🚨 EXCITING NEWS! My third book

🚨 EXCITING NEWS! My third book #SalesforceConsulting101 is almost ready! 💃🏻

Got my author’s proof (the “not for resale” version) and I’m super excited! 😍

This book follows Clem, a new consultant navigating the wild world of consulting through structured journaling.

Why journaling?

Because not everyone is lucky enough to work for a supportive partner like Cloudacious (Clem’s fictional company).

🍩 She tackles imposter syndrome

🍩 Workshop disasters

🍩 Global implementations

🍩 Ethical dilemmas

The secret? Turning every “OMG what do I do now?!” moment into professional growth through self-reflection and structured questioning.

BUT I NEED YOUR HELP! 🙏

I’ve created a physical journal companion – it’s so beautiful but SO VERY MASSIVE (60+ weeks worth).

My dilemma:

Option 1️⃣: Keep it hefty – lives permanently on your desk

Option 2️⃣: Make it slimmer (30 weeks) – travel-friendly but you’d need 2 per year

My questions for you:

Would you travel with this journal or keep it desk-bound?

Is 60+ weeks too bulky or perfectly substantial?

Should I include my “15 Tips for New Consultants” at the back?

Also comes with a free digital Google Sheets version! 💻

Originally planned to publish tomorrow, but ÜberHub gets final eagle-eyed review duties first.

Quality over arbitrary deadlines! 💪

Drop your thoughts in the comments – I really want this to be useful, and not just shelf decoration (it is very beautiful though)!

#OnThePeiroll

#SalesforceConsulting

#Journaling

Vanessa Grant flying the #BadAssBA flag

Vanessa Grant flying the #BadAssBA flag at London’s Calling to a PAAAAACKED ROOM. 💪🏻

It’s a crash course in #BusinessAnalysis for the #salesforce and it’s super popular, but that’s no surprise to be honest!

Most favourite quote was from Vanilla Ice:

“Validate, Collaborate and Listen!” 🕺

Gosh I’m dating myself 🤭

Here’s a concise summary with the help of otter.ai:

🚀 Business Analysis: More Than Just Discovery

Key Insights for Salesforce Business Analysts:

• BAs are critical throughout the entire project lifecycle, not just during initial discovery

• Focus on:

– Stakeholder engagement with empathy

– Clear, testable user stories

– Business process mapping

– Bridging technical and business teams

Essential Skills:

✓ Communicate value and risks

✓ Create visual process maps

✓ Develop precise requirements

✓ Drive user acceptance testing

✓ Support change management

Career Growth Tips:

🔑 Get certifications:

– Salesforce Admin

– Platform App Builder

– CPBA

– Scrum Master

Pro Tip: AI can help, but can’t replace strategic business analysis skills. Your human insight is irreplaceable!

Also “How to destroy a multi million dollar product with shitty User Stories” is a talk I’d love to attend! 😍

Call to action: JOIN OUR SALESFORCE BA GROUP (Link below 👇🏻 remember to filter on Most Recent as LI hides comments with url 🙄)

#LC25

#OnThePeiroll

Part 2 of tonight’s #LDNArcs

Part 2 of tonight’s #LDNArcs after burrito dinner break… Mehmet Gökmen Orun continues his session on Data Migration strategies.

Here’s a summary provided by otter.ai

Here are the key takeaways from the Data Integration for Architects session:

Key Principles:

1. Understand current state of data before integration

2. Clean and purge unnecessary data

3. Standardize meaningful data

4. Reconcile data for a holistic customer understanding

5. Avoid merging unless fully confident

6. Monitor and use platform solutions

Exercise Questions and Insights:

1. Country Data Unification

– Challenge: Merging data from orgs with different country representations (e.g., England vs. United Kingdom)

– Key Approach: Maintain granularity, use ISO standards, create additional fields to preserve context

– Recommendation: Don’t lose detailed information when aggregating

2. Nonprofit Donation System Integration

– Challenge: Matching donations to contacts with multiple email addresses

– Considerations:

– Handling shared email addresses

– Using contact point consent objects

– Potential use of Data Cloud for normalization

3. Data Cloud Mapping

– Identified limitations in standard mapping techniques

– Recommended creating surrogate keys

– Suggested using interim DLO (Data Lake Object) for better mapping

4. Multi-Org Data Migration

– Consider compliance requirements

– Use data spaces to segregate sensitive information

– Potentially use nightly procedures to flag migratable records

Overall, the session emphasised the complexity of data integration and the importance of maintaining context, granularity, and compliance.

