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How to Run a Project as a Salesforce Freelancer?

26 April

Start freelancing with Salesforce.

It is possible to be a freelancer and also work for a company at the same time. You just need to make sure that you are clear with your clients and your employer about what you are doing. For example, if you get a freelance contract with Company A and go on to work at Company B, make sure that your employers are okay with this. Some employers worry about competition or confidentiality issues. But if both companies understand the situation, there should be no conflicts.

You can also start a successful career as a Salesforce freelancer. As you know, Salesforce is one of the most popular CRM platforms on the market. Many businesses use it and that’s why there is a high demand for salesforce freelancers. If you have the right skills and certifications and understand what makes a good Salesforce project, becoming a salesforce freelance consultant can be an excellent career choice for you.

Pick a niche in Salesforce.

Specializing in a niche that fits both your strengths and clients' needs can be a great way to get both your name out there and make sure you're getting hired for projects that you want to work on. When choosing a niche, here are some things to consider:

  • Do your research.
  • Ask the client what they think.
  • Learn more about the client's company.
  • Talk to others in the field.
  • Talk to others in the Salesforce community (Twitter, local meetups, etc.).
  • Think about your strengths and weaknesses. Don't be afraid to ask for help!

How to approach your project?

  • Write everything down. Keep notes.
  • Create an outline of your project's different parts and how they will fit together. It's okay if the outline is very general at first, but as time goes on it will be helpful to break up tasks into smaller pieces so that they don't become overwhelming.
  • Be sure you understand the problem you are trying to solve with your Salesforce project. As you plan your project, focus on building something that solves a specific problem for your user group -- not just whatever is most interesting or fun to build

How to be the expert.

  • If you have a good handle on the important skills and traits for Salesforce freelancers, you’re ready to put them into action.
  • Before you get started, remember that your client’s success is your success.
  • Don’t be afraid to ask questions if you aren’t sure about something or if you have a better way of solving a problem.
  • Transparency is important when it comes to being an expert in Salesforce administration.
Get the details of your project.

While getting details of your project from any client you need to understand:

  • The scope of the project you are working on.
  • The requirements of the project, including who it is for, what it needs to do, and what it needs to look like.
  • The timeline for how long this will take.
  • Any risks that may come from outside sources, like APIs, third-party apps, and more.
  • What outcome is expected and what does success looks like after the product has been delivered and implemented.
  • Your budget because if your client comes back asking for changes after work has been done it could cost them more money than they initially thought.
  • If there are extra people needed, then make sure that everything is documented well so everyone contributing knows exactly what they should be doing.
Keep your clients informed about your progress.

That's all very well and good, but there's still one important step to take:

  • Set a schedule and stick to it.
  • Check in with your clients regularly. This can include e-mailing them or scheduling a phone call at a specific time every week—if you're feeling particularly conscientious, you can even write them an update each day.

Implement continuous improvement.

One of the biggest benefits of working as a Salesforce freelancer is that you can apply to projects from all over the world. This means that you're able to diversify your portfolio and gain invaluable skills through different projects, while also earning more money. However, managing a project remotely is also a skill in itself. Here's how you can ensure you have continuous improvement on your project:

  • Monitor the Project
  • Look for Improvement Opportunities
  • Don't Wait Until the End to Implement Change
  • Continuous Improvement Should Be an Ongoing Process

Now that we've covered some tips on how to implement continuous improvement, let's look at some ways you can improve yourself as a Salesforce freelancer.

Another Final Thought:

Another final thought for you—if you're serious about Salesforce freelancing, look into getting certified. It can help give you credibility and mastery in the eyes of your clients. iBuildsoft can be valuable for you in this regard. Contact us to get your queries resolved and get a quote.