I’m curious what experienced Salesforce admins, consultants, and users would prioritize first.
Would you start with:
What’s been the biggest “mess” you’ve had to clean up in a Salesforce org?
I’m curious what experienced Salesforce admins, consultants, and users would prioritize first.
Would you start with:
What’s been the biggest “mess” you’ve had to clean up in a Salesforce org?
Sometimes the biggest improvements come from the smallest changes.
It could be simplifying a Flow, removing unnecessary fields, improving a page layout, or automating a repetitive task.
Looking back, what's one small Salesforce change that had the biggest positive impact for your users or your team? What made it so effective?
I've seen flows, approval processes, and automations that looked great during implementation but became difficult to maintain as the business evolved.
Sometimes simplifying the system delivers more value than adding another automation.
What's one automation you removed or wish you had?
I've seen Salesforce projects where simple business requirements turned into dozens of custom fields, flows, and approval processes.
Sometimes customization solves a real problem.
Sometimes it creates three new ones.
What's the most unnecessary Salesforce customization you've come across, and what happened afterward?
I've seen projects run into trouble for different reasons unclear requirements, constant scope changes, low user involvement, poor data quality, and unrealistic timelines.
Looking back on your own projects, what was the first warning sign that things were starting to go off track?
I'm curious about the challenges that only become obvious after a Salesforce migration is completed.
Looking back, what was the biggest lesson your team learned after go-live?
Was it related to:
Interested in hearing real experiences from admins, consultants, and end users.