Based on the customer requirements to integrate Conga Solution with Salesforce, Girikon starts with Discovery & Analysis phase, where BA and Salesforce Architect are assigned to gather the requirements and problem statement. Girikon Business Analysts work with different Stakeholders to gather the requirements and prepare the user stories based on the problem statement.
Based on the customer requirements to integrate Conga Solution with Salesforce, Girikon starts with Discovery & Analysis phase, where BA and Salesforce Architect are assigned to gather the requirements and problem statement. Girikon Business Analysts work with different Stakeholders to gather the requirements and prepare the user stories based on the roblem statement.
Implementation & Configuration:
Based on user stories and initial solutions, Girikon assigned Salesforce Consultant to work on development. All the user stories were maintained in Jira. Once Conga CLM is integrated with Salesforce, the following tasks can be performed based on the solution developed:
Install and Upgrade Conga CLM (Contracts for Salesforce)
Configure the Clause Library
Document Generation with Salesforce CPQ
Once the development/Integration is done, the Girikon QA does the quality testing of all the deliverables through the following level of testing:
Upon completion of the User Stories tagged for a release, the client will walk through all enhancements completed as part of the release. The formal UAT process will comprise verifying all developments done on a (partial/full) Sandbox.
The QA team will also do regression testing to ensure all the features included in the release are completed and passed testing
During this phase, we cover the following activities:
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