Category Archives: salesforce consultant

Salesforce Implementation Using Agile Scrum Process



Agile SalesforceWith having being part of 5 Salesforce Sales and Service cloud implementation projects I have realized that customizing the platform to the client’s need is not challenging but the build up to the production release and approach that the integrator adopts to, makes all the difference to have delighted project sponsors and end users. The implementation that I am considering for the scope of this article can range anywhere between 6 to 16 weeks depending on the complexity of Salesforce lightning components, number of external interfaces involved for integration with Salesforce and the number of clouds being rolled out (most common are Sales Cloud, Service Cloud or Community Cloud).

We can have varied school of thoughts on how to plan for such small duration projects; should it be a complete roll out of all features or an Agile Development approach where even a 6-week project is divided into 3 sprints of 2 weeks each. With my experience, I can safely say that breaking into multiple sprints will allow everyone to gain a lot more value out of the project as the lightning components and interface integration will evolve with regular feedback from the client. My team scored an average CSAT rating of 9 for the projects we have delivered in the last 1 year. Now let’s take a closer look at the key processes and scrum ceremonies one needs to follow that make the process truly Agile. Please note that one consultant will play the role of PO, Scrum Master and Project Manager because that helps to have full visibility and control on the timelines for the cloud implementation.

  • Requirement Discovery Sessions – This is the foundation stone and often referred to as sprint 0 for the project and generally ranges anywhere from 3 to 5 days of dedicated meetings and workshop at the client side sitting, discussing and brain storming the needs of the end users. The consultant running the workshop as a pre-requisite should have basic knowledge of the CRM domain, good understanding of the Salesforce Sales cloud, Service cloud or Community cloud and basic idea about the client’s industry will be an added advantage. The sessions are facilitated with flip charts, white boards and process maps. The consultant should constantly ask the question ‘Why’ to the customer team to understand the pain point before advising and concluding any solution to the customer. This will be a good place to define if any REST/SOAP based Salesforce Integration will be needed or not.


  • Define Stories in Jira or tool of your choice- Immediately after the workshops are concluded the consultant should start to document the discussed features with peripheral details into any tool like Jira and define the narrative and acceptance criteria on these stories. Even if the name of the feature is only added, more details can be added later.


  • Point Sizing and Team Strength – The PO/Project Manager who facilitated the discovery session needs to competent enough on Salesforce platform to provide the points in a Fibonacci series (1, 2, 3, 5, 8, 13, 21) to each of the story put it into Jira. Based on the total points and agreed upon schedule with client the PO decides on the number of Engineers needed for the whole work. This is typically done by doing a mock/draft release planning with a technical lead and PO making a guess on how many points an engineer can deliver. This part of the project gets better only with practice and experience that you gain in at least two rollouts.


  • Backlog Grooming – This is an ongoing ceremony for the Agile team. We typically spend 60-90 minutes/week for a SCRUM team of 5 to 6 members including developer and quality assurance. The PM/BA   puts on the hat of a PO and interacts with the agile team and grooms into each requirement in detail and updates the story with acceptance criteria. The team agrees upon the scope of the stories and call them as ready for development. The grooming sessions are also used to decide on the technical solution to achieve the requirement the decision of configuration versus customization is decided now. It will be beneficial to have an Salesforce architect involved in the session so that the engineers don’t overkill the system with excess of apex coding like triggers, batch classes and rely on configurations as much as possible.


  • Sprint Planning – This again is an ongoing ceremony that happens at a cadence. Engineers pick up stories as per their understanding and add to the sprint. The assignment of stories should be done with everyone’s consensus considering the engineer’s experience and story complexity.


  • Sprint Demo and Retrospective – This phase utilizes the maximum benefit out of Agile Development for Salesforce clouds. The demo is organized by the PO to the stakeholders like the client’s functional users and project sponsor and get their feedback early and if needed changes can be implemented in the next sprint. This helps the client to have focus throughout the project and hedges the integrator’s risk towards any possible changes coming after all work is done.


I would like to summarize by saying that any process can be used to deliver the same set of things but keep in mind that you need to Adopt a process, Customize the process and finally accept and embrace the process so that you believe in it to ensure your client and team stand with you even if there are some challenges thrown your way in the implementation. Finally, don’t forget to have some fun in this journey.

Mirketa has been helping client’s ranging from small to Fortune 500 companies’ rollout Salesforce clouds with high customer satisfaction and user adoption rates. Get in touch with our Agile Salesforce champions to understand how we can help your sales business process achieve more with the powerful Salesforce platform.

Posted in Agile, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant. Tagged with , , , , .

Salesforce & IoT

Anything that can be connected, will be connected.”  This quote by Jason Morgan of, is going to be, what future holds, with the increasing growth of the concept of IoT.  Simply put, Internet of things is a system of electronic devices or components, interconnected with each other through Internet and capable of exchanging data and information.  The devices include everything ranging from cellphones, coffee makers, headphones, smart wearables to components of machines like engine of an airplane etc. The IoT allows the devices to be remotely sensed and controlled using the existing network structure; which enables the opportunity to directly integrate them with other devices or networks. So basically, IoT is a giant network of connected things.

Why use IoT & How big is it?

A survey conducted by HP estimated that the growth of IoT will be exponential and by 2025, over one trillion devices will be connected through IoT. Another report by Cisco predicts that IoT will generate $14.4 trillion in value across all industries in the next decade. These surveys suggest towards a fully automated future.


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Posted in Apex Development, Salesforce, salesforce consultant, salesforce for healthcare, salesforce for small business,, Visualforce. Tagged with , .

