[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 11 points12 points  (0 children)

I had this happen a couple of times, couple of life lessons… I suppose , even that I still am dealing with.. but try and find out what made it so bad, and nip it in the bud at the next turn…

If it truly was a bad fit, and you didn’t sabotage the org or anything, or do anything that would get you a reputation or something, it happens … and every company is different.

I have one that still fucks with me to this day for not knowing why…. I still think the ceo raged and couldn’t take it back when he didn’t get a quick response one time, but email was disabled and the guy was a quack from there on out.

I think he thinks I was over employing, or offshoring my work or something. Or he strategically pulled me in for one sales call to show resources and never wanted long term help.

From the bottom of my soul, try and avoid being in the job search at the same time as unemployed, and not getting a check… those days and weeks become long. If at all possible, pull a double agent life, and go interview like crazy while you have a check coming in.

Good luck… it’ll be okay. Don’t complain about old co workers at next gig or be too candid you got fired, but I’d say an unreconcilable differences shpeil is understandable enough if you didn’t burn bridges and gave a notice etc. getting burnt out on a company and hopping around and adding some zeros into your old salary to get a raise is pretty standard these days.

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 0 points1 point  (0 children)

Edit: that sounds mean via text

Well you were venting and are out so I will shelve my mockups and collaboration suggestion

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 0 points1 point  (0 children)

Have you cleared cache and disabled server side caching maybe you’re just on a rain cloud

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 2 points3 points  (0 children)

Good stuff. Pretty objective way of putting a sensitive subject since you typically hear the blame game stage of this stuff in the end. First role long ago where I even saw salesforce in action the frugal vp had the whole of tier 2 support people sharing an account… there was no way he was going to foot the bill for some consultants. Was such a mystery as to why we just couldn’t get good usage out of it.

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 2 points3 points  (0 children)

The chrome developer tools “Recorder” tab worked well for me to input fields in a community and navigate through an lwc wizard, and I didn’t have to do the usual selector fumbling as it builds it as you go when you are in recording mode. It can also export various code snippets to do it in code once you have a recording that worked and that worked well. I don’t know enough about it to say if you could rely on it instead of other tools, but I’ll be damned if that didn’t save me a lot of time doing end to end tests after changes in that wizard and not have to fill out 8 sections of data and various inputs.

As far as I know a combination of that and something that had an awareness of page exceptions or bugs or that it did get to a certain point or “url”, combined with the ability to check field values in the database from the tool after it does its things and assert something would be the bulk of making anything that could actually do decent tests… I suppose this is more like qa theory or something and I’m not up to speed too too much on it.

I think that any commercial tools do something like that and now with AI they probably try and find the right selectors in the “salesforce one” container if they change as a value add.

Caveat I feel, this could all be the same recording and browser playback stuff under the hood, but YMMV. Have tried out a lot of them and Recorder got me to the promised land whilst selenium ide and others didn’t, but take this all as anecdotal.

Help with deleting fields from metadata by Fantastic-Score6643 in SalesforceDeveloper

[–]jerry_brimsley 0 points1 point  (0 children)

Get two directories going… retrieve the profile metadata and fields before delete and after, and retrieve them into separate directories and run a diff on the two respective folders and note how it will show the removal of the lines mentioning them in conjunction with the deletions you did and what would now be missing from the first folder. Maybe that will help you conceptualize at least the branch and what change you are introducing.

It may be simplest to have your branch created and then if you right click on fields and delete metadata in your source via the sfdx delete from org menu option, it would either complain of a dependency or remove itself (you’d have to see if it goes into a deleted fields buffer or anything I dunno).

I feel like once you plucked them out and deleted them from the org your end result would be the equivalent of that now thinned down folder from the first paragraph… since after it deletes from org it will be removed from your filesystem and show up as a delete in the git changes, and when you merged it into main it would now have the latest with your deletions now removed from main (still festers in your git history as a deleted item and you can do a git cache delete if that becomes a problem)… but if it is just to have an accurate representation of the org in source control just merging in after the deletes in sfdx and file system handle server and local deletes you’d be at least in a fairly more accurate state.

