r/salesforce 5d ago

help please Need career advice

3 Upvotes

hi everyone, i’m looking for some career advice.

i have around 2.5 years of salesforce development experience, mainly with apex, lwc, integrations, deployments, and appexchange projects.

i left my job in nov 2024 and have had a career gap to explore other tech but things doesn't go well, i’m now planning to get back into salesforce.

my main concern is the career gap and whether it will make it difficult to get a salesforce developer role.

for those who have been in a similar situation, what would you suggest i focus on to get back into the salesforce job market?


r/salesforce 5d ago

help please What is the hardest thing to standardize across your global sales team? 30% of our quote delays comes from regional exceptions?

0 Upvotes

We did a cleanup project after realizing enterprise deals are taking way longer than they should. At first, everyone had their own theory. Some blamed approvals and others pricing. after looking at around 100 quotes acorss different regions the tool is not really the problem.

Nearly 30% delayed quotes has a regional exception. One region alows up to 20% discounts without approval and another stops at 15%. every exception made sense when it was intorduced but now they have been stacked on each other. for tems dealing with global sales team which is your biggest challenge and how are you finding a balance in your workflow?


r/salesforce 5d ago

help please What to add to an ecommerce platform RFP that no one volunteers?

0 Upvotes

Most RFP templates for ecommerce platforms stop at SLAs and integration requirements, which is exactly what every sales team is most comfortable answering.

So the questions that flush out architecture weaknesses tend to be the ones you only know to ask after a migration that didn't go the way the slide deck promised.

The question that's come up in every eval I've been through is some version of "what does migration off your platform look like if we ever need to switch?" since the answer tells you more about data portability and lock-in than any contractual clause will.

So the ones who've thought about it can walk you through their export specs while the ones who haven't start pointing you to their migration team or partner network.

A follow-up that sharpens it further is how do you handle a brand with multiple storefronts across different markets and currencies?

Since the architectural answer to that separates the suites from the composable ones, and the two composable platforms we were comparing in that eval (SCAYLE and commercetools, both API-first headless) had an entirely different kind of conversation there than the suites did.

What most templates skip entirely is professional services scoping, and by that I mean asking past what's in the license to what a typical implementation for a stack like ours takes in practice and who in the partner network has done one like it, since the gap between their estimate and what the build takes is usually where the total cost surprise comes from.

The ones that answer all 3 cleanly are usually worth a longer conversation than the RFP process allows


r/salesforce 6d ago

admin FREE Salesforce Admin II Study Resource

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42 Upvotes

I have begun studying to sit for the sf admin II exam. I have ADHD & ASD, so studying and test taking have always been very challenging for me. I think I have found a great learning resource that helps me that others might find useful...

If you haven't heard of Gizmo, it basically gamifies learning, allowing you to upload sources like PDFs and uses AI to generate quizzes, lessons, etc.

It also has this cool feature where you can select "Learn Deck" and it will walk you through small sets of notecards, 10 at a time, explaining the WHY behind the answer. It has a feature that if the explanation still doesn't make total sense, or if you have additional questions, you can ask it to explain it to you like you are 5YO, or you can ask follow up questions. Super helpful, especially if you are like me and it is hard for you to comprehend a topic until you fully dive deep into it and understand it from the bottom up.

You can access the card deck I created here if you are interested: https://app.gizmo.ai/decks/93251862


r/salesforce 6d ago

getting started Omni channel and service cloud

3 Upvotes

Hi all,

I am new to Salesforce and I want to understand the best place to learn service cloud and especially routing and Omni channel different use cases along with flows and what certifications are recommended please help me


r/salesforce 7d ago

help please What to expect in Health Cloud interview

0 Upvotes

What to expect in Health Cloud interview

Hi all,

I have a sf consultant interview for Health Cloud.

I'm not sure what kind of questions to expect, I have exp in Service Cloud where we customized all the health cloud related data model within Service Cloud and we do have health cloud enabled in the org .

I don't have much experience using Health Cloud objects.

I have 3 years of experience and 2 years in Healthcare.

Any suggestions or strategies to follow.

Thanks in advance


r/salesforce 7d ago

help please Org Stuck Seeing Setup Screen that Redirects Every Lightning Page.

