What Does a Salesforce Consultant Do?
The role of a Salesforce consultants is to optimize products as per the needs of the clients so as to mold them as per the operating of the business. They focus on carrying their core function to assist organizations to get more from investment.
Many experts have rightly said that Salesforce consultant is the right arm of the business ecosystem. We could say that they offer products in the form of expertise and sold them to the customers in the form of advice and time. Moreover, they could also work as:
- Solution integrator.
- Agency.
- As an independent entity.
There are numerous responsibilities on the shoulder of the Salesforce consultant, and it ranges from the configuration tasks to gathering info about the project to keep it on track.
Now, there is a question:
‘Exactly, what does Salesforce Consultant do?”
To answer it, we must outline its three crucial aspects:
- Entry-Level Consultant: They have zero to one year of experience and perform supporting roles by performing the execution of the configuration tasks offered by other members. It comprises roles such as learning and observing. They perform the following tasks:
- Building Salesforce reports according to the requirements.
- Building a good rapport with the team offered by the client.
- Simple data migration and clean-up.
- Implementation of document solution.
- Offering valuable training to users.
- Mid-Level Consultant: They have one to three years of experience and focus on leading small projects, lead needs for upcoming sessions, and design solutions. They include the following tasks:
- Involvement of presales for gathering data related to Salesforce products.
- Independent gathering of data for business analysis for understanding the current scenario.
- Have familiarity with popular Salesforce integrations.
- Effective utilization of Salesforce declarative functionality.
- Performing configuration tasks for less common Salesforce features.
- Stakeholder management for client-based projects.
- Senior Consultant: They are consultants who have more than three years of experience and collaborate with multiple integrated systems. They emphasize controlling the data model, release stakeholder management, and even acting as an escalation point as per the requirements of their clients. Their roles and responsibilities include:
- Presales involvement where consultants gather client’s data with multiple Salesforce products.
- Collect data for cross-organizational transformation impacting multiple teams.
- Oversee release management and large deployments.
- Planning a roadmap for future enhancements.
