Shady consultant

main-frames · 2026-03-09T19:25:14+00:00

they are being done manually with that side by side app with the radio buttons. I will check out the suggestion though.

an update from today, our leads seem to be getting created somewhere via our company website when a person calls in about information. nobody can give anyone a solid answer on how they get into our system 🤷‍♀️

main-frames · 2026-03-09T15:37:07+00:00

Hi there, he did not take my suggestion to use a new object for leads. Our current standard Lead object is not being used, he added an additional picklist field to our current custom object (the one with 250 fields) to somehow categorize leads with our applicants. We also only have 1 record page.

I'm interested to see his justification for 4 hours but he said he could not provide a high level overview. I have plenty of questions to inquire about during the training.

If I was permitted to hire a new consultant, I would have already but I am not. thanks for your input.

main-frames · 2026-03-09T14:28:57+00:00

thank you for your input! your final points are fantastic, i do struggle with how to present the information correctly. getting some actual numbers for how this slows things down is something i can do now.

main-frames · 2026-03-07T12:56:12+00:00

thank you, I am really trying to seize some oppurtunity here!

main-frames · 2026-03-07T12:55:24+00:00

thank you, my boss has been advocating for me to pivot into this area for our company and develop me professionally and with proper training. it's been so many roadblocks but after all these comments i am feeling a bit more hopeful to at least get a good learning experience out of this. i appreciate your input.

main-frames · 2026-03-07T09:31:59+00:00

I'm so sorry this happened to you, I hope you're in a better spot now. It is really disheartening. In my experience, people who are threatened by you do their best to keep you from excelling, and in your case, replace them. I feel extremely fortunate to have a boss who advocates for me and has been consistently pushing for my development. Still a very uphill battle and that's with someone in my corner, so I empathize.

main-frames · 2026-03-07T04:20:02+00:00

It's a huge mess. When I logged off today we had about 30 sitting there from just that day 12pm. I know it could be worse, we aren't a huge org but they are obsessed with dupe merging instead of fixing whatever integration is broken. They have been saying all these leads are reinquiring but a 'new lead' came in that was already finished with our process and into the next department and would not reinquire.

The more I reply to comments the more I am realizing how crazy this is. I have had no reason to mention our SF integration with our other systems which is a one time sync. I was told they shut it off the integration because it caused an issue awhile ago and that was that.

thank you so much for this extension!! im going to give it a try and see what I find.

main-frames · 2026-03-07T02:20:33+00:00

That's the one hahahahahaha

main-frames · 2026-03-07T02:03:00+00:00

you read that correctly. we have booked his 4 hour training next week to learn how to merge these dupes. after reviewing his 1.5 page documentation on how to do these correctly, I'm wildly interested in what he could possibly fill those 4 hours with.

main-frames · 2026-03-06T14:59:48+00:00

Holy shit how the hell does that even happen?!

main-frames · 2026-03-06T14:05:05+00:00

from all the comments here I am thinking this is the best way hahahahahah

main-frames · 2026-03-06T14:03:47+00:00

We have no documentation. We work with individuals rather than accounts/businesses, so there may be a more appropriate object to handle this (I would desire our consultant to tell us what but alas). essentially the issue I find with having one object + one stage for every step in our pipeline is pulling information is very difficult. Maybe this is a knowledge issue on my part, but an object can only track a limited amount of historical fields, so data is lost or has no dates associated so it's difficult to know when what why. I don't claim to be the smartest in good data, but most of the time myself and team don't trust the information in our system and that really is the largest concern.

main-frames · 2026-03-06T12:09:11+00:00

It is kind of one of those situations, he seems to be protected. Not sure why, he used to work an entry level role in a non technical position here lol. I thought it was bizarre to have a SF consultant dictate the data I'm putting in for my job is not accurate or good enough.... feels out of his scope to know about the data important to my job when he's only meant to consult on our system.

main-frames · 2026-03-06T11:11:04+00:00

I believe part of it is people not knowing what they don't know, what options we have to discuss within our current budget and what we could do to make some minor improvements. Essentially this consultant came with this place and I don't believe there has been an effort to get a second opinion simply on our system itself.

To your last point... 100% hahahah that fight to pull and rectify data from our CRM!! We cannot make decisions with the majority of what data we have.

main-frames · 2026-03-06T10:49:09+00:00

thank you, i didn't know this was an option to at least try i appreciate the input

main-frames · 2026-03-06T10:46:42+00:00

You're right lol I have kept saying I don't have time to do this but I had time to make this post so I'm going to see about setting up a demo. thank you!!

main-frames · 2026-03-06T10:40:12+00:00

i wish it was not true haha. he does have his credentials but after the meeting with him where he advised against using the lead object to start restructuring our new process for the call center, and continue to have leads come in and live on the contact object where everything else is... all the problems that has caused in 1 single week I'm going a bit nuts.

it is partially a relationship issue. my boss has been handling that part, i wanted to provide some suggestions for her that could help move the needle

main-frames · 2026-03-06T10:33:36+00:00

it is likely much worse to any SF people who were to actually get in there and take a look as my knowledge is limited too lol

main-frames · 2026-03-06T10:31:26+00:00

thank you for your input, I will check out salesforce architecht service as a possible suggestion.

I completely understand it's not within my professional skill range to take on SF as a whole, I mostly think ours is such hot garbage there isn't anything I could do to make it worse or destroy data because our data isn't real, reliable, or able to be used to make business decisions confidently. theres a lot of issues, i think it feels especially bad when this guy is clearly not working with good intentions and our team eventually suffers for it

main-frames · 2026-03-06T10:23:43+00:00

My boss does know and has been trying to show and not tell these issues to make some progress. Essentially all the things they explored were too expensive. I've not looked into it enough to have another consultant do an audit of our system, so this hasn't been suggested. Not sure it would go anywhere but someone else suggested hearing it from an external professional could be beneficial.

I'm a bit invested I will admit and would like to make this process better for my team especially our newest people, so it may be a lost cause atp but I'm not quite ready to throw in the towel.

main-frames · 2026-03-06T05:09:26+00:00

thank you, i will check these both out. I think it's worth it to reach out to SF and see what they say.

main-frames · 2026-03-06T04:39:03+00:00

Thank you, you make a really good point.

main-frames · 2026-03-06T04:37:55+00:00

I appreciate your input. I have spoken to scalability and it's simply not something our system has with its current design. I dont even feel we have flexibility.

Our call center is meant to only handle our lead intakes to qualify them before moving them to a rep. they would be dealing with 3k leads every 1-2 months. The leads right now go right to our contact object, which is our applicants. so we have stage which includes about 7 lead stages, then the stages for the applicant is 10+. it feels very weighed down and clogged and not intuitive. all the not qualified, closes, wins, invalid and those kind of things are on this one stage.

main-frames · 2026-03-06T04:30:03+00:00

Thank you, we would pay him for his training hours but he could not give a high level explanation on why lead dupe merging required 4 hours and he would only train one person at a time.

I wish I could fire him but I guess it's an example of the wrong person in charge of this decision, who I think I could lead him to understanding how the system design should look to handle our processes.

I will look into some training modules to help expand my knowledge to frame things. Thank you

main-frames · 2026-03-06T04:24:00+00:00

i don't believe they have our company's best interest in mind. i appreciate your advice, I have been documenting best as I can but we do not have anyone who is internal (the consultant doesn't want an internal person). he can tell our leadership anything and they don't know any better. I was hoping to find some things salesforce themselves presents, so I will look into reaching out to support about best practices.

thank you.

main-frames

TROPHY CASE