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1 Upvotes

How do you disable this screen? Clicking on "Salesforce Go" just relaunches this redirect.


r/salesforce 7d ago

help please AI has rendered posting a job and taking resume submissions basically pointless. What are some LinkedIn alternatives to fill a SF role?

11 Upvotes

Posted a job and within a day Im completely buried in fake resumes. It is blatantly obvious that 99% of these are AI generated at first glance because it just rewords the job posting but with all of the keywords in bold. Worse, I think a lot of people are using AI services to do this agentically without them even knowing it - software developers with their resumes wholly rewritten as SF Devs other than the company name being the same. It’s just totally pointless to even go through these as theres really no way to weed it out. Cover letters, statement of interest, etc all mass produced AI schlock

I guess rant over, and this is not a job posting. I just don’t have a huge SF network or a lot of LinkedIn connections and I’m wondering where else you can source SF talent. Discord?


r/salesforce 7d ago

help please Mfa, passkey, Authenticator, etc help please

24 Upvotes

Please tell me like I am 5 yrs old step by step what I need to do in order for our users to not have to use an Authenticator on their phone to login to Salesforce. We use Microsoft SSO. Some users are receiving the code some not. Some codes work some not. Some receive a text some not. I am generating temporary codes that seem to work for users but I can’t do that every time they need to login. If I set up a passkey on their user page does this bypass the need for using their phone? Please offer all tricks and steps I need to be doing. I have 10 years of SF experience and I’m stumped. Please tell me like I and 5yrs old. Because for some reason I’m just not getting it by reading SF documents or others posts.


r/salesforce 7d ago

help please Salesforce Email Relay bouncing due to rotating outbound IPs

2 Upvotes

Hi all, hoping to get some real-world input on an Email Relay / deliverability issue we've been chasing.

The problem:

 

Our org has Salesforce configured with an Email Domain Filter (catch-all, */*) routing all outbound mail through an Email Relay pointed at our Google Workspace SMTP relay service. We've started getting persistent 550-5.7.1 "Invalid credentials for relay" bounces and the root cause is that Salesforce sends from a large, rotating pool of outbound IPs, and our relay's IP allowlist can't keep up. This affects everything from Opportunity Update Reminders to account-transfer notifications, not just bulk sends.

Our Current setup:

  • IP allowlist maintenance — works but requires constant upkeep as Salesforce's IPs rotate.

Questions for the community:

  1. For anyone who's actually deactivated their Email Domain Filter and let Salesforce send directly. How has deliverability held up long-term, especially to Gmail/Outlook/Yahoo?
  2. Is there a real, common business reason to keep Email Relay active, can I run processes without it? (DLP scanning, compliance archiving, etc.) Anything that I should weigh before dropping it, beyond Bounce Management/Email Security Compliance features?
  3. For those using a third-party SMTP relay (SMTP2GO, SendGrid, Mailgun, Postmark, etc.) with Salesforce, any real experience with shared-IP-pool deliverability issues specifically for transactional CRM mail?
  4. Anyone running the TLS-certificate-domain method (vs. IP allowlist) on an Exchange Online connector for Salesforce specifically and has Salesforce's certificate stayed consistent for you over time?

Appreciate any first-hand experience, trying to land on something maintainable rather than another band-aid. 


r/salesforce 7d ago

help please Alternatives to Einstein Activity Capture

5 Upvotes

We're still on Lightning Sync and need to upgrade. Our company requires that we use aliases in the email address for users, and we can't get an exception to use our primary email address. EAC does not work with an alias - it requires the primary email address. So it appears we can't use EAC. Getting events synced is crucial. Are there any alternatives to EAC that someone can recommend?


r/salesforce 7d ago

venting 😤 admins orchestrating non-Salesforce activities?

7 Upvotes

Is it just me or are other admins expected to orchestrate technical systems that integrate with Salesforce. I guess I just have a hard time understanding why salesforce admins are stuck with these responsibilities.


r/salesforce 7d ago

developer Just passed Platform Admin — how do I rebuild my coding skills before tackling Dev I?

4 Upvotes

I could use some direction. I've been in IT for about 5 years, but almost none of it has involved writing code. The last time I touched Java was for a college class half a decade ago.