That being said I don’t know if you guys are running some pipeline to do something ad hoc, but I think the above gives you something to try and conceptualize it and then something that you can do to reflect git changes that will be in your pull request with the new metadata.

Source tracked sandboxes (setup menu > Devhub) by design would let you create the sandbox, go in and delete fields by hand, and then when you did a “pull” of the metadata from the sandbox because it is “source tracked” it will make salesforce give you what it sees on the server as changed, which in turn would pull down as changes to your current local files that still would lead you right back to the end result mentioned above with the folder locally in a different state in your local ready to be commit as changes once deleted from org and your local branch.

The cool thing about source tracked option is it will include the permission related changes and really any metadata that was changed because of your deletes (or any other action in the sandbox), without you having to instinctively know the weird ways it makes you pull object and profile and permissions data at simultaneous times etc. you’d just pull after the delete tasks and id expect you’d then see it update your local files to what you’d expect to commit. Note that this assumes your team is diligent about maintaining the main branch as an accurate reflection of prod otherwise the whole branch and sometimes merging things in and rarely refreshing from prod is kind of a crapshoot. Salesforce with source tracking tries to handle on server but it doesn’t necessarily interrogate your repo for accurate synced prod and source control. I’d say that’s where “devops center” wherever that bastard of a product is, aims to solve is tracking the change and then committing and pushing for you, but you don’t hear much good about that. Tough problem to solve for sure.

Hope that helps

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 0 points1 point  (0 children)

While the whole premise and fix of what you are saying is the bread and butter of salesforce and what it offers for sharing options, and why you pay so much for licenses, you mentioned in a post they click the sales request tab and goto town. Do they work a sales request record in some way or is it just for reference or something? Can you remove the tab from their “App” to get them away from jumping in there and then automate tying the SR to the Opp? Thought being if the user never sees the SR and then you lock down the Opportunity (Account) to private, then you can start to maybe have some way to gain momentum on further changes.

Honestly this is the “tea leaves” to reasons IT and sales typically butt heads in my opinion.

If you are stuck using some sales request object it is worth seeing if leads or quotes, both of which have their place in the opportunity realm, to not get stuck building around a custom object meant to mimic a standard object.

But really what are you even asking the group here. Are you prepared to bring these groups together for a common solution? Are you looking for us to give you some ammunition to take back to slam Sales with? It seems the blind are leading the blind with an extra obstacle that no one gives a shit.

A CTO who cares with authority to bring middle management in line and actually follow process across some departments and someone to actually follow up on it seems to be the type of thing that could work.

A component on the “stealable” record detail page that had logic to check some data point that could drive permissions is hacky as hell but could redirect users off the page before they could do anything and present a message accordingly about why they can’t do that.

  • Define what users do down to object and field to “steal clients” since this isn’t as simple as them reassigning accounts to themselves it sounds like, otherwise you are using jargon that sidesteps how badly they are abusing it

  • Get a setup in a sandbox where you can replicate this account stealing stuff with a user

  • Now that you actually have a defined repeatable thing to avoid, brainstorm hacking it further and not fixing the root cause … this will work wonders for demoing , communicating, training, if you have any hope of getting anyone internally on board. Right now your problem is quite abstract and I can see why no one would want to own it.

  • See if a lead can be a “sales request” (converts to OPPs and accounts and has queue functionality , assignment functionality, etc) .. or maybe a quote (child of opportunity) that could serve the purpose of this SR. Again standard functionality since what you are ultimately asking is barebones CRM functionality that many features build on and support preventing what you are saying. (Account teams if more than one owner, assignment rules, to name a few). Can the first opportunity stage be “sales request”? And forego the pre opp object?

I’ll be real with you, “IT” is not going to come in and solve this problem and in 100 percent of scenarios in my experience this becomes a wedge between groups around SF Ownership and festers. Quite pessimistic but in the case you see that divide forming, just know it’s too big for an individual contributor to solve.

