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Developer to Consultant : Transformation Tips #SalesforceSaturday


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We are back with yet another thrilling and exciting #SalesforceSaturday session given by our very own Rupesh Bhatia, 9X Salesforce Certified, Lead Technical Architect at L&T Infotech.

He will be discussing the Roadmap and Tips on how to transform from a Salesforce Developer to a Salesforce Consultant. He is the most appropriate person to talk about this because he himself has gone through the journey and is now a successful Salesforce Architect and Consultant.

Transforming from a Developer to a Consultant is an important step that a Developer has to take if he wants to grow further in his career.

Published in: Software
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Developer to Consultant : Transformation Tips #SalesforceSaturday

  1. 1. Welcome to New Delhi Salesforce Developer User Group #SalesforceSaturday LEARN . SHARE . CELEBRATE . SALESFORCE DEVELOPER TO CONSULTANT : TRANSFORMATION TIPS
  2. 2. Today’s Presenters Rupesh Bhatia Lead Salesforce Architect @ LnTinfoTech LTI MVP | 9x Certified Find him on Twitter: @rupeshbhatia85
  3. 3. Why do we need better Consultants? Customer want consultants who can… ● Engage with business/IT (Techno-Functional) ● Suggest best practices at each level ● Do solution mapping with Salesforce ecosystem ● Provide alternatives/ Quick POC’s ● Be a Technical advisor Partners want resources who can… ● Handle Client effectively ● Communicate ● Show Technical Expertise ● Be a Problem Solver ● Be a Team Player ● Travel whenever needed Developers/Admins want… ● Client facing role ● Onsite opportunities ● Opportunities to explore and learn on Job ● Guidance and support to upgrade skills ● Value for their skills
  4. 4. Technically Competent Understand Salesforce Ecosystem Recommend solution and articulate it well Understand Customer’s Business What’s required to be a Consultant?
  5. 5. Day in life for a Onshore resource Communicates with Business /IT stakeholders Conducts Workshops/CRP’s Product/Sprint/POC Demos Solution Mapping and Design Manages offshore team Conducts UAT Conducts Train the Trainer sessions Onshore activities What they should do … ● Document end to end process, business objectives and its needs. ● Articulate it well to offshore team ● Support and mentor ● Advocate best practices ● Keep Learning Keep Sharing
  6. 6. Day in life for a Offshore resource Builds/Configures the logic Develop Test classes Unit Testing Deployment Documentation Offshore activities What they should do … ● Understand business objectives and relate it to their requirements ● Keep user experience and adoption in mind ● What is the business value add here ● Advocate best practices ● Keep Learning Keep Sharing
  7. 7. Email Communication is Key !! Dear HR, Thanks for being cooperative during the entire process. It's been intense thinking and thought process before concluding on this one. The battle was not between the two offers i was for the step i need to take at this point of my career. However both the opportunities were equally exciting and challenging as i move ahead. Difficult task was to conclude on whether i have to explore technical side of me to the fullest or whether now am ready to make a change over to more functional part... This profile of BI still attracts me......but i think i should b concentrating more on technical expertise....right now in my career....coz functional part i think anytime i will excel... that's only confidence and self belief on my capabilities when it will comes to execute a functional role. Yes you are right in guessing m sadly declining this offer.....which still attracts me..... Probably down the line maybe after couple of more years.....the day i decide to get into this kind of Profile...your organisation will b on my priority list always. Its been a tough call to make but for me i think i cant erect a tower unless my foundation base in not strong enough.....that would be injustice to the profile and work I'll jump into... I know it will b quite annoying for you and the management to hear sincere apologies on that front.....hopefully you all would understand my situation and thought process. Travelling was not that bigger issue coz any day I will have to travel if am a part of this IT industry. Kindly forward this mail to the management so that they can have clear picture for this decision. Hopefully somewhere in near future would like to be a part of your esteemed organisation. Thanks for the Offer..... :(
  8. 8. Pre-Sales Life Cycle Discovery of pain points & your value adds business case development Product Demonstrations Tailored PoC’s Assistance with sales Closure Prepare for hand- off to delivery team Participation in Implementation and later maintenance & Support Assistance with RFI/RFP
  9. 9. Project Implementation Life Cycle • Discuss and Capture day to day process • Validate the business requirement s • Finalize the scope • Data Model • Security Design • Configuratio n Design • Technical Design • Prototype • Data Migration • Integration Design • Config & Build • Sample Data Migration • Unit Testing • Refresh Mgmt • Release Mgmt • Customer UAT • Sign off • Data Extraction • Data Mapping • Data Transform ation • Data Loads • Data Validation • End User Training • Admin Training • Training Manuals • Production Deploymen t • Go-Live Communic ation • HyperCare Requirement Gathering Design Build UAT Migration User Training Go Live Support • Quick Hits • Bug Fixes • Minor Release • Major Release
  10. 10. Use Cases Quick Actions for User adoption Field addition request leads to a module development Global Org vs Multi-Org recommendation Documentation comes to rescue during escalations Be Flexible but learn to Say NO !! Changes been requested during UAT
  11. 11. Discuss and brainstorm on business scenarios in local DUG /UG meetups Form dedicated Consulting User Groups – CUG Share your experience through Blogs and webinars Document and share the best practices Keep Learning Keep Sharing !! How can Salesforce Ohana help?
  12. 12. Additional Resources ▪ ▪ ▪ ▪ ▪
  13. 13. Thank You Thank you all for joining the session. Please blog, tweet and share photos on Twitter, Facebook, LinkedIn
  14. 14. Thank You Twitter @newdelhisfdcdug Developer-User-Group Success Community
  15. 15. Reach out to me !! Email Twitter LinkedIn Facebook Page Blog