As your Salesforce instance grows, you’ll appreciate following a standard naming convention.
What exactly is a naming convention and why would you bother?
It’s a standard on how to name your objects, fields, buttons, permission sets, flows, flow variables, apex classes, apex variables, reports, and so on.… Read the rest
In addition to building your tribe, another powerful way to help your career is to build your cheerleaders.
Cheerleaders are people that you don’t meet regularly, and who are a bit further out of your immediate network.
However, they are champions to your cause.… Read the rest
Positively challenging your Salesforce clients is fun.
Getting them to open their minds to the possibilities and seeing a grin slowly spread across their faces is priceless.
Of course, in the early stages of the sales cycle, it’s not always easy to build excitement.… Read the rest
One business decision that can really help you grow your career as a Salesfore consultant is deciding to be part of a tribe.
A tribe doesn’t mean contributing to the Trailblazer community, or one of the many Salesforce-oriented Slack workspaces. Those are great, and you should be participating in those forums, but that’s not what a tribe is.… Read the rest
As the winter starts to approach, more and more people are leaving North America to find warmer climates.
For example, next weekend, I’m crossing the pond to the south of Spain for 6 months.
Many others choose Mexico for the colder months.… Read the rest
Marc Benioff just announced that Dreamforce 2024 will remain in San Francisco. Until this moment, there was a time in which he considered moving the conference to another city.
Now that Dreamforce is secure for at least one more year, here are 3 tips on how to get the most out of your time at this conference.… Read the rest
There’s a common mantra in the Salesforce world: Never configure anything directly in Production.
Generally, this is a good idea, but we’ve all broken this standard. And probably more than once 😉
So, when is it OK to configure something directly in Production?… Read the rest
A student of mine recently asked me for advice regarding a Salesforce proposal he was about to submit.
The submission included a presentation of his proposal, and my student wanted to be well prepared for any arguments the client had. One of his concerns was, what if the client says my prices are too high?… Read the rest
Last week was the Nonprofit Dreamin 2023 in Chicago. It’s a Salesforce conference for partners and clients working with nonprofits.
Provisio, a Salesforce partner, hosted the event at their really cool new office. It’s right next to the Chicago river, with spectacular views of the water and surrounding building.… Read the rest
While networking at Nonprofit Dreamin this week, someone asked me why am I so good at marketing myself? Being a soloist cannot be easy, he added. After all, I
My response was laughter.… Read the rest
Yesterday’s article left off with the question: how can you come up with a time and price estimate for the implementation phase of a Salesforce project?
The non-typical answer is: you don’t.
That is, you don’t estimate anything. Instead of the typical approach of
Here’s the non-typical approach:
This is called value-based pricing (VBP), and it’s a completely different mindset than hourly billing.… Read the rest
I’m wrapping up a Salesforce discovery project with a multinational client. The engagement went really well, so they’ve asked for a proposal to do the implementation.
The client was also transparent from the start of the engagement. They said they would submit a Request for Proposal (RFP) so other Salesforce partners could bid on the project.… Read the rest
I recently had a conversation with a frustrated client.
He wanted a straightforward report that shows all contacts in Salesforce with the following criteria:
The report must display
This information would be used to segment an audience for upcoming events.… Read the rest
Every once in a while, I rewatch an YouTube video from 2014 called The Expert (Short Comedy Sketch).
It’s titled a comedy but it’s actually scary how real it feels.
The actors are:
Sadly, being a Salesforce consultant can often make you feel like the expert in this sketch.… Read the rest
To work effectively as a digital nomad, you need to have systems in place. Here are 5 of them that will keep you humming along, no matter where in the world you are.
1. Determine your work schedule
If you’re a morning person, you can choose a region that is in the same or earlier time zone as your clients.… Read the rest
The possibility to nominate someone for 2024 Salesforce MVP is currently open.
But wait, what is a Salesforce MVP?
As defined by Salesforce, Salesforce MVPs (most valuable person) are exceptional leaders and product experts who go above and beyond to help others succeed in the Salesforce ecosystem.… Read the rest
I was recently a guest on Jonathan Stark podcast, and the episode was just published.
For your information, Jonathan is my main mentor for fixed pricing and value-based pricing. Listening to his podcast episodes and digesting his articles about the topic completely changed the way I do business.… Read the rest
As a Salesforce consultant, sometimes your client can irritate you.
Perhaps they do it unconsciously or inadvertently, and they may do it to try and exert their dominance on you. It actually doesn’t really matter why they do these things. You cannot control them, you cannot change their behavior, and you should not retaliate.… Read the rest
Another approach to setting expectations with a Salesforce client is to set the bar low and then deliver more than promised.
Thus, instead of telling them how great the results are going to be, you almost do the opposite.
For example, you could say, “All these extra features sound great, but I doubt we’ll have time to do them for the MVP”.… Read the rest
As a digital nomad, as long as you have a laptop and internet access, you can pretty much work anywhere you choose.
When I travel, I usually decide between Airbnb and hotels. The decision depends on how long I intend to stay, what amenities I’m looking for, and what overall experience I want.… Read the rest
Well, it’s official!
After many
I was recently on the Mission: Impact podcast with Carol Hamilton. The topic was, “Finding the right CRM for your nonprofit organization”.
This may sound odd coming from a Salesforce Architect, but I don’t believe Salesforce is the right choice for all organizations.… Read the rest
Did you know they’ve done studies about anticipation?
One of these studies linked anticipation to experience. They found the positive or negative anticipation or expectation of something has a direct relationship with the actual experience of this something.
For example, when you open a pop or soda, it makes that wonderful fizzing noise.… Read the rest
Keeping track of all the possible user licenses Salesforce offers is tricky because they change often. It’s usually best that Salesforce manages the commercial agreement with the client.
However, it’s important to be aware of what kind of user licenses exist and to sometimes provide guidance.… Read the rest
Once the ledger of technical debt reaches a certain amount, it’s a good idea to sit down with the product owner (PO) and review the list. The PO can prioritize the work, and the project manager (PM) can slot the work into a future release.… Read the rest
Technical debt is not not always a bad word. Sometimes it can be useful.
Whenever creating tech debt however, it’s a great idea to record it. This could mean something as simple as a note in a technical design document. The goal here is to create a ledger of the debt.… Read the rest
Another of the great breakout sessions at Northeast Dreamin’ 2023 last week was by Hunter Dunbar. His session was called, “The Leverage and Luggage of Technical Debt”. Here’s a summary of that session.
Let’s start with a definition.
Technical debt, tech debt, or code debt, is the result of the shortcuts taken by the development team to speed up the delivery of a piece of functionality.… Read the rest
One of the wonderful breakout sessions I attended at Northeast Dreamin’ 2023 last week was by Daniel Gorton. His session was called, “Delivering Empathic and Joyful User Experiences”.
Being UX certified myself, I was drawn to the words “empathic” and “joyful”.… Read the rest
I recently listened to a wonderful podcast with Annie Duke.
Annie is a former poker player and author of some books related to decision science and decision education. As you know, decision making is an important part of being a Salesforce consultant.… Read the rest
For the last two days, I’ve been at Northeast Dreamin in Manchester, New Hampshire, and it’s been a blast!
Some familiar faces were present, most of whom I met in person while at the Salesforce World Tour in NYC earlier this year.… Read the rest