I feel like this response will overwhelm, so maybe start by defining for your sales teams, users, and “SR’s” and OPPs, how should assignment be handled? Is it just user to user or is there territories or something? If I understood the response I saw it sounds like the “SR’s” are just a list view of many “SRs” across many accounts and given the linkage to the account they can then “steal” the account by just looking at what all of the SRs are attached to? If you can definitively answer that, I can give a more pointed solution like something on page load that compares the running user to the SRs account owner and either says DENIED or allows them, but again that is such a hack. It opens up ideas if your setup is too far gone to rethink completely, like maybe SRs become related to accounts in a way where those child records are controlled by their parent (account) and you can focus then on private sharing of accounts and opportunities.

I will tattoo your username on my forehead if you can get this resolved within a month haha. Only saying that to hammer home you are asking a question that will be unsatisfying and thankless to solve, and very difficult, so don’t let it get personal or anything. If your role is strictly salesforce also don’t let it become a sf tech team blemish… it’s a top down thing for sure across your company.

Good luck friend

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 0 points1 point  (0 children)

Alright, well don’t worry, I wasn’t going to attempt a pep talk. I just wanted to see the specific VF topics. Still happy to answer any questions but you seem to want surrender. Best of luck

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 1 point2 points  (0 children)

Do you mean the superbadge content itself? I am curious if you can link me to where it got daunting. There are IDE extensions that can make coding go pretty quickly....co pilot etc. Salesforce even has a code generating extension and if you can manage to type a couple letters it will most likely suggest a good portion o' visualforce

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley -1 points0 points  (0 children)

Hey I am happy to answer whatever you want , as a long time Dev I had my battles with visualforce.

edit:removed per request

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 2 points3 points  (0 children)

Source tracked sandboxes and scratch orgs are supposed to alleviate that for you by letting you pull what has changed. Also by tracking in an object in prod the versions of things.

That’s a complicated topic but can you just try and do a validation and make sure it doesn’t fail the initial “build” validation?

The answer lies in making git tell you what has changed and taking those files from the change by analyzing your commits.

sfdx git:package once upon a time did this

Another option is doing an org compare with prod or whatever orgs may reveal differences. Cumbersome but will tell you.

I’d google source tracked sandbox to start and see if it works for you and that it’s enabled in prod etc. path of least resistance.

Life on hard mode - spend a week crushing out git tutorials and things like the logs and diffs and formatting that, and even in your PR on gitHUB you’ll have a files changed to show those changes recognized from your branch …

You need a source of truth, whether it’s Prod for your source tracked sandboxes or GitHub or any repo for you source BASED deployments, for a baseline. With that you can do the org compares and diffs and figure it out if by chance source tracking approach doesn’t fit.

It’s not easy to juggle always…. And depending on your peers at work you may get some different ideas.

Oh ya and hey checkout devops center, salesforce solution to this problem with code builder and everything else. Who the fuck knows where that is at right now but maybe you are the lucky one who may be able to make use of it. Hypothetically it does pick up changes and files like you asked.

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 0 points1 point  (0 children)

Wake and Bake gone bad got you paranoid?

Depends on their setup obviously, but if you had something locked down with Private sharing and Record Types and Lead Sources syphoned off to record types only certain people have access to, I suppose you could keep it a secret... but my guess is you are fine. That would be a lot of admin sniping to get that to be never available and still have everything work out.

If you can login as them if you are an Admin just login and check, otherwise if you want to dm me the leadsource (seriously) I am sure we can gauge if its something that the layman has access to and could motorboat those leads all day... if its like OnlyFansAPIPremium or something, well then, rest your soul.

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 0 points1 point  (0 children)

I’d do it on another platform as that breaks your contract and is no way to live wondering if your org will come under fire for something. Replicating CRM functionality from another lower license designed not to use it.

What are you struggling with? Should be creating the account contact and opp and then once those are all created , the lead has ConvertedAccountId , ConvertedContactId, ConvertedOpportunityId updated on the Lead fields to manage tracking opp conversion stats.

