[Salesforce Skillshare] How to Build a Salesforce Consultancy From Scratch | Dr. Warren Chalklen | Skillshare

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[Salesforce Skillshare] How to Build a Salesforce Consultancy From Scratch

teacher avatar Dr. Warren Chalklen, Education Innovator

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Taught by industry leaders & working professionals
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Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

7 Lessons (37m)
    • 1. Components of Successful Salesforce Consultancy

    • 2. Are you an entrepreneur or an employee?

    • 3. What is the demand for Salesforce Consultancies?

    • 4. What skills and roles can you play?

    • 5. What are the Salesforce salaries?

    • 6. What is your Salesforce implementation methodology?

    • 7. Overviewing important concepts for the ADMIN exam

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About This Class

** This course is perfect for anyone wanting to build a Salesforce Consultancy from scratch**

** ACCORDING TO BURNING GLASS TECHNOLOGIES, a labor technologies analysis firm: "Setting aside the near-universal Microsoft Office suite, Salesforce is now the 7th most in-demand software skill...putting Salesforce demand ahead of IT stalwarts such as Python, .Net, and C++, and in line with commonly used applications such as Adobe Photoshop"**

Every year, companies spend thousands of dollars on Salesforce consultants to conduct Administration, Developer or a range of other tasks. Why not get a piece of the pie through your own consultancy? Build your financial success on the Salesforce cloud today!

 This course is perfect for:

--Salesforce Admin or Developers looking to boost their income and take control of their time

--Freelancers who want to add Salesforce to their offered services

--Those with a passion for Salesforce and want to turn that passion into a business empire

By the end of this course you will know and be able to do the following:

1. Follow five simple steps to build a Salesforce consultancy from scratch.

2. Learn how to plan your business, build powerful processes, market to customers, sell your value and support customers

3. Get great tips to optimize your skills as a Salesforce freelancer

I will work with you throughout the course to support your journey to mastery!

Ready to build your future? Click "Take this course now" to get started!

Meet Your Teacher

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Dr. Warren Chalklen

Education Innovator


Dr. Warren Chalklen is an education innovator who has taught over 92,000+ students across 179 countries using online and face to face platforms. He is passionate about building individual and organizational capacity in the fields of diversity, policy analysis, and data driven performance with softwares such as Excel, Salesforce and Balanced Scorecard tools. In his spare time he loves to travel and recently returned from a vacation in Cuba!

