Category Archives: Consulting

10 Rules For A Successful Salesforce AdministratorMarch 05, 2017 – When working with my Clients I'm reminded that part of my job is to sound like your high school gym teacher and ... Read Post →

Six Types of Salesforce RequestsOctober 18, 2015 – The adaptability of the Salesforce platform is often a key selling feature for any business user. The ability to ... Read Post →

Salesforce Consulting and The Art of Playing 20 QuestionsApril 29, 2014 – Have you ever heard the expression "Is it bigger than a breadbox?" (BTW - who has a "breadbox" these days?). Or ... Read Post →

Which is easier to learn - Salesforce or Consulting?March 29, 2014 – When I was interviewed a few weeks back for the Button Click Admin Podcast, hosts Mike Gerholdt and Jared ... Read Post →

The Peril of SalesforceJanuary 27, 2014 – When I was first exposed to Salesforce back in 2005, it blew my mind. At that time I had been working for large ... Read Post →

People are People in SalesforceNovember 29, 2013 – It was the last day of Dreamforce '13. Francis Pindar (@radnip) and I had just finished up manning the Genius ... Read Post →

Do you have the right stuff to be a Salesforce Consultant?October 25, 2013 – Not everyone is cut out to be a consultant. In fact, to be blunt, few posses the right blend of knowledge and ... Read Post →

A Technical Review of Salesforce for Wealth Management July 24, 2013 – What is Salesforce for Wealth Management? Essentially it’s an app (overlay) - a collection of custom objects, ... Read Post →

Best Practices for Defining Business Processes in SalesforceJune 22, 2013 – Inevitably as we consult with our clients we find ourselves facilitating discussions around business processes. ... Read Post →

Is One Salesforce Org Better Than Two?March 03, 2013 – I was meeting with a potential new client in Dallas last week scoping a new project when the conversation took an ... Read Post →