Hire Salesforce Consultants in 48 Hours

• Profound knowledge of the platform
• Unparalleled skill set
• Far-fetched expertise

The certified Salesforce consultant should be able to offer scalable and game-changing solutions to take your business to the next level.

The best Salesforce marketing cloud consultant not only helps you to streamline business processes, but they can also help you manage your clients and set client relationships more effectively.

To find such a qualified Salesforce consultant, you need to properly screen each potential candidate when interviewing them.

Let’s find out the kind of questions you should ask during the interview to make an informed decision.

A Salesforce consultant should have the necessary technical knowledge to recommend the right Salesforce solutions. Make sure to test their technical acumen with questions such as these:

1. What Are Some Ways to Maintain Clean Data in Salesforce?

   An experienced functional consultant Salesforce should ensure that any data that enters Salesforce is clean. Implementing this rule should reduce the instances where retroactively cleaning data becomes necessary.

   There are several ways to keep the original data clean and various ways of cleaning it retroactively. Here are a few examples:

   Validation: Experienced Salesforce consultants use Validation to keep data clean. It can come in various forms such as:

   • Required fields
   • Validation rules
   • Using picklists instead of free text fields
   • Setting correct permissions

   These features are there to make sure that users can only enter clean data into the system. It is also one of the best methods for preventing bad data from entering the system.

   Duplicate management: Duplication of data is a common issue Salesforce users face. Duplication of data can occur from various sources such as:

   • Initial data load
   • Marketing leads
   • Manual entries

   A Salesforce consultant should be able to use the platform's powerful duplicate tools to prevent this from happening.

   Training: The best way to maintain clean data is to offer sufficient training to the users. A capable Salesforce consultant should be able to explain to the rest of the team how to enter and access data without corrupting it.

2. Can You Explain The Difference between Sales Cloud and Service Cloud?

   Sales Cloud was the first product released by Salesforce. It is designed to help businesses manage sales cycles and keep track of their customers and customer relationships.

   Sales Cloud also extends the CRM by providing features and functionalities for:

   • Opportunity management
   • Lead management
   • Forecasting
   • Quoting

   Service Cloud is a similar product, but it is part of the platform's core CRM cloud. The primary goal of Service Cloud is to support organizations with their customer service department. It has functionalities such as:

   • Entitle Management
   • Case management
   • Email2Case
   • Knowledge bases

   A Salesforce functional consultant should be able to tell you how these features help an organization streamline its sales and customer relations departments.

3. What are the Top Benefits of AppExchange?

   The primary goal behind Salesforce AppExchange was to allow Salesforce partners to develop specialist apps on top of the platform.

   AppExchange offers similar benefits that any app store such as Google Play or Play Store offers.

   It mainly provides out-of-the-box applications (both free and paid) that help to extend the functionalities of Salesforce.

   Salesforce offers both simple and complex apps that help to automate core business processes.

4. How is a Role Different from a Profile in Salesforce?

   In Salesforce, Profiles are features that you can add to a user record. Profiles are a fundamental requirement when setting up a user, but Role is optional.

   With Profile, you can control object privileges such as Create, Read, Edit, and Delete (CRED). Profiles also contain system permissions for users to perform such as exporting data.

   On the other hand, Roles are necessary when it comes to sharing records across the organization. Roles function in a hierarchical fashion, offering users access to records, which are owned by individuals lower down in the hierarchy.

5. Why Should You Use a Sandbox to Make Changes?

   A Salesforce technical consultant should be able to tell you the importance of using Sandbox when making changes.

   A Sandbox provides users with an environment where they can make changes without the risk of breaking anything.

   Since Salesforce development is fairly complex, using a Sandbox for making changes is necessary.

The following exploratory questions should help you figure out whether a candidate has the right experience to join your team.

1. How Would You Deal with Non-Technical Clients?

   An experienced Salesforce marketing cloud consultant should know how to deal with non-technical clients since most people involved in a project are from a business perspective. That is why a consultant should:

   • Be understanding of the fact that not everyone has the technical acumen.
   • Avoid talking too much in technical jargons and explain processes and features in layman's terms.
   • Explain Salesforce solutions by going over how automation works instead of talking about core technical stuff.

   Even in situations that call for technical discussions, an experienced Salesforce consultant should be creative in drawing real-life examples to help people understand.

2. What Tips Would You Give to Improve User Adoption?

   Adoption is the most critical step that occurs at the end of a project. Building an efficient roll-out and training plan is necessary to make sure that users are fully equipped to use and apply the system correctly. A capable Salesforce consultant will improve user adoption through methods such as:

   • Training
   • Ongoing support
   • Project involvement
   • Feature development

   The right Salesforce consultant focuses on the end goal right from the beginning of a project.

3. What is Your Advice for Customers Who Have No Salesforce Experience but Are Looking to Self-Implement?

   This question is really asking "is it worth hiring a Salesforce consultant?"

   Salesforce is a complex system that requires hardcore technical knowledge. A self-implemented system is bound to have flaws, which can create problems.

   A capable Salesforce consultant should be able to explain why they are necessary.

