What is a Day as a Salesforce Consultant at Coacto?
Being a Salesforce consultant can be fun and difficult at the same time. We keep up with Salesforce releases to provide our clients advice on best practices in the field and assist in setting up systems in accordance with business procedures.
What are the tasks that a Salesforce Consultant does?
Before delivering (and enhancing) scalable solutions, Salesforce experts collaborate with customers to understand their essential requirements. From executing setup tasks and acquiring lead requirements to “big picture” solution design, responsibilities might vary. We make sure we understand the requirements, where the company is at and what areas of support are needed before developing our Salesforce System.
Salesforce Project Lifecycle:
Discovery:
We enquire about the prospective client’s operations and issues to better understand their business.
Design:
After gathering the necessary information, consultants created a scope of work outlining the necessary work while taking into account any potential risks. This would also entail drawing out integrations and processes for more complicated projects in order to understand how they would interact with one another.
Development:
The construction process begins, and tasks related to configuration are finished according to a schedule.
Testing:
In order to make sure that the criteria are satisfied and there are no errors, processes are tested from the users’ point of view using various scenarios. The processes are also put to the test by project stakeholders (or other designated users) to ensure they work as intended.
Activation and Training:
The modifications, including with any data migrations, are put into the client’s production environment. End users receive training on using their new Salesforce System.
And what now?
In order to achieve success for both parties, we closely collaborate with our clients, and we have created a tested service delivery strategy to do so. If Salesforce.com is new to you, we can help you get started. Alternatively, maybe you need assistance with your current deployment. We would be pleased to go over the specifications for your planned project.