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1. Components of Successful Salesforce Consultancy: So what are the basic components of the successful sales was consultancy. That's exactly what this quick video is going to walk you through. The first thing is the characteristics. So the first thing is that you are professional. The second thing is that you have great time management. 30. You have expert knowledge, and, fourthly, you're able to execute high standards. No. With these four major components combined, you have to ask yourself two major questions. Are you developer APICS or admin certified Before you can become a consultant, I highly advise you to get certified in one of these things so that you can really answer the question. What knowledge base do you bring to the work that you do? What gives you the legitimacy? Once you have the legitimacy, your next major piece is to think about what will give you the edge. A sales force consultant is a sales force consultant, but a brilliant sales force consultant that really is sort after in the market has thes three key elements. Firstly, they are able to easily translate complex ideas. Remember, not everyone knows Salesforce they use else wants, but they may not know Salesforce, you know salesforce. But your ability to translate some of the complex sentiments of Salesforce is really critical. Secondly, Salesforce consultants that have the edge center the customer they make they work customer focused. And thirdly, something that's come out consistently throughout the data is that Salesforce consultants that have the edge use active listening. They're really thinking about the customer's needs and how to meet those needs. So there is actually a really, really easy formula that I hope to share with you. Firstly, a successful Salesforce consultant centers their work on the customer. I can't reiterate that enough. They combined this with an obsession with high standards. They think about what the customer needs, and then they think about how they can deliver that to the highest standards. And what that leads to is better performance, streamline skills and time saving and ultimately, happy customers that keep using your services and refer you to others. Ah, happy customer is the best customer. So with that in mind, it's critical for you to think about what would make you a powerful salesforce consultant. What is your value offer? How can you meet the needs of your clients? How can you be obsessed with high standards. And how can you really, really, um, benefit clients through their better performance there streamline skills and their in their effective time saving Those are the key things you need to know to be ineffective Salesforce consultant. 2. Are you an entrepreneur or an employee?: wherever you might be in the world on DA. You're watching this video. It might have come across your path once or twice where you thought, Why don't I start my own business? Why don't I take the risk and turn my passion into a moneymaking enterprise of some kind? And of course, at the same time, you may be grappling with the fact that you have a job and you're wondering, Ah, you an intra paneer or U N employees, And that's exactly what this video is going to talk about. And mainly the key thing for me is to ask what role is actually right for you. And essentially two roads diverged in a wood, as Robert Frost would say. And, um, as we read through and really research and talk to people who are in this predicament, they talk about comfort, you know, they talk about stability. They talk about the fact that they're able to predict many, many things when they have a job. However, that may not be for everyone. And so there another group of people who actually like to stay moving. They like to take risks. And this is where in Trapani years really, really come in. They're thinking about their work not just in terms off comfort, but in terms of risk. And that's really with the difference between entrepreneurs and employees. So let's talk a little bit about the three levels off. What a job actually is. Okay, so we think about a job as something you do for money, all right. A career is something you do for power and security, and evocation is something you feel called to do. So I see myself as a teacher, and that's my vocation. That's what I have been called to do. And in many ways I've turned that into a career for myself. And there are times, however, where teaching is actually a job for me. And sometimes I don't feel that love for it on, and it feels like something I'm just doing right, and so that's sometimes how a person can feel. But generally, these are the three levels when you're thinking about work, and for many people, they're wondering what are the pros and cons of being an employee, right? So if you're an employee, the pros are definitely that you have something to do. You're not necessarily focusing on selling your product as an intra paneer often has to focus on the selling. You're focusing on the doing. You're thinking more about your work life balance, all right, there's obviously isn't something that is a golden rule. Many jobs Do you have difficulty in establishing that balance, but you may have more control over your balance, your work life balance. Your salary is often predictable in a job, and you're able to build a consistent track record in your job and actually develop a resume that may be attractive to an employer. However, the cons of this is that you have to don't control your destiny after you have someone else controlling your work hours, what you do and how you do it. They may even change your job, your specifications without your control. And you may feel that you are not actually being paid what you are worth. And so that's really what it comes down to you in trouble. Years, on the other hand, have a different set of pros and cons, so the prose is they have greater control of their schedules. They have greater control over the work that they do in the products that they produce. Therefore, they often feel more excited about the things that they do, and they have greater flexibility. However, as if said, the