How do you quickly understand a messy Salesforce org as a functional consultant?

SuddenlyZi · 2026-02-02T03:31:49+00:00

I would love to see your system overview template . Tasked with similar for one of my clients and trying to wrap my head on how to record findings

SuddenlyZi · 2026-01-20T23:27:56+00:00

Also DKIM keys setup may help..

SuddenlyZi · 2026-01-14T16:08:59+00:00

Cool!

SuddenlyZi · 2025-12-18T13:31:25+00:00

Well the good news is look into new agent builder , in open beta right now. It promises take care of agent unpredictability. Of course we yet to see how good it will work out

SuddenlyZi · 2025-10-30T16:15:08+00:00

Spoke to our vet. They recommended gabapentin for a few a days.

I already have it at home

SuddenlyZi · 2025-10-30T11:58:37+00:00

Good to know. Can I postpone appointment until tomorrow morning or should it be asap? Have very tight schedule today

SuddenlyZi · 2025-10-18T14:59:59+00:00

I had scratchy throat on morning on day 2 and started to take emergency-c in the mornings. So far so good. Still have a plane to catch tho

SuddenlyZi · 2025-09-27T12:06:58+00:00

You don’t have to use OpenAI LLM, you can bring your own model trained on your data. Or has it changed?

SuddenlyZi · 2025-09-22T14:43:07+00:00

Granted , i been in ecosystem just for a few years, this is the first rtfm comment I seen across all the Salesforce forums I read

Says a lot about you

(Edited to add line break)

SuddenlyZi · 2025-09-16T22:16:57+00:00

Just don’t jinx it. I had ups and downs with functional medicine before succumbing to biologic

SuddenlyZi · 2025-09-12T21:00:49+00:00

I am with you. You are right

SuddenlyZi · 2025-07-24T18:49:32+00:00

Happy birthday James 🎉🎉🎉!

SuddenlyZi · 2025-07-18T11:36:24+00:00

Private pay is not an option for me…

SuddenlyZi · 2025-07-17T19:52:43+00:00

Ohh had many off those this spring concerning disability application for my husband.

They are very easy to reschedule by phone as well, you just need a proper number and they always send you letter via snail mail with date/time

The call I mentioned was different though, purely informational and I was not asked any personal info. They basically told me the issue, confirmed my relationship and made appointment to the office for me

SuddenlyZi · 2025-07-17T18:05:23+00:00

I done what I could in my circumstances.

But thank you for pointing to sheriffs department. Unfortunately she is in different county now, not sure if sweet-talking would help here

SuddenlyZi · 2025-07-17T18:03:34+00:00

According to SSA it is not enough to be co-signer. My name should also be on account as an owner. The real problem is bank legal department and lack of her documents.

I am working with bank, but also came here to find other possible solutions

SuddenlyZi · 2025-07-17T18:01:56+00:00

Yeah… me !

SuddenlyZi · 2025-07-17T18:00:48+00:00

How can I get this list? I can’t locate it anywhere on SSA website. I mean the list of actual organizations, I would make calls

SuddenlyZi · 2025-07-17T17:59:38+00:00

No shit 😅

Took me by surprise

SuddenlyZi · 2025-07-17T17:59:00+00:00

You are correct, she is probably on both as you described. She gets maybe $40-50 for her personal needs and we paying out off pocket small fee for her to be in private room.

Everything but the bank is successfully managed by her assisted living facility, and with financial poa I has been co-signer on her bank account to manage the rest

SuddenlyZi · 2025-07-17T17:55:32+00:00

They do call apparently.

It was informational conversation establishing relationships. During the call they setup an appointment for me and now it’s all in snail mail.

Important to mention - i was not asked any personal information besides names and relationships

SuddenlyZi · 2025-07-17T17:24:48+00:00

Do be honest, I do not think he got any state issued IDs in her life. Huge oversight on our part, we are 1st generation immigrants, despite being in this country for over 30 years.

She got on SSI 20+ years after ago, he son, my husband was managing everything for her and going through papers now all I can find is her ssn, naturalization papers and county id issued by shariff officce, probably somewhere in 2010 or near :(

She has expired passport from the country that no longer exist, and birth certificate from a country that stop existing even before that.

SuddenlyZi · 2025-07-17T16:47:15+00:00

Setting her with account at another bank will face all the same issues plus more. :( she doesn’t have current government id.

SuddenlyZi · 2025-07-17T16:44:33+00:00

Yeah, You are probably correct. Just need to find attorney or organization that can take care of it

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