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Resources

Practical insight for Salesforce programme leaders
​
Salesforce programmes raise complex questions around governance, delivery risk, licensing, and long-term value. The resources below are intended to support CIOs, programme sponsors, and senior leaders who want to make informed decisions and avoid common pitfalls.
The emphasis is on practical experience and decision-making context rather than product promotion or implementation detail.

Salesforce Project Assurance

Why Salesforce Programmes Lose Control​
Common patterns that cause Salesforce programmes to stall, overrun, or fail to deliver expected business value.
​Why Salesforce Programmes Lose Control

Why Salesforce Programmes Lose Control (And How Risk Escalates During Delivery)
A deeper look at the delivery, governance, and organisational issues that emerge once programmes are underway.
Why Salesforce Programmes Lose Control (And How Risk Escalates)

Five Common Mistakes to Avoid with Salesforce
Recurring decisions and assumptions that introduce unnecessary risk and cost into Salesforce programmes.
​Five Common Mistakes to Avoid with Salesforce

Programme Delivery and Decision-Making

Choosing a Project Approach for Salesforce
How different delivery approaches influence risk, accountability, and long-term outcomes.
​Choosing a Project Approach for Salesforce

Navigating the Salesforce Decision: Six Critical Questions to Ask Before Committing
Key questions programme sponsors should resolve before committing to scope, spend, or delivery models.
Navigating the Salesforce Decision: Six Critical Questions to Ask Before Committing 
Salesforce Licensing and Commercial Considerations
​
Insight covering:
  • Licensing assumptions and cost drivers
  • Common causes of licence overspend
  • Aligning licensing decisions with delivery plans
  • Preparing for renewals, audits, and commercial review
This content is intended to support better commercial decisions rather than procurement activity.

How these resources are typically used
​These resources are often used to:
  • Sense-check internal assumptions
  • Prepare for programme reviews or steering discussions
  • Support business cases and investment decisions
  • Brief senior stakeholders who are new to Salesforce
They are not intended to replace tailored advice, but to provide context and clarity.

Staying informed
​New resources are added as new questions and patterns emerge across Salesforce programmes.
If you would like to be notified when new material is published, you can follow updates on LinkedIn or return to this page periodically.

Next step
​
If any of these topics raise questions about your own Salesforce programme, the best place to start is a conversation.
Use the form below to outline your situation, or get in touch directly by email or phone.

    Discuss your Salesforce programme


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    What are you currently trying to achieve or resolve with Salesforce?
    ​What are you currently trying to achieve or resolve with Salesforce?
    ​No obligation. Initial responses are usually by email.
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    ​[email protected] | 0845-845-519-4850
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Caleidoscope Associates
Independent Salesforce Project Assurance & Delivery
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