💃 "It's me, your Salesforce user. Can we talk?" 🕺

Good morning, Salesforce Nerd! How’s your view of Salesforce from there?

You live in the Object Manager and Flow consoles. You see some code. You update and monitor ticket queues, Jira boards, and project SOWs.

But what about your users? What are the tens, hundreds, or thousand of sales and service people seeing?

What’s their perspective of Salesforce? Their sentiment? Their click-path?

Is it something like this ⬇️

THOUGHTS FROM A USER

A Salesforce User’s Perspective

Hey there, Salesforce pro!

Can we have a little chat? Just you and me?

No dashboards, no validation rules, no roles & profiles- just two people sitting across the table, having a ❤️-to-💜. Because I have some thoughts.

You see, I’m on the frontlines. I live and breathe Salesforce every single day. I’m out here grinding- calling prospects, updating deals, trying to hit quota- all while navigating the digital labyrinth you built for me.

And sometimes, well… I have questions…

Why So Many Clicks?

Look, I get it. You’re optimizing for data integrity, compliance, and reporting. But somewhere along the way, you also turned my job into a Olympic-level endurance event meets obstacle course 🥵.

Why does logging a call require me to click through five different screens like I’m solving a national security puzzle 🧩?

Why does updating a single Opportunity field feel like I’m submitting a formal request to the government 😵‍💫?

By the time I’ve finished filling out all the required fields, the prospect is either impatiently waiting or has ghosted me entirely.

Would it be possible to streamline this process? Maybe a big, beautiful “I TALKED TO THEM” button that magically updates everything? I don’t need 17 dependent picklists. I just need speed.

The Mystery of My Disappearing Request

Ah, yes. The mystical Salesforce support queue. Where my issues, feature requests, and overall great ideas go to be studied by scientists and never seen again 🙈.

I know you’re busy, but when I ask for a small tweak - like a field that actually reflects how I sell - it would be nice to know if it’s happening before I retire. Or, at the very least, an update that says, “We hear you, but no.” I can handle rejection…I work in sales! But silence? That hurts 🙁.

Maybe we could set up a translation guide for our conversations. I say, “Can we make this easier?” and you hear, “How do we ensure data integrity while maintaining scalability?” That way, we meet in the middle 🙂.

Walk a Mile in My Sales Shoes

Listen, I know you didn’t sign up to be in sales. You chose Salesforce! You chose logic, structure, and beautifully efficient workflows. You didn’t wake up thinking, “How can I help Sally the Salesperson close this deal faster?”

But here’s the thing: we need each other 💯. You keep Salesforce running, and I keep the revenue flowing. So let’s work together-

🤝 Join a sales call. Just one! See what it’s like to juggle conversations while updating Salesforce in real-time.

🤝 Watch me use the system. You’ll immediately see what’s clunky and where I get stuck.

🤝 Ask me what I actually need. Not what you think I need, or what looks good on a dashboard. What will make me better at my job?

Final Thoughts

I know you’re doing your best. And I promise I will try to enter better data, use the system as intended, and not complain too much when you take away my favorite workaround.

But if we work together- if you build with me in mind, and I use Salesforce the way you intended- we’ll both win. You get a cleaner system, I get a smoother workflow, and maybe, just maybe, I’ll stop sending you passive-aggressive Slack messages 😉.

FINAL THOUGHTS

Takeaway

So what do you think about this user’s perspective?

Accurate? Way off? Misplaced, but point taken?

Your job as a Salesforce professional is hard! You already have a million considerations - scalability, legacy tech debt, 40hrs of work but 200hrs of requests.

But here’s the thing - Salesforce is for Salesforce users. Salesforce is NOT for Salesforce admins, consultants, and developers. Max empathy for your users is a good place to start, understanding you have a gauntlet of secondary considerations already.

Listen to your users. Understand their perspective. They’ll never know the pain you deal with every day keeping the org alive and humming for them. Just like you’ll never know the pain of cold-calling 100 unqualified leads per day being hung up on, being threatened to never call again OR ELSE, and being on a PIP for grinding everyday but still being below quota 😭.

SOUL FOOD

Today’s Principle

and now....Your Salesforce Memes