Are you aiming for a successful Salesforce project implementation? It requires proper planning and a lot of commitment. This means your organization should have the right combination of people, process, and technology. The people part is especially important; it can be the difference between success and failure. The aim should be to build the perfect Salesforce project team. A key member of this team is the Salesforce solution architect.

The People to Have on a Salesforce Project Team

Salesforce implementation requires the right people with the right skills. Additionally, the members of the implementation team must match each other in the right ways. Following are the most important people of a Salesforce Project Team and an explanation of how they complement other team members.

Salesforce Solution Architect

1.     Program Manager

The program manager is the most important member of any Salesforce project. This is especially true for projects involving a large team with a lot of different roles. The program manager is responsible for scheduling, coordination, and communication. Additionally, they ensure that everything occurs according to the plan. This makes thing easier for other members of the project team.

2.     Solution Architect

The solution architect is the second most important member of a Salesforce project team. They know the ins and outs of the different business models. Additionally, they have good knowledge of the Salesforce platform.

The solution architect can also collaborate with a consultant to design a technical solution to enable robust use. Additionally, they can work with an analyst to ensure the system’s successful set-up. The importance of a solution architect in a Salesforce project team is discussed in detail later.

3.     Consultant

The consultant bridges the gap between the available technical solutions and the business’s needs. They work with the client to understand their process and pain points. This allows them to determine the best way to use Salesforce to meet the goals of the client. In some cases, the consultant is the client’s main point of contact throughout the entire project.

4.     Analyst

The analyst is responsible for the Salesforce configuration. This includes the arrangement of the dashboards, fields, reports, third-party apps, automations, and objects. The analyst is also responsible for testing and making changes. They also collaborate with the consultant to ensure that the solution is built to meet the needs of the client.

5.     Technical Lead

A technical lead is another key member of the Salesforce project team. A technical lead is needed to customize Salesforce integrations or enable additional platform functions. Basically, a technical lead is a solutions architect who can code.

6.     Developer

The developer is the sixth most important person to have on a Salesforce project team. They write the custom code when the project requires it. The developer teams up with the technical lead to understand the requirement. This is followed by the execution of the requirement.

These are the 6 most important roles in a Salesforce project team. Ideally, the people who occupy these roles will constantly communicate with each other to ensure everyone is on the same page. Helpful collaboration will allow project members to meet the client’s goals successfully.

Why the Salesforce Solution Architect Is Vital for a Successful Project

Project members have to collaborate well for a successful Salesforce project. They also need to take initiatives based on how important their role is in the project. The program manager and the solution architect need to do the most when it comes to taking initiatives.

The solution architect is the second most important person on the project team after the program manager. They are responsible for the overall technical design of the project. They are also responsible for building custom elements for the project.

The solution architect is a strategic role that works across marketing, sales, and delivery. They provide technical guidance on Salesforce to support business and product strategies. Additionally, they are required to lead technical requirements gathering and supervise. They also supervise and approve application maintenance and system design documentation.

The solution architect delivers the desired solution to the customer through the program manager and other supporting team members. Following are some of the key responsibilities assumed by a Salesforce solution architect:

1.     Solution Definition

The solution architect works with businesses and their IT team to identify their needs. They also define the technical solution and business architectures needed to meet these needs.

2.     Delivery

The Salesforce architect can manage and lead teams from start to finish. This helps with delivering complete implementations.

3.     Sales and Business Development

The solution architect can present viable solutions and proposals. This supports the sales and business development team.

4.     Internal Resource Development

The architect can define and execute internal resource development. This supports the sales reps to convert leads and prospects.

5.     Internal Collateral Development

The Salesforce solution architect can help to enhance the service offering by assisting the front office. The assistance includes collateral for sales and delivery that can be commoditized and reused across several project and clients.

Final Word

You need to have the right people working for you to ensure successful Salesforce project implementation. The most important person here is the program manager followed by the solution architect. The Salesforce solution architect is the second most important person on a Salesforce project team due to the responsibilities mentioned above.

The next step is simple, why not have an obligation free, in-house consultation with an expert Salesforce advisory service partner? It won’t cost you anything to have a conversation, get some expert advice and see how far your solution could be taken, how many more efficiencies your business could gain and more importantly how much money your business could make.

Call or email Makwacon today for an obligation free, in-house consultation to find out what more your Salesforce system could be doing for you.

Are you ready to find out how we can help maximise your business efficiency through integrated Salesforce support? Speak with the team from Makwacon today.

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