r/salesforce 3h ago

career question Does anyone actually stay inside Salesforce all day?

0 Upvotes

Maybe it's just the way our team works, but I feel like Excel never really goes away no matter how much we invest in Salesforce. Every time I need to compare records, clean up data, build a quick report, or check something in bulk, I end up opening a spreadsheet anyway.

I've been looking into different ways to make the whole Salesforce integration process a little less repetitive instead of constantly exporting CSVs. While reading about different approaches I ended up browsing a site for a bit, mostly because it got me thinking there are probably more workflow options than the ones we've been using.

I'm not really looking for product recommendations as much as I'm curious how other teams handle this. Do you try to keep everything inside Salesforce, or is Excel still a normal part of your daily workflow? Feels like a lot of people pretend they never leave the CRM, but in reality spreadsheets are still doing a surprising amount of the heavy lifting


r/salesforce 19h ago

help please Apollo.io integration with Salesforce

Post image
2 Upvotes

Recently i’ve been trying to integrate salesforce with apollo.io. However, whenever I try to integrate and press sync, I get the error as seen above. For context, we use a salesforce plan that we were grandfathered into a contract of $16 a month. After speaking to a salesforce representative I’m fine and able to pay the $150 a month for the new enterprise package, which should include “integration“. However, I’d like to make sure that this integration will fix this error and definitively fix my problem and allow these two softwares to integrate. Does anybody have any solutions?

Edit: I’m on the Legacy Group Edition


r/salesforce 19h ago

admin I am a guest speaker for an online TB Community event this Friday! Come join us :)

Post image
11 Upvotes

The wonderful ThankGod Okoro asked me to speak at the Lagos User Group event this Friday.

It is at 1PM EST and open to all globally, not just their user group.

I will be doing an early version of my Dreamforce presentation!

Registration can be done here: https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-user-group-lagos-nigeria-presents-build-a-salesforce-career-you-love-10-years-of-lessons/


r/salesforce 20h ago

admin What's the mysterious custom object in your Salesforce org?

13 Upvotes

I've inherited a few orgs where there's one custom object that nobody can really explain. Nobody remembers why it was created. Nobody knows what would break if it disappeared. The people who built it left years ago. Everyone is just afraid to touch it.

What's that object in your org?


r/salesforce 21h ago

help please Got a "System Design" round for a Salesforce Developer role — what should I actually expect?

2 Upvotes

Hey everyone,

I have an upcoming interview loop for a Senior Salesforce Developer role, and one of the rounds on my schedule is listed as a 60-minute "System Design" interview.

To be completely honest, I'm a bit unsure what to expect for this specific round in a Salesforce context.

Any recent experiences, tips, or recommended prep resources would be hugely appreciated!

Thanks in advance!


r/salesforce 10h ago

help please 40 days of searching, 200+ jobs applied and no interviews

8 Upvotes

I'm really sorry for another "market is bad" post, but I am at my wit's end. Been applying to all the jobs I can find anywhere, got PD2 certified as well, but can't even seem to get any screening calls - let alone interviews. ~9 years exp, very technical resource - current project moved to maintenance so FTEs got KT and I got a boot.
What am I doing wrong? Is it just me or is it hopeless for Salesforce? Better to jump to another domain? Thinking of moving to the IAM space if possible.


r/salesforce 16h ago

help please SFMC email clicks not matching with Google Analytics (GA4) sessions

1 Upvotes

So my team and I identified that during recent months we had a a big gap between GA4 sessions and SFMC clicks. We then noticed this has been going on for a while, probably for the last 2 years. The thing is we are unable to identify an answer to this gap.

Most of the time we have noticed a huge volume of clicks with a gap over 50% to sessions. Any ideas or similar experiences?


r/salesforce 14h ago

off topic How many of you got a Premium client

4 Upvotes

I'm a Salesforce developer with 8 years of experience, primarily in Service Cloud.

Over the past few months, I've been narrowing my niche instead of trying to be "another Salesforce developer." My focus is helping companies implement SLA automation, service operations, and workflows for MSPs and service organizations. It's something I've built and deployed successfully in production.

Now I'm trying to land my first premium consulting client.

My current strategy is:

  • Posting consistently on LinkedIn.
  • Reaching out to decision-makers through LinkedIn.
  • If they're not active there, sending personalized cold emails.

For those of you who've built a Salesforce consulting business:

  • How did you land your first premium client?
  • How long did it take before you signed your first deal?
  • Did you have a niche from day one, or did it evolve over time?
  • Do you think specialized Service Cloud consulting is still a strong market, or has AI changed how clients buy Salesforce expertise?

I'm asking because LinkedIn is full of AI content right now, and sometimes it feels like every conversation leads back to AI.

My experience is different. I solve operational problems with Salesforce, backed by real production implementations, not demos or side projects.

I'd appreciate hearing what actually worked for you.


r/salesforce 20h ago

admin Any Superbadges you genuinely enjoyed?

6 Upvotes

Any that actually gave you insightful takeaways?


r/salesforce 12h ago

help please Apex and org cleanup tools?

5 Upvotes

I’m looking for something to help us cleanup our incredibly tangled web of an org. Question 1. We have apex classes that were built as far back as 2014 and no one knows if they are still needed. Is there anything I can use to determine when the last time each one of them were executed or run (whatever the terminology is). Question 2. I saw on LinkedIn someone discussing a tool that shows when the last time a picklist value was used. Anyone know what that is?


r/salesforce 15h ago

help please Slack AI in Salesforce

6 Upvotes

My boss told me to "look into" slacks ai integration for salesforce based on what our AE told him. Does anyone have any good resources for a know-nothing like me to start at to eductae myself?


r/salesforce 15h ago

career question Need some guidance

3 Upvotes

I come from a business/management background and have about 5 years of experience working on Salesforce projects, currently as a Senior Business Analyst.
I hold the Salesforce Admin certification, OmniStudio Consultant (although I haven’t used it in years), Agentforce, Data Cloud, and a few Associate certifications.
I’m at a point where I’m wondering what the best long-term career path is within the Salesforce ecosystem.
AI is also changing the industry quite fast, so I’m trying to understand which skills and roles will remain the most valuable over the next 10 years ; and where I need to upskill in priority

Right now, I mainly see four possible paths for me:
Solution Architect
Functional Lead
Product Owner
Delivery Lead

But I’m unsure which one to follow


r/salesforce 20h ago

help please Prod box allows verification code but sandbox forces use of passkey

2 Upvotes

I need to be able to use either the Verification Code from keeper or a Temporary Verification Code from the user profile in order to login to a non-admin account. Both paths work in a prod box that I'm working in but in the sandbox org I am unable to use either option. anyone run into this and if so how did you fix/get around it?

edit: just realized it is a partial sandbox - wondering if that's the issue?