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A simple guide in approaching a Salesforce Project

Cloud Setting Computing Internet  - kreatikar / Pixabay

As a Salesforce Consultant, you’ll be working on a number of various projects and we’re aware of the fact that beginnings are mostly the hardest part, especially if you are just starting your Salesforce Career.

In the second episode of the SFDC Consultant Podcast, we asked Gemma Blezard about the mindset you need when you’re getting into the kick-off meeting to be sure that you’re not missing anything important in your own approach.

  • First of all, the project can’t be successful without the preparation time. Be sure to talk to the Project Manager and let her know that you’ll need some time to prepare and dig deeper into all the details that will help you have a better understanding of how to make the project work.
  • Print off the Statement of Work and use it as a guide in order to keep you on track in terms of a meeting and milestones.
  • Plan your workshops by aligning your work to the topics that are in scope and also don’t be afraid to challenge pre-conceptions.
  • Don’t forget that you are responsible as a consultant to set expectations with a Project Manager, as well as she is responsible to set expectations with the customer.
  • Communication is key: be sure to tell the Project Manager that in order for certain parts of the project to be delivered, she has to prepare the client.
  • In terms of personal traits involved, you should have a can-do attitude, but remember that you can always say NO to a project.

Overall, there is no “one way” to start a project, and as a Consultant, Admin, Architect, or even Tester, you will have to think on your feet and use the Project Team as your support. Everyone on that team should support the success of the project, so they will be able to advise on the best steps forward.

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