Identity Access management, Salesforce threat

So I am an IAM analyst. I just started last year. My boss saying that they are purchasing Salespoint and saying that everything is pretty much going to be automated. Is this a threat to my job. There is four of us, but we handle up to 1000+ users

Edit) sails point

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πŸ‘€︎ u/boycott-mondays
πŸ“…︎ May 19
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Best way to find a reliable Salesforce consultant to manage our CRM?

I run a sales company and we use Salesforce as our CRM with 10 or so sales people in three different offices. Our company controller was very familiar with Salesforce so helped us implement it two years ago as well as ran everything on the back end (mostly updates and a few automations that we built out). He has since taken a position elsewhere, and unfortunately I didn't spend the time to learn SF as well as I should have before he left. He's still helping us as time allows, but has been very busy with his new job. I'd like to find someone who can go through our current setup, help with a few immediate fixes (we recently switched to a new VOIP provider so need to change a few things with the integrated dialer from the old one to the new) and then just ensure things work through any future updates or as issues arise.

Can anyone recommend where they believe the best place to find someone such as this may be? I had thought about either a freelance website such as Upwork or Indeed, and have reached out to a few of the actual SF consulting companies (Cloudsquare and Slalom so far), however wasn't sure what the best approach might be.

Thanks in advance for any advice you may have!

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πŸ‘€︎ u/TrevorSarazin
πŸ“…︎ Apr 25
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What do you use for your digital asset management that plays well with salesforce?

I’m looking for something that i can use to taxonomize my content by funnel stage, vertical, and position in the org that plays well with salesforce. Whatcha got?

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πŸ‘€︎ u/johnnyblaze_46
πŸ“…︎ May 20
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Another Vice President of Gazprombank Igor Volobuev escaped to Ukraine, joined territorial defense forces there and gave this interview to the Insider, claiming there that recent family murder and then suicide of Gazprombank top manager Avaev were staged and it was a murder. Wow twitter.com/just_whatever…
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πŸ‘€︎ u/IneptProfessional
πŸ“…︎ Apr 26
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Case Management w/ Case Comments In Salesforce

we are implementing case management in Salesforce. Our users utilize notes/comments frequently as a way of communicating between support reps and customer service.

They would like a chronological view of the notes associated to a Case which we have implemented as a "Related List" in a Lightening Page using the tiles.

We used "Tiles" because we can see the entire comment. The downside is the notes are chronologically listed Left > Right and Top > Down.

Using a Basic or Enhanced list only shows a subset of the comment .

Any thoughts on an approach to list the Cases Comments chronologically Top > Down and display the entire comment?

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πŸ‘€︎ u/fudgeythewhaler
πŸ“…︎ Apr 07
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Where does Salesforce sit in your organization? And what is your strategy around the technical management of these products?

We have a number of salesforce's products (crm sales & service), marketing cloud, tableau, slack, security (we use a 3rd party that integrates with salesforce along with salesforce's security product offerings).

I'm part of our PMO (project/program management office). The way it stands today there are separate product and technology teams supporting all of these which has caused confusion and technical issues/debt because not all of the product teams are working together. We did a lot of internal interviews and I'm tasked with coming up where should these products and tech teams sit within the organization.

Right now the CRM part of salesforce is managed by a technical team outside of IT that actually reports into both sales and finance. With one exception we have a helpdesk team that uses salesforce currently in the same instance/org (not sure what the right term is as I've heard it called both) as sales and service for our customers but that will likely change. The helpdesk team and our CRM team both have rights to configure and develop in the same instance and this has caused issues with access or screens changed without teams talking to each other.

Marketing cloud is managed from a technical standpoint by Digital Marketing IT, but we have specific engineering people who are experts in this area working on it. The product team for MC sits within digital marketing and also manage product areas on our corporate and customer facing websites as well as our event marketing strategy. There is currently an integration with CRM for MC but later this year we will invest on making that integration more advanced and better performant.

Slack is managed by corporate IT this is the same team that manages our windows installs as well as corporate email and telecom. We have had slack since before the acquisition by Salesforce, but we are looking to have integrations with Salesforce so there will need to be connections made between the two solutions.