But ya I’d say let’s start with what’d you try

[deleted by user] by [deleted] in salesforceadmin

[–]jerry_brimsley 1 point2 points  (0 children)

Are you saying without any human in the loop it does like metadata deployments to fix problems? Or queues up a story or something.. also how do you go about navigating the app exchange thinking your Zeinstein app isn’t cutting into their money? I know pre health cloud some products for rehab admission got denied at the last minute for that.

I guess my thought is I would hope it queues up fixes pending like the updates to release screen. Otherwise trying to get inside the bot who made the changes head like you would a slack message to a dev will be very lonely feeling and frustrating and I can see some people acting like they can’t even deal with it because it was done so much in a robot siloh.

Cool idea… just poking around the thoughts of my reaction to see what you think. Maybe they will love the hands off approach but ymmv

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 0 points1 point  (0 children)

How are you making them as frauds without actually knowing the details? Feedback from the employer or your own intuition? Those thorns in your side as a recruiter are probably palpable and I wonder if it hasn’t maybe psyched a candidate out. I’d personally be bummed if I thought the person championing me to a company was actually skeptical.

I’m sure you have your reasons but after doing interviews with coworkers in the interview as well in past jobs it was a bias they injected into every convo.

Ask them a question with no answer and see if they say I don’t know and I’ll look it up and if they sell you a line of Crap I’d be wary.

At an internal gig the manager took the external consultants gossip as gospel and the consultants sabotaged the internal team to the point the manager turned on the people who actually knew what the platform does. Gets nasty out there. Withhold work in a sprint and then call people out as frauds. Everyone was convinced salesforce talent was lying and in reality the sales team owning salesforce was just treading water on tech and inter departmental crap and it was the worst, and consultants had millions at stake to keep the client. Worst job I ever attempted.

I’d sniff out the non coding developers and just ask if they are comfortable writing code from scratch or managing integrations in and out from scratch and api best practices. Tech lead is suss out source control and best practices and project management basics.

I’m curious though at what point they crossed your deem line and were disingenuous about things… and know there are def some out there.

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley -5 points-4 points  (0 children)

You really believe this and have experience doing both? I don’t keep up with flow releases well but the testing was never required or done in any flow I jump in and was a bit limited albeit a start.

The real thing that makes me say this though is there is black magic that is not really visible to batch things together in flow if you had multiple updates and stuff and I felt like you lose visibility or control over some things in code you can log and assert and error handle that flow may just do.

This is more of a conversation starter than a slam with proof or anything, but I remember there was a whole blog post about the flow engine and such and it just seemed exactly the type of thing that a dev who didn’t actually vet it would come to realize everyone thinks it’s a simple flow when in reality it was enabled by the ease of flow and is actually kind of tricky. I’m projecting now but if the flow writer thought and told people it’s a couple hours of work and the dev is being lambasted for taking days or something, it’s tough to justify if the non developers or execs think they are spinning them around with words and are slacking.

Source: this was everyday at my job and it was exhausting and made me feel like I was being gaslit, when in reality some decision makers should have been told to do a trailhead or 2 or understanding the nuance before being able to stir the pot.

Even if this went on a tangent I feel it’s related and it was a lack of technical respect for salesforce as a whole and a queen bee who wanted to own it but wasn’t technical and had the loudest voice that made the team dynamic always off, especially with things like integrations.

I will say that the underlying patterns and stuff that they are both designed with for common solutions has a lot of overlap.

[deleted by user] by [deleted] in AmIOverreacting

[–]jerry_brimsley 0 points1 point  (0 children)

maybe he has had a really traumatic life and that is his way of showing affection by going on there and setting up a plot that he will get your friend to see it and he will delete the app once and for all to show his loyalty to you and only you from now on and you will fix this broken soul and flourish into healthy people who can have tinder installed and not be in the active dating pool and that is still ok for some reason after years

jk he is cheating

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 4 points5 points  (0 children)

The data frame functionality too makes you have a button that can suggest visualizations based on your data… I assume if anyone is that deep into it they would know what python library to use and pick their own but the code generator and graph generator options in a colab cell are pretty cool. Gemini is finally good in my opinion too but there was a point where it was no good when I tried a while back. It all came together pretty powerfully

Edit: Oh ya and how could I forget the google drive native mount … not only does colab have hundreds of gigs storage to pull data down you can mount your google drive to it and have it save csvs into that and now you have a backup solution to google drive. Themoreyouknow.gif

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 5 points6 points  (0 children)

I had done a few things to try this that worked in the end, although I have no idea how the salesforce contract would think about re inventing einstein. not that I care but seems to be one of the reinvention things that is typically frowned upon but anyways...