risk is incredibly high, they also have the work hours. They work the whole day, as opposed to a 95 schedule and the salary. The regular salary is not as predictable as before, and so this is something to really, really consider if you're thinking of becoming an entrepreneur of any kind, so which one is for you? As Robert Frost said, Two roads diversion of wood and I I took the one less traveled by this video has not aimed to slant you in any which direction try to give you a balanced view of intra premiership and employment. Whichever one is good for you, that's what feels right, and often people are a hybrid off. But I have a day job and I run my own business, and I've managed to find a balance. So sometimes that's the middle ground that I've been able to take hope you enjoy this video , and if you are interested, please take a look at my other videos and tell me what you think 3. What is the demand for Salesforce Consultancies?: Hello and welcome to the new section of heart land. Your freed salesforce job. My name is Russell Children, and I'll be presenting the next few lectures that followed in the section we're going to cover. What is the market sells was John, and how much did that? If you're looking for a new job in 2017 at Salesforce, Skills to your Residence, as mentioned in previous next sales, will stop one of the bosses. Great and much in demand. Skill off skills range from software development solution, architects and design. Do you project managers and marketing and sales special? It's a skill that almost every professional can bend. The demand on the market is very hot, and there is a demand for developers you can build on and around existing and administrators. Party friend is managers with cells was excuse self host training stations solution plants need talent for everything from low level reports and professional, too hard label developer skills to integrate themselves was true, and architects and solution development that specialize in Preston marching. The the organization's mean there is a huge range of skills. He's tied to this one area. Thank you for joining 4. What skills and roles can you play? : Hello and welcome to the new lecture intellectual. We're going to cover available roles s skills within sales calls. We're going to start with the various roles in sales. According to the Burning Glass report, these roles, very from the ones required simple understanding of sales was punished. Two extra complicated software development. Setting aside the close to customer Marcus off Salesforce's Not seven Months the morning to start Sokratis from number 18 just four years ago. That place is the market sale sports gear beforehand off RT stole, which included python dot net and C plus plus and in line with the usual used packages. Such a a Dr Fighters, according to the report. In my position, sells most knowledge is replied as a complementary skills in addition to a technical skill set in accurate such a software developers and networks sales role, such as cells representative and self managers and marketing rules such as marketing managers and marketing special. According to the report, the demand for salesforce skills is also drank Faucet in the DeMarco development well burning glass reports that Parton's according themselves with skilled have grown 1.3 tons foster and job fighting. I've ruled and a monocle sells for specific job enrolled ourselves. Force is a complementary skew. The model sales was skills is increasing as well. For example, personal sales representative, according for sensible skills, increased twice as much at all sales representative for posting over the same period salesforce as a legal issue. There's a small but growing category of jobs that'll specifically designed around sales skills. Many companies are developing position specific to build and maintain their sales. Was such a salesforce administrator and sells most event one of the skills of the people for a sales force development. Ever see the falling domain front and back in solution, architectures, development and release management strategies, change management and that Rick New Ship designed technical enter introduce people. Business Prices is using salesforce dot com. It will start compatible, define and designed scalable salesforce solution. Leveraging native Off the box sales was functionality whenever possible. Managing permissions for current and new salesforce development Developer Points and Dashboard Genscher Essential sales are happening as scheduled proficiency in html x Imo. It's you know Java will see press past so and raced place Wait Services J S O in flicks CS is and Jay Cleary frameworks Strong understanding off relational databases and development competency Around em is SQL Server, my S ur article the preferred qualification. Improved Minimum Education Off Bachelor Minimum certification of 35 taels, sports administrator and 7 to 10 years off ikey related experience with demonstrated increasing responsibilities 45 years application and development experience or a sales force administrator. You other essential beauty. We're closely with support and training employees Sales with uses. Provide technical support to local and remind users dropped. Expect system knowledge, urinalysis and the depths of constantly changing environment and analyze sales daughter to a date upon the opportunity and coordinate indeed report distribution to, say the required knowledge and skills and abilities. I need a bachelor's degree. June 25 years Salesforce administration appearance in the midsize with lighter self organization. Southern Process Automation experience with decorative features like workflow Francis Boulder. Proven proficiency in the use off Doctor management such as X are doctor, lawyer and daughter sales. Admin certification prefer 80 into one and 88 to 11 Detail oriented with solid analytical and communication skills. Ability to take the operation, but lots of work independently at part of a team and on multiple projects and low tenuously strong customer service and relationship building skills with team player attitude, experience with Salesforce born and as a mobile experience with Salesforce Way analytics experience with products or other similar marketing with Mason, the preferred qualification number one. Experience administering Salesforce in the financial service and really here knowledge off sales will attack from the consistence Max I Communities, 43rd Party three. Understanding of Relational Doctor Basis and Daughter who experience with development partially sandboxes To manage change revision by cross functional knowledge and experience off standard business cell and find this person six. Experience working with integration to external system seven. Shoot A and regression testing experience Thank you for listening to this election. 