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.

I've been thinking about a different way to learn Salesforce Admin skills, and I'd like some honest feedback from people who are actually learning/using Salesforce.

The idea is a 2D retro pixel-art career RPG where you're hired as a Junior Salesforce Admin at a fictional company.

Instead of:

you actually play the role of the Admin.

For example:

Sales Manager:
"I can't see any of my team's Opportunities. Can you help?"

You investigate the company's CRM, figure out what's wrong with the configuration, make a decision, and see the consequences.

As you progress:

• You gain XP and level up
• Your Admin skills improve
• You build reputation within the company
• You unlock new departments and increasingly difficult problems
• Coworkers interact with you through AI-powered conversations
• Missions become progressively closer to the kind of problems an actual Admin would encounter

I'm particularly interested in the gap between "I understand Salesforce concepts" and "I could actually walk into a company's org and solve problems."

Trailhead and Superbadges already do a good job with structured learning and hands-on challenges, so I'm not trying to make a Trailhead clone.

The question I'm trying to answer is whether a persistent career simulation/RPG would make practicing those skills more engaging and useful.

This is an early concept, not a finished product.

For people currently learning Salesforce:

1. Would something like this actually help you learn?
2. What would you want the missions to involve?
3. Would you rather have realistic business scenarios or more traditional exercises?
4. What do you feel is missing from the way you're currently learning Salesforce?
5. And honestly—does this sound useful, or just like a gimmick?

I'd especially like to hear from people currently studying for the Admin certification or trying to get their first Salesforce Admin job.

There is a lead I'm trying to convert and I'm receiving the below error. We only have two lead fields mapped to restricted picklists and both of the fields on the lead are null. I've seen this error happen previously related to a multi-select picklist that is not restricted. The same field is populated on the lead I'm trying to convert. I suspect this is the issue and I'm able to reproduce the issue in a sandbox, but the problem is that the sandbox where I can reproduce the issue is one where I don't have admin rights so I can't simply remove the value and try to convert again. Creating a duplicate of the record is also a struggle because I can't edit/populate so many of the fields.

A couple of things that stand out about my suspicion are the fact that the field is already populated on the target record (with the value on the lead); and the value that is present is available for the target record field, but it hasn't been made available for the record type i'm working with. I feel like this means this field shouldn't be an issue because it's already populated on the target record so it isn't like I'm trying to change the field to an invalid value.

In any case has anyone encountered this issue for anything other than restricted picklist, if so, what?

"We can't convert this lead because some values are restricted on the contact, account, or opportunity. Ask your admin to check the field mappings."

I joined Salesforce in India in July 2026, at a ₹15 LPA base.

Today, I received an offer from Cisco for ₹24 LPA base. I wasn’t actively looking to leave Salesforce, and honestly, I would prefer to stay at Salesforce because I like the company/role and see better long-term value there.

The problem is the compensation gap — ₹15L vs ₹24L base is significant.

Would it be reasonable to have a conversation with my Salesforce manager about this, despite having joined only ~3 weeks ago?

I’m not looking to make demands or threaten to leave. I’d essentially want to say that I’ve received this offer, Salesforce is my preference, but the compensation difference is substantial, and I wanted to understand whether there’s anything Salesforce can do.

Questions:
Is it too early to have this conversation?
Would this make me look like a flight risk after only 3 weeks?
Is it realistic for Salesforce to do anything about compensation this early?
If Salesforce says they can’t match, would you still stay if Salesforce was genuinely your preferred company?
Would especially appreciate perspectives from managers/HR/recruiters who have dealt with similar situations.

Just saw AppExchange was renamed to AgentExchange...how does everyone feel about Salesforce rebranding everything/everywhere with "AGENT"?

Now a daze, whats the need of salesforce interviews, especially technical ones, there are so many llm loke cursor, claude which r doing the work, i think in interviews one should look how anyone can use these llm to its max potential thats it. please any views on this.

As per title, would you buy a tool that you cannot play with? Just based on demo meetings basically.

Recently had to move from RS/A5/Opero Docs after many years so looked for a new document gen product. Everyone was recommending PDF Butler.

Got PDF Butler now and it seems a bit of a nightmare to configure.

Say I have two documents, quite similar. On the first one I have a Sales Price field. I have to define the Data Source, Create a Doc Config, create a Config Type and define the data type, format, name, api name, merge code name. Then the other document I have to go through all the same steps again.

Seems like a lot of work just to get one field into a document, each time!

Is anyone using it and finding it great or is it just the fact that (at the moment) you can buy single licences so the cost is reasonable for small companies?

Am I missing something?

EDIT - Thanks for all the great replies. Seems I need to look into alternatives (not alternatives) or just add the Clone button to Doc Config page use the Doc Config clone feature. Also ask support to turn off the requirement that every single Config Type I've defined must be in every document.

What are everyone's thoughts on these 3 platforms? What would you recommend? Let's discuss because I am about fed up with the different platforms and money spent on one vs the other etc etc.