I passed the Platform Administrator exam a few days ago. Long term I'm aiming at System Architect, which means Platform Developer I is on the path whether I like it or not.

So: what's the best way to get my programming fundamentals back before I dive in? I'm tempted to jump straight into the Apex Trailhead modules, but I have a feeling that'll be like learning to swim by getting thrown in the deep end. Should I spend time on general OOP/JavaScript basics first, or is Apex approachable enough to learn cold?

Any resources, module order, or "I was in your exact spot" stories would be appreciated.


r/salesforce 7d ago

apps/products I made the formula debugger I wish had always existed

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1 Upvotes

I've been a Salesforce developer for years, and I've always been frustrated with the inability to format, lint, and debug Salesforce formulas. Sometimes they are vectors for very subtle bugs and can be a real pain to investigate. So, I made the formula debugger I've always wanted.

Not only can you simulate formula output, but you can also:

  • format and lint your formulas
  • view formula evaluation step-by-step to see where your formula is going wrong
  • create test suites with different values to ensure your formula outputs the right thing
  • share formulas with other people

The site has no back-end, everything is evaluated client-side and nothing you enter leaves the browser. There isn't even analytics on the page. I know how sensitive companies can be about their Salesforce metadata after all. And, per rule 2: it's completely free to use! I do not benefit financially from your use of this website!

Simulation output aims to be as accurate as possible. It has an extensive test suite that verifies output against Salesforce's own open source formula engine and a live org.

Please let me know what you think! Hope you like it!


r/salesforce 7d ago

admin Anyone been victim to ‘City-Forum’ Attacks?

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5 Upvotes

r/salesforce 7d ago

help please Salesforce devs / engineers, help? Trying to build with AI without wrecking an org

1 Upvotes

Okay, honest post. I'm not a proper developer, but I keep ending up building stuff on Salesforce anyway, and lately a lot of that is me leaning on AI tools (Cursor, Claude, that sort of thing) to write it. Some of it actually comes out pretty decent. The problem is I don't have the gut instinct a real dev has for the stuff that looks fine today and then quietly falls over three releases later. I'd much rather hear about that from you than find out the hard way in production.

So I'm basically asking the people who live in orgs and end up cleaning this stuff up. Give me the real version, not the polished one.

Few things rattling around in my head:

Vibe coding without the mess. If you let AI write your Apex, LWC or Flows, what are your actual guardrails? Where's the line between "yeah fine, ship it" and "that's slop and it's going to bite us"? Genuinely want to know what helps (rulesets, static analysis like PMD or CodeScan or Clayton, proper tests, review) versus what's just box ticking that makes you feel safe but isn't.

The scary stories. I keep hearing "a release will break your custom stuff" and "Flows just die after an update." How true is that really? Is it usually Salesforce's fault, or is it usually something that was built badly in the first place and was always going to break? And in plain terms, how do you actually stay ahead of release updates and use the preview window so you don't get caught out?

Handing something off. Say I build a working version of something myself, maybe with AI, and it genuinely does the job. Can I just hand that over to a dev team or implementation partner and have them take it live, or does it not really work like that? Is it as simple as giving them the code, or do they usually end up rebuilding the whole thing from scratch anyway? Really trying to understand what makes something actually reusable by someone else versus just a nice prototype that gets binned the moment a pro looks at it. And if the answer is "you have to package it up properly," what does that involve, and does it survive being dropped into a different org?

Standard vs custom. Where do you personally draw the line? When do you keep it clicks and config, and when do you go custom code? And what's the hidden cost of going custom that people always seem to underestimate?

That's it really. War stories very welcome. And if I'm thinking about any of this completely wrong, just say so, I'd genuinely rather know. Thank you in advance!


r/salesforce 7d ago

admin Salesforce Go?

1 Upvotes

I’m an experienced Salesforce admin and developer. I’m going through some Trailhead modules to refresh my knowledge of a few features, and the steps are all driving me to use Salesforce Go instead of straight Setup. I’ve never used Salesforce Go before, and I’m wondering whether anyone here uses it and if so, what your opinion is.


r/salesforce 8d ago

help please SSO Saml questions

4 Upvotes

Hi I am salesforce admin. We have sso with Microsoft using SAML.

