Revenue Operations Professionals Are Builders

Creating a new system that solves a revenue-blocking problem is one of the joys of Revenue Operations.

As a Salesforce Admin for 15+ years and Developer for over a decade I can say for sure — bringing these systems to life requires a great deal of thought and collaboration.

Here's a general outline of the process of standing up your own Salesforce solution:

1. Define Requirements

2. Choose Development Approach

3. Design Data Model

4. Develop UI/UX

5. Deploy Business Logic

6. Test, Deploy and Optimize

Let’s walk through these and explore the surface area of successful revenue operations application development.

Define Your Requirements:

The Main Idea

• Clearly outline the purpose and goals of your application.

• Identify the specific features and functionality you need.

• Determine your target users and their roles within Salesforce.

• Consider any integration requirements wit…