Becoming a Salesforce Consultant – The Next Step in Your Career Path

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When evaluating whether to look for another career opportunity, I have quite a clear criteria. I look at my professional development and decide whether my progression is slowing down, or has potentially completely stopped since joining. I think that in the fast-paced industry we are all currently a part of, this point is inevitable to reach at some stage.

I’ve personally had to make this tough decision twice in my career, but each time it’s been the right one. It’s easy to get very comfortable in one’s job, which for some people is exactly where they want to be. But for others who want to strive to be the best version of themselves, and have high professional goals they want to reach, this is not a position you want to be in. Getting comfortable often means that you are not learning anything new, performing relatively unchallenging tasks, and are certainly not being pushed out of your comfort zone.

I’ve met many people in my line of work that this has happened to, and a lot of these are “Accidental Admins”. Usually Accidental Admins are born out of a company that has implemented Salesforce and needs savvy power users to learn the tool and improve it. Once the power of Salesforce is realised, these non-official Admins look for careers to pursue where they can dedicate themselves to Salesforce.

There are many other routes that people randomly find themselves in a Salesforce line or work, and there are also many schemes that look to train up apprentices, graduates, and mums that are making it back into work.

This post is dedicated to all of these roles that are now ready to make the next logical step in their career, and to become a Salesforce Consultant,

Becoming a Salesforce Consultant

I always knew I would become a Salesforce Consultant throughout my Admin life, it was very clear to me that this was a very logical step. I’ve always believed that a good Salesforce Administrator should be wearing a consultative hat inside of an Organisation. After all, an Admin is much more than just someone to add a permission set or deactivate a user, an Admin is the bridge between the business and technology, or in other words, an internal consultant!

In all honesty, I put off becoming a Consultant for a while mainly due to nerves. “How do I collect requirements?”, “How do I manage a project? I don’t know agile!”, “How do I estimate hours for a project?”– These were all questions that I didn’t really know the answer to and it made me nervous to join a company and then fail.

Whenever I spoke to recruiters or hiring managers, they were very blasé when responding to these questions which made me even more nervous! They made it out like it wasn’t a big deal that I didn’t know these concepts, and everything can be learned on the job. On reflection, they were completely right. Although the above three questions are core concepts of consulting, they are not prerequisites. One of the biggest prerequisites to joining a consultancy would be to understand the Salesforce platform as a business enablement tool and how it can help businesses solve problems through the use of technology. Salesforce isn’t a cool tool to automate emails for no reason, and this is a core concept that must be fully understood.

Why is it the next logical career step?

There are many avenues you can take in your career if you are looking for your next Opportunity, becoming a consultant isn’t the only one, but in my opinion, it is the best.

A Salesforce Consultant at its core is very similar to a Salesforce Admin, you are finding out about a business’s challenges, and then solving them through the Salesforce platform and beyond (Possibly by utilising other technologies). But by the very nature you are working for a consultancy, you are most likely going to be working on more complex projects, and within a team, here are a few of the benefits that come with this…

  • Working on more complex projects
  • Working on more than one project at a time
  • Receiving deep industry expertise such as Financial Services, Real Estate, Retail etc…(Most consultancies will have a specific niche).
  • Working across multiple Salesforce products (Sales, Service, Marketing, Analytics, Einstein)
  • Working alongside architects developers, marketers, account managers, learning from all of them.
  • Developing yourself through formal training and development programs
  • Being supported to achieve more Salesforce Certifications
  • Higher salary $$$

What are the next steps?

Having taken this career leap myself, this is something that I’m passionate about sharing more about and helping more Admins move to the next logical step in their career. Back when I first made the move I collaborated with Matt Wade on a series from both of our perspectives, I would recommend checking this out.

Salesforce Admin2Consultant Blog Pack – All You Need To Know!

In addition, I am supporting Salesforce with a day in the London Salesforce Tower for any Admins or other Salesforce professionals looking to make this move. I will be presenting on this topic as well as joining a panel.

Salesforce Partner Ecosystem Career Day
When, Wednesday, September 18th from 2:00-5:00pm
Location: Salesforce Tower, London

If you are intrigued by this article and want to learn more, please contact me at [email protected], I would be happy to answer any questions you might have.

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