Tableau is managed within our digital transformation organization which sits completely separate from all of the above teams but is fed data from all of those teams. We have also had tableau prior to the acquisition. But tableau ingests data from other sources besides what's mentioned in this post.

Security features - the security features that are within salesforce are managed by the crm team, but there are logs of some sort that get sent to both splunk and datadog which is managed by our complian

... keep reading on reddit ➑

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πŸ‘€︎ u/Pof_no
πŸ“…︎ Mar 15
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Project Manager with Salesforce experience

Hi Folks, I am a hiring manager at Amazon. I am hiring a Salesforce TPM (Project Manager) for my team. We build APIs for Salesforce. I am not looking for someone very senior but mid level. Our work is only focused on Salesforce integration so experience in that space is necessary. Need excellent communication skills with a strong desire to build new processes to solve situations. Plz DM me directly, Not looking for devs or admins to transition but folks with project management experience.

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πŸ‘€︎ u/PJ8096
πŸ“…︎ May 18
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DIRECTOR OF SYSTEMS & DATA MANAGEMENT/SALESFORCE ADMINISTRATOR - Codman Square Neighborhood Development Corp sforcejobs.com/job/1626/?…
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πŸ“…︎ Apr 12
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Suggestion for hotel reservation manager that integrates into Salesforce?

Thank you in advance for your help and consideration. I am a former SF admin, now Hotel Manager. I have not found a Property Management System that works properly, much less has the power, speed and flexibility of SF. I believe that my best solution would be to have a reservation manager built into a SF environment. Does anyone have any experience with this or know of anything that may work for us?

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πŸ‘€︎ u/tacoboss
πŸ“…︎ Apr 09
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Salesforce Key Account Health Planning and Management

Salesforce is a customer relationship management (CRM) software company headquartered in San Francisco, California. The company was founded in 1999 by former Oracle executive Marc Benioff and his then-partner, Parker Harris. Salesforce is the world’s largest CRM software company.
Salesforce’s customer base includes large enterprises, midsize businesses, and small businesses. The company offers a subscription-based pricing model. Customers can choose from a number of pricing plans, which are based on the features and services that are included. Salesforce also offers an β€œEnterprise Edition” plan, which is designed for larger customers.

Salesforce’s products include the Sales Cloud, Service Cloud, Marketing Cloud, App Cloud, and Community Cloud.
Salesforce Key Account Health Management is a module that is part of the Sales Cloud. It is designed to help large enterprise customers manage their key accounts. The module helps companies track and monitor the health of their key accounts, and it provides tools and reports to help sales and marketing teams better understand and manage their relationships with these accounts.πŸ“·The module includes a number of features, including the ability to create key account profiles, track key account activity, create key account scorecards, and generate key account reports.
The Salesforce Key Account Health Management module is an important part of the Sales Cloud. It helps large enterprise customers manage their key accounts and better understand and manage their relationships with these accounts.

Account health salesforce and account management salesforce

Salesforce is a customer relationship management (CRM) system that helps businesses manage their interactions with customers and prospective customers. Salesforce can track customers’ contact information, interactions with the company and orders placed. The system also includes features for marketing, sales, and customer service.

Salesforce is a cloud-based product, which means businesses can access it from any computer with an internet connection. Salesforce also offers a mobile app that businesses can use to access their data on the go.

Account health is an important part of using Salesforce successfully. An account is healthy when all of its associated activity is up-to-date and accurate. Checking the health of your accounts is important to ensure that you are able to view and act on the most current information. Here are a few ways to c

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πŸ‘€︎ u/SalesDirectorai15
πŸ“…︎ Apr 08
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Manager, Salesforce Developers @ Eventbrite
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πŸ‘€︎ u/Siege-Ceej
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Sheriff Tiraspol manager Yuriy Vernydub resigned, returned to his native Ukraine & signed up to the territorial army. dailymail.co.uk/sport/spo…
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Salesforce as Donor Management System?

My organization, a healthcare system, is about to enter its first major multi year capital campaign, led by a new CDO who started in October. We’re currently using Raiser’s Edge NXT and as an MGO I love it. CDO wants to transition to Salesforce and I am concerned what it’s moves management system is like. Any development folks here use salesforce ? Can you tell me it’ll all be ok lol?

