Why DIY might not always be best with Salesforce

DIY projects can be incredibly satisfying. There's a thrill in spotting a home task, quickly learning how to do it from a YouTube tutorial, and tackling it successfully. That sense of achievement is unmatched. However, consider the risks and complexities of certain tasks. While DIY is fantastic, it's important to recognize when a task is better left to the professionals. The same logic applies to Salesforce.

‍

Salesforce DIY Assessment

When it comes to your Salesforce system, do you want to do everything yourself or do you hire a pro? There are pros and cons to both approaches, and the best option for you depends on your specific needs and situation. If you try to do everything yourself, you may not be taking advantage of all the features and functionality that are available to you. Additionally, when you don't have the right skills or knowledge to do something properly, it can actually end up costing you more time and money in the long run. On the other hand, if you hire a pro, they can help you get the most out of your system and make sure that everything is set up correctly and functioning as it should.

Before you try to do it yourself, ask yourself why you are taking the DIY approach?

• Boss is making you?
• Cheaper?
• Curiosity?
• Always wanted to learn Salesforce?

‍

The Reasons

There are many reasons why you might be trying to set up your Salesforce strategy on your own, then manage it. First, maybe you can't find someone to hire. Or maybe your admin just quit. These two things seem to be happening a lot post-pandemic. Another reason you might be trying to DIY is that you think you will be saving a quick buck by doing it yourself. "It doesn't seem that hard. I will save the company money and look good. I know enough about Salesforce, I can do it". These are reasons we hear all the time from our clients. Are you falling into these categories?

‍

Trying to "DIY"

First of all, trying to do everything yourself can be overwhelming and time-consuming. You may not have the time or expertise to take advantage of all the features and functionality that are available to you in Salesforce. Be aware that trying to do everything yourself can lead to mistakes being made. If you don't have the right skills or knowledge to do something properly, it can end up costing you more time and money in the long run. For example, let's say you're trying to set up a complex workflow. You could spend hours upon hours researching how to do it yourself, and then even more time actually implementing it. Then when you go live it isn’t working and you don’t know why. You may end up hiring a professional AFTER you’ve already put in hours or even days to try to do it yourself.

Then you find a Salesforce Consultant and they end up coming in and doing it in a matter of minutes because they’ve done it hundreds of times and it works perfectly on the first try.

‍

Hiring SaltClick

To start, we can help you get the most out of your Salesforce system. We will make sure that everything is set up correctly and functioning as it should. (Best Practices are critical!) Additionally, we can provide you with training and support so that you can learn how to use the system effectively. This can save you a lot of time and frustration in the long run AND you still end up learning how to do the task, only you have the peace of mind that you are doing it the RIGHT way.

‍

Which Option is Best for You?

So, which option is best for you? The answer depends on your specific needs and situation. If you're not sure which option is best for you, talk to a Salesforce consultant to get their professional opinion.

‍

What now?

There are pros and cons to both doing it yourself and hiring pros. The best option for you depends on your specific needs and situation. Also, it's important to know when to DIY and when to seek out professional help. If you're not sure whether you can handle something on your own, it's always better to err on the side of caution and bring in an expert. It will end up being worth it in the long run! Talk to a Salesforce consultant to get their professional opinion.

‍