One way to build trust quickly with a client is to repeat their words.
This simple yet surprisingly effective tool can not only help build trust, but also help with project negotiations. It’s a type of verbal mirroring (as opposed to physical mirroring).… Read the rest
A couple of years ago, I noticed a need in one of my clients. There was a gap in functionality between the Salesforce platform and all available packages. This includes all official apps on the AppExchange and unlisted apps, which only Google knows about.… Read the rest
In the 50th episode of my podcast, the appointed host asked me, “What are the rules for being a digital nomad?”
My response was, there aren’t any rules.
Whether you spend time in a “van down by the river” (a reference to a skit by the late Chris Farley on SNL), or half the year in the south of Spain, makes no difference.… Read the rest
There’s a perception in the general public that consultants don’t stick around to see the client’s end results. Instead, they come into an organization, give direction and advice, and then leave before seeing the true impacts of those decisions.
While this may be true for management consultants, I don’t believe this is true for Salesforce consultants.… Read the rest
Several years ago, I was working with a client on a new web feature. It wasn’t in Salesforce, but Siebel CRM. For those of you who are unaware, Siebel was *the* CRM before Salesforce, perhaps 10-15 years ago.
The new feature was a tree-like hierarchical folder structure, like you see in Windows Explorer.… Read the rest
In honor of the 50th episode of my podcast, Agents of Nonprofit, there was a special guest.
This guest is not used to speaking about himself very much. As such, although he’s the host of a growing podcast, he prefers to interview others.… Read the rest
Recently, there are a few popular threads on LinkedIn discussing Salesforce certifications vs experience.
One scenario that was mentioned was an individual with 10 certifications and only 1 year of experience. That definitely seems odd, and may indicate the person is using exam dumps.… Read the rest
Humans are creatures of habit. We like routine because it provides us a sense of predictability and security. It also allows us to make certain plans that don’t change on a whim.
One of the many reasons I became a digital nomad is to avoid the larger and monotonous routines.… Read the rest
In continuing the theme from yesterday, your clients are like your children.
As a parent, you quickly learn everything is a type of negotiation. Whatever you give your children, they’ll want more of it or a bigger version or to keep it for longer.… Read the rest
As a Salesforce consultant, clients are like our children.
We want them to grow up strong, healthy and self-sufficient. We nurture them, guide them and show them the right way to move forward and be successful.
But every once in a while, we need to fire the bastards!… Read the rest
Did you know, in addition to writing this weekday email, I also host a weekly podcast?
It’s called, “Agents of Nonprofit”. The name is a derivative of the tv series, “Agents of Shield”, as I’m a big Marvel fan. Side note: although the tv series started strong, I felt it lost its way after a few seasons.… Read the rest
Last week, a student of mine told me about a situation with one of his Salesforce clients.
It’s a small client, with two main user groups: an executive team and the end users.
The executives are the product sponsors and they are paying the bills.… Read the rest
Last month, Spain made its digital nomad visa available to residents of not-EU countries. The requirements are low and the benefits are high, making this an absolutely awful offer.
The main requirements are:
OK, that’s not too bad.… Read the rest
One of the most important elements of being a “good enough” consultant is the ability to aggregate knowledge.
In today’s world of constant breaking news, company newsletters, journey articles, blog posts, press releases, Youtube videos and so on, it’s easy to get overwhelmed.… Read the rest
Several years ago, I helped a small client of mine interview for a Salesforce admin.
Since their budget was the primary concern, there wasn’t a very long line of available candidates. I reluctantly had to accept this restriction, no matter what my particular views were.… Read the rest
Here’s my solution to yesterday’s challenge.
The goal is to automate everything and not make any assumptions. We also need to take into consideration exam creations, updates, and deletions.
To calculate
Here’s a quick Salesforce challenge for you. This scenario was the current state of a recent client project. I’ll share my solution tomorrow, but in the meantime, I’m curious to know what your approach would have been.
Simplified data model:
A new student of mine is breaking his way into the Salesforce world. He is tired of his current occupation and wants to pivot to something more interesting.
I talk often about starting a career in Salesforce with friends and strangers alike, and recently I’ve been mentoring a relative and a close friend of mine.… Read the rest
As you know, Salesforce is much more than just a CRM – it’s a platform.
As such, its functionality is designed to be extended and customized according to your client’s business needs. The advantage is the platform can do “anything you want”, and the disadvantage is the platform can do “anything you want”.… Read the rest
Even during a good sales to delivery team hand-off, there will inevitably be moments in which you don’t know the answer to something the client already discussed with the sales team. After all, no transition is 100%, and some amount of information will be lost in the process.… Read the rest
Let’s pickup from yesterday and jump right into the details.
Here is the list of artifacts to consider including in the sales to delivery team hand-off:
When organizing Salesforce projects, it’s critical that the sales to delivery team hand-off is done well.
Prior to this moment, sales was managing the client relationship, and the client probably fully trusts them (which is why the deal was successfully closed!).… Read the rest
Columbo was a popular crime drama television show in the 70’s and then again in the 90’s. He was famous for playing dumb and asking questions he already knew the answers to. He did this to confirm his logic and to get the criminal to see the error of their ways.… Read the rest
It’s truly awesome how customizable things are within Salesforce.
You can do pretty much anything with it. The downside? You can do pretty much anything with it.
Thus the question really isn’t, “Can this be done in Salesforce?”. Instead, the question is actually, “Should this be done in Salesforce?”… Read the rest
One common complaint I hear from new Salesforce clients is something like, “Why is it that Salesforce cannot do what I want it to do?”
These clients usually originate from the custom web development space, in which just about anything they want can be realized.… Read the rest
Yesterday I spoke about the option of using a dedicated license to load data into Salesforce. This Automation User (perhaps it should be called “Unautomation User” or “No Automation User”) is similar to another kind of dedicated license – the API User.… Read the rest
During a Salesforce project, when planning for data migrations, it’s common to review automations and validation rules to determine which ones should be temporarily disabled.
Not all automations usually need to be deactivated, but keeping some active might accidentally cause unwanted behavior.… Read the rest
Several months ago, I spoke with the owner of a successful bridal shop. They make custom gowns and are well known in the local community. She’s a very capable person with loads of talent.
I spoke to her about my upcoming travels as a digital nomad: Starting in Montreal, I will visit Poland, Vienna, Madrid, London and Spain before returning to Montreal in the spring (I’m currently writing this email in a small town near Malaga, Spain).… Read the rest
You may have picked up a subtle wording I use often in my emails.
When I email or talk with my clients, I normally don’t use the words, “you” or “me”. As in, “You need to do this thing”. Instead I prefer using the word, “we”.… Read the rest
Related to the email Budget, scope or timeline, a reader asked, “Can you please share a sample message to push back for any of these scenarios?”
The general approach to push back is twofold:
1. When you initially ask the client which factor is most important and therefore cannot change.… Read the rest