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πŸ‘€︎ u/KnightRider1987
πŸ“…︎ Jan 21
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Vice-President of Gazprombank Igor Volobuev left for Ukraine, joined the territorial defense forces and called the death of top manager Avaev a murder twitter.com/the_ins_ru/st…
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Even though the Russian army is performing poorly how are they managing to still take territory?
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πŸ‘€︎ u/FighterJet90
πŸ“…︎ Mar 20
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Making a switch from Marketing management to Salesforce specialist

I've worked in marketing since I graduated after I landed an agency job in 2014. Since then I've bounced around different companies and now I'm a manager of a marketing team at a fintech company, however I've always secretly hated the industry and corporate side of it all and really just kept pushing forward for the money. But every Sunday I have the Sunday scary's and dread and severe imposter syndrome throughout the week.

I've worked on a lot of email and data driven marketing campaigns over the years and have some minor experience managing a salesforce platform. I'm now curious to see if I can make a career pivot and switch to the salesforce side, either administrator, developer, email specialist or architect. I've been looking at the trailhead courses online and seeing as its free it seems like a good place to start building some credentials.

I assume I'll have to take some sort of a pay-cut making a pivot this late in my career, but what are some of the best roles to start looking at? Or what would you recommend?

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πŸ‘€︎ u/Ourkidof91
πŸ“…︎ Mar 20
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Cyber ​​troops of Ukraine gained access to the accounting and document management system DSC (for official use) HF 6762, Stavropol Territory, Zheleznovodsk. Passports, military tickets, personal data, list of credit cards of personnel. Soldiers of this unit have been sent to Ukraine. All the money
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πŸ‘€︎ u/verdantswastaken
πŸ“…︎ Feb 25
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Yesterday we managed to host a two-hour-long multiplayer session with over 20 players with no lag and zero desyncs. Here's the map of the territorial growth of each player during the session!
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πŸ“…︎ Feb 15
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Amid fierce hostilities, Russia has only managed to achieve limited territorial gains at significant cost. Slow and painful, the offensive has gradually stalled amid weak Russian reserves and strong Ukrainian defenses. Source: The Kyiv Independent
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πŸ‘€︎ u/apromineru
πŸ“…︎ May 07
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What's the best way to manage SKUs in Salesforce?

This is my first SF implementation, it's a company from manufacturing using Sales Cloud only. When adding products to an opportunity they want to add products even if they don't exist yet. Let's say product A or product B with some specific length, color, width, etc combinations can be infinite. (That's why the products can't be created previously).

After doing that, they want to create quotes by selecting some of the products that they have created/added to the opportunity.

They also want to be able to edit the specifications of those products. (Change the length, the color, the width...etc)

So, my questions:

  1. Do I really need to create a record for SKU A-XX-YY and another record for SKU A-XXXX-YYYY? (Being X the length, Y the Color or the width)

  2. Do I just need to create product records for A, B, C... etc and move the specifications (length, color, width, etc) to Opportunity Products and Quote Line Items?

Note: Prices can vary depending on the length/width...

I'm planning to go with option 1 and create a screenflow that asks for Product, Width, length, etc, and create a product record according to this information (A-XX-YY) add it to the standard price book, and then add add it to the opportunity by creating a Opportunity Product record.

Ideas?

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πŸ‘€︎ u/jgradon
πŸ“…︎ Mar 25
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Making a switch from Marketing management to Salesforce specialist?

I've worked in marketing since I graduated after I landed an agency job in 2014. Since then I've bounced around different companies and now I'm a manager of a marketing team at a fintech company, however I've always secretly hated the industry and corporate side of it all and really just kept pushing forward for the money. But every Sunday I have the Sunday scary's and dread and severe imposter syndrome throughout the week.

I've worked on a lot of email and data driven marketing campaigns over the years and have some minor experience managing a salesforce platform. I'm now curious to see if I can make a career pivot and switch to the salesforce side, either administrator, developer, email specialist or architect. I've been looking at the trailhead courses online and seeing as its free it seems like a good place to start building some credentials.

I assume I'll have to take some sort of a pay-cut making a pivot this late in my career, but what are some of the best roles to start looking at? Or what would you recommend?

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πŸ“°︎ r/careerguidance
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πŸ‘€︎ u/Ourkidof91
πŸ“…︎ Mar 20
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