When things go sideways, a common defense mechanism for Salesforce consultants is just not to take responsibility. It’s much easier to lean back and point fingers away from yourself.

A common scenario in which this unfolads is when consultants behave as order takers. They ask what the client wants and then implement it as fast as possible, no questions asked.

This often leads to a series of problems. The most common of which is that the feature doesn’t actually solve the problem.

For example, the client asks for a new opportunity record type.

Right away, your alarm bells should be ringing. Why? Because clients should give you business requirements, not technical ones. It’s your responsibility to take the client’s business requirements and convert them into technical ones.

The takeaway
As a “good enough” consultant, what should you do? For starters, ask your client to explain the business reason why they think they want this feature. And don’t stop asking questions until you have fully uncovered the business reason.

Only then can you start solutioning.

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Salesforce