Wednesday, February 16, 2022

How to Avail the Best Salesforce Professional Services For Your SaaS Project?

Development support plays a crucial role in the success and failure of your Salesforce project. Right from Salesforce implementation, administration, training to support, you require development assistance through the project lifecycle.


While you need development support for Salesforce, making a hiring decision can be difficult even when there is no dearth of development professionals in the digital space. With so many Salesforce development companies available, you can easily make a wrong move which can burn out your budget without showing any significant impacts.


Before you align Salesforce professionals to your project, do conduct deep research and analysis about potential partners and their track record. In this blog, we have highlighted 5 points that will help you make a well-concerted hiring decision. So without further ado, let’s jump straight in!


  1. Programming Skills


You shouldn't ignore programmer skill level while making a hiring decision. The best way to gauge the skills and tech acumen of Salesforce Developers is to ask them real-world problems and see their vision and how they would approach those challenges. You can ask them to optimize the code of your Salesforce project to know their skill level better. Prefer developers with experience in Apex, Visualforce, C#, JavaScript, and Java.


  1. Communication Skills


A project developer must have effective communications skills. This is important because a developer needs to communicate with administrators, tech architects, in-house staff, and business executives on a day-to-today basis. Salesforce professionals should communicate in a jargon-free manner so that even non-tech users are fully aware of what’s going on.


  1. Certification and Partnerships


To select a Salesforce developer with the best skillset, check their certification and partnership levels in depth. Companies with Silver, Gold, Platinum or Registered partnership levels would be a good bet. Additionally, ask your Salesforce professional services company about the availability of developers for your project. 



  1. Engagement Methods


While some companies offer on-site Salesforce development support, many companies offer only remote engagements. As a business, you should look for a Salesforce professional services partner that offers onsite, offsite, and hybrid (available on-site and off-site both) engagements. With flexible development support, you can make the best use of your budget and resources.


  1. Flexibility in Price Model


There is no standard price model to hire Salesforce developers for your project. You can align Salesforce professionals with your project needs and development support. You can go with the ‘Fix Price Model’ where a fixed price is quoted along with a timeframe for project completion, ‘Dedicated Model’ where experts are hired for a specified period only, or 'Time & Material Model' where you hire Salesforce developers for a fixed number of hours.



Bottomline


Development support is critical for optimal Salesforce management. However, identifying the right development team can seem tough especially if you are just getting started with Salesforce. Before you decide to hire Salesforce Developers, do comprehensive research about partner firms. Try checking their price model, engagement methods, certifications, and partnership levels in depth to make a cost-effective hiring decision that will not only add value to Salesforce but also help you optimize Salesforce licenses.


Damco Group is a Salesforce professional services partner with 25+ years of experience in CRM implementation, administration, training, and innovation. Our certified Salesforce professionals have hands-on experience in implementing dynamic Salesforce org that simplifies your day-to-day business functioning.

Tuesday, February 8, 2022

4 Considerations For a Hassle-Free Salesforce Data Migration

Do you intend to replace your old and outdated database systems? Or want to use the auxiliary application, database, or storage system along with the current CRM? If that’s the case, Salesforce can be a great choice for your organization.


The cloud-based SaaS solution offers easy migration through its built-in tools. With the help of a Salesforce Migration expert, you can carry out a hassle-free migration with little to no downtime. In this blog, we have listed crucial points that will help businesses have a seamless data transfer:


1. Analyze the Scope of Migration


Understanding workflow and data structure can help you overcome potential migration issues. Before getting started with Salesforce Migration, you should identify the source/destination for migration, select a migration pattern, tools, and more by consulting with a suitable expert. Hiring an expert will help you plan migration much better than what you would do with your in-house team.


2. Consider Pre-Migration Checks


Before you upload data in Salesforce, check that the data loader is configured as per your organization's timezone. Also, ensure that email deliverability is turned off so that customers don’t get unnecessary emails. Lastly, before going for migration pay special emphasis on defining order and methods for data migration. 


3. Don’t Bombard All Data at Once


Consider cleaning, optimizing, validating, and de-duplicating source data before beginning Salesforce Data Migration. This will help you reduce errors and simplify the testing process. We suggest firms not bombard all data at once, instead begin with small data sets (batches). This not only will make the process easier but will also help in eliminating errors in initial trials. 


4. Document the Entire Process

All the major testing and migration highlights should be well documented in a workbook. It would be helpful in case you revisit the previous migration changes or plan for a future migration/upgrade. Also, make sure you record data restrictions on various objects, relationships of primary/foreign keys, and log issues concisely.


Bottomline


Salesforce Migration requires thoughtful planning and consideration. With the above tips, you will be able to overcome complexities involved in migration and realize successful data migration be it from on-premise systems to Salesforce or vice-versa. To maximize the success of the migration process, do align certified Salesforce experts with proven tech acumen and prior experience.


Damco Group is a Salesforce Consulting Company that offers all kinds of data migration assistance to CRM users. For the Salesforce platform, we offer Salesforce to Salesforce Data Migration as well as on-premise to cloud migration support assistance.