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  • Sales Cloud

  • Service Cloud

  • Community Cloud, plus old Sites and Guest Users

  • Salesforce Mobile

  • Salesforce Platform and OEM Platform Licences

  • Flow (lots and lots of Flow), Process Builder (unfortunately), Workflows, Outbound Messages

  • Web-to-Lead

  • Web-to-Case, Email-to-Case, and everything Cases

  • Chatter (for everything!)

  • Quick and Global Actions

  • Everything Permissions, Sharing and Users, Queues, Groups etc

  • SSO

  • Macros and Quick Text

  • Lightning

  • Emails (everything to do with emails)

  • External Services

  • Platform Events

  • All of the Outlook and Gmail integration tools

  • Nonprofit Success Pack (NPSP)

  • Bots and Chat (only a rescue though, not an initial setup)

  • Campaign Influence, Territories, and Forecasting

  • Sales Engagement

  • LinkedIn Leads

  • Omni Channel (only a rescue)

  • Sandboxes

  • Debug Logs

  • Developer Console

  • Workbench for Salesforce

  • Visualforce

  • Apex, including Bulk, and Scheduled, and Tests

  • LWCs

  • Custom Metadata Types, Custom Settings

  • Softphones

  • Quip

  • Slack

  • SharePoint Integration

  • Data Classification

  • Multi Currency

  • State and Country Picklists

...

  • The Chinese Language and English community site! Amazing experience, and even back when Communities was very new (just at the time that Public Knowledge Bases came to Communities).

  • The business that was sold and a big part of it was due to the efficiency that the staff had in their work due to using the bespoke Salesforce setup that I worked with them for 8 years.

  • My client using their Salesforce historic data to completely re-invent their business during Covid whilst they were shut down and they grew so much after Covid due to significant cost savings from changing the way they did things based on knowing their data.

  • Keeping that business running with huge amounts of data being imported every day, and it all just working, despite us building it on a shoestring. We did have to re-implement it after the significant growth, but we re-used a lot of the existing code and Salesforce setup.

  • Also same client, the change in the work structures after Covid meant that the custom forms built 5 years earlier no longer worked. So with some help, we rebuilt them all in Flow, used on Mobile and they are still using them today.

  • Rescuing many Salesforce orgs from terrible implementations. Some were really quite traumatised by the implementation process, and we just had to start slowly, and get things fixed, and the delight when things actually started to work for them was fabulous.

  • Being able to work with clients for such a long time. Being their trusted advisor for all things Salesforce, and other business apps they use.

  • Being really creative with ways to achieve solutions for extremely complex projects.

  • Really doing amazing things with Documents and Forms and Integrations ensuring a complete business process from first contact, through to contract signing, then integration with Xero for invoicing and payment.

  • My YouTube channel where I can share all things Salesforce (and now Cybersecurity too).

Yet to do

  • Maybe learn more about Agentforce, but I’m yet to come up with a killer use case for small business.

  • Maybe the new Marketing Cloud Growth edition, since it’s on the platform.

  • Surveys, CMS, and all those Community related things.

  • Another Experience Cloud project.

  • Salesforce Maps.

  • A Mobile-first Implementation.

  • More LWCs.

  • A better External Services implementation.

  • A Data Cloud project (again, no killer use cases for small businesses).

  • A full Sales Engagement implementation (eg using the paid tool with Journeys and Call Lists).

  • A proper phone integration tool.

  • Slack Integration.

  • Tableau Integration with a Tableau logged in site that the Board can log into. And using Maps!