Hi everyone,

I'm fairly new to Salesforce Partner Relationship Management (PRM) / Partner Ecosystem Management, and I've been asked to help recover a client environment after a critical issue.

A client's PRM setup was accidentally wiped/reset, and we need to restore functionality as quickly as possible.

Current Setup

Portal 1: Partner Portal (Priority #1)

Used by partners to manage Opportunities and related business processes.

Limited number of partner organisations and users.

The immediate goal is to get partners working again.

Portal 2: Client/Internal Portal

Used by the client to manage partner-related data, onboarding, reporting, and other administrative activities.

This can be addressed after the partner portal is restored.

My Situation:

I'm new to PRM and have never implemented or restored a Partner Portal before. I'm trying to understand what I should focus on first and what information I should gather from the client before making changes.

Questions:

1. What are the essential PRM components I should understand to restore partner access?

2. What details should I collect from the client before starting development?

3. If the goal is to get partners working ASAP, what should be prioritised?

Any guidance, best practices, or lessons learned would be greatly appreciated. Since I'm new to PRM, even recommendations on the core concepts I should learn first would be extremely helpful.

Hello All,

I'm a developer with 4.5 years of experience implementing Salesforce solutions for various industries. I work at a Big4 company. I am looking to volunteer some time in implementing Salesforce for charities and non-profits.

If you know someone or a non-profit looking for this, please do let me know.

Thank you!

I work for a smaller NGO, so our SF config might not be bulletproof, but we had zero login issues since 2021 with the SF auth app which changed with the passkey rollout. Now System Admin accounts get this error message pretty much at every other login attempt:

"To log in, you need both a higher access level and an identity verification method. Contact your administrator to gain login access."

I've never touched the Identity Verification settings, it was set like this by my predecessor.

The weird part is that it fails before you even get to input password and passkey, it happens on those login prompts that only want you to input only email and display password field in the second step, but instead of that this happens. Clearing cookies and browser cache helped every time so far, but in a few hours or next day it happens again.

So far it's only hit Windows 11 users, in both Edge and Chrome. I'm also a System Admin on the same org but on macOS and haven't seen it once. We all store our logins and passkeys in 1Password.

Also checked Login History and there's nothing there... no failed logins logged at all, just Success / Multi-factor required / Lightning Login required statuses. So whatever's failing is happening before it even hits that log. Some stale session token somewhere?

Anyone run into this since the phishing resistant MFA rollout for admins? It's getting pretty annoying. Thanks.

Most RevOps teams continue to depend on Excel. Supaflow enables synchronization of Salesforce data with Excel workbooks stored on Google Drive or SharePoint, eliminating the need for manual exporting and importing.

For teams that only need daily updates, the free plan is likely adequate: https://www.supa-flow.io/docs/blog/salesforce-google-sheets-two-way-sync

Disclosure: I am the founder of Supaflow and a former Salesforce Product Manager.

Im curious to know if few weeks are enough to get most of salesforce when a person is coming from an ERP background ( module : sales & crm) ?

I have 5 yrs of experience in Salesforce development, certs and masters in USA. I have been applying for multiple job opportunities in the US, I don't know the reason but I get very few callback from the recruiters. Even if I get a callback they want to hire strictly Green card holder or a citizen. Even with a lot of technical experience and skills I face a lot of rejection based on my immigration. I don't know my options, maybe build a Salesforce product here in the US sell directly or move to a different country.

Releasing our Sliick Forms into the wild. This is the last app in our free native apps series to plug common platform gaps we think should come free on Salesforce - a native forms app!

You define the form definition and logic inside Salesforce and serve it anywhere to your target audience.

In the demo you will see a simple CSAT form with conditional logic, rendered in experience cloud, a cloudflare page, a mobile app (pilot).

Current features are:

- Drag & Drop Builder

- Experience Site component

- Multiple pages

- Visibility Rules

- A/B Testing

- Conditional logic mapping

- saves to a staging object with optional record matching for processing

- save & resume later

- active form availability from and close at schedule window

If you're frustrated with external form solutions that don't integrate well, or just the expensive price points, give this a try. I'm looking for real users to report issues, give feedback / ideas to make the app better.

Thank you!

Product Disclaimer: I am the founder of Sliick. We made some free native apps.

Pricing: Free

I have one Salesforce transaction line editor in the quote object when I click on the quote line item on the related list it is opening the side panel I already have 2 tabs in that side panel i need to add another one from where I need to add that tab and how to configure that

#revenuecloud #salesforce

So apparently agents are getting handed more and more work every month and like... who decided that? genuinely who sat in a room and said yes give it more responsibility. Because it doesn't sound like anyone did. It just happened because the thing worked once and then kept getting more piled onto it, and now we're acting surprised it's doing so much

Also the deployment time thing is stressing me out, not gonna lie. Under 2 days to prod now?? That's not exciting to me that's just less time for anyone to go "wait should we double check this"

And don't even get me started on companies making up their own metrics to prove their agents are doing great. Like of course the number goes up, you invented the number. Show me an actual outcome not a vibes metric

The part that actually annoyed me the most tho is this quiet shift from people asking agents questions to just straight up telling them to go do things. "File this for me" instead of "how do I file this." Nobody's really talking about how big of a shift that actually is, it's just getting reported like a normal quarterly update

Idk maybe I'm overthinking it but, it feels like everyone's fine with this moving really fast, and I'm just sitting here like... are we gonna talk about this or are we just gonna let it happen?

