When you have several solutions to a Salesforce problem, how do you make a final decision? How do you recognize and fight for the best solution?
Enter a framework. A framework is a series of guidelines and considerations to help you make the right decision for a specific problem.
Most likely, every Salesforce consultant will build their own framework over time, but there are definitely (hopefully) some commonalities.
Here are the five facets of my framework:
- Fit for purpose: The solution has to solve the problem. So be sure you understand what the problem actually is before you solve it.
- Keep it super simple (KISS): If one solution is simpler than the others, it’s a leading candidate. You don’t need to over-engineer if a simpler approach is readily available and works.
- Future proof: The solution may work today for 10 records, but will it continue to work for 20,000 records? Make sure you anticipate the client’s growing needs.
- Low code: With lightning pages, compact layouts, page layouts, validation rules, and flows, there are fewer and fewer reasons for apex. Avoid coding when possible.
- User Experience (UX): Make sure the actual end user, which may or may not be your client, will be able to use the solution. If useability is poor, the solution won’t be adopted, so matter how sexy it looks.
The takeaway
Using a multi-faceted framework allows you to determine the best solution for any problem.
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Salesforce