r/salesforce

I’m looking for advice, I was offered this job, and I want to know if it’s well paid?

…”seeking a highly motivated CRM Analyst Assistant to support the continued expansion and optimization of the firm’s CRM ecosystem. This role will work closely with ________ on automation initiatives, system improvements, and large-scale CRM projects that support intake, marketing, and operational workflows.

This is an excellent opportunity for a detail-oriented and analytical professional early in their career who is eager to grow within a fast-paced, tech-forward legal environment.

Key Responsibilities

Support the development and maintenance of CRM workflows, automations, and system enhancements

Build and manage Salesforce Flows, validation rules, and object relationships

Assist with data imports, exports, cleansing, and integrity management

Generate and maintain reports and dashboards to support business decisions

Collaborate with cross-functional teams (marketing, intake, legal) to improve processes

Provide support and training to non-technical users across the firm

Assist in managing integrations with third-party tools and platforms

Contribute to ongoing CRM optimization and large-scale automation projects

Qualifications

Required

1–2 years of experience in a CRM, data, or systems support role

Salesforce Administrator certification (ADM 201 minimum)

Experience with Salesforce Flows, validation rules, and object relationships

Familiarity with data imports/exports and reporting

Ability to communicate effectively with non-technical stakeholders

Evidence of increasing responsibility and ownership, with experience leading tasks or projects rather than solely supporting them

Preferred

Experience in a law firm or legal technology environment

Familiarity with tools such as Zapier, PandaDoc, or Clio

Exposure to marketing, intake, or lead management workflows

Experience supporting case intake or client lifecycle processes

Compensation & Schedule

$8-$9 per hour. The candidate’s placement within the stated compensation range will be determined at employer’s discretion, based on skill set, years of experience, and credentials.

Monday-Friday 9AM-6pm (EST)

Why Join Us

Work directly with leadership on high-impact projects

Opportunity to build and shape CRM infrastructure in a growing firm

Collaborative, fast-paced environment with strong cross-functional exposure

Clear opportunity for growth and increased responsibility’s

I've noticed that a lot of the marketing information, help documentation and implementation guides are being updated with language like "Now with Sales Cloud, the #1 agentic platform for sales".

Can we drop this crap already? It's hard enough to follow along with some of the poorly written help articles and documentation, without marketing b.s. inserted into it.

If you're someone coming into the Salesforce universe for the first time, how does inserting this b.s. help your customer better understand the products?

Those behind these changes need to look at AI and AI agents as a value add to the products, not the holy grail of the products.

Maybe it's just me but at every turn I am getting more and more frustrated with Salesforce to the point I sincerely regret ever coming back to this platform or products.

Folks, I am currently dealing with the following problem: we have a lot of data in Salesforce, but when we want to use it, it is always a problem.
For example our team tried to create some internal reports, dashboards for pipelines and forecasting. But the problem is that we are missing fields, also sometimes the relationships between objects are broken. In the end, when I try to show something, often historical data doesn't match what my colleagues expected.
Of course we're obsessed with analytics using AI tools, but to me the data does not seem ready for it. I mean, before analyzing it still needs lots of manual cleanup.
I think Salesforce is a great operational tool, but it is not the best if you wanna use the data outside of it.

Is my judgement correct or I am doing something wrong and it can be fixed?

I mean..... Is Salesforce just exposing some already-existing APIs to agents? How is this new or innovative?

Even if you want to consider the whole "Salesforce trust" layer, this isn't anything innovative. We have been able to control the scope for API calls for decades now. OAuth 2.0 anyone? DMZs and firewalls are not a new thing either.... This feels like network security 101.

Maybe I'm just missing things here, but this seems like a pretty basic feature that's been around for a while, but rebranded as innovative state-of-the-art tech with unknown pricing.

Hey guys,

I'd like to apply for a job at Salesforce in Germany as a Lead SE. I've been in the Salesforce World already over 9 year and have also over 5 years of SE experience.

Can anybody give me a rough idea how the salary bands are?

Just Base is fine, I really just need to understand where I can fit in.

Thanks!

I promise this is not another opinion piece about Headless 360 (no scope).

Mainly because I genuinely do not know what to think, or what it even is trying to be, since it was released like a minute ago.

In general, despite 12+ years of being involved in this ecosystem, I have never felt less clear about the direction (heading?) of this ecosystem.

• Not because I am not confident in my Salesforce skills.
• Not because I am not confident about the value of the Salesforce platform for my clients.
• Not because I am not aware that AI in general is bringing a lot of improvement to business technology and is worth investing in.

