisingBox and the target CRM system
Validate bidirectional data transfer and test defined use cases and processes to ensure proper functionality
Step 5: Initial Data Synchronization
Objective: To establish a consistent and aligned data foundation across systems by setting up an initial ID mapping for reliable synchronization.
Migrate existing FundraisingBox data into the target CRM test instance
Align on and prepare ID matching of data between FundraisingBox and the target CRM system
Provide and document ID mapping for FundraisingBox to ensure accurate data synchronization
Step 6: Final Refinement of the Prototype
Objective: To finalize and stabilize the connector through comprehensive testing and targeted optimizations, ensuring readiness for go-live.
Perform extensive testing, including edge cases, in a near real-life environment
Implement necessary adjustments and optimizations based on test results
Validate stable and reliable data transfer, confirming readiness for transition to the live environment
Step 7: Go-Live
Objective: To deploy the connector into the production environment and initiate stable live operation.
Set up and configure production environments based on validated test setups
Import data and apply the established ID mapping (as in step 5)
Establish connection and initiate bidirectional synchronization between systems
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