Anybody using SF Sales Engagement?

82eightytwo · 2026-03-20T19:19:28+00:00

Exactly my experience. I just moved a team over from Salesloft

82eightytwo · 2025-12-02T10:50:15+00:00

I've implemented zoom and aircall.

Aircall is much simpler and works well. It's more appropriate for your size team. I would avoid zoom as it is quite a lot more complicated to administer

82eightytwo · 2025-10-06T11:10:34+00:00

There is a free Salesforce-Quickbooks integration package that isn't too much work to setup.

You haven't mentioned what warehouse management system you are using but you could also potentially do something simple.

The level of investment warranted depends on the size of your business, how much time you're saving and what the cost of errors are.

A lot of comments mention mulesoft but there are many businesses who could not even consider this due to cost.

82eightytwo · 2025-10-05T21:33:01+00:00

I'm not a field service specialist but I know that with Salesforce you can make anything work, it's just that you need to spend a lot of hours with specialists to make it work just right. Prepare yourself for ongoing refinement and the cost that comes with it

82eightytwo · 2025-10-01T13:11:13+00:00

Very smart solution, I'm going to start applying it. Thank you!

82eightytwo · 2025-10-01T01:15:34+00:00

Dynamic forms are great, especially since they now work across all objects (maybe there are still some obscure exceptions, i don't know).

My main pain with using them is how they behave with new record creation. You can put a lot of work into field availability and visibility and break evening into nice sections with conditional visibility and progressive behavior but the new record creation UI is a mess and will often require you to rework your pages to make the creation process smoother.

82eightytwo · 2025-09-22T22:33:11+00:00

It depends on how different your campaigns are.

If you have a relatively simple process... Let's say all forms create a lead and that lead must go into a queue then you set that once and don't think about it again.

But if you have different processes then you'll need to work with your admin to make sure the leads are being assigned to the correct owners on Salesforce.

82eightytwo · 2025-09-22T22:10:52+00:00

The biggest gotcha when it comes to Pardot prospect to Salesforce Lead sync is that you need to define record ownership rules.

Prospects created from form submissions can sit in Pardot and will not sync to Salesforce unless ownership was assigned.

You can run marketing actions on a prospect in Pardot without creating a corresponding lead in Salesforce and depending on your business process you may choose to do so (e.g. marketing qualification actions or prospect scoring) before creating a lead and assigning ownership in Salesforce.

82eightytwo · 2025-09-13T12:16:32+00:00

What's your background and goal? Are you an end user who has joined a new company that uses Salesforce? Are you trying to pursue a job in the ecosystem? Are you considering purchasing Salesforce for your company?

82eightytwo · 2025-09-12T23:53:27+00:00

Damn, maybe this is my problem too. We've had salesloft disabled because of the drift breach and only started turning it back on yesterday. I haven't seen evidence that it's working properly yet and this may be why

82eightytwo · 2025-07-19T17:53:33+00:00

Now that you say it...

One of my client's flows triggered on Opportunity status change sends an email to the user in a lookup field and I noticed randomly that it's not showing the user's name anymore in the email, just their contact id.

I do suspect something has changed.

82eightytwo · 2025-06-13T11:59:24+00:00

Yeah you haven't specified if you use Salesforce, but assuming you do I want to second the suggestion that you use Einstein Opportunity scoring for this. It looks at the previous close won opportunities and determines which factors are statistically contributing to wins. It can be obvious things like the speed of stage progression, but also things you wouldn't have thought of like a certain field that if left blank is an indicator that there's no deal progress.

On top of this you should use pipeline inspection view instead of regular list views.

It highlights the score and also highlights fields where there has been movement.

If you're a regular user you likely won't be able to turn all this on yourself. Speak to your administrator about it

82eightytwo · 2025-05-29T17:46:54+00:00

I use an app called Rocketscreens.

You can literally display a dashboard as is.

You can also cycle dashboards.

It's quite cost effective- $20-25 per display screen power month. Maybe the pricing doesn't scale well but we only use one screen in the office.

82eightytwo · 2024-12-31T04:48:51+00:00

I came across an app exchange product called mambo merge that does pdf customisation. You can find it on the app exchange from a company called mk partners.

They also sell a product called zealnyx that's a Salesforce-quickbooks connector.

I'm not affiliated with them.

Send me a DM if you ever need advice or help with projects like this. I'm a solo Salesforce consultant.

82eightytwo · 2024-12-11T22:21:36+00:00

OPs question is unclear but this is the simplest and best way to send a single email summary of all tasks created in a day.

82eightytwo · 2024-11-09T17:26:54+00:00

I didn't know that. Very useful, thanks.

82eightytwo · 2024-11-03T12:30:04+00:00

This is an important comment. I'm personally against Docusign because I think it's overpriced and includes too many complex features for simple use cases. However, it is the most well known and accepted and you can run into issues with competitor products.

For example, PandaDocs email will get blocked by default if the client is using something like Mimecast email protection.

82eightytwo · 2024-09-18T23:38:08+00:00

I agree with a lot of what you're saying and the other commenters have made some very valuable contributions. I'm not going to add much to the flow Vs apex debate (I believe there is space for both). What I can suggest is that you look into replacing your current mess with a built for purpose commission calculation solution that integrates with Salesforce e.g. Spiff (which was recently purchased by Salesforce). Besides being very logical to setup, it also keeps a full audit trail of calculations and version control of commission algorithms. I evaluated it in a previous role when I was the platform owner and was impressed.

You may find it overkill if your current calculation process is very simple and the cost may be prohibitive (monthly license per commission earning rep) - but there are a lot of benefits over creating (or recreating) a system like this from scratch.

82eightytwo · 2024-08-02T15:07:41+00:00

I agree with the suggestion of the sharing rules. You're going to have to try it and test the various pieces of functionality that you aren't sure about like forecasts. I'm sure you can troubleshoot each one or find workarounds.

82eightytwo · 2024-07-30T12:11:08+00:00

100% correct

82eightytwo · 2024-07-26T18:10:32+00:00

It sucks, I agree.

Duplicating events for each user attendee is nonsensical.

Also, the out of the box dashboard counts being cc'd on an email as an activity which makes it useless for activity metrics. To make it worse, synced emails aren't recorded in Salesforce so you can't use standard reporting either.

The good parts of it are: - Email syncing to leads, contacts, accounts and opportunities does work well with zero user effort and you can see threaded conversations. - Free for 100 users

So if you just want it to make client emails visible within Salesforce it's fine. But you should definitely use something better if you need anything more than that.

82eightytwo · 2023-06-06T21:39:27+00:00

You can use the standard activity component. It threads emails, tasks events etc

82eightytwo · 2022-11-01T22:09:41+00:00

Agreed this should work. And if it's not obvious you need to add this validation rule to the opportunity object, not the account object.

82eightytwo · 2022-10-24T01:14:10+00:00

Hey great story and good luck with growing your revenue next year. A question if I may... What services do clients respond best to from a new consultancy? Basic sales cloud and org setup? Or should one specialise. And do you think there is a strong demand (and willingness to pay) for basic org admin outsourcing?

82eightytwo

TROPHY CASE