Archives for June 2020

10K Independents Week: How to Build a Salesforce Business You Love With Alex Scalzo

It’s Independents Week at 10K Advisors! We’re celebrating the 10K Expert Community and our mission to give people the freedom to do the work they love. Stay tuned to our blog for Q&As with some of our brightest independent experts as we explore what it takes to build a business, how to overcome doubt, and advice for other Salesforce experts with an entrepreneurial spirit. You can follow the conversation every day this week at #10KIndependentsWeek.

Alex Scalzo | Empodio | @empodio1

Q: Can you tell us a bit about your business?

A: Empodio is a boutique consultancy that focuses on Field Service Lightning. We founded Empodio having realized the misunderstandings surrounding Field Service on the Salesforce Platform. For starters, it’s far more specialized than many other product offerings and generally more difficult for new users to learn. It’s also relatively new to the market, so it’s been a learning process and adjustment for Salesforce and their partners to convey what it does and how to successfully implement. The opportunity for Empodio was figuring out how can we capitalize on this niche challenge and enable every organization’s field service journey.

Among the five Empodio core values, we are impact-oriented. Just as much as we want everyone who purchased the product to have the most possible benefit to their organization, it also means guiding customers on when not to purchase FSL. The biggest thing we see in the space is companies purchasing enterprise-grade software thinking it will solve their issues, but not entirely understanding what the product actually does and doesn’t do. Empodio sees FSL as a step by step process, almost like a video game. We guide customers on the journey and show how they can level up. It’s a major organizational transformation and we feel it is vital for our clients to know that from day one.

When David and I stepped out of our past careers, our goal was to create a consultancy we wouldn’t want to leave.

The traditional consulting model isn’t sustainable, and we recognize our consultants are human beings that deserve balance. This is our opportunity for disruption in the space – we want our team to feel they’ve been committed to professionally and personally. We’re passionate about challenging our consultants so they can further hone their craft in addition to learning to be their best selves. We hire, fire, sell, and decline deals based on our commitment to our values and mission; it’s something we owe it to our consultants and clients alike. 

Q: How long were you working in the ecosystem before you determined the mission and goal of your business?

A: I’ve been in the ecosystem since late 2016. I first worked at Bluewolf, which was a phenomenal experience. I was really lucky to work with incredible teams and people, traveling and meeting them at the office and in their homes. It was also my first snapshot of what “good” project work looks like. Bluewolf and Salesforce gave me true direction and was what I would consider the inflection point before founding Empodio. 

My positive experience at Bluewolf was empowering, but it ultimately wasn’t enough for me to stay. I realized the value of relationship building and empowering people, especially during the difficult transition of Bluewolf being acquired by IBM. During that transition, I learned I never wanted to work for a massive corporation and that there’s always room for options. You don’t have to sell out for the sake of being comfortable. Being uncomfortable is good, it means you’re growing. 

This all happened before Salesforce purchased Field Service Lightning, so my prior experiences shaped how we built Empodio – as both a service provider and an employer – with intention.

Q: What was your first “ah-ha!” moment before taking the first step to start your business?

A: Mainly, I realized a company’s sole purpose is to put its employees and clients alike in a position to be successful. I personally didn’t feel that was happening for me. Retrospectively, sure, I learned a lot about how that process was trying to unfold where I was(Rome wasn’t built in a day!), but it just didn’t feel quick enough for me. Going through that rat race without feeling I had a say in the direction of the company that I put time and effort into wasn’t going to work for me.

So in late May in 2019, I got a call from a former colleague and friend, David Longhini, about “doing something different” (founding Empodio) and the rest is history. I’ve learned more in a year doing this than in the entirety of my career because, quite frankly, there was no other option.

Empodio has shaped me permanently and changed the way I see both the industry and myself.

Q: Looking back, is there anything you would have done differently?

A: I was told by the Small Business Association that we essentially built Empodio backward, which is hilarious. While we were in a fortunate position to not stress over cost barriers, we had major directional issues. For example, I spent hours and hours building out HR policies and legal paperwork, when really that wasn’t necessary until way farther down the road. 