4. How Do You Stay Updated on New Salesforce Products, Features, or Apps?

   Top Salesforce consultants need to stay on top of all the features and apps offered by the platform. They keep themselves updated by checking Salesforce Release Notes, Salesforce blogs, and attending Salesforce events.

5. How Would You Describe Salesforce to a Client Who Does Not Know What a CRM Is?

   Explaining what Salesforce is and what it does to someone who does not know what a CRM is can be difficult. However, it is the Salesforce consultant's job to simplify complex technical stuff to their clients. Therefore, they should be able to describe Salesforce without using too much technical jargon.

To harness the full potential of this platform businesses hire the best Salesforce consultants considering it to be a strategic move for the following reasons:

1. Customized offering

   Salesforce offers a high degree of customization but tailoring it to your unique business needs can be tricky. This is where a consultant's expertise can be of value with their ability to create personalized solutions that maximize your ROI. Personalization ensures that you are not using a one-size-fits-all approach but catering to your business's unique goals.

2. Specialization

   Salesforce experts come with a well-versed understanding of the platform. They can therefore adequately supplement their knowledge of features, capabilities, and best practices. They ensure the implementation of the latest Salesforce strategies effectively and efficiently by keeping themselves updated with the latest certifications and skills.

3. Integration and data management

   For a lot of businesses in the modern age, Salesforce can’t operate in solidarity. It needs to be integrated with other software and systems. To promote a seamless integration. Salesforce consultants can expertly handle it to ensure a smooth and secure data flow between systems with a 360-degree view for the customers.

4. Strategic planning

   You can also have a comprehensive CRM strategy laid out when you hire Salesforce consultants. They can identify growth and improvement opportunities that align with your business goals. This roadmap serves as a productive tool to help your business adapt to the changing market conditions and customer preferences.

5. Ongoing support and maintenance

   CRM systems need constant updates, maintenance, and monitoring to ensure optimal performance. With the ongoing support of the Salesforce experts, they can troubleshoot issues and offer maintenance instantaneously for a guaranteed up-to-date, secure, and efficient system.

These professionals are home to a wealth of functional and technical expertise, thereby ensuring optimal leverage of Salesforce to address your unique business needs. This is possible in the following ways:

1. Deep dive into Salesforce functionalities

   Salesforce consultants possess an extensive understanding of the Salesforce platform and its intricate architecture. This deep knowledge is crucial for the functional implementation of Salesforce solutions that are tailor-made to enhance business operations.

   From designing solutions to configuring Salesforce for optimal usability, these adept consultants ensure that the systems are not just implemented but are also highly functional and user-friendly.

2. Embrace cognitive technologies

   In today’s digital age, staying ahead means being on top of cognitive technologies. Functional consultants skilled in Salesforce are proficient in leveraging cutting-edge technologies such as Robotics Process Automation (RPA), Artificial Intelligence (AI), and Data Analytics.

   This proficiency allows your business to not just collect data but also derive meaningful insights and automate processes, thereby enhancing efficiency and decision-making.

3. Maximize Salesforce investment

   The end goal for any business leveraging Salesforce is to maximize its investment. When you hire Salesforce consultants, you gain access to pre-vetted talents who can adeptly navigate complex business challenges.

   These consultants ensure that every feature and functionality of the Salesforce platform is utilized to its optimal potential, providing a significant return on investment.

4. Communication is the key to success

   Effective communication and the ability to present ideas, issues, and solutions clearly are attributes that set apart the best Salesforce consultants. These individuals possess the unique ability to articulate complex solutions to stakeholders at all levels, ensuring clarity and alignment across the organization.

   This skill is invaluable during the implementation phase, where understanding and buy-in from various departments are crucial.

5. Mastery of systems integration

   Salesforce does not operate in isolation but as part of a broader ecosystem of business applications. To ensure that Salesforce works seamlessly with other systems, consultants with extensive experience in systems integration play an essential role whether it be marketing automation platforms, ERP systems, or custom applications. This holistic approach to systems integration is key to creating a unified and efficient workflow.

6. Creating design artifacts

   Technical Salesforce consultants excel in creating and maintaining best-practice design artifacts, such as Business Process Flows and Entity Relationship Diagrams. These documents are vital for visualizing and understanding the flow of data and processes, serving as a blueprint for the implementation and ongoing enhancement of Salesforce solutions.

7. Strategy and Implementation

   Defining the systems strategy, designing prototypes, and testing and implementing practical business solutions are critical phases of the Salesforce implementation process.

   When you hire certified Salesforce consultants they take a strategic approach to these tasks, ensuring that the Salesforce solution not only meets current business needs but is also scalable for future growth.

8. Leveraging SQL and Analytics tools

   Building SQL queries, utilizing data loaders for data migration and management, and leveraging analytics tools are all in a day's work for Salesforce consultants. Familiarity with software development tools like GitHub further enhances their ability to manage and deploy code changes efficiently, ensuring that customizations and updates are carried out smoothly.

The decision to hire Salesforce consultants is not just an operational decision but a strategic one impacting the success of your CRM initiative. To enhance your CRM strategies you need the right Salesforce expert and that’s exactly where Uplers can help. It can match the top 3.5% of pre-vetted Indian remote roles at up to 40% cost advantage.