Blogs

Onboarding at a Salesforce consultancy: how FORWARD does it

Onboarding at a Salesforce consultancy decides how quickly a new consultant can work confidently on a client project. At FORWARD, every new starter gets a buddy and a structured onboarding path, and some roles add an intensive two-month track with a dedicated coach.

New FORWARD team member receiving an onboarding box on the first day

Key takeaways

1

Good onboarding starts a week before day one, with every practical detail sorted.

2

A buddy, a structured path and a coach for some roles shorten the learning curve.

3

Clients benefit too: people who settle in well stay on their project longer.

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A first week sets expectations that last. New people learn in those days whether questions are welcome, whether colleagues make time for them and whether the company does what it says. For a consultancy the stakes run further, because the same people will soon sit at a client's table and represent the whole team.

Onboarding starts before the first day

The first impression forms before anyone walks through the door. At FORWARD, new starters receive all practical information by email a week before they begin: where to go, who to ask for, what the first days look like. It sounds basic, and it removes most of the first-day nerves.

One of our colleagues remembers the opposite from an internship elsewhere. She received the wrong address, arrived twenty minutes late and got a fifteen-minute rundown before being sent to a desk without meeting her team. She still describes it as the moment she understood why onboarding matters.

A buddy, a path and, for some roles, a coach

Every new hire at FORWARD starts with a buddy, a colleague who answers the small questions nobody wants to put to a manager. Alongside the buddy runs a structured onboarding path, so learning follows a plan instead of depending on who happens to be free that week.

Depending on the role, the path includes an intensive two-month guidance track with a dedicated coach. That matters most for people new to Salesforce or new to consultancy work, who need to learn the platform and the client side at the same time. We invest in both internal and external training, and new people get access to an online learning platform from their first days.

Meeting the tribe in the first weeks

Knowing the people matters as much as knowing the platform. New starters receive a welcome box on their first day, and their calendar fills with introductions to colleagues from different teams. Much of the rest happens at the coffee machine, where it quickly becomes clear how much people here care about their work.

Within the first weeks, new people join a monthly tribe meeting, with colleagues in the office and online together. Every month, our CEOs Bruno and Kevin also host drinks with about ten people from different teams, sometimes with bowling. It connects people who would otherwise rarely cross paths. The recruitment team that guided a candidate through the hiring process also checks that new tribe members feel at ease in those first weeks.

Priscilla Calemi
Marketing & Community Manager

Knowing the people matters as much as knowing the platform.

Priscilla Calemi

|

Marketing & Community Manager

Why onboarding matters to clients as well

Clients feel the quality of onboarding in the teams they work with. Our teams are assigned to a project from start to finish, with no rotations or last-minute swaps. That promise only holds if people settle in, stay and grow, so onboarding is part of how we deliver. A consultant who knows our methods and colleagues can quickly find the right person when a client question falls outside their own expertise.

FORWARD people also stay FORWARD employees, even when they spend most of their week on-site with a client. In most projects several colleagues work together, so internal knowledge and client contact stay connected. When you are choosing a Salesforce Consultant, asking how a partner onboards and keeps its people tells you a lot about who will still be on your project in a year.

Hiring for motivation, then growing it

Onboarding starts with who gets hired. The managing partners do the final interview with every candidate themselves, on culture fit. The diploma matters less than talent and motivation: the people who do well here are the ones who see a problem and build a solution without being asked.

Growth continues after the first months. We invest in mentorship and in learning from each other, from clients and from the community. People who want to switch direction internally get room to try it. The habit goes back to the company's start, as the FORWARD Founder Story shows.

What keeps people here

The atmosphere at FORWARD is usually the first thing people mention when they look back after leaving. Some come back after a stint elsewhere, sometimes for the same pay, because support and camaraderie mattered more than they expected. Culture also grows on its own: one colleague started a marathon challenge, and people now go running together at lunch.

FORWARD has the mindset of a scale-up and the structure of a mature company. People used to large corporate hierarchies notice that things work differently here. People who want startup freedom still find something solid to build on.

We are not perfect at this either. When a new starter tells us something was missing, we fix it for the next person. Growth can go a long way from there, all the way to the Salesforce Golden Hoodie Story.

Join the FORWARD tribe
About the Author
Priscilla Calemi
Marketing & Community Manager

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