I wish I could make a 10 ft poster of this and hang it up. I proudly admit I am the champion of challenge and having a justified NO to requirements.
If you want a ticket taker or a yes-man... I am not your gal.
My goal is to create a well performing and data driven solution. A solution that can expand and get us to into the next 10 years. I do not and will not build something that only serves the next 3-6 months and takes zero consideration to what the next 5-10 years looks like. Believe it or not - the decision you make based on 3 months is wildly different from a decision based on what the next 10 years looks like.
You may not be thinking of the future but I'm already imaging what is coming up over the next 10 years. I'm thinking through how the solution we build today needs to be flexible enough to get us to that 10 year vision and beyond. I'm looking at the trends of what we've built and how changes may happen to be able to keep us ahead and prepared. I'm looking at data usage, object usage, and everything that goes into keeping an org healthy.
I and my team are truly excited to deliver really freaking cool solutions within Salesforce. We are passionate about the technology and how it can help.
My best advice - Stay out of the technical solutioning. Don't try to tell the technology team how or what to build. Tell us what you NEED. Tell us the end goals and data you are responsible for. Take the opportunity to exam (prior to requirement meetings.. for the love of all that is holy!) the pain points and what you'd love to solve for.
Then let us run!
I've gone into most every project I've been a part of in the last several years, when the business/client allow us to solution, and over delivered on demo.
We've given them solutions and ways to operate that they didn't even think of. Why - because we were allowed to do what we do best.
When the business tells us how to solution or demands a specific technology you stifle the end product. You cripple the evolution and you hamper what your Salesforce professionals can deliver.
It all comes down to trust. If you have a proven Salesforce team... TRUST THEM! If they make a recommendation based on years of experience - TRUST IT.
#salesforce #datadriven #justifiedNO #trust
Your Salesforce team shouldn't just be button-pushers and requirement-takers.
The best Salesforce professionals aren't just technical executors - they're strategic partners who understand both the platform and your business objectives.
A high-performing Salesforce team should:
- Challenge requirements that could create technical debt or user adoption issues
- Propose alternative solutions that might better serve your long-term business goals
- Share insights from their experience with other organizations and industry best practices
- Push back when a quick fix might compromise system integrity or scalability
When your admin or developer says "Let's think this through" instead of just "yes," they're not being difficult. They're protecting your investment in the platform and ensuring sustainable growth.
If all you hear is yes, I would be worried.
#Salesforce #CRM #SalesforceAdmin #SalesforceDeveloper
Senior Director of Internal Systems @KeepIt | Freelance SaaS Content Writer | Startup Advisor
2moXLOOKUP is something I use daily with Salesforce data. I don't think I could cope without it 😅