In this Military Trailblazer Office Hours session, Pallavi Agarwal, Founder and CEO of Kander®, breaks down the role discovery and requirements gathering play in successful Salesforce delivery. She explains why teams should define business goals before technology goals, identify the right stakeholders, document current-state processes and pain points, and ask enough “why” questions to uncover the real problem behind a request.

Pallavi also discusses why technology should support requirements rather than drive them, how involving end users can prevent costly rework, and why understanding the client’s future state helps teams build Salesforce solutions that are more scalable, usable, and aligned with long-term business needs.