The Salesforce Consultant's Guide: Tools to Implement or Improve Your Client's Salesforce Solution

  • 2h 53m
  • Heather Negley
  • Apress
  • 2022

Break down the art and science of Salesforce consulting. This book will help you refine your consulting skills on the Salesforce platform. Author Heather Negley, a seasoned consultant who has completed over 30 Salesforce delivery projects in the past nine years, equips Salesforce professionals with detailed explanations on the stages of a project and the skills you need for each stage. You will learn the type of roles on a project, so that you can plan your career path.

If you need help managing clients, this book teaches you how to effectively work with and advise people. You will go through the following main sections to round out your skills and service offerings:

  • The best learning and community resources, including mentoring programs
  • Tips on how to get job experience
  • The evolution of software development
  • Project roles
  • The parts of a project
  • Consulting skills

The consulting skills section of the book breaks down each skill and explains the parts of the project to which you should apply your skills and real-world examples. Topics include client management, communication, emotional intelligence, critical thinking, and avoiding cognitive biases.

What You Will Learn

  • Identify patterns in your projects through archetype identification
  • Watch out for specific risks common to project types
  • Choose the best consulting tool from your toolbox, depending on the problem that you encounter

About the Author

Heather Negley is an independent Salesforce consultant currently working with Simplus. She also mentors and coaches Salesforce professionals on consulting best practices. She is a results-driven, senior leader with over 25 years of software, automation, and web experience in the private sector, nonprofits, and government. She is Salesforce and PMP certified and has worked on dozens of Salesforce implementations as a technology lead, project manager, business analyst, change manager, and solution and business architect.

In this Book

  • Introduction
  • Introduction to the Salesforce Ecosystem
  • Salesforce Learning
  • Salesforce Work Experience
  • The Evolution of Software Development
  • Common Project Roles
  • Sales and Staffing
  • Ramp-Up
  • Kickoff and Discovery
  • Build, Test, Deploy
  • Client Management
  • Communication
  • Emotional Intelligence
  • Critical Thinking and Problem-Solving Skills