Salesforce Development Best Practices

In this blog I will share the Salesforce Development best practices that I have learned over the years. I have tried to give a few code snippets to provide examples. Feel free to use the code as-is.

Salesforce Development Best Practices

Salesforce Development Best Practices

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Posted in apex develeopment, Apex Development, Salesforce, salesforce administrator, salesforce certified developer, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development,, sfdc. Tagged with , , , , .

Sales and Marketing Automation for Addiction Treatment, Part 1

Mirketa AppExchange
Have you ever sat wondering if you had followed up with everyone you were supposed to talk to today? Or managed a team and wondered if they we’re following through? These questions plague most sales driven businesses daily, but to Addiction Treatment Centers this could mean that someone’s life is on the line.

Download our eBook “How to Leverage Salesforce for your Addiction Treatment Centers”

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Posted in Agile, Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development, salesforce for healthcare, salesforce for medical clinics, salesforce for NonProfit, salesforce for small business, salesforce integration, Salesforce Support Packages, salesforce Tips & Tricks,, Salesforce1 Mobile app development. Tagged with , , , , , , , , , , , , , , .

Salesforce for Nonprofits

Now a day the entire world is connected through technology. Salesforce for Nonprofits is one of the most powerful tools for any nonprofit organization as it helps in getting connected with the entire world. Built for the social and mobile era, Salesforce for Nonprofits will connect your entire organization— your partners, supporters, employees, and programs— so you can, deliver better programs and services, engage and strengthen your community, communicate more effectively, and raise more resources. (, 2017)

To use salesforce for nonprofits, first you need to register to the “Power of us” program of salesforce. Once you are accepted in “Power of Us” program your organization will get your own salesforce instance with 10 free Enterprise Edition licenses along with the other products and services provided by salesforce. Through the “Power of us” program, qualified organization will receive the product and resources needed to effectively manage your organization and program.

Organization can purchase additional liquesces and services at a deep discounted price. All the amount received by Salesforce for these additional licenses, go right back into the foundation to allow salesforce to donate more to the nonprofit community. So, if you purchase additional licenses and invest in your own organizational success you are also investing to the overall success to the nonprofit community that uses salesforce.

As a part of the “Power of Us” Program you will get the benefits mentioned below:

    • 10 donated Enterprise Edition Sales or Service Cloud subscriptions
    • Discounts on additional subscriptions, products and/or services from
    • Discounts on Salesforce training
    • Discounts on Salesforce events
    • Access to nonprofit and education specific user groups, events and webinars
    • Discounts on participating Apps and consulting partners from the AppExchange

( , 2017)


Pricing of the additional Licenses:
Nonprofit Success Pack (NPSP): Configured out of the box for nonprofits, NPSP sits on top of the Lightning Enterprise Edition and provides complete Salesforce Customer Relationship Management (CRM) and tools to help manage programs, donations, volunteers, and supporters all in one place.


Edition Standard Pricing Pricing for Non-Profit
Lightning Enterprise Edition $150 $36
Lightning Enterprise Edition + NPSP $150 $36
Lightning Unlimited Edition $300 $72
Lightning Unlimited Edition + NPSP $300 $72


Eligibility Criteria: offers a powerful, enterprise level suite of products with the potential to dramatically transform your organization. Salesforce has different criteria for different Countries depending on the law of that country. Basic criteria to be eligible to apply for the Power of Us program is, your organization must be recognized as a charitable, nonprofit, or nongovernmental organization in the country where you are located. Your organization must have a certificate of Trust or society issued by the government of the country.

To get the in-depth knowledge about the eligibility criteria please visit the link mentioned below:


How to register for “Power of Us” program:

Now before you go forward to invest your money in Salesforce the big challenge in front of you is to know whether Salesforce is an excellent choice for your organization or not, whether it is fulfilling all your organizational requirements or not. Salesforce comes forward to help you out with making a correct decision.

Salesforce offers a free 30 days’ trial for all its Nonprofit Service Packs mentioned above in the Pricing section. You can register for any of the available packs and get your free trial as soon as you register. To register for your free trial please visit the below mentioned link:

After using that free trial Salesforce instance, if you think that this pack is best suited for your organization then you can convert this trial account to a permanent account by applying on the below mentioned link:

Here, first you need to login with your Salesforce trial account Username and Password. If you have more than one Salesforce trial, you must log in with the username and password of the trial that you want as your production account. If you need to select a different edition, please sign up for a new trial before submitting your application. Once your application has been approved for an account you had selected, you will no longer be able to switch your licenses to another Salesforce account or instance.

Fill in all fields on the application before submitting. If approved, your organization will receive a confirmation by email stating your acceptance into the Power of Us program.





Posted in salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, salesforce Tips & Tricks,, Uncategorized.

How to succeed with your Salesforce implementation?

Salesforce Implementation and Development

Complexity with Salesforce Implementation starts with different options and terms


Earlier this week I sat through a retrospective session for a complex Salesforce Implementation project we just wrapped up. The client gave us the NPS rating of 8.5 out of 10 (which I think is great). However, as we all looked back at the project, the memories of good, bad and ugly were refreshed. And both sides made recommendations on what we as a Salesforce Development Organization and Client teams could do differently next time to avoid some of the pain points.

The retrospective reminded me that there is a common set of learning that apply to any complex Salesforce Implementation project. In this article I am sharing my learning that are based on the projects that we managed and from the learning that our clients have shared with us.  Continue reading

Posted in Salesforce, salesforce administrator, salesforce consultant, salesforce customization, salesforce development, salesforce for small business, salesforce integration, Salesforce Support Packages,, WEB SERVICES. Tagged with , , , .