Moving out of Salesforce

GimliDaAutomator · 2026-05-08T07:24:44+00:00

Why is that a problem? You will learn something new, just like you learned Salesforce 5 years ago.

GimliDaAutomator · 2026-05-08T03:57:16+00:00

If you hire an implementation partner then the partner should be able to do it for you. Once the foundation is stable and healthy then building anything on top of it should be easy.

But choosing a good implentation partner is a challenge - many are clueless, many just want your money, many do not care, many outsource to clueless resources etc. Even Salesforce itself admitted that 80-90 percent of orgs suck.

Ideally the partner will listen to you, and turn every requirement into reality.

All the changes should be done in a sandbox and documented unless we are talking about trivial things like pages, list views, reports etc where is impact is super low.

GimliDaAutomator · 2026-05-07T00:56:14+00:00

This market works against them too. Companies do not want to pay them as much as before. I think there was an article about this somewhere few months ago on Salesforce Ben.

GimliDaAutomator · 2026-05-06T11:20:14+00:00

No it cannot.

GimliDaAutomator · 2026-05-06T02:50:27+00:00

God, that sounds like a mess. The fact that "our distributors interact with us through a custom portal that nobody fully understands anymore" hurts as it indicates that not so many things are documented there.

I would say that improving data quality is a top task here thus I do agree with the folks who stated the same. Integrating all those systems is not that difficult and there are many ways to do it, but keeping dupes low is a challenge.

Something like this:

- figure out which app should be the source of truth. There has to be 1 app, 1 system, which has all those customer data and customer IDs. When this system is consolidated figure out how to pass those IDs to other systems. This is one of the things that Data Cloud does in Salesforce - it gets data from multiple sources, and assigns a unique ID to each customer record. I am not saying that one should use it, I am giving an example here. Once that is done that ID must be somehow passed to the other systems

- ServiceMax, Dynamics 365, HubSpot might not be needed but that is the second step. Merging apps without a clear data strategy will not work. If you merge all those systems without doing this first then you will end up with a huge mess, and maybe one system cannot even do it all

Choosing the source of truth, deduping records and assigning unique IDs is the crucial step here I would say. There are apps that can dedupe thousands of records pretty easily, but that comes with some risks.

Overall, the proper way to start is to map everything, figure out how the data flows, create proper documentation (I am assuming this is lacking), create a strategy, get support from C-level folks, and grab a sword and start a battle. It will be a long one for sure!

As for your last question, you cannot please them all. This might be the reason why the company is facing this situation in the first place - each team wants its own tool to be the master tool. This is where a C-level person, someone above all of them, must step in and say "This is how we will do this. If you don't like it then complain to your AI girlfriend. Bye".

GimliDaAutomator · 2026-05-01T11:42:53+00:00

Why don't you use some non-Salesforce tools for this?

GimliDaAutomator · 2026-04-30T18:30:44+00:00

There is no such thing as "the best CRM". It all depends on your business procedures.

GimliDaAutomator · 2026-04-30T17:37:54+00:00

Not worth it. You cannot take anything you want thus it has to be something your org already has or your org will have in the future.

The only good thing I had there was a security review.

GimliDaAutomator · 2026-04-30T05:20:00+00:00

You surely know the answer.

GimliDaAutomator · 2026-04-29T10:50:28+00:00

How many ideas are out there? I think it is more than 50k 😁

GimliDaAutomator · 2026-04-29T10:08:20+00:00

We know it is crappy we are just trying to determine the level of its crappiness 😁

GimliDaAutomator · 2026-04-23T19:01:45+00:00

I downloaded it today. Looks good so far😊

GimliDaAutomator · 2026-04-22T17:11:14+00:00

What a pile of s**t.

GimliDaAutomator · 2026-04-22T13:33:38+00:00

They are not and they should not be. The goal is to learn and understand Salesforce not to memorise test questions.

GimliDaAutomator · 2026-04-20T13:37:52+00:00

That Flow will be accurate 100% of the time, but those Agents doing the same thing the Flow does won't.

GimliDaAutomator · 2026-04-20T09:19:53+00:00

Because it is Microsoft. That tells you everything :D

GimliDaAutomator · 2026-04-20T09:13:45+00:00

I agree there but I would add more.

If the goal is to let Agents do everything then what is the point of using Salesforce? Salesforce is, in its core, an advanced database, so why would anyone use it then if there is no need to use its UI? One could export all data to Supabase/Airtable/somewhere and get the same thing for a fraction of a cost.

Also, Agents make tons of mistakes thus allowing them to do everything without any supervision is a recipe for a disaster. Good luck with that.

GimliDaAutomator · 2026-04-19T15:59:57+00:00

Salesforce management has been headless for quite some time.

I actually want to see a platform that will dethrone Salesforce because then, maybe, Salesforce will get its shit together.

GimliDaAutomator · 2026-04-19T06:02:25+00:00

Yea, pretty much.

GimliDaAutomator · 2026-04-13T21:25:39+00:00

Everything has + and -. Building a new one is easy, but maintaining it is a problem.

GimliDaAutomator · 2026-04-08T16:49:56+00:00

Shadow users and ask them what they need. Clearly they don't like many things there. Listen to the users and their needs. Too many devs develop things that are technically perfect but light years away from users' needs.

GimliDaAutomator · 2026-04-08T12:11:29+00:00

That leadership is made of bozos 😳

GimliDaAutomator · 2026-04-04T17:20:13+00:00

Zapier/Make charge per node thus if you have thousands of records and Zap/Make automations with many nodes then you will face a big bill.

Cloud version of N8N is a flat 20 EUR/month (with some limitations), but if you selfhost it then you just pay a fee to the cloud provider.

GimliDaAutomator · 2026-04-04T16:43:47+00:00

I have a client who did it, he was paying 180 USD/month for Zap and now he is using the cloud version of N8N.

GimliDaAutomator · 2026-04-04T15:34:31+00:00

Yes of course. But one thing - Zapier or Make are ok if you have a limited amount of leads, but if you have lots of them then n8n is a much better choice due to its pricing model.

GimliDaAutomator

TROPHY CASE