This strategy focuses on maintaining product consistency using the Salesforce and Enterprise Design Systems. To achieve this, the plan is to establish Salesforce design standards through a comprehensive design guide detailing usage and constraints. A governance team will oversee these standards, ensuring regular audits and a feedback loop for continuous improvement. By maintaining a library of reusable components and utilizing compatible design tools, consistency is ensured.
Upskilling the team in Salesforce design is also crucial. This involves identifying skill gaps and creating targeted training plans, which include access to online courses, mentorship, and live sessions. Tracking progress and rewarding achievements will motivate the team to apply new skills actively.
The strategy includes reducing customization by prototyping in a sandbox environment. Guidelines for effective sandbox usage allow teams to test solutions before deployment, which saves time and cost. Success stories from sandbox projects are shared to encourage standardization and refinement based on feedback, ensuring informed design decisions.
The strategies
⛳️ Strategy 1: Establish Salesforce design standards and governance
- Define core design principles aligned with Salesforce and Enterprise Design System
- Develop a comprehensive design guide that includes usage, examples, and constraints
- Appoint a design system governance team to oversee adherence to standards
- Schedule regular audits to ensure design implementations meet defined standards
- Create a feedback loop for teams to report issues and improvements on the design system
- Implement a versioning system for updates to the design standards
- Host workshops and training sessions for designers and developers on standards
- Utilise design tools that integrate seamlessly with Salesforce for consistent implementation
- Collate and maintain a library of reusable components within Salesforce system
- Document and communicate any deviations from the design standards with justifications
⛳️ Strategy 2: Upskill team in Salesforce
- Identify skill gaps within the team related to Salesforce design capabilities
- Develop a training plan that focuses on Salesforce design best practices
- Provide access to Salesforce online courses and certification resources
- Organise live training sessions with Salesforce experts or practitioners
- Encourage job shadowing or mentorship programmes within the organisation
- Set up regular knowledge sharing sessions within the team
- Track and measure team progress against their learning goals
- Implement a rewards system to encourage learning achievements
- Create opportunities for team members to apply new skills in active projects
- Regularly update training materials according to the latest Salesforce updates
⛳️ Strategy 3: Reduce customisation by prototyping sandbox environment
- Establish a dedicated sandbox environment for prototyping Salesforce customisations
- Develop guidelines for using the sandbox environment effectively
- Encourage teams to prototype and test solutions before deployment
- Integrate sandbox review processes into project planning cycles
- Monitor sandbox usage and provide feedback on prototyping efforts
- Promote the use of sandbox results to inform design decisions
- Analyse and document successful prototypes for potential standardisation
- Evaluate the impact of reduced customisation in terms of time and cost savings
- Share case studies of successful sandbox projects across teams
- Refine sandbox environment based on user feedback and technological advancements
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.
