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Finding it tough to design and implement easy to maintain and scalable Sales or Service Cloud solutions? Our pre-vetted Functional Consultants can help. Moreover, with solid technical knowledge of configuration and code, our Salesforce Technical Consultants possess a good experience in Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Einstein, and Pardot.
We are rated 4.9 out of 5 on average across 120 reviews
We are rated 4.9 out of 5 on average across 766 reviews
We are rated 4.9 out of 5 on average across 169 reviews
Why Global Brands prefer hiring talent from Uplers
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200,000+ talents have been screened for their technical skills, language proficiency, and behavioral aspects - so you get the best one for your company.
Detailed technical assessments tailored according to the job role's international standards.
Testing nuances of speech through a world-leading AI-powered English communication platform.
Assessed for their ability to adapt and understanding of what it takes to work in a global environment successfully.
Our adept consultants take care of solution design, the configuration of Salesforce, and systems' overall functional implementation and usability.
Our functional consultants are adept at cognitive technologies like Robotics Process Automation, Artificial Intelligence, Data Analytics, etc.
You can expect our pre-vetted talents to proficiently solve the most complex business challenges and make the most of the Salesforce platform.
Our functional consultants possess the ability to effectively present ideas, issues, and solutions to stakeholders of all levels.
Our technical consultant will create and maintain best-practice design artifacts such as Business Process Flows and Entity Relationship Diagrams.
Our consultants will seamlessly build SQL queries, use the data loader, and utilize analytics tools. Additionally, they’re familiar with software like GitHub.
The technical consultants have extensive experience with system configuration, approval processes, custom objects, validation rules, flows, and data loaders.
The consultants define systems strategy and business processes, design and prototype, test, and implement practical business solutions.
If you are planning to hire a Salesforce consultant to join your in-house team, you should look for someone who has:
The right Salesforce consultant should be able to offer scalable and game-changing solutions to take your business to the next level.
A capable Salesforce 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:
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:
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:
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.
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:
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:
A Salesforce functional consultant should be able to tell you how these features help an organization streamline its sales and customer relations departments.
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.
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.
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.
An experienced Salesforce 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:
Even in situations that call for technical discussions, an experienced Salesforce consultant should be creative in drawing real-life examples to help people understand.
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:
The right Salesforce consultant focuses on the end goal right from the beginning of a project.
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.
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.
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.
The full-time hiring of a Salesforce Consultant from us will cost you approximately $2000 a month. There are various factors that determine the hiring cost, including consultants' years of technical experience with Salesforce, Salesforce certifications they have, specific vertical industry experience, exposure to large projects, etc.
You can hire Salesforce consultants on-demand who work as an extension to your in-house team.
Step 1: Share your requirement for hiring talent.
Step 2: We shortlist the right fit from a network of talented profiles.
Step 3: You select the suitable candidate and take the interview.
Step 4: Onboard talent and start your work.
Many businesses rely on Salesforce to stay organized and serve customers better. It allows access to all your business data in one place, making it easy to browse and search. With its wide range of CRM products, features, and tools designed for business owners who want more out of their company's success story - you'll have all the information at your fingertips so your company can grow smartly!
A Salesforce functional consultant acts as a liaison between technical and non-technical staff to ensure all deliverables meet the client's business needs along with the highest standards. However, a Salesforce technical consultant uses technical Salesforce configuration and coding to design and develop the right solution to exceed customer expectations, enable sustainable change, and drive results.
From our experience working with 7000+ clients, we have designed the vetting process to meet the expectations of hiring managers.
Step 1: Talents applying to be a part of the network
Step 2: Profile screening & shortlisting
Step 3: Evaluate Language proficiency
Step 4: Aptitude tests
Step 5: Technical evaluation
Step 6: Final Interview
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