About this Session
Often, when we take on Salesforce projects, we begin with learning about the clients’ existing process. However, how they do things today isn’t how they want to do them in the future. This session details how to shift your focus from purely documenting the as-is to asking key questions to elicit the to-be state. Things won’t look or behave exactly the same, but the WHY behind your client’s needs will be accomplished, provided we talk about WHAT vs HOW correctly.