Discovery, Governance, and Communication: The Brains of a Good Salesforce Build

Let’s be honest—when someone says “discovery,” “governance,” or “project communication,” most people don’t get excited. If you’re working on a Salesforce implementation, especially with a partner, it’s easy to see these things as overhead. Slowing things down. Getting in the way of “real work.”

But here's the truth: if you want a Salesforce solution that actually works—not just technically, but practically—these aren't extras. They're essential.

At Dynamic Specialties Group, we’ve learned something simple but powerful: the success of a Salesforce implementation isn’t defined by lines of code or shiny dashboards. It’s defined by logic. Not just platform logic, but also business logic, process logic, and human logic.

Let’s walk through why.

Discovery: It’s Not Just Asking Questions. It’s Asking the Right Ones

Salesforce is incredibly flexible. That’s a gift, but it can also be a trap because it’s all too easy to build the wrong thing quickly. That’s why we don’t just ask what users want. We dig deeper and ask: Why do you need it? How do you work today? What keeps breaking? What does success actually look like?

Think of discovery like mapping a city before you build a road. If you skip it, you’ll surely start laying down asphalt faster. But pretty soon, you’ll hit a river, a school, or a dead end you didn’t see coming—and suddenly, you’re rebuilding instead of delivering.

When teams skip discovery, they end up: 

• Building features based on guesses instead of facts.
• Automating workflows no one uses.
• Missing edge cases that break the system the first time someone uses it “differently.”

Discovery isn’t red tape. It’s how you build the right thing the first time.

Governance: The Project Management Backbone That Drives Progress

When people hear “governance,” they sometimes picture Gantt charts, endless approvals, and status meetings that could’ve been emails. But let’s call it what it really is: project management with a strategic edge. 

And, it’s how we keep your Salesforce implementation moving forward with clarity, confidence, and purpose. 

It might sound fancy, but let’s be real, it’s just smart project management. 

Without it, here’s what tends to happen:

• Sprint goals shift midstream
• Stakeholders get looped in too late (or not at all)
• Conflicting priorities stall development
• Rework piles up, and no one’s sure where things stand

That’s where Dynamic Specialties Group comes in. We see governance (a.k.a., Project Management) as the engine that drives the project. It keeps every moving piece aligned and ensures that what we build maps directly back to the business. It’s also how internal and external teams stay in sync from start to finish.

Here’s how we make it work:

• We use Asana updates to track tasks and surface blockers, and make sure everyone knows what’s happening now and what’s coming next.
• Weekly internal updates and project dashboards keep both our team and yours aligned on scope, progress, and key decisions.
• Sprint planning, demos, and retros keep communication flowing and priorities sharp.
• Clear decision ownership removes the guesswork around approvals.
• Change control reviews help us manage shifting priorities without losing momentum.

Governance—again, it’s proactive project management—is how teams coordinate, communicate, and keep moving forward. 

And most importantly? It builds trust across teams, stakeholders, and every project phase. It’s how everyone knows what’s happening, why it matters, and where we’re headed.

Bottom line? In the world of Salesforce delivery, good governance—yep, project management—isn’t overhead or red tape. It’s rocket fuel.

Communication: The Glue That Keeps Everyone Moving Together

You’d never build a Flow without defining your inputs. So why would you run a project without clear, ongoing communication?

When communication is strong, people are aligned. Misunderstandings get caught early. Feedback flows freely. Issues surface quickly. Feedback shapes the product. And most importantly, the solution evolves with the business, not against it.

When it’s missing, here’s what happens:

• Business teams think “we asked for X,” but devs hear “build Y.”
• Launch day surprises everyone, often not in a good way.
• Users get handed a system that feels like it was made for somebody else.

That’s why we don’t just build and ship. The feedback loop keeps the whole thing working. From day one, we make sure the right people are informed, involved, and heard, keeping users involved with small, meaningful conversations every step of the way. That means user demos, digestible updates, and executive briefings that cut through the noise.

It’s not just about talking. It’s about listening and looping feedback into every step of the build. 

These Aren’t “Nice to Haves,” They’re Just Smart

The “smart” mantra: discovery, governance, and communication. 

They certainly don’t sound flashy, but they make the difference between a rushed rollout and a smart, sustainable implementation. In a world of half-built systems and duct-tape patches, doing it the right way isn’t the slow way; it’s the logical way.

So next time someone calls these things bloat? Just smile and say: 

Nope. That’s the logic behind why our system actually works.

Want a Salesforce Partner That Builds for the Real World?

Let's talk. If you're looking for a Salesforce team that listens, plans, and delivers with logic at the center, we’re ready to help. 

At DSG, we don’t do bloat. We also don’t build crap you don’t need. We do smart.