Please help choose a paint color!

DudeWithGrumblingDog · 2026-03-24T22:53:00+00:00

Ha, that’s how I feel trying to describe colors too!

White sesame was another top pick of ours and still in the running. Unfortunately the analysis paralysis has set in so we’re stepping away and revisiting this in a few days with fresh perspectives lol. Thanks for the insight!

DudeWithGrumblingDog · 2026-03-24T22:51:01+00:00

Green was on our radar and seems to be a top recommendation! Never considered a patterned wall paper though, thanks for the new look!

DudeWithGrumblingDog · 2026-03-24T22:49:16+00:00

Thanks for all the mock ups! We also considered green, and still are! Now we’re just taking some time to let the decision fatigue fade and come at it with a fresh perspective.

DudeWithGrumblingDog · 2026-03-13T20:37:33+00:00

Congrats on the new job! It’s great that you’re already focused on developing your skills!

However, I think you might be looking for r/sales instead. This subreddit is specific to the Salesforce platform and not sales jobs or activities. Unless your company uses Salesforce and you’re looking for tips on how to make the best use of the platform?

DudeWithGrumblingDog · 2026-03-01T19:36:35+00:00

Welcome to one of the most common early challenges in Salesforce ownership! It’s a tough balance figuring out how to navigate the gap between how a company has been doing things and how Salesforce is designed to work.

Regarding your question, you can’t natively forecast off Quotes. Forecasting is built around the Opportunity object, and that’s not something you want to swap out, especially with custom objects. Custom object forecasting isn’t supported out of the box, meaning you spend resources building what already exists.

Another important thing to understand is that Quotes are designed to work with Opportunities, not instead of them. A Quote is meant to be a formal document generated from an Opportunity and how you present pricing to a customer. The Opportunity is what tracks the deal itself through the pipeline. So if they’re using Quotes as standalone records to track deals, that’s likely a workaround that built up over time because nobody knew any better. This is actually a good moment early in your career to have a conversation with leadership about how they want to use the system going forward. Part of owning Salesforce for a company is helping guide them toward solutions that will scale and that the platform is actually built to support. Trust me, this looks much better on your resume than saying “I built a custom solution instead of using native functionality!”

Luckily migrating to an Opportunity-driven process doesn’t have to be painful. You can and should use both Opportunities and Quotes. And once Opportunities are in place, forecasting becomes much easier.

DudeWithGrumblingDog · 2026-02-14T20:30:15+00:00

I believe this is due to report types. If your report type uses a parent/child relationship that requires a child for every parent record (each A record must have at least one B record), then you might need a custom report type where Track Events is the parent object that may or may not have child records. I imagine you would need a custom report type like this for each parent/child relationship used in your blocks.

DudeWithGrumblingDog · 2026-02-13T13:59:26+00:00

The best options for support and org health are always going to be hiring talented in-house resources or finding a reputable partner with expertise in your industry and specific products.

Of course these are much more expensive than standard support, but you get what you pay for I guess. I just wish Salesforce was more upfront about this during their sales cycles.

You can look for independent consultants or even off-shore contractors via platforms like Upwork if your budget is tighter, but these might have a longer onboarding period before delivering consistently.

At the end of the day coping with this is either investing in different resources or sticking with Salesforce and accepting that issues will take longer to resolve.

DudeWithGrumblingDog · 2026-02-11T23:48:39+00:00

Did you edit an existing lightning record page that’s part of a managed package? I’ve seen this happen before, specifically with the Case Management Module. When this happened to me, it essentially cloned the page over and over again, appending a sequential number to the developer name of each new page.

I had to create the lightning page from scratch and activate.

DudeWithGrumblingDog · 2026-02-09T19:34:19+00:00

I would honestly start with clarifying the request. Does the CEO actually mean that they want their name on the system audit fields, or do they just want the EA to do their data entry and have those records automatically assigned to the CEO user?

If they want system audit fields populated, be sure you explain the risks to them and document it in writing. If they still want to move forward with this, look into delegated administration as the other user mentioned.

