Discovery is the foundation of every successful Salesforce project but it’s often rushed or overlooked.
In this session, you’ll get a practical toolkit to:
1. Frame the right questions and capture real needs,
2. Use visual tools like mind mapping and lean canvas to structure discovery,
3. Prioritize features with tools like MoSCoW and Balanced Scorecard,
4. Align stakeholders with RACI/OARPI and walk-through decks,
5. Decide when to build, buy, or say no (custom objects, dashboards, automation choices)
