This document outlines the role and responsibilities of a Salesforce consultant. It discusses the different types of consulting roles including technical, functional, and architect. It also describes the typical day for an onshore and offshore consultant. The document then covers the key aspects of being a consultant like understanding the customer's business, recommending solutions, and communicating well. It provides an overview of the project implementation lifecycle and how the Salesforce community can help individuals in their consulting career.

1. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreaminindiadreamin.in info@indiadreamin.in SFindiadreamin @sfindiadreamin
Developer 2 Consultant
Transformation

2. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
2 Thanks to our Diamond, Platinum & Gold sponsors

3. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
3
HELLO!
I am Rupesh Bhatia
Salesforce Architect | 10x Certified
You can find me at @rupeshbhatia85

4. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
4 Agenda
▪ Crawl Walk Run !!
▪ Ask of the industry !!
▪ What you actually do?
▪ What is Consulting?
▪ What’s required to be an Consultant?
▪ Day in the life of an Onshore resource
▪ Day in the life of an Offshore resource
▪ Pre-Sales Life Cycle
▪ Project Implementation Life Cycle
▪ How can Salesforce Ohana help?

5. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
5 Crawl Walk Run !!
Begincrawling with Trailhead and get Certified !!
Start walking with some live project experience
Which wayshould IRUN ??
Technical Functional

6. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
6 Ask of the industry…
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

7. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
7 Titles Vs What you actually do
Developer
Admin
Technical Consultant
Functional Consultant
Consultant
Technical Architect
Solution Architect
Program Architect
Programming
Consulting
Solutioning
Designing
Configuration
Project
Management
Pre-Sales

8. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
8 We are technically inclined community !!
Consultant Architect

9. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
9 What is Consulting?
It’s a mindset !!
Art of Listening !! Ask the right questions !! Express yourself !!

10. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
10 What’s required to be a Consultant?
Technically Competent
Understand Salesforce Ecosystem
Understand Customer’s Business
Recommend solution
and articulate it well
CONSULTANT
NEEDS TO..

11. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
11
Day in the life of an 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

12. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
12 Day in the life of an 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

13. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
”indiadreamin.in info@indiadreamin SFindiadreamin @sfindiadreamin
Work towards a Technical
heart and a Functional brain
-Rupesh Bhatia
13

14. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
14
Technical FunctionalConsulting*
Different skills
Code
Configure
Solution
Design
Estimate
Deploy
Troubleshoot
Integrate
Communicate well
Requirement gathering
Documentation
Manages client
Conducts workshops
UAT
Client facing roles
* - Consulting is at the core of everything you do as a technical or functional consultant

15. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
15 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

16. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
16
Project Implementation Life Cycle
• Discuss and
Capture day
to day process
• Validate the
business
requirements
• Finalize the
scope
• Data Model
• Security
Design
• Configuration
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
Transformat
ion
• Data Loads
• Data
Validation
• End User
Training
• Admin
Training
• Training
Manuals
• Production
Deployment
• Go-Live
Communicat
ion
• HyperCare
Requirement
Gathering
Design Build UAT Migration User Training Go Live Support
• Quick Hits
• Bug Fixes
• Minor
Release
• Major
Release

17. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
17
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?

18. indiadreamin.in info@indiadreamin Sfindiadreamin @sfindiadreamin
18
THANKS!
Any questions?
You can find me at
▹ @rupeshbhatia85
▹ Rupesh.Bhatia@gmail.com