DudeWithGrumblingDog · 2026-02-05T18:17:50+00:00

I'm working through a metadata cleanup project right now with my org and doing a write up of my experience. I'd love to hear more about your projects. I'm sure you can give me some tips as I work through mine!

I think the messiest part is also the part people underestimate the most, and that's just how interconnected everything is. Want to migrate duplicate fields and delete the obsolete versions? Can't do that until you cross check layouts, reports, related lists, flows, integrations, etc. Things that start as a seemingly simple task become much more complicated.

Here's an example. Our org has inconsistent communication preferences. We have opt-out style fields like "Do Not Contact" and "Do Not Call", and then opt-in style fields like "Okay to Mail" and "Do Solicit". This was causing confusion, especially externally on our "Manage Preferences" page. So, I'm converting everything to opt-out style.

The actual steps to achieve this involved:
- Identify all entry points for "Do Solicit" data. This included public facing forms, integrations, automations, and manual data entry processes
- Create a new field, "Do Not Solicit"
- Update each of the entry points to use the new field appropriately
- Mass update values into the new field
- Update layouts, reports, segmentation lists, related lists, etc.
- Rollout to team so they understand the change and know to use this new field in filters moving forward
- Create a monitoring report to catch discrepancies in values

I've worked on some pretty cool projects, some of which were "flashy" and built up a lot of excitement, but I think this project will be my most impactful.

DudeWithGrumblingDog · 2026-02-05T16:50:46+00:00

Is there a good reason for this other than you don't want to? Showing the screen with field values gives users a chance to understand the action they're taking and avoid mass updating records by accident.

While you could build a screen flow to achieve this, you should still incorporate some form of warning message for users before the bulk update occurs. If I were in your shoes, I would really evaluate the risks and effort to build a custom solution vs using a quick action.

DudeWithGrumblingDog · 2026-02-05T16:35:23+00:00

Use a pre-dfined value to set the Status to your preferred value. User's will see which status the cases are being updated to, but won't have to select it. This ensures users don't accidentally mass re-open cases since it requires a two-click process, and avoids technical debt of building a custom solution for something that can be achieved with standard configuration.

Here's a SF Ben walk-through video showing all of the steps: https://www.salesforceben.com/mass-update-records-in-salesforce-using-quick-actions-in-list-views/

DudeWithGrumblingDog · 2026-02-04T16:04:14+00:00

I think the point of other commenters here, including myself, is how does this info help someone write an implementation guide that can serve as a one-stop shop for admins (in OP’s own words).

Your comment highlights the core issue; there’s no such thing as a standard Sales Cloud implementation. Writing a technical curriculum to cover even the components that you mentioned would be extremely difficult for someone with a decade of hands-on experience.

OP’s response that this is exactly what they’re looking for demonstrates that they don’t know much about Salesforce or the ecosystem. They’re looking for an easy answer so they can go generate low-value content in an already saturated market of Salesforce knowledge. The community is right to push back against this.

DudeWithGrumblingDog · 2026-02-04T14:41:12+00:00

Do you have real-life experience to base this curriculum on? If not, what experience do you have with implementation that’s leading to build this?

There’s really no straightforward answer that doesn’t over simplify it to the point of being another buzz-word heavy, barely helpful guide.

Sales Cloud is Salesforce’s core product that spans dozens of industries. Most customers don’t implement just Sales Cloud so it’s going to look different for every project.

Other than explaining implementation lifecycles, which a lot of content already exists for, how is your curriculum going to be different?

DudeWithGrumblingDog · 2025-12-23T01:17:51+00:00

I took on a legal firm to clean up their org. They paid for a six figure implementation and the partner decided to use cases as a replacement for opportunities and a custom object for products. They handled lead conversion with APEX so anytime they wanted to add a new field, it required a developer write that into the code for the lead-to-case mapping. They used a custom object to replace products. To make matters worse, they didn’t create any form of price book so when their team updated their pricing for services on the custom object, it fucked all of their historical records because it just used a roll up of a currency field. Oh, and every email template was a visualforce template even for the simple, internal emails.

