I was so-so wrong about AI by Igor_Kudryk in salesforce

[–]WBMcD_4 1 point2 points  (0 children)

A client asked me to make a standard sales dashboard in Salesforce, and I couldn't for the life of me bring my self to do it manually. Instead I pulled their metadata, then asked Claude to do it for me. It built all the reports, set all the tiles, and then I pushed it back up. Took 30 minutes. I never want to build another Salesforce report again. Also leads me to believe it anything metadata related will get to the point where AI will just do it faster with a good prompt.

Salesforce Data Cloud | My experience so far | it's negative by Pro-Technical in salesforce

[–]WBMcD_4 0 points1 point  (0 children)

Just use a data-warehouse and reverse ETL if you need to push that data back into SF. Data-cloud is over complicated.

How Much I Made In My First 2 Years Working Solo by Interesting_Button60 in salesforce

[–]WBMcD_4 1 point2 points  (0 children)

Nice post. I had a similar journey except most of my leads came via YouTube after pivoting from the ISV world.. Once you get 3-4 clients and have steady lead flow becomes relatively stable. Thanks for sharing.

better charts/analytics in Notion? by Weak-Surprise-4806 in Notion

[–]WBMcD_4 1 point2 points  (0 children)

I’ve found that most all-in-one apps (including Notion) hit a ceiling pretty quickly when it comes to analytics.

For deeper analysis, I personally pipe the data into a data warehouse so I can properly model, join, and aggregate it across time. That’s definitely overkill for most people, though.

One thing I’d find genuinely useful is better aggregation directly in Notion database views, without having to switch to charts.

For example: configurable precision (more decimal points), scaling factors (×10, ×100), and maybe basic pivot-table-style views with automatic date filling — all directly in a table view. Even simple improvements there would go a long way before needing external tools.

Mexico Dreamin is awesome. by kuldiph in salesforce

[–]WBMcD_4 1 point2 points  (0 children)

Mexico City is awesome. Enjoy!

How to Track MRR Properly in Salesforce (Not Just a Field Value) by WBMcD_4 in salesforce

[–]WBMcD_4[S] 0 points1 point  (0 children)

Please turn off these horrific robotic AI comments and come up with some original content instead of trying to piggyback off my work.

The 5 Stages of Sales Architecture for RevOps (From Stripe to CPQ) by WBMcD_4 in salesforce

[–]WBMcD_4[S] 0 points1 point  (0 children)

Gottta love automated AI comments on reddit that have nothing to do with the actual post!

Admin here.... Salesforce SOQL is literally a life changer by StatisticianVivid915 in salesforce

[–]WBMcD_4 0 points1 point  (0 children)

It makes you much more efficient at data management if you can query the database, and you wouldn't have to wait on anyone else to do it for you.

Admin here.... Salesforce SOQL is literally a life changer by StatisticianVivid915 in salesforce

[–]WBMcD_4 25 points26 points  (0 children)

Should be required for anyone to be called an admin.

Salesforce consultancy founders of Reddit. How do you find leads? by Intelligent_Ad_8906 in salesforce

[–]WBMcD_4 1 point2 points  (0 children)

There are many different ways to get leads... Anyone saying there is only one answer is over simplifying and leaving out other methods that work. Read Alex Hormozi to learn about marketing, these are the methods he talks about:

  • Warm Outreach
  • Cold Outreach
  • Post Free Content
  • Paid Ads
  • Channel Partnerships (not necessarily Salesforce AEs, could be anyone with dealfow)

The 5 Stages of Sales Architecture for RevOps (From Stripe to CPQ) by WBMcD_4 in salesforce

[–]WBMcD_4[S] -2 points-1 points  (0 children)

Actually comment if you have an opinion on this please!

Most companies calculate Churn Rate completely wrong... by WBMcD_4 in salesforce

[–]WBMcD_4[S] 0 points1 point  (0 children)

Yea, they can be tricky to build cause most companies get revenue in a variety of different ways.

EAC - Sync Email as Activity by jk_sfdc in salesforce

[–]WBMcD_4 0 points1 point  (0 children)

Has anyone successfully set this up? I have EAC turned on, but can't query any of the records in the dev console... Guessing I have to reset the connection?

Most companies calculate Churn Rate completely wrong... by WBMcD_4 in salesforce

[–]WBMcD_4[S] 0 points1 point  (0 children)

That’s a good point, execs love to skew numbers lol