David and I also lacked sales experience, so I wish I would have started the way we’re running Empodio now. The first thing we should have done was to focus on branding and processes. I also think every successful entrepreneur would agree that every mistake and experience forces you to take direction and figure out the necessary solutions. Paralysis by perfection is a very real issue to be aware of, so it’s important to keep chipping away. 

Q: Can you offer any words of wisdom for Salesforce experts looking to start their own business?

A: Consulting is a young wise man’s game, and I’m a firm believer that wisdom can’t be taught (but you should always try). Someone once told me “you’re going to get a lot of advice and you’re going to read a lot of books, but your job as an owner is to be a sifter. Be that kid in the sandbox and sift for the things that will be the most valuable.” 

That single piece of advice helped me refocus from being distracted by all the shiny things. 

Jumping off is also the hardest part, but first, you need to establish your support network. I don’t think this is talked about enough. Entrepreneurs love telling people to just get out and get started but that doesn’t necessarily pay off in the long run. Talk to your loved ones and friends in the ecosystem or adjacent industry spaces. Understanding who you can go to for certain information will stave off burn-out, which is nearly inevitable for any entrepreneur. There’s going to be highs and lows, and the best way to find balance is to have a trusted network to turn to in those moments. It will create stability and sustainability that will propel you through it all. 

Also, there’s no template for being a successful entrepreneur. Don’t waste too much time listening to people who don’t know what they’re talking about, because everyone has an opinion about how to be an entrepreneur. Figure out what you like and consume content from trusted sources, because, in the end, you’re the one deciding what’s best for you. 

Imposter syndrome is real. Just know that this journey is a process and you don’t need to be stellar at everything in order to just get started. Who you are is what got you here, and where you want to go is the process by which your growth will happen. 

10K Independents Week: How to Build a Salesforce Business You Love With Ryan Mitchell

It’s Independents Week at 10K Advisors! We’re celebrating the 10K Expert Community and our mission to give people the freedom to do the work they love. Stay tuned to our blog for Q&As with some of our brightest independent experts as we explore what it takes to build a business, how to overcome doubt, and advice for other Salesforce experts with an entrepreneurial spirit. You can follow the conversation every day this week at #10KIndependentsWeek. 

Ryan Mitchell | M3 Cloud Consulting | @Ryanalewishes

Q: Can you tell us a bit about your business?

A: My company is M3 Cloud Consulting, and I’m an independent contractor in the Salesforce ecosystem. I founded M3 because we are a family of Salesforce professionals that enjoy helping companies get the most out of their Salesforce investment. 

The name M3 is inspired by my family (M3, three Mitchells) who also work in the Salesforce ecosystem, and we have a shared vision of all working together one day. My younger brother, the one who introduced me to Salesforce, and his wife are currently working in the Salesforce ecosystem and have been for the last ten years. 

Q: How long were you working in the ecosystem before you determined the mission and goal of your business?

A: I’ve been working with Salesforce for nearly ten years now, and as I learned more about what this platform provides and the different paths people can take, I immediately knew that consulting was the best fit for my personality. I came into the ecosystem with over ten years of experience in Education, and that, together with Salesforce, has helped me realize my passion for assisting people to achieve their program goals.  

I’m also a middle child and growing up, I was often looked upon to being a mediator and coming up with a solution for everyone to get along. So as I learned more about consulting, it felt like it was an excellent fit for my personality as we are often faced with business challenges and seek to find ways to solve them using Salesforce. 

Q: What was your first “ah-ha!” moment before taking the first step to start your business?

A: Seeing the need out there for people that care deeply about connecting with other people. I realize this is technology, but I look at this as a people-first industry. We thrive on connection, and that is important to our success. I enjoy connecting with other members in our community, especially in this day and age, where working from home can somewhat be isolating if you let it. We have a vast network of people out there able and willing to assist should you tap into your network. 

Q: Looking back, is there anything you would have done differently?

A: I feel like everything happens for a reason, and you have to trust the process and take it a step at a time. I’ve met so many amazing, supportive people that have come into my life to assist on the journey that saw things in me that I didn’t always see in myself. I was ready a lot sooner, I just didn’t know it, so if I could do anything differently, I would have believed that I can do this a lot sooner.  

