Consulting and Implementation Strategies25% of the exam
Project lifecycle, delivery methods and scope control
The five project lifecycle phases and the artifact each produces, how to choose waterfall, Scrum or Kanban from the shape of the work, and how a scope statement, change control, a risk register and status reporting keep a Salesforce project on time and in scope.
Leverage the project management lifecycle to deliver a successful solution on time and within scope.
~6 min read · 14 practice questions ·
What the exam expects
- Place activities and artifacts in the right lifecycle phase: Initiate, Plan, Execute, Monitor and Control, Close.
- Choose waterfall, Scrum or Kanban from the requirements, size, feedback needs and flow of the work.
- Control scope: a scope statement, sign-off on requirements, and change control that assesses schedule and cost before a change is approved.
- Manage risk and performance: a risk register with owners, regular status reporting with issues and risks, early action on variances and on the biggest unknowns.
Key terms:
- Project charter: the Initiate-phase document defining scope and objectives that the sponsor approves.
- Scope statement: describes precisely what is and is not included in the project.
- Work breakdown structure (WBS): the approved scope broken into deliverables and activities.
- Scope creep: unauthorized changes included without approval.
- Risk register: the log of identified risks with probability, impact, owners and responses.
Key facts
Lifecycle phases
- Detail
- Initiate, Plan, Execute, Monitor and Control, Close
Initiate output
- Detail
- Project charter defining scope and objectives, approved by the sponsor
Plan outputs
- Detail
- WBS, schedule, cost and risk plans in the project management plan
Close outputs
- Detail
- Acceptance, administrative closure, lessons learned
Waterfall fit
- Detail
- Small, predictable, fixed scope, time and cost
Agile fit
- Detail
- Larger, complex, flexible scope, heavy feedback, rapid delivery
Kanban
- Detail
- Continuous delivery; To Do, Doing, Done board
Scope creep
- Detail
- Unauthorized changes included without approval
Triple constraints
- Detail
- Scope, schedule and cost; changing one changes another
Risk exposure
- Detail
- Probability multiplied by impact
- Why is the charter produced before the work breakdown structure?
- When does a project suit waterfall rather than agile?
- What happens to the schedule or cost when overlooked requirements must be added?
- Who should own project risks in the register?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Sales Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 20 lessons of the Agentforce Sales Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams