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#Solution Architects7 discussing

I've never really spent time understanding the Salesforce career paths

so while I've always described myself as a Salesforce Administrator, I realized recently that wait a minute..I think I'm also an architect, designer, and analyst?  

 

I have the opportunity to change my title to be a better fit for my job. I work for a social services nonprofit and my title is is currently Director of Research & Evaluation. My job is to do everything related to recording information on clients and services (except actual data entry) which we primarily keep in Salesforce (with a goal of being almost exclusively in Salesforce in the long run). The way I describe it is it's half reporting and half Salesforce Administration. But what I've been calling "Salesforce administration" is actually 

  1. talking to teams and gathering requirements, 
  2. designing and building on the data model to support those requirements, 
  3. designing and building out the interfaces for the different teams interacting with the data, 
  4. putting together automations to make the user experience more streamlined, 
  5. defining and setting up data governance policies, and
  6. analyzing the data to get outputs and outcomes to report to funders

I've dabbled in development and will probably grow into that at some point but right now that's not really a part of it. Also note that everything related to IT security and hardware setups, etc is all stuff I rely on IT for. I just say "this needs to be HIPAA compliant" and they tell me what my options are and implement what we agree on so that I can continue to advise staff on exactly what data can be shared and how. 

 

I would like a title that both reflects my current role and sets me up for the job I want the next time I decide to make a change. I get bored with repetitive reporting but I love almost everything about the lifecycle of requirements gathering to design, implementation, testing and feedback, and continuous improvements. Given that I would prefer to deemphasize the evaluation piece in favor of more of the fun Salesforce stuff.  

 

Director of Data Systems? Director of Data Solutions? Data Architect & Analyst? Evaluation Director and Salesforce Architect?  Director of Data & Compliance? 

 

Happy to hear any ideas! 

 

#CareerDevelopment #Solution Architects

3 answers
  1. Jun 27, 6:06 PM

    Interesting, I assumed "consultant" referred to people hired outside of a company to support staff within a company, but is it a title more related to the breadth of skills than it is to you role within the company? 

     

    Part of why I'm struggling is because I am worried about my title being too Salesforce-specific because my role would exist even if Salesforce hypothetically went away, it just happens to be the system we use. Basically if it's anything related to data I'm your girl. But I've completely drank all the Salesforce Kool-Aid and kind of love working with it so I like the idea of being well positioned for another job where I could be really involved in Salesforce solutions. 

     

    Forgive me if everyone know this, but just in case, FYI: evaluation is the field specifically referring to looking at nonprofit program efficacy through a data lens and that is why that's in the title. Maybe it should stay in there somewhere since it gets to the root of why we look at data for anything other than short-term reference to client files.

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Hi community: 

 

Question: How do you handle leads and duplicates? I have a use case for event registrations. The idea was to use leads and personaccounts. If a person registers for an event and is already a contact, do you link them as a campaign member and update their contact information, or how do you handle it? 

 

Thanks! 

 

#Architects  #Solution Architects  #Sales Cloud Consultant  #Salesforce Developer  #Salesforce Developers

2 answers
  1. Yesterday, 4:42 PM
    Thanks. If I use an external system, is it better to send the data to Salesforce, or just leave it there and use Data Cloud later? It’s also important to consider that people might enter incorrect data into an event form, leading to the update of bad data.
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🚀 Tickets are live for Architect Dreamin' 2026!

 

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Check out Be More Solution Architect with @Gordon Lee

 

In this episode we discuss the role of a Solutions Architect in the Salesforce nonprofit sector, emphasizing the importance of trust, collaboration, and soft skills.

 

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@Trailblazer Community Cove @* Salesforce Platform * @* Customer Success *  @Nonprofit Hub

4 comments
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Do you struggle to say NO?

 

This is a crucial skill for any Consultant, Admin, Developer, Architect, Business Analyst, Designer or Marketer and more...

 

It's not a selfish thing to do, it protects your clients/users, the quality of your work and your work-life balance.

