When meeting someone new, I often ask my favorite question. “If you didn’t have to work to live, how would you spend your time?”
Most people answer “travel” or “buy things”, so I go deeper. “OK, and once you’ve traveled the world, once you have the house(s) and car(s) or whatever, then what?”… Read the rest
Once you start protecting your mind from the wealth of information available, consider your client’s mind.
One of the most important roles as a Salesforce consultant is to absorb massive amounts of information and then distill it for your clients.
This means:
1.… Read the rest
Let’s start with the conditions that humans and AI are generating large amounts of information, and not all of this information is true.
Assuming these conditions, it stands to reason that you need to decide which information you should consume, and which you should not consume.… Read the rest
These days, we have instant access to data generated by anyone from anywhere in the world. And until recently, all information was only generated by humans. However now we have a new content creator, AI.
I recently watched a video by Yuval Noah Harari titled, “Why advanced societies fall for mass delusion“.… Read the rest
In Salesforce, formula fields have an unusual limit.
Rather than enforce a maximum number of characters, it enforces a 15,000 character compile limit. This limits the number of characters the underline SQL statement can contain.
Interestingly enough, this number can change dramatically without you really noticing.… Read the rest
In the rare moments I respond to an RFP, I mostly treat it like any other project.
Of course you need to make sure you respond to the requirements set in the RFP. So if they ask for your team’s profiles, be sure to include them.… Read the rest
A fellow reader asked the question, “Even before one gets to the RFP stage, how do you even get to the point of getting a prospect? Especially for 1-2 solopreneurs”.
For open RFPs, these are actually hard to find for for-project companies.… Read the rest
Based on reader’s responses and feedback from my post on LinkedIn, when it comes to RPFs, most people seem to fall into the “necessary evil”.
Fellow reader Nicole wrote a LinkedIn article about this topic, I recommend you check it out as it goes into much further depth than I did.… Read the rest
In Salesforce, it’s common to receive Requests for Proposal (RFPs).
Open RFPs are when a client allows anyone to submit their candidacy for a potential project. Closed RFPs are when the client has a shortlist of vendors and only approaches them.… Read the rest
While not usually a best practice, sometimes you need to rename standard objects.
Depending on whether the object is standard, custom, or part of a package, the exact renaming process takes a few shapes.
However once renamed, you may need to retrieve the new label to display in a screen flow.… Read the rest
I’m willing to bet that most Salesforce projects only use a single language. However there are times when more than language is needed.
When that case arises, the main tools used are Custom Labels and the Translation Workbench (TW).
Labels are easy enough to work with.… Read the rest
Whenever working with data, I always use MS Access. Excel is more commonly used, but Access is an actual relational database.
Importing .csv or Excel files takes a couple of clicks. Once there, you can sort, filter, and manipulate data with ease.… Read the rest
Depending on your data source and data import frequency, you have various options to load data into Salesforce. Taking a closer look at the one-in-a-while use case, here are some popular (and free) tools:
1. Salesforce Dataloader
The tried and true dataloader.… Read the rest
Imagine a client hands you a .csv file that needs to be loaded into Salesforce. So, what’s your process?
Here are the steps I usually follow:
To improve as a Salesforce consultant, it’s important to be self-aware.
There are a few reasons for this.
1. The “Expert Trap”
When I started to learn how to scuba dive, I learned an interesting lesson. Most accidents happen to expert divers.… Read the rest
Most people are familiar with Maslow’s Hierarchy of Needs, which starts with Physiological needs (food, shelter, sleep), then Safety (security, health), then Belonging (relationships, love) and so on.
There’s another framework called AQAL (“All Quadrants, All Levels”), developed by Ken Wilber.… Read the rest
When I started these emails, I made a promise to you and to myself to post 5 times a week. And for a long while, I upheld that promise. Breaks excluded, of course.
When I was sick the other week, I really tried to keep my promise.… Read the rest
An excellent way to keep your good clients connected is to invite them to your Slack workspace.
While email is great for formal communication, Slack is great for quick chats and questions. When you invite a client to Slack, they quickly understand they have significantly better access to you.… Read the rest
Maybe it’s just me, but I love playing the game, “How fast I can respond to a client email?”.
It’s like a seductive game of Whack a Mole. A client email appears in my inbox while I’m composing an email, and BAMN, I respond to it immediately.… Read the rest
Let’s say you have two tasks to do, one from a new client and one from an old. All things being equal, which one should you prioritize?
I’m going to say the quiet part out loud: Proritze the new client.
At first glance, this may sound awful.… Read the rest
When working with others, someone is bound to have different opinions. Sometimes people really believe they are right, that you are wrong, and they are ready to defend their position.
As a Salesforce consultant, sometimes you’re in the middle of these disagreements.… Read the rest
As a Salesforce consultant, you’re normally not responsible for managing others.
Buf if you work in a team, you may need to delegate tasks to others, you may need to resolve conflicts, and you may need to coach new recruits.
Given this, let’s take a look at each of them.… Read the rest
Just over a month ago, I made the prediction that Marc Benioff will rename Salesforce (the product) to Agentforce.
A few days ago, it was obvious he’s clearly thinking about it. But not just the product. He’s entertaining the idea of renaming the entire company.… Read the rest
Have you seen the viral priority test? (BTW, it wasn’t written by Sigmund Freud),
It’s a little psychology experiment in which you’re told the following is happening at the same time:
You’re asked to resolve these in sequence.… Read the rest
Here are the tools I use to Get Things Done (GTD).
Tasks are assigned to me through various channels:
There are several filters in my Gmail, so that only those that may have a task remain in the inbox.… Read the rest
Let’s say you have 13 tasks split across 5 clients, where do you start?
I follow (and recommend) a simplified version of David Allan’s Get Things Done (GTD) approach.
In the original version, there are 5 steps to this approach:
Step 1.… Read the rest
A fellow long-time reader recently asked (shared with permission):
… Read the restAs I interview for roles, including subcontracting, I’m asked about my ‘Project Management’ skills. By this, I don’t think they’re asking about PM skills as a PM – i.e. managing other peoples’ work.
For the 2025 “Good Enough” Consultant anniversary giveaway, there were 6 people that referred 9 new readers.
They were entered into a winner wheel (for each new reader) and the results are in the video below:
https://drive.google.com/file/d/1sHswGcAgSfi3s9tPRJG9MvrnFLDnIIyL/view?usp=sharing
And this year, the winner is jtxxxx@ixxx.com!… Read the rest
In initial sales calls with potential clients, there are many threads to observe and ask questions about.
Most Salesforce consultants have a checklist of questions such as:
When you’re an independent Salesforce consultant, the best way to get leads is from referrals. Nothing else comes close.
These referrals can be from current or former colleagues, clients, and friends.
Having a connection in common is crazy effective, as it effectively eliminates uncertainty.… Read the rest