My 3 Game - Changing Salesforce Project Management Tips

Managing Salesforce projects is no small feat between ever-changing requirements, cross-functional stakeholders, and tight timelines, the pressure is real. But over 20+ years, I’ve seen what works, what doesn’t, and what consistently elevates outcomes.

Here are my 3 Salesforce project management tips that can help you improve delivery, reduce risk, and boost alignment.

Salesforce Project Management Tip 1 : Don’t Skip Plan, Prep, and Pack

It might feel like a cost-saving shortcut to jump straight into build mode from discovery. But skipping the “Plan, Prep and Pack” step is like jumping into the car for vacation without your map, reservations, and your bags properly packed.

In our methodology (CAMP), we prioritize:

• Plan – planning to ensure we have the correct documentation from the start.

• Prep – ensuring we are all trained and ready to go as needed. 

• Pack – making the hard decisions to only take what we need for this project. 

This ensures fewer change requests down the line and stronger user adoption.

Salesforce Project Management Tip 2 : Clarify the “Why” Behind Each Feature

Not every idea deserves development. Asking “What business problem does this solve?” before writing a single user story can eliminate unnecessary complexity.

This simple shift helps:

• Prevent gold-plating features

• Align stakeholders around value

• Focus limited resources on high-impact work

Salesforce Project Management Tip 3 ; Treat Planning and Documentation as an Ongoing Process

Salesforce projects often change midstream, and that’s okay - if your planning model can handle it. Rigid project plans break under pressure. Instead, plan to re-plan.

This means:

• Sprint reviews that double as mini-roadmaps

• Regular retros to pivot strategy

• Team check-ins for alignment

Continuous planning with base documentation lets your team stay nimble while staying focused.

Ready to Apply These?

If you're a PM, BA, or team lead working in Salesforce, these habits can be game-changing. And if you want to dive deeper into applying these strategies in real-world projects...

👉 Check out the CAMP course on our website and start your learning journey today.