It’s truly awesome how customizable things are within Salesforce.
You can do pretty much anything with it. The downside? You can do pretty much anything with it.
Thus the question really isn’t, “Can this be done in Salesforce?”. Instead, the question is actually, “Should this be done in Salesforce?”
To help answer that question, here are some things to think about:
- What’s the cost of building it?
- What’s the cost and plan to maintain it?
- What’s the business reason for building it?
- Is there an existing product or add-on we can use instead of building it?
- What’s the related business process?
- What would happen if we didn’t do it?
The last one is a key question most Salesforce consultants omit. They usually want to pleasure their client, and have a hard time saying no.
The takeaway
Don’t just agree to do something in Salesforce just because it’s possible. If the ask is relatively complicated, follow-up with questions to learn the purpose. Then determine whether Salesforce is the right place, whether it can be accomplished using a business process or whether it can be managed completely outside of Salesforce.
Note: This is part of a bigger theme: shifting your role from an “order taker” into an expert.