DELIVER Customer Knowledge Transfer The purpose of a customer knowledge transfer is to empower them with the skills and information needed to independently manage and maintain the project or system. Defined Outcomes Purpose ❏ Enhanced Understanding: Customers gain a thorough The purpose of a customer knowledge transfer is to equip them with comprehension of their Salesforce implementation. comprehensive understanding and practical skills necessary to ❏ Improved Competence: Increased proficiency in operating and effectively operate and maintain their Salesforce org. troubleshooting the system effectively. ❏ Autonomy: Capability to independently manage routine tasks and By transferring essential knowledge, such as system functionalities, make informed decisions. configuration details, troubleshooting procedures, and best practices, ❏ Efficiency: Streamlined operations and reduced dependency on external support. the customer gains autonomy in managing their technology ❏ Risk Mitigation: Ability to identify and mitigate potential issues investment. proactively. ❏ Long-term Value: Enhanced utilization of IT investments and This process not only enhances their confidence in utilizing the system improved overall system performance. Salesforce Adoption Dashboards but also ensures continuity and efficiency in day-to-day operations. Functional Design Template User Story Template Architecture Diagram Best Practice Customer Journey Map Technical Design Template Templates