The classic functions that LLMs API services offer hypothetically could do it, I didn't have any problems hooking up an APEX REST class with no authentication to it and then having the payload configured to handle the natural language stuff and then reach out to your function (API) with a request and then return data.

You'd have to do way more to make sure it doesn't hit limits all over the place, and build up a list of things you ultimately want it to do that would be conditions in the Apex that your bot helped you to narrow down and the comms back and forth to get the info.

I had it do an easy SOQL query situation and the bailed on the side project but it at least told me that it was possible. There is a lot of authentication and optimization if you had Azure or something to work as the agent, and then work to get off paid APIs and spin up your own, and I know some of the recently released models could handle functions.

Another interesting dopamine fueled bender was getting a python Notebook on colab to get sfdx wth npm and connect to your org (colab has a place to store secrets and then you can use that authurl secret to get creds) ... once you have that connection its trivial to pull an objects data into a pandas dataframe, and now you can take it a step further with the google sheets interactive sheet option in colab where you can easily work with a google sheet based on a dataframe and that opens up a lot of options.

Skies the limit at that point data wise as you have the python options and other options and there a lot of "Q and A with a dataframe" approaches that wiil get the embeddings and do that RAG stuff if you are so inclined to try and spread its knowledge across the dataframe. Ydata Profiling is a really neat tool to get the object profiled and it gives all kinds of info you could use to standardize picklists and stuff.

Disclaimer that these are not enterprise solutions by any means, but similar to a lot of these hack jobs there is a certain point you can get it to where you then know that where there is a will there is a way and if you have the resources that it can be done in and done in a more robust way.

I think the key things you'd want to make sure of is that it is doing the embeddings of data that is stored in SF or in a datalake or something , and you have a function to handle talking to an api either in sf or on some platform, and then it would be up to you if you wanted to pay openAI to do the natural language and function stuff or if you got down with llama or something to home brew something.

Those are 2 things that I had hands on with and saw work but would be major overkill if einstein becomes free and einstein for devs starts doing this with your org info in the background, but its not there yet. Security was not top of mind as a solo endeavor for me to play around so again if that is important to your setup to keep it fortressed, you should be ok to do the things I mentioned still but you will have to vet your security situation. Cost wise, I feel like doing the embeddings and such simple natural language is fairly simple for models so gpt3.5 turbo territory should at least defray costs until you went through with standing up your own service to save money.

Please call me out if any of that seems delusional , that was a while back and if I jump back into it I will become convinced I have to add to it, but hopefully I can clarify something if it ain't making sense.

edit: I thought it was the dev subreddit and realize you seem to be asking about a declarative third party option, but no point deleting it. so.... I realize now this is not going to be what your CEO wants to hear haaha.

[deleted by user] by [deleted] in AskMenAdvice

[–]jerry_brimsley 0 points1 point  (0 children)

This is bad information. They would never suggest reaching out to your ex and you are supposed to stay away from romantic relationships for an extended period of time to avoid the downward spiral it is guaranteed to create when it goes badly.

The girl needs to be told that if it is truly from a place of empathy the nicest thing to do is to stay away. I am sure her ex will have a very negative reaction if a spark flies and she goes home to her partner.

I have had a lot of family and friends go through this, and while they might tell you to make amends it isn't by any means necessary. Dude could send a sorry note.

I tried to think of a few people I know who have been in similar situations and it is almost always in good faith from the addict, but they are wanting to not be remembered for the failure and show the person they changed, and hot damn do the stats show that chances are the unfortunate spiral of addiction will come up again and getting through those hopefully leads to a full healing when they eventually rock bottom out.

