The first time I heard the word “hypercare”, I thought it was a nonsensical word. I quickly grouped it with other “hyper” words, like hyperforce, hyperspeed, and hyper-ridiculous.
After learning what it actually means and why it exists, I started offering it on all my Salesforce projects.… Read the rest
When I first started my consulting business 20 years ago, I discovered you need to track income and expenses (isn’t that shocking!).
I evaluated all the cloud-based software available like FreshBooks and QuickBooks to see which was the best choice for me.… Read the rest
Salesforce projects, along with most other projects, work within three main constraints:
These are also known as the iron triangle, which you have to admit sounds a whole lot cooler than just saying, “three constraints”.… Read the rest
The last pillar of a Salesforce Center of Excellence is security. Here are three main considerations for security:
1. New/Old Users
With a small org, it’s common for new users to be manually added and maintained. When a user leaves the organization, they can be manually frozen or deactivated.… Read the rest
Knowing how you will manage metadata is the next pillar of the Salesforce Center of Excellence. Here are three many considerations.
1. Source Code Repository
When you have a small org, it’s OK to start building metadata in a single instance, say a Development (DEV) sandbox.… Read the rest
Nothing happens without leadership. It’s the staff at the helm of the ship that drives projects forward. Without them, everyone would randomly bump into each other, like bumper cars at the arcade.
Here are three important roles of leadership within a Center of Excellence.… Read the rest
The architecture pillar of the Salesforce Center of Excellence is a massive conversation. Setting up the architecture team and For now, let’s focus on three topics.
1. Data Modeling
One of my favorite expressions in construction is “measure twice and cut once”.… Read the rest
Heraclitus, a Greek philosopher, is quoted as saying, “change is the only constant in life.” Despite being so common, people often resist change.
So in the context of a Salesforce Center of Excellence, the Change Management Office (CMO) is responsible for warming the audience to the upcoming change and supporting their needs.… Read the rest
Selecting the proper tools is one of my personal favorite pillars of the Center of Excellence. Here are three themes regarding tooling:
1. When to Build vs Buy
One of the first questions to ask is, under what conditions should you build a custom piece of functionality or buy an existing product?… Read the rest
The methodology pillar, as part of a Center of Excellence, is about defining the delivery process. Let’s focus on three core topics of this pillar.
1. How to Deliver
This step is about determining how projects will be delivered. What business processes will projects use, how DevOps is weaved into the conversation, and .… Read the rest
One of the most important responsibilities of a Center of Excellence is setting up a proper governance framework.
In short, governance is a system of rules and processes that a company creates. It determines who has power and accountability, and who makes decisions.… Read the rest
Establishing and maintaining standards are important in a Salesforce org. They determine the basic rules of an implementation, so it doesn’t look like it was built by 3 admins and 2 devs.
Here are three core ingredients to build standards in a Salesforce CoE:
1.… Read the rest
Vision is about the art of the possible. There are three main components to focus on.
1. Business Goals
Too many agencies focus on the wrong problem to solve. They focus on the inputs instead of the outputs. The number of hours something will take instead of what are the business goals.… Read the rest
Out of all the pillars in a Center of Excellence, the Project Management Office (PMO) is the one I’m least familiar with. So if any of my PM readers want to add to anything I say, please chime in 🙂
In a Salesforce context, three main functions of the PMO is:
1.… Read the rest
In short, prototyping is the innovation hub that builds out Salesforce prototypes to show the “art of the possible”
This can be broken down into three main components:
1. User flow
It’s important that user’s know and understand how they will be using Salesforce.… Read the rest
Let’s start with a definition of what a Center of Excellent (CoE) is.
According to Wikipedia, it “is a team, a shared facility or an entity that provides leadership, best practices, research, support or training for a focus area”.
In our world, this can be translated into providing the “best of breed” across multiple facets of the Salesforce ecosystem.… Read the rest
Through the many projects implemented over time, I’ve designed two main options for Salesforce object pages and layouts. Clients seem to prefer one or the other, depending on their requirements and areas of focus. Here they are, in case they are useful to you.… Read the rest
One thing that amazes me about Salesforce (and not in a good way) is that out-of-the-box, nearly each standard object has a different layout on their lightning page. This also applies to some packages built by Salesforce.
For example, the account and contact objects have pretty consistent pages.… Read the rest
Not so long ago, I started to feel overwhelmed. I was trying to properly organize my contacts and sales opportunities. They were related to my project implementations, the Salesforce app for nonprofits, and notes about my coaching students.
Until then, I was using a combination of Google Contacts (contacts), Evernote (notes) and TickTick (todo list).… Read the rest
When you decide to specialize in a specific industry or Salesforce Cloud, you encourage yourself to learn your domain better.
The more you learn about your domain, the better you become. It’s a positive feedback loop that guides you towards mastery.… Read the rest
The last two emails talked about being a Salesforce specialist, instead of a generalist. Now, why should you bother specializing in the first place? Isn’t it better to serve a larger client base?
Actually, not necessarily.
There are a few advantages to being a specialist.… Read the rest
In a general sense, what does specialization mean to you?
You may think of a marketing consultant who works with investment companies or a marketing firm that specializes in small businesses.
Or you may think of a specialized doctor – someone who treats a specific illness or condition.… Read the rest
In the Salesforce ecosystem, there’s a lot you can do.
You can provide your services to any organization that uses Salesforce, regardless of the industry. You can also learn and know any of the many clouds: Sales, Service, Health, Nonprofit, CPQ, Field Service, Financial, etc.… Read the rest
Since the nonprofit industry is my specialization, I wanted to dive a little deeper into what’s happening with the new Nonprofit Cloud product (NPC).
Here’s what’s available today:
These are all included in a single SKU.… Read the rest
Last week Thursday was the Salesforce World Tour in NYC. About 15,000 people attended, along with 300+ partners, and 226+ sessions available. Yes, it was quite overwhelming!
That being said, here are the major points I gleaned from the event:
Salesforce is awesome. It offers so much power and so much potential. But it’s not perfect. Far from it, actually.
Knowing the quirks in the system can really amplify your skill as a Salesforce consultant. The question shouldn’t be, “why doesn’t Salesforce do what we want?”,… Read the rest
Yesterday, we spoke about delivering a Salesforce multi-cloud project using Sales Cloud, Service Cloud, and CPQ. And we spoke about going deep in a single cloud before shifting focus to another cloud.
Today, let’s talk about the order of things. In an evergreen situation, which cloud should be first?… Read the rest
Let’s imagine a scenario in which you’re asked to provide a Salesforce multi-cloud design implementation. Say, Sales Cloud, Service Cloud and just for fun, CPQ.
In each cloud, there are multiple desired capabilities, such as territory management, case management, and volume discounting.… Read the rest
After attending the DreamOle Salesforce conference in Sevilla, Spain, I’ve discovered a new addiction.
Previous to that event, I’ve only attended Dreamforce in San Francisco, US. But that was back in 2015. It was awesome on so many levels, even if it kinda felt like some people were “drinking from the Kool-Aid”.… Read the rest
Ever since Salesforce announced they would enforce multi-factor authentication (MFA), clients have been complaining.
Between you and me, it IS a pain in the butt. But there is a reason for this madness and that is people are notoriously bad with passwords.… Read the rest