We are back with yet another thrilling and exciting #SalesforceSaturday session given by our very own Rupesh Bhatia, 9X Salesforce Certified, Lead Technical Architect at L&T Infotech. He will be discussing the Roadmap and Tips on how to transform from a Salesforce Developer to a Salesforce Consultant. He is the most appropriate person to talk about this because he himself has gone through the journey and is now a successful Salesforce Architect and Consultant. Transforming from a Developer to a Consultant is an important step that a Developer has to take if he wants to grow further in his career.

1. Welcome to
New Delhi Salesforce
Developer User Group
#SalesforceSaturday
LEARN . SHARE . CELEBRATE . SALESFORCE
DEVELOPER TO CONSULTANT : TRANSFORMATION
TIPS

2. Today’s Presenters
Rupesh Bhatia
Lead Salesforce Architect @ LnTinfoTech
LTI MVP | 9x Certified
Find him on Twitter:
@rupeshbhatia85

3. Why do we need better Consultants?
Customer want
consultants who can…
● Engage with business/IT
(Techno-Functional)
● Suggest best practices at
each level
● Do solution mapping with
Salesforce ecosystem
● Provide alternatives/
Quick POC’s
● Be a Technical advisor
Partners want resources
who can…
● Handle Client effectively
● Communicate
● Show Technical Expertise
● Be a Problem Solver
● Be a Team Player
● Travel whenever needed
Developers/Admins want…
● Client facing role
● Onsite opportunities
● Opportunities to
explore and learn on
Job
● Guidance and support
to upgrade skills
● Value for their skills

4. Technically Competent
Understand Salesforce Ecosystem
Recommend solution
and articulate it well
Understand Customer’s
Business
What’s required to be a Consultant?

5. Day in life for a Onshore resource
Communicates with Business
/IT stakeholders
Conducts Workshops/CRP’s
Product/Sprint/POC Demos
Solution Mapping and Design
Manages offshore team
Conducts UAT
Conducts Train the Trainer sessions
Onshore activities
What they should do …
● Document end to end process, business
objectives and its needs.
● Articulate it well to offshore team
● Support and mentor
● Advocate best practices
● Keep Learning Keep Sharing

6. Day in life for a Offshore resource
Builds/Configures the logic
Develop Test classes
Unit Testing
Deployment
Documentation
Offshore activities
What they should do …
● Understand business objectives and relate
it to their requirements
● Keep user experience and adoption in
mind
● What is the business value add here
● Advocate best practices
● Keep Learning Keep Sharing

7. Email Communication is Key !!
Dear HR,
Thanks for being cooperative during the entire process.
It's been intense thinking and thought process before concluding on this one.
The battle was not between the two offers i had....it was for the step i need to take at this point of my career.
However both the opportunities were equally exciting and challenging as i move ahead.
Difficult task was to conclude on whether i have to explore technical side of me to the fullest or whether now am ready to make a change over to more functional part...
This profile of BI still attracts me......but i think i should b concentrating more on technical expertise....right now in my career....coz functional part i think anytime i will excel...
that's only confidence and self belief on my capabilities when it will comes to execute a functional role.
Yes you are right in guessing m sadly declining this offer.....which still attracts me.....
Probably down the line maybe after couple of more years.....the day i decide to get into this kind of Profile...your organisation will b on my priority list always.
Its been a tough call to make but for me i think i cant erect a tower unless my foundation base in not strong enough.....that would be injustice to the profile and work I'll jump into...
I know it will b quite annoying for you and the management to hear this...my sincere apologies on that front.....hopefully you all would understand my situation and thought process.
Travelling was not that bigger issue coz any day I will have to travel if am a part of this IT industry.
Kindly forward this mail to the management so that they can have clear picture for this decision.
Hopefully somewhere in near future would like to be a part of your esteemed organisation.
Thanks for the Offer..... :(

8. Pre-Sales Life Cycle
Discovery of pain
points & your
value adds
business case
development
Product
Demonstrations
Tailored PoC’s
Assistance with
sales Closure
Prepare for hand-
off to delivery
team
Participation in
Implementation
and later
maintenance &
Support
Assistance with
RFI/RFP

9. Project Implementation Life Cycle
• Discuss and
Capture day
to day
process
• Validate the
business
requirement
s
• Finalize the
scope
• Data Model
• Security
Design
• Configuratio
n Design
• Technical
Design
• Prototype
• Data
Migration
• Integration
Design
• Config &
Build
• Sample
Data
Migration
• Unit Testing
• Refresh
Mgmt
• Release
Mgmt
• Customer
UAT
• Sign off
• Data
Extraction
• Data
Mapping
• Data
Transform
ation
• Data
Loads
• Data
Validation
• End User
Training
• Admin
Training
• Training
Manuals
• Production
Deploymen
t
• Go-Live
Communic
ation
• HyperCare
Requirement
Gathering
Design Build UAT Migration
User
Training
Go Live Support
• Quick Hits
• Bug Fixes
• Minor
Release
• Major
Release

10. Use Cases
Quick Actions for User adoption
Field addition request leads to a module development
Global Org vs Multi-Org recommendation
Documentation comes to rescue during escalations
Be Flexible but learn to Say NO !! Changes been requested during UAT

11. Discuss and
brainstorm on
business
scenarios in local
DUG /UG
meetups
Form dedicated
Consulting User
Groups – CUG
Share your
experience
through Blogs
and webinars
Document and
share the best
practices
Keep Learning Keep Sharing !!
How can Salesforce Ohana help?

12. Additional Resources
▪https://www.bcgperspectives.com/Images/six_simple_rules_new_tcm80-157072.pdf
▪http://www.consultantsmind.com/2013/02/14/sipoc-consulting-framework-to-untangle-problems/
▪http://www.consultantsmind.com/2012/09/26/hypothesis-based-consulting/
▪http://www.consultantsmind.com/2014/01/21/frameworks-distill-your-thoughts-until-they-are-80proof
▪http://www.salesforceben.com/offshore-developer-to-onshore-consultant/

13. Thank You
Thank you all for joining the session.
Please blog, tweet and share photos on
Twitter, Facebook, LinkedIn

14. Thank You
Twitter
@newdelhisfdcdug
Meetup.com
http://www.meetup.com/New-Delhi-Salesforce-Platform-
Developer-User-Group
Success Community
http://sforce.co/1oc0lQA

15. Reach out to me !!
Email
gupta.atul31@gmail.com/atulgupta@cloudvandana.com
Twitter
http://twitter.com/atul31gupta
LinkedIn
https://in.linkedin.com/in/atul31gupta
Facebook Page
https://www.facebook.com/atul31gupta
Blog
www.cloudvandana.com