Q: Can you offer any words of wisdom for Salesforce experts looking to start their own business?

A: You got this, believe in yourself, and don’t be afraid of making mistakes.

When we fail, we learn. We are equipped to handle anything that comes our way as long as we learn from our mistakes. 

Also, our ecosystem is very supportive and is here to help guide you along the way. I’d also say figure out what gets you up in the morning and what you’re most passionate about because your customers will feel that authenticity.

Celebrating 10K Independents Week: How to Build a Salesforce Business You Love 

Next week, 10K is celebrating what it means to be independent. Not only are we honoring our independence as a nation but also the entrepreneurial spirit and freedom embodied by our independent Experts in the 10K Community. 

10K Advisors was founded on a simple goal: Give people the freedom to do the work they love. Now, four years later, our 10K Community of independent Salesforce experts is 400+ strong and growing. We’re humbled that our original mission has resonated across the globe. From achieving a true work/life balance to building a business to call your own, we will continue to advocate for our Experts and provide them a support system to ensure they are successful in whatever they do. 

How to Follow 10K Independents Week

Next week, stay tuned to our blog for Q&As with some of 10K’s brightest independent Experts as we explore what it takes to build a business, how to overcome doubt, and advice for other Salesforce experts with an entrepreneurial spirit. You can follow the conversation at #10KIndependentsWeek. In the meantime, check out the 10K Advisors Story on our Vimeo. 

 

How To Prepare For The New Salesforce Guest User Security Policy

In less than a month, Salesforce will be rolling out new security settings that may affect how users interact with your public websites. If you’re currently hosting public sites built on Site.com, Force.com, or Communities, here is everything you need to know about Salesforce’s new Guest User Security Policy and steps you can take both in-house or with 10K’s help to manage these changes if your organization is impacted.

What Does the New Policy Affect?

The policy outlines new security settings that are set to be auto-enabled in the Summer ‘20 release (mid-July). These settings will impact how you secure guest user record access and assign new records created by guest users to the default owner.

What is a Site Guest User?

A Site Guest User is a special type of user that you use in conjunction with a Force.com site or Salesforce Community that allows you to build functions for external users who don’t have full licenses to your Salesforce org. The Site Guest User governs the permissions for external users when they interact with a Site or Community page prior to logging into the Site or Community. 

When these upcoming security settings are auto-enabled, you could experience an impact to your data visibility (what users can see), record updates (how users can edit their profile), guest flows (how users access creation flows), and user visibility (how users can see other Community members).

I’m Impacted – What Does This Mean For My Org?

The good news is you still have time to take action before the new settings go-live in July. If you want to opt-out of these changes for now, you can enable the ‘Opt Out of Guest User Security Policies Before Summer ’20’ Critical Update within your org. While the Summer release allows you to opt-out and disable the new security settings, the Winter ‘21 release will not. To avoid things breaking, we seriously recommend a proactive assessment of your org. 

I Don’t Want Things to Break. How Can I Prepare For the Summer ‘20 Release?

Depending on your team’s bandwidth, 10K Advisors recommends two different routes of action: 

Test In-House

Salesforce has provided immediate actions so you can prepare ahead of the Summer release:

  • Step One: Identify your org’s sites and communities. 
  • Step Two: Install & utilize the Guest User Access Report Package to assess the impact of the changes. Make sure to run the report for each site and community, and to use a separate browser. 
  • Step Three: Alter your Site and/or Community functionality to ensure it will still function with the new Site Guest user changes. 

You can also join the new “Securing Community Cloud” Trailblazer group to troubleshoot your testing. 

Use 10K Advisors

With the changes being less than a month away, we know completing the testing process and creating a game plan will be a big ask for most organizations (especially if you have a high volume of sites and/or communities). 

For a limited time, 10K Advisors is offering a full security assessment of your sites and communities starting at $500. We’ll manage the entire testing process, walk you through the results, and provide recommended actions. Fill out a few quick details and a 10K expert will be in touch to kick-off the process. 

Have any questions? Contact us at advisors@10kview.com