But because I have never been less confident in the leadership of Salesforce!

It feels like the company has gone Headless...

Why do I feel that way?

Without even going back to the well of Benioff's political switch up and public gaffes, I genuinely do not believe he is leading from the front.

He seems to be in his own bubble and appears to be managing the business like an amateur puppeteer with too much money and no passion for client success.

Every wannabe entrepreneur starts thinking of cool features and amazing products before even considering if anyone actually wants the crap he is building.

You can go to r/entrepreneur and daily find people with this same mindset.

There was a time where Salesforce leadership was tuned into their userbase, listened to its partners and trailblazers, and did its best to co-build the product for them.

Today?

It feels like they are throwing billions at 3rd parties for acquisitions and focusing on rebranding the rebrand of a rebrand only to end up 360 degrees where they started.

Wasting millions on developing Agentforce 3.0 before anyone in the real world even had a chance to say if 1.0 brought any business value.

Why does this suck for all of us?

From the real world experience I am seeing with my clients, this rapid hay-in-front-the-horse approach of development has created real confusion and frustration among customers.

As an example:

• A year ago, one of my clients upgraded to Einstein 1. A few months after that, Salesforce released Agentforce 1, and eliminated Einstein 1.
• My client has faced numerous license allocation issues because even the Salesforce team is not 100% clear on what feature comes with which edition.
• Functionality that used to work with Einstein 1 no longer works and is hidden behind Agentforce 1 at a further price increase (eg. the internal agent no longer can query knowledge articles without flex credits which Einstein 1 does not have)

This type of symptom is not a problem of technology. This is not a gap in capability. This is a no-f###s-given reality of building faster than you can deploy.

Tripping over your own untied shoelace.

A symptom of distracted and unfocused leadership.

And it is exactly these types of choices that will further isolate clients who grow tired of the zero-sum game, push those of us who give guidance to clients about their investment in technology to suggest alternatives, and eventually eliminate Salesforce's market leadership position in the world of CRM.

If the last 2 years showed that Salesforce as a corporation (NYSE:CRM) was in a strong position, I would accept all of this as "they clearly know something I don't" but even that is clearly not the case.

So what can we do?

If you are a client of Salesforce, you can speak with your wallet like many companies I know are doing. Look for where the real value is for your business.

If you are a consultant, become more platform agnostic. This is what I am striving to do more of. Look for where the real value is for your clients.

If you are a trailblazer, expand your horizons and broaden what you learn. Look for where the real value is for your career.

What have I missed? What is your opinion? What more can we do to see a return to clear market leadership for Salesforce?

We’re currently trying to set up a CI/CD pipeline using Gearset. Right now, our deployment process is mostly manual — we use Gearset’s compare and deploy along with Git for version control. Our team is a mix of admins and developers.

One of the challenges we’re running into is that admins are pushing a lot of changes directly to production every day. This often leaves our sandboxes out of sync, and sometimes causes validation failures while CI jobs are running.

The manual compare and deploy process in Gearset has been very convenient for moving changes between orgs, but as we test the pipeline setup, validations and deployments are taking a very long time. It feels slower and more fragile than our current manual workflow.

I’m curious if others here have successfully set up a CI/CD pipeline using Gearset and how reliable it has been in practice.

Also, how do you handle situations where scratch orgs don’t have the same data as production? Has that caused issues with validations or deployments in your pipeline?

Any tips, lessons learned, or best practices would be really helpful.

I'm trying to procure lucidchart but my team are concerned with lucids retention and data compliance policies, particularly their use of third parties.

My preference is still lucidchart. I'm not sure if IT are being overly concerned since there won't be any sensitive data in process and flow diagrams but assuming it isn't signed off, are there any good alternatives for this use case and are they legitimately good options or is lucidchart still the better option?

Heyo! I see in the articles that there's like 60 new APIs and 30 new mcp skills or some variation of that. I've yet to find anywhere where what those are is documented. I also read one person say you can access only in a developer org, so does that mean no luck moving to production yet?

Baby developer. Be kind 🙈♥️😂🙏🏻

I recently gave an interview for a java technical support role, I gave it back in April 11th and hr said she would give feedback on 13th but I haven't heard from them.

I cleared the technical rounds but the manager was sceptical about me since I am coming from dev background and also recently joined a big 4 organisation. That is the only concern I have otherwise he was kind of ok with me.