 

Learn how to build you this skill by listening or watching Be More NO with @Tracy Keeling

Listen via the Audio Podcast Platform of your choice;

 

Amazon Music https://bit.ly/bemore-amazon

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8 comments
  1. Aug 30, 2024, 9:15 PM

    Interesting thread... I believe that saying 'No' is a valuable skill - not just in consulting, but in life. However, when the word 'No' resonates too loudly with a client -- this compounds over time. If you say 'No' too much, at the time of your next consulting agreement with that client - you may get a taste of your own medicine with a 'No' answer reflected right back at you (i.e. 'No' consulting agreement).

     

    Rather than wrestle with the number of times you have to say 'No', I think it makes more sense to get a little more creative with your next consulting agreement with the client - and enable you to say 'Yes' more often. Then you and the client are happy. 

     

    I think the traditional SOW can have this kind of results more often. That's why I like to focus on a Consulting Services Agreement (with a range of services for a period of time) than a SOW.

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Hey Fellow Trailblazers,

 

I'm asking for advice on certs based on my org, experience and certification. I'm curious about these certifications Solutions Architect, MuleSoft Developer 1, PD2, and JavaScript Developer 1. I already have my PD1 and Platform App Builder Certs. I got them around a year into developing. I'm a little over 2 years of experience now. I'm ok with architecting or developing I currently do both.

 

Consideration/parameters for my next cert 

- What is most desirable (gets you employed the quickest)

- which is most lucrative (gets you the higher paying job or promotion)

- Which is most beneficial for my current experience and org

- Which certification translates best outside of the Salesforce ecosystem 

 

Org Overview

- B2B commerce managed package 

- Org relies entirely on MuleSoft for data (Records are well into the millions)

- Custom Scheduled Product Indexing and other custom scheduled Batchable apex classes

- Org relies on complex Sync/async transactions at runtime on the storefront to populate product pricing, deals and entitlements 

- completely custom experience site built off OOTB B2B Classic

- Tons of Extension classes built off B2B Classic including search and filter features

- 5K plus Accounts and climbing 

- Recent integration of Google Tag Manager and Google Analytics

 

Background/Experience/Development

- Recently architected and implemented completely custom Google Tag Manager use JS described below and frameworks

- Areas/features of expertise inside the ecosystem Experience Site, integrations (through B2B Classic APIS, APEX & Connected Apps both inbound and outbound) and the Salesforce the CRM

- Responsible for end-end architecting and development using languages mentioned below

- architecting/technical guidance with integrations to our ERP, Delta Service , and MuleSoft Anypoint platform

 

www.linkedin.com/in/brandon-radford-uwb1b4a21195 

 

Languages

-  JS (backbone, handlebar, underscore, and pubsub)

- Salesforce Languages Advanced Apex, VF, Lightning(Aura & LWC) & most declarative features

 

 

 

#Salesforce Developer

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I am glad to announce another great event. Nicole Holmes from Salesforce will be presenting to us Data Cloud for Architects. This is a session where you can ask all your questions and get answers from Nicole who is a Certified Principal Enterprise Architect. Don't miss this in-person event at the link in Nocatee at Aug 28, 6:00 PM. Pizza and refreshments will be provided.

Link: https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-architect-group-jacksonville-united-states-presents-data-cloud-for-architects-with-nicole-holmes/

 

#Data Cloud  #Solution Architects  #Enterprise Architecture

1 comment
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The tables were turned and this time @Vanessa Grant was asking me the questions for the 50th Anniversary Episode of Be More.

 

Be More Tom Bassett now available to stream and watch as both a Video and Audio Podcast

 

Listen via the Audio Podcast Platform of your choice

Watch on YouTube 

#Salesforce #Trailblazer #TrailblazerCommunity #BeMore #Solution Architects #Business Analyst #Trailhead Community #CRM Configuration #Salesforce Admin #Salesforce Platform

 

@Trailblazer Community Cove @* Salesforce Developers * @* Salesforce Administrators * @Consultant Trailblazers @Salesforce Business Analysts

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