5. What are the Salesforce salaries?: welcome to the Earn Big Ledge. In this lecture, we're going to cover how much sells most abilities and administrators get paid on salesforce skills. What's the pay? Well, regardless of whether the job requires technical skills or not, on average jobs that create cells? What's your pay? More than 70,000 don't know. Oh yeah, and for Salesforce developers that police to over $100,000 according to the report, sounds. Rolls repressed in Salesforce offer eight Mrs highest centuries than other sales role, and our generals with separate cells was carried an 11% century cream specific at Bonn. Skill set his visual whose and sales come from on savories over $100 the rest on a year on average. Hey, quite ministry Salesforce administrators in the New York City area can command between 80,000 to $90,000 a year. Salesforce developers could get 100,000 to $130,000 a year or more, depending on the years of it's scary specific development skills and accomplish salesforce project managers. Those professional who assess what a company is doing and manage the implementation of beautiful for that do customization can get anywhere from $380,000 per year. On average. Even contract positions pay higher race anyway from $150 to $160 an hour. 6. What is your Salesforce implementation methodology?: once you have thought about yourselves was consultancy framework. Your next step is to think about your implementation methodology. Firstly, to note that this video is gonna help you both as a sales force consultant. But also, if you aim to hire a sales was consultant. There's some important pieces of information. Step one is the project design. How exactly is the project going to be run? There's some great resources that can help you really think about some core questions, and I want to walk you through them individually. Number one is to get a sense of the project. Overview. What do your timelines, What do your checkpoints and when you're available for review, Secondly, is to think about your client responsibilities. Is there a checklist you can check off to make sure that everything has been reviewed? Finally, is there a cookbook? Andi, can you review it in advance to make sure that the project plan is within the framework within the budget? And it makes sense for three years? Get a very, very clear understanding off time? How long things they're going to take? When are you going to meet um, when you have review meetings when you have escalations, thes air, really, really critical questions, then a very important thing that's often miss missed is be very clear whether some work is going to be subcontracted way. It's gonna be subcontracted to the kind of contracts that are in place specifically with very sensitive data. And finally, it's very important to think about whether this is gonna be a pure, agile, hybrid, agile or waterfall technique. Can they actually explain the difference? And I'm gonna explain a little bit about what that means in the next slide. But essentially what a waterfall is is to think about how they are certain decision makers who come up and decide exactly how things are done. So they come up with the concept they initiated, and they drive the process from initiation analysis, design, construction, testing and deployment. That's the waterfall model. The agile model is where it's it's a very collaborative process where groups conceptualized , initiate, they decide they design, the process is very literate and then they collectively deploy. And sometimes problems can be really solved in this way, and other times it's very inefficient. So you need to know the decision making process that the manager and the consultant is going to use. And as a consultant, you need to know how you're going to drive this process when there's less time. The waterfall model can often be the most effective when there's more time in his complex problems. The agile model can really be effective, given that he has some technical questions you should be asking. Firstly, what is the bigger e user adoption problem we are likely to face in the project? In other words, once we've done all the fixes and bells and whistles, what is the biggest challenge to getting people to actually use the system? Okay. Secondly, it's important to ask very detailed questions about things like pet lists, checklists, um, the different objects that you'll be using and really get a good sense of that. OK, think about the kind of code that the project is going to use. And with this custom code, what that's gonna look like Think about third party plug ins products linking your sales force to third parties. Be very clear about which ones are going to be needed in the pageant for that, and then finally think about the cloud computing component off this project of how this project will be affected by that. OK, very important technical questions. But then they're also technical practices that the consultant should always ask about. Firstly, you would need to find Figure out how your consultants are gonna access the system. Will they only be one license? Well, they have dedicated uses. Um, when is duplicate data how that day to be de duked? Um, and will they be a backup system in place? Do you develop the systems for lightning cells? Was once he was most classic? First, which one do they want? How maney sandboxes do they use? And what kind of insistent documentation can we expect when we add a new field to