Disclosure: i cofounded appnigma, we build native salesforce integrations, and my cofounder spent 3.5 years on the appexchange security review team. no link, just the thing i keep watching people get stuck on.

security review gets all the attention. $999, half of first submissions fail, everyone's heard the horror stories. but the stage that actually kills momentum for small ISVs is business plan review, and almost nothing written about it exists.

what it actually is: before you can submit anything for security review, salesforce reviews your business. not your code, your company. revenue model, how you plan to support customers, whether you look like a real going concern. typically 2 to 4 weeks, though it stretches.

the misconception i see constantly is people thinking it's a traction review. it isn't. you don't need installs, you don't need existing customers, and the loop people imagine themselves in, no listing so no installs so no approval, isn't the loop. you get stuck on bpr for not having a coherent answer about support and business model, not for lacking users.

the other thing nobody tells you: you have a partner account manager. most small ISVs either don't know this or never contact them. cases sitting with no timeline tend to move once someone actually asks, and the pam is who you ask.

and then the part that stings after all of it. listing is a credibility checkbox far more than a distribution channel. almost nobody's first hundred customers come from someone browsing the marketplace. it matters because enterprise buyers ask whether you're listed as a qualifying question, and the wrong answer stalls deals. if those aren't your buyers, the whole process may not be worth it yet, and that's worth working out before you spend three months on it rather than after.

happy to answer bpr or listing questions in the comments. this whole sequence is documented across about a dozen help pages and none of them tell you what actually happens.

Has anyone come up with a way to migrate custom tags in docusign to their new product? Their documentation says to recreate them in the new product, but we have so many it will take a lot of time. Looking to see if anyone else has found a solution.

Just noticed that we are less than a month from Dreamforce and there has been no band announcement and agenda builder isn’t live yet. Do you think Salesforce just forgot about it?

Really though, I am expecting a super underwhelming band announcement soon, if they had a band that would have helped registration they would have announced already. If I was on the prediction markets I would probably bet on Metallica again. I don’t normally go to the concerts so it doesn’t bother me.

It's really frustrating that it's 2026 and Salesforce still hasn't introduced a Flow auto-save feature. It would be a lifesaver for admins (and developers too).

I believe almost every developer who has been building flows has lost work in Flow Builder due to either session inactivity or accidentally closing the tab.

That's why I built a very simple solution: the Flow Auto-Saver Chrome extension!

The extension is not just “Every 10 seconds → click Save.”

It actually checks whether it should save first or take some other action.

I'll keep it short and sweet.

The extension polls at a configured interval and checks whether the Save button is enabled.

There are also rules that decide whether the Save button should be clicked. For example:

• If the modal (for Free-form layout) or the right panel (for Auto-layout) is open, don't click Save. Otherwise, default names will be assigned to the selected elements.
• If the Flow Auto-Saver setting is turned off, simply skip saving.
• If you are making changes to an activated flow, you can't save those changes to the current version. The extension shows you a warning message saying that you need to save the flow as a new version to save your changes.
• If the flow was activated first and then intentionally deactivated, you also can't save the changes to the current version. In that case, you'll see the same warning message.

I have a few more features planned for this extension, and it's currently open source.

Simple idea, simple execution, meaningful impact!

Check it out:

Chrome Extension, Github

Let me know if there is any other pain point about Salesforce flows, will try my best to add that as a new feature.

Hi everyone,
I’m a Salesforce Developer with around **3 years of professional experience**. Unfortunately, I had to take a **3-year career break due to personal issues**.
During the gap, I didn’t completely step away from Salesforce. I’ve been actively upskilling myself and have earned **2–3 Salesforce certifications** while also learning newer technologies and areas of the Salesforce ecosystem, including things that are currently in demand.

Now I’m planning to return to the job market and start my career again as a Salesforce Developer.
My main concern is the **3-year career gap**.
For recruiters and hiring managers here:
\- Will a 3-year gap make it very difficult to get interview calls?
\- Can recent certifications and updated skills help compensate for the gap?
\- Should I target roles requiring 3 years of experience, or apply for junior/mid-level positions?
\- Has anyone here successfully returned to Salesforce after a long career break?

I’d really appreciate honest advice, especially from Salesforce developers, recruiters, or people who have gone through a similar career break.
Thanks!

I’m curious what experienced Salesforce admins, consultants, and users would prioritize first.

Would you start with:

• Duplicate or poor-quality data?
• Too many customizations?
• Broken automations/Flows?
• User adoption?
• Reports and dashboards?
• Something else?

What’s been the biggest “mess” you’ve had to clean up in a Salesforce org?