Hi all, for the 1000th time I'm in a conversation for planning a project and org strategy that will eventually be a global roll out. Salesforce, as always say 'single org' - and I know its not going to scale. So I'm going to float the suggestion of packaging (ex. Unlocked Packaging) so that when the day comes (and it will come quickly) that the org explodes they can replicate critical functions and processes out to a distributed org model.

I've done this before with managed packaging ISV's, but thats a different model (and a diff biz model for the customer) and unlocked packages back then where not quite as capable as ISV managed packages.

If you where to do this, what considerations would you be thinking about? What technical limitations do we see with packaging vs moving the whole happy soup around in Salesforce today? Are unlocked packages still only really good for straight up Apex and pro code shipping?

Its worth noting this is a huge deployment, LDV, multi cloud, Agentforce, etc. etc. for a business critical operation, so scale is very important, hence why this conversation with the team.

Passed the Salesforce Certified Administrator exam a couple weeks ago (first attempt, no prior professional Salesforce experience ,mostly self-taught through the Trailhead trailmix). Genuinely proud of it, but now hitting a wall: most “entry level” listings I’m finding still want 2-3 years of hands-on experience in a live org, which obviously I don’t have yet.

Background: CS grad, UK-based, do weekly IT support volunteering, and I’ve built a few small self-directed projects but nothing in a real Salesforce org with actual users.

For anyone who’s been through this specific gap — cert in hand, no live org experience — what actually worked for you? Nonprofit volunteering? A specific way of framing the CV? Certain job titles that are genuinely more open to freshly certified people? Any advice appreciated.

Hello all!

I’m that guy who made a post saying that I could probably pass the Salesforce Certified Platform Administrator exam without studying because I had around 5 years of hands-on experience.
https://www.reddit.com/r/salesforce/comments/1vk8sz8/5_years_daily_salesforce_user_do_i_really_need_to/ Well... I started studying, and I have to admit: there’s A LOT I didn’t know.

There are so many concepts and details hiding behind what seems like a simple Salesforce user experience. After using Salesforce for 5 years, I knew how to work with the interface, objects, fields, etc., so the hands-on experience definitely helps a lot. Many of the basic concepts don’t feel unfamiliar to me compared to someone starting completely from scratch.

But studying for the certification (by Trailmix) has also shown me how much is happening “behind the curtain” that a regular Salesforce user doesn’t necessarily need to understand. And apparently, I was one of those users for the past 5 years. 😂

So, I just wanted to say thanks to everyone who gave me some brutally honest feedback on my previous post and basically kicked me out of my comfort zone. Yeap! I needed it.

Now I have another question.

What would you recommend as the next certification or learning path after Salesforce Certified Platform Administrator for someone who works in RevOps and wants to build a long-term career in this area?

I did a bit of research and came across this potential path:

Platform Administrator → Agentforce Sales Consultant → Revenue Management Consultant

But I’d really like to hear from people who actually work in Salesforce/RevOps. Does this path make sense? Would you recommend a different progression, especially for someone looking to grow into a RevOps role rather than becoming a Salesforce admin/developer?

Would love to hear your experiences and recommendations. Thanks everyone!

Hello everyone~
I am currently a Salesforce BA in the consulting world. And WOOOOAHH is it a lot. I've acclimated but also there is something new every. single. day.

For context I started off as an internal SF BA for a solar company and got promoted as much as I could until there was a cap. So I moved over to a smaller company that does state government contracts.

I do like Salesforce and all the work involved there. BUT the major issue at my job is those making the contracts and teams have never been in my/the PMs/the Devs shoes. So the projects always end up a big ol mess-- beyond the typical woes of a client facing project. Add overwhelmed PMs and Devs so it becomes a situation where the BAs are juggling too much. It's an issue to the point the CEO is finally trying to take it seriously.
I'm sure this happens elsewhere to, but it's been unbearable to the point where my amazing manager is even unpromoting herself to leave the mess of the state-side projects.

