r/salesforce

From Sales to Admin?

Used salesforce for a couple of years in different jobs and looking to transition to more of a technical role. Was thinking about getting the sf admin cert, but is it worth it at this time?

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u/ComfortableReason796 — 3 days ago

AI reminds me of the Night King from Game of Thrones, and I think the Long Night is coming for workers except there is no Arya to save

Not because AI is evil, but because of how fast it is advancing and how little control ordinary people have over it

Some quotes from the show describe exactly what worries me and I feel bit dramatic about it and it's not related to Salesforce only, but every software and desk jobs

"Does death only come for the wicked and leave the decent behind?" — Jaqen H'ghar

Imagine a father with four children who has worked hard for 10-20 years to give his family a good life, a good father, a good person and a loyal hardworking employee who has done everything right..

But one day his company discovers that AI can do most of his work for much less money

Does being a good person save his job?

Does having four children matter?

Just like death, AI-driven job doesn't care

"The enemy always wins" — Beric Dondarrion

People keep telling workers to learn new skills and adapt, but what even if you're learning and trying to absorb as much information as you can, what you're really doing is telling "Death" "Not Today", but death is coming, because you're just trying to survive as muc as you can, but if you're honnest and have seen how AI was doing last 3-4 years, you'd know it's just a matter of time before it's over, agents (army of the dead) will do everything, from handling meetings to project management, to architecture to simple tasks

How many times can a human being start over?

"The dead don't rest" — Benjen Stark

This is one of the most terrifying parts of the army of the dead

Human soldiers need sleep, food and rest

But the dead (agents) never stop marching

AI doesn't sleep, take holidays, get pregnant, need sick leave or retire (Jon Snow : Our enemy does not tire, does not stop, does not feel)

"Winter is coming" — Ned Stark

For years, the Starks warned everyone that winter was coming

But most people in the south (it's us :( ) were too busy with their daily lives to care, today we keep hearing that AI will change everything, but most of us still wake up, go to work, pay our bills and hope our professions will survive, but what can we do to survive the WINTER ?

"The night is dark and full of terrors" — Melisandre

What scares me isn't only unemployment, It's what happens after unemployment, a person loses their job, then their income, then their ability to support their family, maybe they have children, a mortgage or parents who depend on them, now imagine this happening to millions of people at the same time ? that's what will happen at the end

Some countries have strong social protection systems, others don't, the same AI revolution could bring prosperity to one country and serious problems to most

I could only imagine what will be life in 5 years :((

"There is only one war that matters" — Jon Snow

In Game of Thrones, the great houses were fighting for the Iron Throne while the army of the dead was approaching and I see something similar today, countries (US & China) are competing to dominate AI, companies are spending billions to become more powerful than their competitors, buut who is preparing the ordinary workers?

Who is thinking about developing countries that don't own powerful AI models or data centers?

While the powerful compete for control of the technology, the rest of the world may have to live with the consequences, and just give their money to these two so they can just survive..

Valar Morghulis

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u/Helpful_Sherbet1244 — 3 days ago
▲ 5 r/salesforce+1 crossposts

I built an open-source tool that shows what a Salesforce change will trigger (flows, triggers, validation rules, roll-ups) from a git diff

Disclosure: I'm the author.

I got tired of changes that passed tests and still broke something through an automation cycle or a validation rule nobody remembered. sf-preflight reads your SFDX project plus a git diff and walks the order of execution to show the blast radius. It's offline, needs no org credentials, and is Apache-2.0.

Example on the sample org in the repo: changing one field surfaces two automation cycles, a validation-rule collision, and an affected Agentforce action. GIF and repo are here: https://github.com/visparashar/sf-preflight

It's early (0.x). What would make this useful or trustworthy enough for your team to try? I'm especially interested in cases where it gets the order of execution wrong.

u/Accidentalsfguy — 8 days ago

anyone got a dialer that actually works clean?

our sales team lives in salesforce all day but still has to jump out and dial numbers manually. half the time the call notes never make it back into the record and managers keep complaining about missing activity logs. it’s slowing everything down.

looking at auto dialer software that can pull the next lead straight from salesforce and log the call automatically when it ends. has anyone set something like this up without a ton of custom work? did the activity history stay accurate or did you still have to clean it up later??

