The various Salesforce consultant roles and responsibilities have increased the demand in the market. From business analysis to handling the technical team, they get involved in all the steps of the process. An excellent and skillful Salesforce consultant attains business analysis, project management, and change management skills as you have to guide people in their organizations to solve critical problems during the process.

You need to boost your knowledge of pain points handling and opportunities for technology to support your organization better. You will be in a trusted position of authority as you have the power to transform the way a team works and design and/or implement solutions to enhance customer service and business performance.

Salesforce Consultant – Roles & Responsibilities

If you are curious about what Salesforce Consultants do, you are at the right place to get the answer to your question. Here are the core responsibilities that every Salesforce Consultant has to fulfill.

1. Managing the Client Relationship

For a Salesforce Consultant, it is essential to handle the client from the start when they come with their requirement to the delivery of their system. Their role is to collect the requirements and understand the client’s perspective better to ensure that every step taken during the process of implementation is correct. Also, you can recommend them or share insight to optimize the Salesforce at its full.

2. Create and Manage Project Plans

A Salesforce consultant takes the requirements from the client, so it is their responsibility to get involved in creating and managing the entire plan for that client. This way, you can save your Salesforce developer, architect, and other stakeholders involved in the team from making any mistakes or forgetting anything from the requirement list.

3. Mapping out Business Processes 

You have to keep a knack for the various processes that a development team takes to complete a project successfully. A Salesforce consultant fixes a proper method that everyone in the team will follow to keep track of all the aspects and ensure fluent success. This way, you can get the knowledge of the task where anyone is stuck or facing any issue in resolving it.

4. Supporting People Through Change

Getting changes in any technical product is evident. However, your role as a Salesforce consultant is to achieve the smooth adoption of new processes and systems. Address your client’s concerns and communicate the changes effectively with them. Also, you should recommend that they open an ongoing support window for the users while they transition to new systems and processes.

5. Gathering Functional (Business) Requirements 

Salesforce consultants elicit business requirements in a proper meeting or workshop with the client, so don’t forget to document detailed and precise functional requirements. Evaluate all the requirements shared by the client and align them with their expectations and business needs.

6. Managing a Team of Technical Staff

As a Salesforce consultant, you must manage the entire work on the same projects, from Salesforce developers to architects and admin. You have to understand their skills and knowledge in order to delegate the tasks and responsibilities of different chunks of projects to them. Throughout the process, you have to track their performance and share feedback from time to time in order to support them in their professional growth.

7. Technical Product Configuration

A salesforce consultant has to configure the products and features to meet the requirements of your client. These system configurations include custom objects, workflows, and validation rules. Ensure integrity and accuracy, ignoring the data migration from legacy systems to Salesforce. Also, ensure the system is integrated with other systems and applications if needed.

8. User Testing and Training

As a Salesforce consultant, I create extensive test plans that thoroughly test all the aspects of the system. Validate the system against business requirements by fostering user acceptance testing (UAT). You have to create ideas to educate users on how to effectively utilize Salesforce and also offer ongoing support and troubleshooting assistance post-implementation.

9. Prepare a Proper Documentation

A Salesforce consultant creates proper documentation detailing the complete implementation process, features, functionalities, configuration API integrations, and other integrated systems. This can help the client easily make any future changes or updates in the Salesforce platform.

How to Become a Certified Salesforce Consultant?

Leave all your worries to Quantoknack Training! They have the best trainers who have attained years of knowledge in the Salesforce platform. Get answers to all your questions in live online sessions with proper explanations. You can get hands-on experience while attaining online Salesforce training by working on real-life use cases. This way, you can achieve expertise with all the obstacles you may have to work during a real job with live projects. Not just this, but you can also get complete assistance for placement with reputed companies and high pay.

So, enroll for a Salesforce certification with QuantoKnack training today!