Types of Salesforce implementation models
Managed implementation
In a managed Salesforce implementation, a certified Salesforce partner or consultant handles the entire project, and covers the aspects of planning to deployment. This includes requirement analysis, system design, customization, integration, data migration, testing, and training. Businesses benefit from deep expertise, access to best practices, and reduced internal workload. The Salesforce implementation company ensures alignment with business objectives and industry standards. This model suits businesses without in-house Salesforce experts or those wanting to minimize risk. Continuous support post-deployment helps maintain system performance and user satisfaction.
Advantages
- Minimal internal workload
- Expert-led configuration and data handling
- Faster implementation and fewer errors
- Ongoing support and best practices
Disadvantages
- Higher cost due to external resources
- Less control over decision-making
- Dependency on partner availability and delivery speed
Hybrid implementation
Hybrid Salesforce implementation combines external consultant expertise with internal team involvement. Core design, setup, and integrations are handled by partners, while internal teams manage user inputs, testing, and long-term system ownership. This approach blends strategic oversight with internal business knowledge. It allows in-house teams to gain Salesforce skills during the project. Hybrid models are suitable for businesses wanting more control without compromising quality and timelines. Proper collaboration and communication between both teams are critical for success.
Advantages
- Balanced cost and quality
- In-house knowledge building
- Flexibility in project control
- Faster internal adoption post-launch
Disadvantages
- Requires skilled internal team involvement
- Coordination can be complex
- Slower timelines if resources aren’t aligned
Self-managed implementation
In this model, the business fully manages the Salesforce implementation using internal resources. Teams handle planning, system design, data migration, customization, and training independently. This approach demands a strong understanding of Salesforce features, data models, and integration options. It offers complete control and cost savings but carries a higher risk of misconfiguration or delays if expertise is lacking. However, it is ideal for startups or companies with seasoned Salesforce admins and developers who are confident in handling complex configurations.
Advantages
- Full control and transparency
- Lower external costs
- Customization aligned closely to business culture
- Internal teams gain deep product knowledge
Disadvantages
- High risk of misconfiguration
- Time-consuming for small teams
- No expert guidance or support
- May impact timelines and system quality