processes

Migrating from a portal to a community #3 — Test, launch, enhance

by Chris Gardner

We’ve covered planning a framework for migrating to a community and navigating the build phase of your community. Now, it’s time for the final, scary step: go-live and enhancements. In this final installment, we’ll discuss testing and launching your build.

With the build phase of your migration complete, it’s time to finalize your launch plans and begin testing. Hopefully, you’ve already made your users aware of the pending changes. Effective communication is important to ensure your users know what to expect and to generate excitement about your new community.

 

Test

It’s time to begin working with some power users to test your new community. Their feedback will be crucial to a successful community transition. Use their feedback to make decisions on features and updates to be implemented before launch. They can also help you discover potential bugs.

You may choose not to incorporate some feedback items in the initial launch. A phased rollout strategy will allow…

 


 

Want to keep reading? Download the full ebook here!

 

Chris Gardner

Chris is a Salesforce Consultant and Developer with Simplus. He is an experienced leader with a focus on implementation, best practice consulting, and marketing. Chris has over ten years of experience in consulting for small to large businesses. He fosters healthy client relationships from initial engagement through handoff. Chris is skilled in turning client requirements into actionable system designs and following best practices to implement and optimize Salesforce solutions.

[email protected]

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