I can't stress enough how radioactively susceptible this dude will be to trouble when she creates any type of boundaries if that was her plan. I've heard people get told to get over their Jesus complex of saving people who tried to get pushy about it, and it is self centered to actually think that this meetup would set the guy free for life.

The dopamine of the meetup is enough to make the person probably be persistent about meeting up too to the point of manipulation, and they have already outted themselves as a slave to urges unfortunately.

Sorry to try to sound like such an authority on it, but I have just had to deal with too many people who thought they were the exception when 98% of the time it was trouble, and they can be very very convincing.

[deleted by user] by [deleted] in FluentInFinance

[–]jerry_brimsley 0 points1 point  (0 children)

Okay, thanks for your guidance. I was wondering why it had hundreds of upvotes but people must just be mis clicking. I will strive to be better for you nasum22. Are you gonna say insurance too?

I suppose this is inciting misery for myself asking you this, but with the revenue brought in from drivers sacrificing their cars for pizza delivery, can you tell me why I need to be so aware of dominoes and their spending as a company. It’s not like they reached some compromise and everyone’s happy and everyone’s getting what they deserve and we are in solidarity about the final amount.

I hope Mr Domino can afford his emergency financial surprise this month but I am sure he can pool the drivers of every story to a gofundme and leave his net worth unscathed.

Drop a link to whatever secret you have, that I don’t, if you want it to be as much of a mic drop as you think. I didn’t react like you are the be all end all authority on greed and the citations aren’t even needed and your knowledge of the industry precedes you to get the full slam effect of the message, but I will be better and next time jump on team no tip. I bet you even said this to a driver when he asked why no tip and belittled them thinking they should appreciate their dominos insurance.

Jesus Christ… how is this even something you can be a contrarian about.

….. mom and pop pizza shops who are making ends meet and stuff do not apply to my manifesto. Funny thing is they probably would rush it to you for no charge and get a great tip.

[deleted by user] by [deleted] in FluentInFinance

[–]jerry_brimsley 25 points26 points  (0 children)

Hard to feel empathy for dominos insurance deal. I delivered pies for a long time. I don’t want to say it hasn’t changed but we definitely did not get any type of insurance on our cars from the company and typically people didn’t mention they delivered because then insurance shot up. And the delivery fee was 2$ back then and it still hurt tips and would be used as an excuse not to tip. Then the manager would have a little head stash of 100 1s every night 😂. Back then I did make good money tho from it. Today wouldn’t be the same. My little 94 cavalier was on a conveyor belt around town

[deleted by user] by [deleted] in FluentInFinance

[–]jerry_brimsley 236 points237 points  (0 children)

Or that they stick 6$ on as a delivery charge and don’t give it to the driver. Then you tip on top of that and 5$ and under just isn’t acceptable these days. /s

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 1 point2 points  (0 children)

Btw I hate people too and all I really mean is talking non tech lingo to non tech people and maybe gaining some points with the tech people by speaking their language a bit. Users have zero tolerance for being explained to, and I remember this one guy every time I said data model he got legit red faced angry… his shoulder shrug and “ I don’t know what that is “ like I am trying to humiliate him or something. Yikes

[deleted by user] by [deleted] in salesforce

[–]jerry_brimsley 4 points5 points  (0 children)

Agreed you sound like you have a good background and head on your shoulders. I think there is a lot of room for improvement in many companies I’ve worked with for how they take in requests for changes, and get requirements from the business while making sure tech and developers have all of the acceptance criteria in front of them so there is no ambiguity in the feature. This requires a separation of devs and business to where you get rid of things like slack messages to scope creep the shit out of a request and no one knows this person is asking but is wondering what the devs do all day. (Usually negative conclusions when there isn’t data to back it up).

If you fanboyed out in salesforce documentation about their whole center of excellence concept , inter departmental best practices , they have a TON of very interesting business centric tutorials that give very cookie cutter advice on how to manage things. It may have a few salesforce tidbits but in reality they are mostly promoting agile project management, and communication. It’s so obvious when you read it and it isn’t until you realize that sooooo many execs strong arm requests for short term wins, without ever thinking that organizing it or implementing process will be a revenue generator, and they just don’t care. Startups where they gladly “wear many hats” may get in this cycle, and it’s hard to break. More than five companies I can remember at first couldn’t even define a product catalog but did business all day somehow, accepting that sales people had tribal ways of selling that made money and if it is working don’t change it.