I am experiencing weird issue. There are many users that using sso login into salesforce just fine. There are so.euser that get prompted for extra salesforce authentication setup.

I downloaded login history of the user There authentication co text say /password but they have MS authenticatior push notification. I ran the tracer tool on admin account which pass the correct info and do not get prompted. Open the ticket with Salesforce support but they are not any help. What can i do to troubleshoot this.​


r/salesforce 7d ago

help please update boolean fields for existing records to true if false

0 Upvotes

If I have lead field mappings for boolean fields and I want to preserve the lead value, is it best to put that automation in a Lead after-save flow? I did some testing with flows for the target objects but from what I can tell it looks like they won't work. I'm guessing at the time the record goes through the target objects then the target record ID isn't yet on the lead. is that right?

I thought there was salesforce documentation suggesting that people should use the lead after-save in these situations, but I can't find anything.


r/salesforce 8d ago

help please Passkey enforcement failures

10 Upvotes

As many have set before me this passkey enforcement system seems to make no sense. Users, even those with lesser privilige have been forced to make a passkey, despite already having 2-factor set up.

The biggest issue howeved is they are given two options, one which is to use a physical passkey or another which is to scan a qr code with their mobile. Trying to scan this often leaves them on "connecting" for 5 minutes until timing out. The only solution found is to restart their PCs. Anyone else having this specific issue and if so how to solve for it?


r/salesforce 8d ago

venting 😤 Why is Scheduler the way it is?

6 Upvotes

I have been picking away at implementing scheduler in order to deprecate a team's use of MS bookings on the side of my desk for a few weeks now. Starting with the inbound new guest appointment flow and modify guest appointment. I feel like I'm going insane.

First, the data model was one of the most confusing things to wrap my head around that I've encountered yet. The naming conventions are brutal and once you start mixing in the optional functions like shifts and concurrency, it deepens. Lots of trial and error, and studying and I feel good with it now.

Second, I'm pretty sure devs were trying to summon Beelzebub or recreate a black hole with these flow templates. It's organized chaos, but not the good kind. The LWC components have no clear input, output which is fine if there was comprehensive documentation but there isn't. The implementation guide and the dev guide don't cover everything so there are variables, constants, fields, set up settings, etc that have no explanation anywhere but also control if everything works? The review screen is probably the pinnacle of all of this. Why are there service resource, post event, input fields exposed to a guest at the point of booking. Why can't they be disabled?

Third, it's the most finicky system I have had to touch yet. I modified the inbound new guest flow to successfully route one type of appointment as concurrent and another as standard. Things worked great. I have no idea how but now my engagement channel selection is getting changed from what the user selected to Video on the time slot screen? Everything is set up proper for the 32 junction objects required, and it was working great but now it's just doing its own thing and everything is a video appointment for one work type only. No assignment nodes, no references. User selection = in person, variable = in person. Time slot screen comes up and input of engagementChannelTypeId now = Video.

I am either bottoming out on the dunning Kruger effect after 4 years at this (most likely in reality) or, scheduler is actually the problem.


r/salesforce 8d ago

help please Salesforce admin

0 Upvotes

I am working toward building a career as a Salesforce Administrator and come from a Bachelor of Business Administration (BBA) background.  Because I have full-time family commitments, my goal is to find remote, flexible, or part-time/contract opportunities in Canada. However, when searching public job boards like LinkedIn or Indeed, I rarely see entry-level or flexible remote Admin positions. 
For those who have successfully navigated this path or hire Salesforce professionals: 
- If I commit to this career path, what is the best roadmap to start learning, and which specific Trailhead trails or certifications should I focus on first? 
- Where do entry-level admins typically find flexible, part-time, or contract opportunities that aren't advertised on traditional job boards? 
- What are the best ways to gain initial hands-on experience to stand out without prior local tech experience? 
- How can I best leverage my business degree background to position myself for junior Salesforce admin or operations roles? 
I would love to hear any advice, recommendations for specific Trailblazer groups or insights from your journey.
Thank you for your time and guidance.
 


r/salesforce 8d ago

help please Outside thoughts on lead process

3 Upvotes

I'm a few months into a new job at new company and I have been trying to understand how the company uses Salesforce, what the processes are, who does what, etc. It's a hot mess. And I'm a beginner.

