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Salesforce Consultants


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A Salesforce-certified consultant is a professional who engages, listens, and delivers a bouquet of solutions that are customised and relevant. In this blog, we look at some skills that are hard to quantify or available in the marketplace, they are soft skills that need nurturing and guidance over years.

Below are listed the top skills our Salesforce consultants have:
  1. Critical thinking – As we all know technical skills can be imparted to a consultant. But soft skills such as critical thinking cannot be. Teaching professional/hard skills like data management or business analysis can be imparted, but critical thinking is an aspect that we feel can’t. Critical thinking involves a far-sighted vision of the business, and being conscious of the length & breadth of the company. We all know that gathering requirements & offering customized and relevant recommendations come under the purview of a consultant – but comprehending the ‘why’ via critical thinking is what is a differentiator between a good consultant and a great consultant. Obtaining detailed context after intensive engagement with client is a must.

  2. Modifying communication is a key requisite - From collaborating with tech/developer teams to interactive presentations to global stakeholders – the ability of Salesforce consultants to speedily modify their communication style is crucial. Further, comprehension plays an important role in the successful communication of the vision of the different projects in progress. The tone and tenor of communication with different groups of people needs to be respected and conveyed accordingly. The way we communicate with users or project managers, or tech teams or other stakeholders needs to change, and this is a soft skill that needs to be nurtured.

  3. Be familiar with the audience - As a Salesforce consultant involved in many projects and dealing with varied audiences, Lazy work would involve “copy and paste” the same data. Unfortunately, this approach is not a good practice. Take the pain to understand the value-adds for each stakeholder, what context is crucial, and how to customise each of the presentations to ensure resonance. It’s important to have a broad vision in anything and everything.

  4. Problem solving ability - A key skill in a leader or a Salesforce consultant is self-initiative in addressing concerns / issues.  The Salesforce consultant should exercise all options for solving aa problem before seeking help. For anyone seeking a career as a Salesforce consultant in Codleo, self-dependency is a strong leadership skill that is cherished. Be it freshers or trainees, we expect them to exercise this route before going to a senior for solution. It makes them self-reliant, skilled, and productive.

  5. Being in a “learner’s mode” always – A great Salesforce consultant will never rest on their laurels. They are always seeking to expand their skills and learn/master new skills, big or small. Be open to new challenges and have a growth mindset. Broaden the horizons and always have the hunger for learning that involves self-study.

When companies sign up for Codleo’s services, they get access to Salesforce consultants who possess the tech / hard skills as well as the soft skills listed above. Meet our team of Salesforce consultants who transform businesses with their skills.

About the Author

Mohit Sharma

Mohit is Practice Lead, 15x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.

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