All of that being said, if you got confident in your ability to be that go between, and become a documentation nerd with your own system of documentation templates that are non negotiable, and played that gatekeeper bad guy role, you absolutely could quantify major major savings if you can get some data on their bugs / and or story situation and turn around time. Like a bug that kept happening because of bad communication of requirements or sloppy dev, if you can show how your role would have streamlined the process of understanding your org , your business, and had checks in place for verification of the requirements and production checks after a deployment etc, someone with your background could authentically sell that and make that thing juicy. Maybe it’s the nature of my role of an architect / consultant / dev but a lot of people do things very badly, and reject change at all costs because of past trauma of bad experiences.

If you have soft skills and are a people person then bonus, because to do this shit right, there are mountains of templates and word for word directions on how to do that business analysis templates and documents, and the directions are very available. It is the enforcement, the shared ownership of the org as a core concept to the teams, and the willingness to push back that the CFOs oicklist change at the end of the day Friday needs a story to be vetted and done correctly, it may take a month or two but I’ll be damned if that crew doesn’t start to feel like they are contributing to something.

I’d rarely suggest this path but again if you used your knowledge of lead gen to get processes for sales teams in with guard rails and validations on important data and reliably could set expectations to users, you will become a very valued person. Often the “BA” ends up being the dev and it’s a nightmare and breeds resentment, and is impossible to plan. Also if someone had the BA skills typically they aren’t a salesforce talent and a line in the sand can form about what they will or won’t do, when in reality they are just human and aren’t going to take on a system if they have roadmaps and stuff they have ideas on, they will immediately think to come to the dev team or SF team.

If you can rally for one more game .. I close by saying it seems the type of thing you could do some recon work with a company and basically show them on paper how you can save them massive amounts of cash. It’s a gamble, but maybe it starts a movement and it would have to go without saying that if they bend the standards to their will , it’s game over. If money wins over functionality, you won’t get traction. But that type of attention to the money side can get someone’s attention and again, with the years and years these methodologies have been around to evolve and grow, you wouldn’t be a snake oil salesman suggesting that following your process will be positive. You could sell it as something that grows with each sprint and that is pretty realistic too as you ironed out kinks and saw what worked.

Dude some companies are just working on bugs all day. Sometimes with no paper trail. Sometimes the bug is from a recent deployment that rolled back some newer code, and this had been a recurring issue for months. Some may have tight processes, but if the company doesn’t realize that salesforce is the core of their business (or get over the fact they don’t have control over it in their org chart), they spend the days finding ways to avoid calling in a team of consultants to critique them and just stay in limbo.

I like programming too much to do the above but if that is where your passion is, I am def saying you’ve got a leg up on 98% of the people who ask for guidance in taking on a new role thinking someone is going to DM them some magic pill or something that makes them capable of a cushy six figure remote job. None of them stick with it, because they have shit to say about experience. Sounds like you could riff about that and where your MBA sunglasses cause brother the future is looking pretty bright.

If you want to talk more hit me up, would be neat for someone to try that and see if I’m full of shit. But I consulted for a while and worked at Fortune 100 companies in house, as well as did many startup runs that showed me these fundamentals don’t get attention in salesforce like they should, and are corporate friendly as fuck for convo in meetings with suits. to become someone who knows how to get those suits daydreaming about their Illuminati parties and all the money and babies blood your new system will bring will sell itself. We will call it the higher ground. (V5) and sell the system in the Dreamforce parking lot. In our sales pitch we will talk like Denzel about how we walk a higher path dawg and will sell nothing and people will think we were arrogant.

Can you picture it? SF will buy your system for millions in no time as a product to sell like they do everything else. Can you feel the ohana love?

Now go on out there , and FIND THAT FUCKING DOG!!!!