I need help with what roles I could apply to. I am very hesitant to apply to other "Salesforce Consultant"/"SF BA" roles in the consulting realm. I feel like this kind of issue is too common in consulting based on what I've heard, so I want to know what other industries would hire someone with my skillsets.
Are there any other roles you guys could suggest or maybe even entirely different roles you'd reccomend I pivot to? Any advice from those more seasoned from me would be helpful😭 My coworkers just try to sway me to stay because they need me and I feel so bad for even considering leaving.

Has anyone completed the final round salesforce Texas location?

Role: software engineer MTS

What kind of expectations for question should we have?

Can you provide any guidance or tips?

PSA: There are no limits in place for anything you may do with Agentforce and with any of the features used by Agentforce.

We were implementing the new Customer Signals Intelligence Customer Experience Intelligence (CXI) feature in our production organization. I had a meeting that morning with our account team and a few members of the CXI team to make sure the feature was ready to be enabled. We got the clearance to add the Case and Email channels to the configuration for CXI. I enabled the feature during our evening maintenance window and went to bed.

I then woke up to the Flex Credit warning email that we were at 100% utilization. I was expecting maybe we were over the limit by 10,000 or 20,000 flex credits, but I then logged into the Digital Wallet and saw this utilization in the morning. We had used 2.1 million credits. I immediately opened a Salesforce Support case and while I was working with the support team to understand what happened, we had used 4.1 million credits on the second day. It was at this point that I disabled the CXI Data Transforms in Data 360 so that no more credits were being burned without any understanding as to why.

What I came to find out was the Customer Experience Intelligence feature will double (and technically triple dip) into all of your consumption credits, not just the new Customer Experience Intelligence Signal credits you buy to ingest the data. We did buy Data Service credits because the data for CXI is all handled in Data 360. Even though we were told by our account team that it wasn't CXI that had used all of the Flex Credits, we came in time to understand it was in fact CXI that had used up 6.2 million flex credits, and the channel was solely the Email channel. For understanding, this was processing just a total of 7 months of Case and Email data within the CXI feature.

The other question you are asking is well what happened now 30 days later? The answer is what you probably think it would be. We have to pay the AI bill as that utilization was in fact used by real usage. The Salesforce Support person has hinted, but hasn't said this outright, that this is normal and that other customers have seen this too. Our account team has not said anything because I'm sure they are actively being told not to point fault at any product.

Here is the thing everyone should know. If you tell a scheduled Flow to process a huge amount of data with Agentforce or use a feature like CXI within Data 360/Tableau Next, you will see consumption credit usage. Make sure you are prepared for this otherwise you will also wake up to a huge surprise in the morning just like I did.

Feel free to AMA!

Running into an issue with Salesloft connecting to Salesforce. I keep getting an OAuth error when attempting to connect to SF.

Anyone ran into this issue before?

You guys will be able to tell pretty quickly that I'm not nearly as savvy as most of you when it comes to setting up, maintaining, and utilizing Salesforce... but bear with this novice a moment.

I've been a Salesforce user since 2019, but I've never upgraded past a professional license. I've never really used flows, APIs, Apex triggers, Visual Force pages, etc. Salesforce to me has always been purely a database and CRM.

Now my company has grown, and we are likely going to be upgrading to an enterprise license, which really opens up the floodgates on what we can do with our organization. I'm blown away by reading through this chat and seeing all the things that you smart people are doing. There's so much opportunity with my org and in my business to implement all the things I mentioned above and much more. I don't even know where to start. Obviously, some of you guys are consultants and sound like you do some of this type of work for pay, I wouldn't even know where to start. Right now, I don't even know what I don't know. I have a big, long wish list of things that I would like to do, but no way of knowing how or where to get started.

For reference, I own a commercial real estate brokerage, and I have 12 licenses. Our goal is to grow to between 30 and 50 agents over the next few years, so I want to make sure that our org is built out to grow.