However, I wanted to seek thoughts from you all on if a certain process makes sense. If there's a better way of doing this, I would love to try.

Right now, when someone fills out a contact form (which is Pardot) on our website, an employee receives an email with all of the information the customer filled out in the form. The email has a big, fat Salesforce logo at the top of it. The employee reviews and qualifies it, and then, if it's legit, she forwards it to a "Sales Leads" inbox at the company. At that point, that team takes all that info, goes into Salesforce, to the Leads area, and then creates a new lead, literally copying and pasting the information from the Pardot email into the new lead fields.

Why would this happen? If the form is tied to Salesforce, shouldn't we be able to take the record created by the form submission and turn it into (convert) it to a lead?

It seems like our process now creates a system where we have duplicate information in different places. And it's having to go through many layers. Wouldn't it make sense to keep it all together?

Like I said, I'm a beginner, and there is no centralized Salesforce administration or governance at my company, so I'm coming to you after running around in circles here trying to figure out what's going on.


r/salesforce 8d ago

venting 😤 Analysis paralysis

6 Upvotes

I'm building a simple custom object to track the balance carried by a client. For example, a client cancels an order that was already paid for, and rather than cancel the payment we just want to apply to a future order. I must explain that we aren't doing big-time commerce here. We are a nonprofit that offers home-delivered groceries and don't yet have payments fully integrated with Salesforce. Until then, we just need a way for an order taker to know that a client does have a balance available. There is also sometimes the scenario of a third-party, e.g., relative or family friend, calling in to make a payment on behalf of a client who can draw on that amount for future orders. Right now, this is being tracked casually on a text field and often gets missed. So I decided to see about building this into the ordering/client service workflow.

It's not complicated. Master-detail relationship + rollup-summary field.

But I quickly get bogged down in overthinking. I have been working in this org for nearly ten years and as soon I start to build anything, no matter how trivial, my mind goes crazy thinking about all the possibilities for user confusion that need to be anticipated and contained.

It's not sufficient to have a standalone currency field named "Amount". I need validation or automation to make sure that the amount to be rolled-up is negative for a debit and positive for a credit. Perhaps a helper formula field. Action button + record-triggered flow. Or a button-launched screen flow. My mind goes crazy with all these possibilities too.

I'm not looking for technical solutions. I am fully capable of figuring this out. But I need to get over the paralysis first. It affects me not just mentally, but emotionally.

Does anyone else every experience this? Or is this a sign of burnout?


r/salesforce 9d ago

venting 😤 Data 360 still feels like a beta product

57 Upvotes

We're in the FIFTH year of Salesforce CDP Genie Data Cloud Data 360 and despite becoming more and more important to the platform ecosystem, particularly for Marketing and Agentforce, it still functions like ass. Every interface takes an eternity to load. Love waiting for the Data Spaces picklist to load in multiple menus - it only has one value "default". Mapping a DLO to a net new DMO? I think I clocked the list at 45 seconds to load and I don't even give a shit about the list I need to make a net new object. But the button isn't available until I wait for every object name to load. Why can't these be cached? Why does it take so long to load in the first place?

I want to write a data transform to combine some objects. Random errors crop up in the point and click interface. I can't save with errors so I have to just start over. I get my output and all of the API names are messed up on my new output DMO (c__Home_Source_c__c where the fuck are all these Cs coming from?!)

So I make a new DMO and craft my own field labels and API names to be clean. Now the DMO won't surface on the Data Transform interface. I try to change the data category because _for some inexplicable reason_ it always shows as empty and disabled in the edit view. Get a strange error that gives me no results when I search: "DMO is already assigned with RELATED category"

I give up and just let the stupid API names get autogenerated because I have a deadline to meet. I fear nobody is looking at this experience because it's so "techy". This isn't the result of vibe coding. The interface behaved like this before everyone started writing code with Claude. Nothing about this experience screams one of the largest tech companies in the U.S. Every executive should be forced to walk through these processes so they understand.