an object ? What explanatory tags should be ad and where Very, very important. If you're adding a contact record that's very unique, they need to give you the language to describe that particular contact. For example, opportunity lead in the lack. So often you, as a consultant will work not only as yourself but also in collaboration with your partners . And so it's important to get very clear about the documents that you will need. Okay, so what documents will be required. What mechanisms do you have for calling us to task? If we aren't performing needed steps? Fasten up. In other words, what are the lines of communication? Also, it's very important to identify areas where there's been misunderstandings upfront, very, very important. And then think about when you want status reports and when you want project reviews. These are really, really critical questions to be dealing with up front so that you can make the process as smooth as possible. Finally, how will you transfer your knowledge once you have done the necessary changes? What kind of processes in place to make sure that personal actually use this information Number one. Make sure that there are personnel who are equipped to use the systems that you developed through an on boarding process through a pilot process. Make sure that people get familiar with the changes that have been made. Thirdly, make sure that the key metrics, um, have been met in terms of readiness, right so often were in draft mode for a very long time and make sure that key things the most important priorities are taken care of. As you approach going live, make sure that key metrics of success have been met even a few weeks before deployment and then check after deployment. Whether those key metrics are still hitting, they're hitting their numbers right Then really be clear on step five. As to your recommendations for user training, be very clear about how you're going to train people when you're gonna train them and the models of assessment very, very critical. And then finally think about new employees, employees that will come on away after you have made these changes. How you as the consultant, going to make sure that people who are brand new to salesforce can navigate it and use it effectively. So with all of this knowledge, with all of this sort of process that you've gone through, you will have identified cool questions that you need to ask. As a consultant, as a client, you were asking questions about transferring knowledge, and all of these combined will make you a successful consultant 7. Overviewing important concepts for the ADMIN exam: I want to kick us off with a tip sheet that Salesforce provides. And it's because it has some great pieces of information that will provide you with some of the language that salesforce users. If you received an administrator, this would be a refresher. But if you're someone that's new to Salesforce, there are some great explanations in this tip sheet that I really want to share with you. And it will set you up for success both for the exam and in the work that you do. The first thing we're gonna be talking a little bit about is the idea off objects, profiles and permissions. So let's talk a little bit about what that means, right? Okay, I'm going to begin talking specifically about objects and then looking a little bit of profiles and then I'll get into permission sets. An object is a type of data, right? I like to call it a bucket. It's almost like it houses certain pieces of information, right? And those pieces of information are generally fields. Right. So in your contacts you have first name last name. Those are the fields that live in that bucket. All right, so it's almost like a category, if you will, and that helps you differentiate between the first name of a lead and the first name of all a contact, for example, cause a contact is a different object to elite. All right, so think about it. Like column in a spreadsheet. A record is a particular instance of an object such as a contact. So, for example, if you have an account and the account name is ABC Records, we would say, or ABC Industries Pardon me? We would say that ABC Industries is the record, and if they ask me what kind of record I would tell you, it's an account record. In this case, John Smith is a contact record or lead record, right? So we have records and records are made up off fields, right? So John Smith is the record. The field such as address, shipping, street billing, street, those of fields, those are attached to the record. Okay, so that's what we mean by an object and a record. And I've spoken little bit about fields Now let's jump into profiles and the kinds of profiles we have, right? No, we have something called an object level permission, and we give someone an object level position by assigning them a profile and permission. Set the's air important pieces of information for you. As you're thinking about this exam that you're about to take what is an object? What is a record? We've just spoken about that. What is a profile and what permission does that profile give me? So let's talk about that. Let's say I have a profile, and that profile is a read only profile. It means that someone can view it, but not edit. Oh, um, delete it right. This is a read only profile within this object. Okay, A standard user can view and edit standard platform objects, but can only view and not manage. Campaigns can only create and not review solutions. So for someone who is thinking, what am I talking about? What what are you trying to say? Weren't based on your profile. You can access or edit certain objects, right? So you may have in your company something like a contact right, and you may be able to edit at or delete certain contacts. That's because your profile allows you to edit that particular object records in that particular object, right? However, in another rule, you may only be able to view certain objects, right? And so this is what I'm talking about. Your profile impacts what you can do with the object. All right? So if you have read only permissions, you can only view but not do anything else. If you're a standard