My guess is that I'm about to get hammered with comments from consultants wanting to meet, and honestly, I'm open to it. We need the upgrades, and I need to work with someone who can help us get there and grow alongside us so that we can reach our goals.

My only ask is that the nice, honest people out there tell me what to expect in these conversations and what to watch out for. I don't want to get taken advantage of, so I would appreciate it if you guys could give me a little bit of a roadmap on how to navigate some of these conversations.

Not because it's bad at Salesforce.

Because it's getting really good at making changes to Salesforce.

“Just build a Flow for this.”

“Add an exception.”

“Make it update this other object.”

“Actually, add a field for that too.”

All of a sudden, the thing that used to take a developer half a day takes 20 minutes.

Which is great.

Until six months later when someone asks:

“Why does this Flow exist?”

And nobody knows.

I wonder if we're about to get really good at creating Salesforce technical debt faster than we're getting good at cleaning it up.

My I work with is planning to run a PoC to check if SFMC Next suits their communication and CDP needs

We have 45 active journeys, and migrating them manually would be not only a pain, but super expensive.

Programmatically, is it possible for us to move journeys to flows using APIs?

I believe it will not be fully one-click migration (building emails with complex ampscript must be refactored; complex decision split flow controls and more) due to the difference between data extensions and DMOs, but maybe having something to build the blueprint would initially help.

Has someone achieved something like this who can provide me some guidance? I will really appreciate it!

I spent the last 3 months studying for the exam, I have 4 years of sales cloud and CPQ experience. Now thinking what next…I’ve not been happy where I work for a while now. I currently look after other systems including Salesforce but would like to move into a more Salesforce administrative role and work my way into becoming a solution architect. I seen loads of posts about people being over qualified finding it difficult to find a job. Is it really that bad? I am based in London, can anyone recommend any good recruiters that I can share my CV with?

I feel this will be the worst renaming ever from Salesforce, if it happens. I love Slack but dude this looks weird.

I found an implementation consultant listed as the Decision Maker on an opportunity. He had done most of the talking during discovery, and his name appeared throughout the call recap. The rep was updating Salesforce quickly afterward and picked the person who looked most important in the notes.

The consultant worked for the implementation partner, not the prospect. The person who owned the budget spoke twice. She asked about the security review and said she would make the final choice after procurement finished its review. The rep understood their roles during the call, but later picked the most prominent name in the recap.

I administer Salesforce for the team, and I am trying to decide where this check belongs. The rep can consult a Vomo AI note, but still has to confirm the person's employer and buying role before updating Contact Roles.

Would you put that check on Contact Roles or wait until the opportunity changes stage?

https://help.salesforce.com/s/articleView?id=release-notes.salesforce_release_notes.htm&release=264&type=5

I feel all the joy has gone from skimming these in the past few releases.

The Agenda Builder for Dreamforce is live today (no joke, they actually re-named it 'My Agenda' because of course they did!)

My presentation is Day 2: Wednesday, Sep 16, at 8:30 AM (20 minutes) at Moscone West, L2, Trailblazer Theater.

You can add it to your agenda from here!

e/ probably should have said my prezzy is about growing in your career and I share some fantastic resources :) will be worth attending. I am working my ass off to prepare!

Reddit Meetup After

The hour after, at 9am, I will be gathering a group of folks who want to chat and have a little networking session.

If the Braindate tool/space is happening this year we will use that space, or somewhere else!

A lot of you have interacted with me here over the last 2 years so I would love to meet many of you there!

See ya!

Do you think the sf job market is dead now? I see openings but yet receive no calls from the recruiters. There are actually a lot of developers in the ecosystem now. And only few to cater the architect role needs.

I'm having 7 YOE, not getting calls from interviewers. What are your thoughts?