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u/Amendxd — 12 days ago

Claude Code and Claude agents for Salesforce

So we now have Claudeforce and Headless 360 (MCP access to Salesforce), which makes it really easy to live inside of a centralized “AI Cockpit” with access to general intelligence. Why do I need to login to Salesforce anymore?

If you have a good reason for doing so, like for support and service use cases, I can use Claude Code to whip up an LWC that talks to Claude (via API). Or an LWC that lets me interact with Claude-based agents for task delegation and automation. Apex just grabs all of the relevant data in my org that I’m allowed to see (enforcing sharing rules) and passes it to Claude. Why would I ever pay for Agentforce Employee Agents or Coworker?

These are things that used to be hard to develop but I can configure Salesforce or create anything I want to in a matter of hours.

Struggling to understand how Salesforce is going to sell their AI products when I can integrate with others cheaper (e.g. not paying Salesforce’s markup on tokens).

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u/BreakfastSpecial — 11 days ago

EAC Migration - Our Experience

For those that are considering migrating to the newer model of EAC where the emails are stored in Salesforce as activities (instead of the old model where they were stored in AWS), I want to highlight our experience. Note that this is going to be forced upon everyone next year so I certainly hope they get this figured out before then.

In short, it was a terrible migration:

  1. 61% of all Tasks created ended up owned by the Automated Process User. We analyzed the data and confirmed that this was not due to inactive Users. There was seemingly no consistent explanation for why certain Tasks got assigned to that User.
  2. No EmailMessage records were generated. The entire new model is about a synced email generating both an Email and a Task record in Salesforce and there's nothing in the documentation that says the migration would be any different, yet only Tasks were created.
  3. It generated one Task per person instead of properly utilizing the SF feature to let you associate a Task with more than one Contact. So if a rep sent an email to 15 people, it generated 15 Tasks instead of one Task with associations to 15 people.
  4. Last Activity on the Lead/Contact records do not consistently reflect the Tasks generated during the migration. A small sample size indicates about 20% of them are wrong and pointing to an older date.

SF is investigating but I'm curious if anyone else has done this and how it went for you.

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u/InterestingMap1498 — 13 days ago
▲ 8 r/salesforce+1 crossposts

Can your Salesforce org tell you which emails failed yesterday?

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I've spent 4 years as a Senior Salesforce Developer on enterprise orgs. On every project, the same two costs show up:

Building: one object's notification set (creation, status changes, escalations) takes 5–10 dev-days, plus senior time for design and code review. Every template or condition change after go-live is another ticket.

Running: when an email fails, nobody knows. We find out when a customer complains, or when someone digs through exception emails.

What I'm planning to build:

Free: a Lightning dashboard on EmailMessage. What went out, to whom, when, and bounces, in one view.

Premium: a point-and-click rule builder ("Case escalated + Priority = High → template X to owner, manager, and a public group"). Every send logged with failure reason and retry.

What I've already mapped:

EmailMessage has no "failed" status, and bounces only show with bounce management on.

Flow logs only with "Log Email on Send" plus a recipient or related record.

Apex logs only with saveAsActivity + targetObjectId.

Apex and Flow can't log emails sent to internal Users at all. So most owner, manager, and approver notifications leave no record you can report on.

The free tier shows what your org logs. The paid tier owns the send, so it records every email it sends, internal ones included.

What I can't answer alone:

Is email visibility a real budget line in your org, or a "nice to have"?

Would you install a managed package for this, or always build in Flow?

What would it need to clear your security review?

If you own Salesforce email in production, I'd value 15 minutes. DM me. The first few orgs who help shape it get it free.

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u/EntertainerSmart7809 — 14 days ago