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Productivity Advisors Overview

Here is a brief intro to the services we provide...


Top 20 Salesforce Admin Design Patterns

So you want to learn Salesforce...again

Taking up Salesforce is daunting, no doubt about it. But the developer marketing folks at Salesforce have a plethora of resources to check out. Here’s a guide to some of the essential and free resources that will help you get started:
  • Sign up for a Developer Force account - The best way to start is to have your own developer environment to build and experiment with.   Then leverage a great online community that promotes learning, growth and contribution for the Force.com platform.
  • Trailhead - Salesforce's Training website. (NEW WEBSITE)
  • SFDC99 - Code training site from Salesforce MVP at Google.com (NEW WEBSITE)
  • Release Training - Website with videos on the latest functionality available in Salesforce

Things Your Consultant Won’t Say To Your Face

This article is from the Salesforce ButtonClickAdmin BLOG
A key nugget we appreciated was:
2.   Don’t fall in love with your requirements.
Documenting your own processes and creating a list of requirements before finding a consultant is a great thing to do. It will help save time and guide us in the right direction. Just don’t fall in love with the document. Use the requirements as a platform to start a conversation with your consultant and be open to making changes.

Consultants write up requirements all day, every day.  Most users do this only when they are tasked with adding new functionality and providing guidance to consultants. Don't get me wrong, I love it when clients actually write up requirements, I just think they represent a starting point, not the finishing point. Good systems come from teams collaborating and having a conversation that involves probing, exploring options and prototyping.

"Glue" the main difference in system costs for emerging growth companies

The same system can have a 4 figure, 5 figure or 6 figure solution, the difference is in the glue -- human glue vs machine glue. Machine glue is short time more expensive, but cheaper in the long run.  Think about what type of glue you are using today.