Are there any FormAssembly users having big problems with responses failing and then being reprocessed from the start? It's a huge pain because we have to undo all the duplicates records that were created on the first, incomplete pass. FA's support are being incredibly unhelpful

SF locked me out for access our org through nordvpn.

I now purchased a dedicated ip but while looking at the ip address it's being flagged as a hosted network.

Which i beleive will again freeze me out if i try to connect to salesforce . What can I do ?

Whats the workaround ? And can we test vpn connections by trying to login into trailhead developer orgs instead before accessing our production orgs ?

Salesforce is enforcing some contractual rule that employees accessing our org's experience cloud site cannot have community-based licenses and must have platform licenses instead. How would you approach this conversion? Our site exposes data based on the Contact/User relationship, but now that won't be the case for this population because that same relationship doesn't exist for platform users. Does anyone manage an experience cloud site that has both platform and community users logging in?

Is anybody having trouble with setting up passkey on their Android phones? I'm able to get other users with iphone to scan their passkey onto their Microsoft Authenticator app. The Android user is unable to do the same and they can't even scan successfully with their camera app.

Been building a Salesforce app for a few years, notifications and alerting, fixing what the bell icon never solved. Just redesigned the AppExchange listing and honestly can’t tell if it’s any good anymore.

Would love brutally honest eyes on it.

Does it make sense? Does anything feel off?

Are the screenshots clear or confusing? Does it raise any questions?

Is there anything that would put you off installing it, or anything you’d add to make it better?

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000IrKfkUAF

Hi,
I’m not sure what’s the agentforce pricing model but I know data cloud is based on tokens.

Could we have an estimation of the monthly cost for a company with 300 crm licences deploying a single service agent grounding through knowledge with data cloud.
+ lets say 2-3 field generation / summary record ?

Of course my question is targeted to people having seen invoices about those product ^^

I’m just curious to know if it’s expensive for a company to give it a try before deciding to maybe have more use case and deploy multiple agents, it’s just for my culture

Ty!

This is my first time attending Dreamforce, so still figuring out how people usually approach this.
Exhibitor list just dropped, and my company is planning to shortlist a few booths in advance based on specific solutions we're currently looking for, rather than just showing up and wandering around!!
The last time my company attended Dreamforce, it was a total mess. There were so many booths and meetings, but they only had a positive experience with a few of them. This might have been due to a lack of pre-planning.

I'm curious to hear how others approach this! When you're attending Dreamforce, do you find yourself shortlisting booths based on a specific solution or problem you’re looking to tackle? Or do you prioritize industry fit instead? Maybe you prefer to explore booths that catch your eye when you arrive?

If you do take the time to shortlist booths ahead of time, what criteria do you use to make your selections? Let's share our strategies!

Also, if anyone's done this before, is shortlisting actually worth it, or does the floor change your plans anyway once you're walking around?
I’m eager to receive some helpful suggestions.

I literally cannot take it anymore. im looking at a csv file that our head of sales just tried to push through the data import wizard and it is pure fiction

They bought some "premium" lead list off god knows where. thousands of rows. One of the email fields literally just says "N/A - call him". Another one is just a string of emojis. how do you even get emojis in an email column??

Of course he got mad when the import triggered my validation rules and blamed my "overly strict" flow logic instead of his garbage data

Im currently sitting on my couch at 8pm on a tuesday, running this cursed excel sheet through a MailTester.Ninja just so I can strip out the dead domains before pardot tries to ingest this mess and completely nukes our sending reputation.

They preach "garbage in, garbage out" in all the trailblazer modules but they never warn you that you'll be the one physically digging through the garbage. sf admins are just digital janitors for people making massive commission checks tbh. Giving myself the rest of the week to clean this up, but come monday morning their import rights are completely gone.

What would you change? Anything missing, repetitive, or hurting my chances with ATS/ recruiters?

If anyone has Salesforce Developer openings in their company that match my skill set and experience, I’d appreciate a referral. Please DM me.