My Salesforce Consulting Services
Here are the services that I provide as a freelance Salesforce architect & trainer. All my services are on core Salesforce CRM suite of products that includes Core Salesforce Platform, Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud & anything else on the core platform.
Please note that I do not provide any services on Marketing Cloud, Pardot, Commerce Cloud, Heroku, Tableau, Mulesoft or anything outside of Core CRM platform.
Implementing Salesforce for the first time or enhancing it further? You need to make sure that the solution is optimal to meet your business requirements and is secure, performant, scalable, & maintainable.
Training & Workshops
Need to train your admins, consultants, developers, or users on Salesforce? Creating step-by-step guides, training programs and workshops is my specialty and I have been doing this for last 5-6 years through my blog.
Not sure how to meet a requirement or want to get your solution approach vetted? Or just need a Subject Matter Expert to brainstorm on ideas? I am also available for short term / ad-hoc consultation.
Salesforce Org Assessment
If you have been using Salesforce for a long time, it is important to have your org periodically assessed for security, performance, data, adherence to best practices and accumulation of technical debt and take corrective actions.
Proof of Concept/Prototyping
Got a crazy idea? Got a complex problem? Want to try something new but do not have the required know-how or enough bandwidth? If you have new ideas that needs to be tested, I can help you do the R&D, come up with options & set up a proof of concept.
Effort Estimation & Validation
You may be an SI coming up with estimation for the implementation or a customer engaging with an SI. Do you need someone to estimate or vet the effort for Salesforce implementation and make sure that there are no glaring gaps?
One of the biggest gaps in Salesforce implementations is the lack of documentation. There must be a minimum set of baseline documents covering all the important aspects. Like a high-level solution design & architecture blueprint.
Looking to hire Salesforce professionals but lack the time or skills to interview them? I can help you interview Salesforce professionals and make sure that you get the right member for your team. At least technically.
Want to have a Salesforce architect on your side but don’t want it full time? I can be your trusted advisor, provide guidance & vet all architecture and design decisions. I will put guardrails around your implementation to avoid making costly mistakes.