Your Salesforce clients know their business. This is what they do every day and where their expertise lies. That’s their job.
They shouldn’t be expected to know Salesforce. This is what you do every day. That’s your job.
So in order to understand their needs, it’s your responsibility to speak to them in their language.… Read the rest
On Oct 11, 2023, I’ll be publicly presenting Dryad Receipting, a modern and easy-to-use tax receipting Salesforce application for Canadian nonprofits.
The event is hosted by a Salesforce user group and I’m super excited about it!
Until now, I’ve only been demoing the app to potential partners and clients.… Read the rest
In the beginning, employees were in the office 5 days a week, usually from 9am to 5pm.
Then a few years ago, everyone was forced to change that habit and work remotely for a couple of years. Surprisingly, employees were either just as effective or even more effective at home.… Read the rest
Error messages in Salesforce validation rules have a lot of responsibility. They are not just supposed to indicate what went wrong, but be specific about why, and mention what to do about it.
For example, let’s say if “Reason Code” (which is a picklist) has a value of “Other”, then the field “Reason Code Other” (which is text) is required.… Read the rest
Yesterday’s email about “Yes, and”… with clients and the example with a client with a dumb idea seems to have ruffled a few features. So let’s talk about another use case, one in which you’re working with fellow team members.
Let’s say you’re doing a Salesforce discovery session with a handful of colleagues and the client.… Read the rest
In a Salesforce discovery session with a client, someone is bound to share some stupid ideas.
It’s not that the person is dumb, it’s usually the idea they are communicating just doesn’t fit in the current context.
Rather than point out how weird that idea is, here’s a tip from improvisational comedy: Say, “Yes, and …” and then redirect the conversation to something else.… Read the rest
As a Salesforce consultant conducting a technical discovery session, you need to ask a lot of questions.
Having a handy reference guide to keep track of key topics to discuss is useful, so below is my checklist.
You’ll notice they mostly consider Sales Cloud.… Read the rest
Weeks before my last trip across the ocean, my Dell laptop stopped recognizing it was plugged in. The power cable itself worked, but the laptop just didn’t see it. So the battery slowly drained until 0% and there was nothing I could do to stop it.… Read the rest
Years ago, I noticed there was an important feature missing from Salesforce core. It wasn’t well filled by 3rd party apps either, and that’s generating tax receipts for Canadian nonprofits.
Admittedly, tax receipting isn’t the sexiest topic. But charities need to issue receipts, and Canadian rules are precise and strict.… Read the rest
Today was the 1st working session with a new client. It’s for a Salesforce discovery project, and was the 1st of many technical sessions.
Here’s how I prepared for and conducted that 1st session.
I first reviewed the Statement of Work (SOW), to make sure I fully understood what the business goals of the project are.… Read the rest
Website forms, or webforms, or just forms, are awesome. They allow you to easily collect information from people who may or may not exist in Salesforce.
They often come with a built-in native Salesforce connector, allowing you to submit data to one or multiple objects (often the Contact, Account, and Opportunity).… Read the rest
Last week I wrote an email about Asking for the no: A negotiation lesson from Calvin & Hobbes, in which Calvin attempts to use a negotiation strategy called the door-in-the-face technique.
Today’s negotiation strategy is about the opposite method. It’s called the foot-in-the-door technique.… Read the rest
It feels like new digital nomad visas are popping up every month. One month it’s Portugal, the next it’s Spain, and tomorrow it’s South Africa.
To help you keep track of which countries offer these visas, there are several websites available.… Read the rest
These days, it feels like every social channel is talking about Dreamforce next week. It’s although you cannot escape the consistent messaging from every direction.
It’s also clear the main topic this year is AI.
I’m sure the event will be spectacular this year.… Read the rest
Despite wanting to believe that you and I are superhuman, our brains have the same limits as everyone else. And knowing some of these limits can help us be better communicators during Salesforce projects.
The limit for today is: the number of daily decisions we are capable of making before “decision fatigue” kicks in.… Read the rest
Another negotiation tactic that involves the word “no” comes from the Black Swan Group.
According to their website, “When someone says yes, they’re committing to something, and people are hesitant to make such commitments. On the other hand, when they can say no, they feel protected.”… Read the rest
When I was younger, I used to love reading the comic, Calvin & Hobbes by Bill Watterson in the Sunday newspaper.
Calvin was linguistically wise beyond his years, and it was lovely to re-read all the books with my nephew more recently.… Read the rest
Amid the many organizations forcing workers to return to the office full-time, there are some that are strongly advocating for remote work forever.
GitLab is one of the latter, and they published an in-depth article explaining exactly how they manage remote workers.… Read the rest
What exactly separates the experienced Salesforce consultant from the junior?
From my perspective there are four main factors:
A famous saying that stuck with me for years is, “You must learn from the mistakes of others – you will never live long enough to make them all yourself.” This quote is attributed to Eleanor Roosevelt and can be applied to the Salesforce world.… Read the rest
Many years ago, I didn’t have the ability to hire professional movers. Instead, like most university students, I would rent a truck, like U-Haul van, pack everything myself, and then ask some friends to help me load and unload.
It was a cheap but effective option when friends were willing and available.… Read the rest
I had a recent conversation with a student of mine with an interesting question, and I thought you might be interested in hearing the key points.
He is a full-time employee at a Salesforce agency and liked the predictable income, but wanted to know his options for long-term growth.… Read the rest
There’s a popular song from the 1908’s called “Working for the Weekend”. It’s by Lover Boy, a Canadian rock band with lots of cowbells. One of the lyrics of the chorus is, “Everybody’s working for the weekend”.
Well, it turns out, 40 years later, everybody’s actually working ON the weekend.… Read the rest
One of the advantages of starting a career in Salesforce is its low barrier of entry.
I’ve heard of several success stories in which someone with no prior Salesforce experience teaches themselves using free resources, gets the admin certification, and then lands a $80,000/year job, all within 6 months.… Read the rest
I often advocate for being a Salesforce specialist instead of a generalist. There are numerous benefits to selecting a specific focus and then diving deep to become a specialist in that group.
When looking from a higher perspective, however, we are all already specialists: While we continue work with Salesforce, we are platform specialists.… Read the rest
Let’s finish with part 3 of 3 of the “usual suspects” for the technical deliverables in Salesforce discovery projects.
3. Environment Release Strategy
Purpose:
Usage:
Let’s continue with part 2 of 3 of the “usual suspects” for the technical deliverables in Salesforce discovery projects.
3. User Flows
Purpose:
Usage:
Required:
Example:
4.… Read the rest
I recently read yet another article talking about the impacts of working remotely or hybrid. The summary of this article is: We need to change the way people are managed.
Breaking this down, there are three key points.
1. People are stressed, regardless of where they are physically located.… Read the rest
When conducting a Salesforce discovery project, there are a number of technical deliverables. Here are the usual suspects:
1. Current and Future System Landscape
Purpose:
Usage:
Required:
Example:
2.… Read the rest
Here’s a cheeky hack to avoid certain projects: Overprice yourself.
I’ve only done this a few times myself, as it sometimes feels a little dirty. Necessary, but nevertheless dirty.
For example, let’s say a potential client has unreasonable expectations of what Salesforce can actually do.… Read the rest