Lying on your resume

I have a confession to make. I’ve lied on my resume.

Now, some would call it a bold-faced lie, while others would call it an exaggeration. Either way, I wrote something that wasn’t true.

This was a very long time ago, so I’m open to sharing this now, but it’s always been a sensitive topic for me.… Read the rest

Determining your ideal client

Let’s say you’ve dedicated time to work on your own Salesforce practice. One of the first steps is to determine who is your ideal client and what services you plan to offer.

To determine your ideal client and positioning, start by yourself the following:

1.… Read the rest

When to switch from employee to independent consultant

Let’s say you’re an employee working at a Salesforce agency, with dreams of becoming a freelance consultant.

What’s the best way to make that happen?

Let’s start by talking about how it shouldn’t happen.

You probably shouldn’t just drop your full-time position and announce to the world that you’re now a freelancer.… Read the rest

Finances as a digital nomad

A reader asked me how I manage finances as a digital nomad.

Here’s my situation:

  • I’m a Canadian resident
  • My business is incorporated as a Canadian company (not a provincial one)
  • I live 6 months plus one day in Canada, and the rest is mostly in Spain and Poland.
… Read the rest

Going from 0 to 1

They say the shift from 0 to 1 is harder than from 1 to 2, or any greater number.

Let’s say you’re a full-time Salesforce employee with ambitions to start your own business. You may be working on several projects at the same time, but you don’t own any of them.… Read the rest

Monthly vs subscription services

One great way to offer your services as a Salesforce consultant is with a monthly package.

This is often well-suited for support work, but can also be for larger projects in which you are one of many and don’t control the project’s scope.… Read the rest

Be comfortable not knowing everything

As Salesforce consultants, we are expected to know pretty much everything about Salesforce. But is that actually possible?

The ecosystem grows bigger everyday. The product names keep on changing. The bugs keep appearing. The updates keep coming. And our work doesn’t stop.… Read the rest

Value based pricing success story

Last year, a Salesforce agency was struggling with their developers. The devs were attempting to tackle a project that was beyond their knowledge. In addition, they needed advice on how to approach certain technical situations.

I was engaged to help. A monthly subscription-style service was proposed, as it provided flexibility to the agency to decide the duration of the engagement.… Read the rest

Statistics about working from home in 2023

Being a Salesforce Solution Architect, I love metrics and statistics. Infographics are also an awesome way to communicate lots of complicated information in an easy-to-digest format.

So when Forbes recently released some interesting metrics about working from home in 2023 (in the US), I felt the need to share them with you.… Read the rest

A lesson learned about value based pricing

One fellow reader asked me to write a “lesson learned” story about value based pricing.

A small nonprofit was looking for help with their automation. Things like

  • A record was supposed to be updated when another field changed, but wasn’t
  • Related records had to be manually tagged as the most recent
  • The last time a contact completed a course was manually calculated

So we agreed on a rough scope, which included the problems above and a few other minor issues.… Read the rest

Winners of the one year anniversary giveaway

The three winners of the one-year anniversary giveaway have been selected!

If you are interested in the selection process (and to be fully transparent), I made this short video: https://youtu.be/QP4EDXt8TMw

If you’re not interested in watching the video, there’s the text version:

  1. There were 15 new subscribers, which were referred by 9 people
  2. For the 15 subscribers, the 4th letter of their email address was identified and ordered by that letter
    1. This was just an easy way to randomize the order
  3. A sequential number was assigned to this ordered list, from 1 to 15
  4. ChatGPT was asked to select 3 random numbers between 1 and 15, without repeating itself
  5. Winners were chosen by ChatGPT

Congratulations to:

  • erak
  • dgel
  • ales

I will contact each of you directly for your mailing address.… Read the rest

Today is the one year anniversary

Well, it’s officially been a year since I started this email list, and I wanted to share some thoughts on this anniversary.

Firstly, I started this email list because I wanted to give back. Among many perks, the flexibility of the Salesforce ecosystem allowed me to build my dream lifestyle.… Read the rest

Initial feelings of Spain

From the moment the airport doors opened in Malaga, my energy changed.

It was an overnight, 7 hours flight from Montreal, Canada to Malaga, Spain. Despite the abundance of legroom, I was barely able to sleep. So I was quite tired walking through airport security and picking up the luggage.… Read the rest

Is 75% code coverage good enough?

All the cool Salesforce kids are using flows these days. As a result, it’s not as popular to write apex code anymore.

However, there are moments in which flows aren’t the best choice. Apex classes can fill in those gaps and can perform some really heavy lifting.… Read the rest

One year anniversary giveaway

In celebration of the one year anniversary of The “Good Enough” Consultant, I’m having a giveaway!

Rules:

  1. Share the link below with fellow Salesforce consultants
  2. You can share the link with your colleagues or on social media
  3. If at least one person subscribes, you’re automatically enrolled in the giveaway
  4. The more people you convince to subscribe, the greater your chances of winning
  5. Three winners will be chosen at random by 10pm EST on Tuesday, November 28, 2023
  6. Each of the winners will receive a paperback edition of Jodi Hrbek’s book Rock your Role as a Salesforce Admin
  7. Anyone in the world can participate, and the books will be shipped worldwide

Note: I kindly ask that you only refer people who would actually enjoy the content, not just random colleagues that will unsubcribe a few days later.… Read the rest

How to communicate project start delays

When working on multiple Salesforce projects, It’s common for one project to start shortly after another project begins. Sometimes there’s even some overlap.

Recently, I had one project that required more attention than expected, and I wasn’t able to start the 2nd project at the expected date.… Read the rest

Merit-based remote work

There are numerous studies about the benefits of remote work over being full-time in the office. There are also many articles about how hybrid work supersedes fully remote work.

Just to bring everyone up to speed, hybrid work means coming into the office a few days a week, at your own convenience.… Read the rest

Creating a Salesforce naming convention

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

Building your cheerleaders

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

What if… ?

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

Building your tribe

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

Why digital nomads are going to Mexico

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

How to win at Salesforce conferences

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

Never in Production, except…

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

How to respond to “Your prices are too high”

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

Nonprofit Dreamin 2023: A summary

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

The non-marketing way to do marketing

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

  • Help implemented projects with nonprofits and partners serving nonprofits
  • Built a Salesforce app that allows Canada nonprofits to generate tax receipts
  • Host a weekly podcast about superheroes in the nonprofit space
  • Write emails 5 days a week to help Salesforce consultants

My response was laughter.… Read the rest

Estimating the implementation phase: A non-typical approach

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

  1. Determining a level of effort (LOE)
  2. Mapping the LOE to an hourly amount
  3. Multiplying that amount by an hourly rate
  4. Adding a 15% buffer
  5. Crossing your fingers and submitting your proposal

Here’s the non-typical approach:

  1. Having a conversation with your client about their business goals
  2. Asking them what their definition of what success looks like
  3. Determining the value of the project to the client
  4. Submitting a proposal based on the value you are bringing

This is called value-based pricing (VBP), and it’s a completely different mindset than hourly billing.… Read the rest