user, you can view and edit standard platforms objects, but you could They can only view and not manage campaigns right now, throughout this course, I'm actually going to show you exactly how it edit this. But this is just an overview. So we can have standard platform uses marketing users, contract managers, solution managers and system administrators. What I recommend is actually printing this art from the attachments and using it to decide the access that you give to certain users and what that access actually means. And if you read an administrator, have a look at certain people's without what uses they are, and after reading the descriptions, figure out if that's appropriate for their role and whether they profile may need a bit of changing. Okay, So in the professional enterprise addition and these various editions here, the developed petition, you can use standard profiles to create custom profiles and create permission sets for all your business needs. From the set up, you can go to profiles and the quick find box, and you can click permission sets. Let's actually do that together. So if I'm in Salesforce, I could go to set up. I can go to manage uses. I could go to commission sets, and I can actually create a new permission set on. Let's look at what that happened so we can create a label, an A P I name and a description, and we can choose the license that we have. I'm not going to do that, but this is just for demonstration purposes. We can also specify default access to records with organization wide defaults. All right, what does this mean? This means that within the organization, you can decide the level off access certain people have to information that information, for example, can be full access to information. So that means everyone can see everything. You can also transfer public, read, write or transfer. In other words, people will be able to read, write and shift that information around. You can have a public read right, which means that people can actually edit information. You can select public read only, and you can also select private. That means that you're able to shift the levels at which people can see, and you may have some very sensitive information that you don't want everyone to see right , but visited some tips. One of the things that's important to know is that solutions are accessible to everyone, right? But the key thing to take away and this is something important for the exam as well, is that when you're granting access, it's important to note that hierarchies play an important role in this. For example, a sales manager would be able to see what their sales team is producing. However, people in the sales team may not be able to see each other's information. And that's something that you would specify the hierarchy within, Um um, as an administrator, right. So that's really important. And that's something that can be done in sharing settings. If I scroll down and this talks a little bit about the hierarchy, right, I've sort of given you a precursor to this. Uses can be assigned to one profile and one role with his many permission sets, as you addition allows right, and this works together to basically figure out what people can see. Do um, and not see right. So the profile contains the users, objects, field level permissions. All right, however, the hierarchy, in other words, the user roll influences what they can see or do, so their role is something that they can influence. Let me give you a classic example of this. In this example, you can actually look at different roles. So, for example, if I had a product based sample I can see here we have the executive and underneath the executive, we have managers here. These managers can see edit on view information underneath them, but they can't see each other's different departments informations. Um, and so. But the CEO who's at the top of the hierarchy because of her role, can see everyone else's information, including her VP's and their direct reports. This can also happen across organizations. So, for example, you can set it up so that this manager can see both various as well as other people's performance. Essentially, Okay, so that's an overview of that and the specific thing to know is that the role influences what they're able to see, and you can actually edit that role. Finally, how do we share records with sharing rules? Right? So Public Group gives you access to any group you've created. A role gives you access to members in the hierarchy and rolls and supporting its to give access to the members of the role, including their subordinates. So what does that mean? The role and they're supporting its. OK, wonderful. So let's take a look. You can actually create a rule, and what you can then do is figure out what team it applies to. And you can figure out what they can do with that. So it isn't read, write. Can they edit? Can they delete? Um, and so you can also configure that according to roll right. And you can also make it private, so that is only viewable to you. You could also set up certain criterias were sharing. For example, if the industry is in chemicals, then only them will they be able to actually see the information. For example, read it edited and the like, and I just want to finish the session up by talking about sharing rules. You can have account sharing rules, territory sharing rules, asset sharing rules and campaign xiang roles. And what this means is that you can share from one organization to the next you can share based on where you are in a territory. For example, you can share based on specific assets that you have on do all you can share specifically your own campaign, certain sales campaigns. And that means you can share information across teams based on that. So with this brief overview off some of the most important concepts, we will be diving in to these in more detail, talking about permissions, profiles, rolls licenses, looking at the organization, set up the user set up. But this is a great, um, all encompassing snapshot, a summary of the entire, uh course, if you will, and some of the important things that will be diving into a zoo. We go through