Technology & Social Media Any Salesforce Specialists in PC?

Hey All,

Any Salesforce Admins/devs/consultants in PC world?

I am currently project managing my first SF rollout but am still quite green on the platform. Looking however to get my SF admin certification in the coming 6 months.

Just interested to know if anyone else works on the platform. If so how long have you? What do you currently do? And what did you do to study for the cert exams?

I see tremendous opportunity now and in the future for SF qualified people. I have worked with developers my whole life so it’s quite refreshing to be able to do so much customization without code by myself!!

 

I did the Admin course, didn't bother with the certification. I have been using it now for 4 years.

I did a few things in the back end of it, I use it daily as a user but don't dive into the guts of it much any longer.

The data analyst in me hates it, I see it's usefulness as a CRM but we tried to use it for reporting and it's not great, using their proprietary database language (SOQL) you can't even do a group by, this for my purposes created a stupid amount of work with nested ifs for summing up data.

Also it doesn't help that our reps mostly refuse to use it so it gets left with out of date data, in fact a large number of the reps have now had their accounts cancelled, this caused all sorts of knock on effects when organisations were associated to deactivated users.

Our biggest use for the system is probably as a marketing tool for managing our EDM's, we have it pared with Pardot which makes that process super easy and Pardot has built in reporting which is brilliant.

 

haha I had to get my developer to do some SOQL as he has never used it before. His response and I quote "SOQL is the biggest piece of #^$% I have ever seen. You cant even group!".

That's a shame your not actively working on it anymore as I get have hit you up if I got stuck.
The platform is becoming our entire end-to-end recruitment, pay and bill so not much chance of no-one using it.

I heave heard a lot of good things about Pardot so may look into that. Our marketing team is very keen to see what tools are around, they currently use Survey Monkey!

 

You can still hit me up, I still know what I am doing in there even if I don't like it . If I don't know the answer I will just say "I don't know"

Pardot is definitely your best option for Emailing. For the Surveys, we use a company called Qualtrics (They have just been bought by SAS), I can put you in touch with them if you need. Their survey system is amazing and has multiple in house analytics options, it can even be used for NPS / CSI. They do of course have a Salesforce connector so integrating their system to Salesforce is a simple process.

I will tell you from experience, the most important part of Salesforce (or any CRM) is ensuring the people who should update it DO update it, it's very easy for it to get out of date and an absolute nightmare to clean up (we are going through this right now).

 

I don’t do admin much but I built B2B connecting different softwares with SF by sync data, ETL or single sign on. You can try to mesagge and if I dont know I will say I dont, otherwise I will be happy to response.

 

I did SF data integration with our data warehouse. I call the Web API with C# to get data from SF.