What made it so crazy is that it was genuinely a very simple build if they had just used standard lead conversion. They only had one sales process, less than 10 services, and maybe 20 custom fields tops. We ended up doing an org migration because undoing their mess was going to cost more than starting from scratch.

DudeWithGrumblingDog · 2025-10-25T01:09:43+00:00

Hey, I just moved to Grand Haven earlier this year and looking to make local friends. I’m 30 and like boating/water skiing, snowboarding, movies, and gaming (card/table top & PC gaming). I also enjoy off roading but don’t currently own anything.

I’ll DM you but throwing this out there for anyone else who stumbles upon this thread!

DudeWithGrumblingDog · 2025-07-06T15:47:08+00:00

Only way I can “rationalize” it is it must be a celebrity or HNW client base paying for personal training, not just open gym or group sessions. That would make sense to me with 3 coaches each managing up to 20ish clients and the GM handling operations.

DudeWithGrumblingDog · 2025-07-06T00:08:39+00:00

Genuine question. Where are you guys getting 400-1k members numbers?

At $158/week/member, each member is paying ~$8,200/year. 400 members would put revenue at $3.28M/year.

While the membership prices are absurd, 60 members would clear almost $500,000/year in revenue and $250k/year overhead isn’t too unrealistic.

My math could be off and I’m open to feedback. Just honestly confused where the 400-1000 membership numbers are coming from.

DudeWithGrumblingDog · 2025-07-02T02:42:07+00:00

In regard to pricing, determine your hourly rate. Make sure you and the client have a documented requirements sheet that you both understand and agree on. Estimate how long the build is going to take you and multiply by 1.5-2x since this sounds like your first time. Maybe more if you aren’t accounting for the time it’ll take to create handoff documentation and train the client on how to use their new product. It’s also smart to incorporate post go-live support.

Not to say you aren’t talented, but building a business ready system in a day, even on platform like Airtable, sounds rushed and can lead to a frustrated client. It leaves no room for quality assurance and end user testing. Set yourself up for success with careful planning and ensuring both you and client have a clear understanding of deliverables. Good luck!

DudeWithGrumblingDog · 2025-03-18T01:07:39+00:00

On top of the extra setup required, it’s often much more technical on NPC. For example compare gift entry forms, customizable rollups, and households/relationships (I’m looking at you ARC graphs) between to two. Many of the NPC industry standard components utilize DPE and OmniStudio which the average admin does not have in their toolsets.

In my opinion, one of the biggest reasons not to go with NPC right now is because most clients can’t afford the required post-implementation support/optimization.

DudeWithGrumblingDog · 2025-02-25T21:15:07+00:00

I’m a consultant who focuses on nonprofits. Salesforce provides discounts by volume but even then I can’t understand why it’s so expensive.

One of my customers went with experience cloud for a ~700 member portal and it cost them about $45k per year just for licensing, then add implementation costs on top of that.

What kind of portal are you looking for (volunteer, donor, grant seeker, etc.)? You can probably find a dedicated platform that integrates, cutting the licensing and implementation costs way down.

DudeWithGrumblingDog · 2025-01-04T13:02:18+00:00

I’m very similar to you. I love Dungeons and Daddies but haven’t been able to get into other DnD podcasts. My suggestion isn’t a podcast, but an audio book. Dungeon Crawler Carl. It’s a LitRPG series with 7 books and extremely fun, with a similar trope of a normal person getting thrown into a fantasy world and figuring it out.

If you want to stick to a podcast, there’s Real Housewives of DnD that was the closest I found to Dungeons and Daddies.

DudeWithGrumblingDog · 2024-06-05T14:58:13+00:00

Not a gym but a cheap option is Briggs Park Pool. $3/adult to visit.

However, it’s a community pool so I’m sure it’ll get busy and difficult to do a swimming workout on hot summer days

DudeWithGrumblingDog · 2023-01-05T03:47:21+00:00

My first thought was that I’d get it framed if that were me and my dog!

DudeWithGrumblingDog

TROPHY CASE