One thing stood out to me:

🍩 “One of the features in Data Cloud is data kits that will automatically ingest and map your CRM objects to the DMO. So far, roughly 98% of people with implementation experience do not use that feature, myself included. People that have just gone through the trailhead training will use it and then find out why the rest of us don’t.”

Being an architect requires a curious mindset that asks that question and digs a little deeper.

Which leads me to believe that those who rely solely on an LLM to do their job will merely be… mediocre.

Those who use them as a teaching and coaching tool to discern nuance and understand context to design the right solution will come out ahead.

Thank you Mehmet for a riveting session 🥰

Tonight’s #LDNArcs has been outstanding, thank you Sam Wadhwani MCMI ChMC Tom Bassett Martin Gardner Raksha Sanganee for running this group. ❤️

Thank you Slalom for hosting.

Also to our befuddled American visitors on their first time at our #LDNArcs event who were trying to figure out “WHAT’S THIS DUCK RACE IS IT A BRITISH THING DOES IT GO WELL WITH HOISIN SAUCE?” 😆

LOVE having you Aaron Crear 📊 Yancy Whitaker, PMP 🦅🌎⚓️ Stacey Whitaker Melissa Shepard Melissa Hill Dees, MBA Vanessa Grant Andrew Barton Steve Simpson Kevin Jackson ❤️

#DuckRace

#OnThePeiroll

Profile data before migration

– Profile data before migration

– Don’t migrate unnecessary or unused fields

– Monitor data quality continuously

Practical Tools Mentioned:

– Field Dump (App Exchange tool)

– Data profiling tools for metadata analysis

Practical Example:

– A nonprofit reduced 583 contact fields to just 73 needed fields

– Archived historical data to simplify migration

The session really emphasised the critical role of thorough data assessment in successful system integrations and migrations.

So you can see why my #InnerArchitect is in absolute bliss. 🥰

Thank you Sam Wadhwani MCMI ChMC Martin Gardner Tom Bassett Raksha Sanganee for leading this wonderful group!

Also loving today’s session in particular as some of my favourite peoples from across the pond are here Aaron Crear 📊 Melissa Shepard Stacey Whitaker Yancy Whitaker, PMP 🦅🌎⚓️ Steve Simpson Kevin Jackson (OK you’re on the continent 😁) Melissa Hill Dees, MBA Vanessa Grant and Andrew Barton ❤️❤️

#DiggingIntoTheEdges

#OnThePeiroll

Ok these two weeks are going to be quite mad.

Ok these two weeks are going to be quite mad. After facilitating a workshop at Architect Dreamin’ this Wednesday, I’ll be speaking at London’s Calling on Friday!

Guess this new doodle below is about which Habit?

You’ll know if YOU ALREADY HAVE YOUR TICKETS AND HAVE LOOKED AT THE AMAZING LINEUP ON THE AGENDA IF NOT WHY NOT GET YOUR TIKITS NOWWWW BEFORE THEY ARE ALL SOLD OUT!

Phew! I can’t believe that if you’re in the #SalesforceEcosystem and you’re in the UK and if you’re serious about doing learning how to do great work, and you haven’t got a ticket to the bestest most amazing community event this side of the planet.

But if you HAVE your ticket, then why don’t you bookmark my session on your list? It’s at 4.25pm to 4.50 in the Upper Sugar Room (next to the main room so you can easily get to the closing keynote).

It’s a late one but anyone who’s been at my session knows that it’s going to be fuuuull of energy and fun! Also, if you’re lucky – my book will be approved and will have arrived on time so you might win a copy of Salesforce Consulting 101!

See you there??

#OnThePeiroll

#ConferenceCrazyJune