How long does it generally take to get a response from them

I have a specific use case for salesforce, we don’t sell software, we sell machines and our meetings are almost always in person, not calls. So automated call tracking which translates into stages and updates are somewhat less useful for us. Generally an example of how things would go as one of our channel partners might send through a spreadsheet or PowerPoint of updated pipeline, but we would want our own representative to rigorously check this and make their own judgements, then update a small number very high value opportunities. And for our direct employees, again they are working on site visiting the potential customer every day and making their own notes, then translate this into updates. unsurprisingly, there are a few issues here – one is at the pipeline hygiene is poor unless one of us in sales ops goes through it with them in great detail which is just not possible. another is that because our opportunities are high value and low volume, and have a really complex implementation – lots of compliance contracts, dates and times, et cetera – they simply aren’t complexity enough don’t do it often enough. Doing five or six of these a year would be really successful.

So there are two issues – one is pipeline hygiene and not having a good real time measure of the state of the pipe, the other is that our workflow especially for closing an opportunity is just wuite complex and they basically need to call us each time because they’re not in good enough practice, even though all of the aspects we’re asking to track are necessary for compliance, execution et cetera.

What are the tools, either native or third-party, which made the biggest difference in either of these things for you – bearing in mind the in person customer meeting context?

When working on LWCs, I have to constantly toggle between SLDS1 and SLDS2 to make sure everything looks good. I am sure others do too since orgs can have either theme. Does anyone have a good solve for this? I personally would love a toggle button in scratch orgs to switch between them.

I'm at a small organization in the U.S., we need to bring in two people full time but are in a time crunch and don't have time to go through the proper hiring process, so we need to bring in two contractors to help get us through the next two months. We currently have a contractor in India and a full-time staff person but that person is leaving unexpectedly for health reasons.

Any recommendations for staffing agencies? I've seen recs for

• TEKSystems
• FoundHQ (but lots of negative stuff online)
• LinkedIn (I don't feel confident finding someone that way since I'm not a tech person myself)

Hi everyone,

I have my first interview tomorrow for a Customer Success Guide role at Salesforce, and I could really use some last-minute guidance.

HR mentioned they’ll be focusing on:

• Communication skills
• How I interact with clients
• Situations like handling a client whose accent I don’t understand
• Some basic technical knowledge

I’d love advice on:

• How to prepare effectively for the behavioral/communication round in a short time
• Common questions or scenarios I should practice
• Tips for handling real-time communication challenges (like accents or misunderstandings)
• Anything specific to Salesforce interviews if you’ve experienced it

Any tips, resources, or personal experiences would be super helpful 🙏

Thanks in advance!

I just got hired and my job uses salesforce. I’m having trouble wrapping my head around reporting and such. I’m willing to pay somebody to walk me through how to build reports in dashboard to get the information I need.

I will be screen sharing on zoom and I would like you to take me through the necessary steps. Please dm if interested.

Two RSDs from SAP and Oracle are building their teams from their previous companies. And if you’re not part of that circle, you already know how it goes.

Meetings tend to flow toward the in-group. You will feel invisible, not because you’re underperforming, but because you didn’t come up within the same ecosystem.

Roles open up, candidates come in, and messages start flying around, “Does anyone know this person?” In many cases, decisions are half-made even before the first screening, with the process serving more as a formality to show that multiple candidates were considered.

I’m not a Corporate newby. I’ve been with different MNCs and have seen leaders come and go. But the magnitude of this situation at sfdc ph is very alarming.

I welcome suggestions on how to blend-in and jive tricks on this type of work politics

Hey y'all, so my company is actually being cool and doesn't have a cap on how many certs we can get in a year as long as they're on the approved list. I’ve already knocked out Agentforce Specialist, Business Analyst, and Platform App Builder, but now I’m looking at the Admin one and eventually getting into Tableau.

I’ve used Focus on Force for basically everything so far, but I just realized they don’t have anything for Tableau. I’m trying to find where to pivot for that.

Specifically wondering about:

• ForceDigest
• Udemy

If there's anything else I'm missing besides those two, let me know. I really prefer stuff with solid practice tests + study guides since that's how I usually study after doing the Trailheads for the basic knowledge. Thanks!

Hey everyone, I was laid off last month from my MNC role with 2 solid years of hands-on SFMC (Salesforce Marketing Cloud) experience—reason was company restructuring, nothing on my end.

Not seeing any solid SFMC gigs on Naukri.com right now, so I'm hunting for proxy referrals, backdoor entries, or internal connects at companies hiring quietly.

If you know of any leads, hiring managers, or groups for SFMC roles (especially in India/Bengaluru area), DM me or drop details here. Happy to share my resume/profile. Thanks a ton—times are tough post-layoffs!