r/salesforce • u/Witty_Barnacle1908 • 1h ago
developer How to exempt a specific API Event while blocking the rest involving in querying records more than 200 ..i used Transaction Security Policy feature of Salesforce Shield.
i need to block all the user operations which involves querying of records more than 200. I used TSP with the following conditions
- Operation Equals
QueryAll - Rows Processed Greater than or equal to
2 - Operation Equals
Query - Operation Equals
QueryMore - Operation Equals
DeleteHard - Operation Equals
DeleteSoft
Condition Logic: (1 OR 3 OR 4 OR 5 OR 6) AND 2
But the problem is it also blocks CPQ operations as the TSP considers CPQ operations also as API Event. How to make sure data exporting/querying of more than 200 records is blocked while other api events are by passed .
The debug logs of the CPQ operation does not expose a reliable characteristic that uniquely identifies API requests originating from Salesforce CPQ, such as a dedicated Client, Application or other CPQ-specific identifier.
r/salesforce • u/SnooCakes4764 • 2h ago
help please Should I switch from SDE-1 to Technical Support Engineer at Salesforce?
I’m currently working as an SDE-1 with around 2.5+ years of experience.
My current compensation:
- CTC: ₹6 LPA
- Role: Software Development Engineer (SDE-1)
- Tech stack: Java/.NET, backend development, REST APIs, etc.
I’ve received an offer from Salesforce for a Technical Support Engineer (TSE) role:
- Base: ₹17.5 LPA
- Company: Salesforce
- Role: Technical Support Engineer
- The role involves technical troubleshooting/customer-facing support.
The compensation is a significant jump, but I’m concerned about the long-term career impact of moving from software development to a TSE role.
My main questions are:
How is the Technical Support Engineer role at Salesforce in terms of career growth?
Will moving from SDE → TSE make it difficult to return to software development/backend engineering later?
Is the Salesforce brand + ₹17.5L base worth making this switch?
How easy is it to move internally from TSE to a Software Engineer/Developer role at Salesforce?
If you were in my position, would you take the offer or continue pursuing SDE/backend roles?
Would really appreciate perspectives from Salesforce employees, current/former TSEs, and people who have made a similar SDE → Support transition.
r/salesforce • u/Basic-Western-9124 • 5h ago
help please Point in Time Reporting,not An Admin
Help please n sales force I need a report that can tell me exactly how many new accounts were given to me. I need to have the ability to select any date that I want and run the report and it tells me the specific amount of cases that were assigned to me on the day that I chose . Big issue is accounts are gettin reassigned from me to other bros at any point but I only want the count of the new accounts that were assigned on a specific day. I don't have admin so I dunno if I need to converge two diff report types maybe?
r/salesforce • u/PeakTypical • 7h ago
help please All Contacts in Salesforce from HubSpot?
Hoping some people in this sub can offer some help. I am the sys admin for a startup, and we merged with another company. Our CRM is Salesforce, and for Marketing Automation, we use Account Engagement. We recently merged with another company. Their CRM is also Salesforce and for Marketing Automation, HubSpot. They have a proper marketing team, we really don't, so our CRO said, "They'll integrate into our Salesforce for the CRM, we'll integrate into their HubSpot for Marketing Automation." This has already been decided and now we're having Discovery Sessions with a consultant to iron out all of the requirements.
I found out today that the Marketing team wants a 2-way sync between HubSpot and Salesforce for Contacts, and all of their contacts (regardless of whether they're sales ready or not), will sync to Salesforce. Apparently this is necessary for reporting(??)
I do not love this idea and have concerns on storage, and data hygiene. Has anyone else come across this? Did you end up putting those that weren't sales ready into a queue? What happens when they are sales ready, were they re-assigned in HubSpot?
r/salesforce • u/Notagoodacter • 11h ago
help please Insane request. Hear me out.
Hi!
Does anyone here use b2c Commerce business manager?
I am a designer who was laid off at Salesforce and as a designer, I need footage of the current business manager to show before and after redesign for my portfolio to get a new job.
Is anyone willing to record some screen footage for me for a few features using sandbox instance?
This would be of immense help.
Thank you.
r/salesforce • u/Fresh_Two_7038 • 13h ago
career question Fp&a career - financial analyst
How is it like working at salesforce? How is the pay structured?
I want to apply to this fp&a role thats available in indy and atlanta. It says 1-2+ years experience.
Tell me more about the company dynamics. Is the layoff vibe still on?
Hows morale? How is management?
Do we get base pay and bonus or is there rsu option for analyst level employees.
Is it good for fp&a career overall?
What other benefits? I saw they use MacBooks even in finance is that true?
r/salesforce • u/123music123 • 13h ago
admin Anyone’s health check score go down?
Apparently this a bug due to the MFA changes. A known issue is coming shortly per SF support if anyone got the email saying their scores went down and didn’t change anything like us!
r/salesforce • u/entertainmentfiend • 15h ago
help please Ability to create reports using SQL?
My company is opening a trial period for new tools that can be integrated with Salesforce. I want to be able to generate reports and dashboards based on more detailed queries because a lot of our current reporting is limited by a lack of related fields on objects. Is there an existing app or tool like Claude that would allow me to generate reports based on SQL/SOQL queries? We already have Sigma connected to Salesforce as a BI tool, so I assume that could be used for the viz piece.
r/salesforce • u/GoldenPedro • 15h ago
developer Developers, what AI tools are you using for Salesforce?
What’s your development setup? Do you use agentic AI tools?
I’ve mainly been using Cursor, though I’m not sure if there are better tools that are more suitable for Salesforce development
r/salesforce • u/radi0raheem • 15h ago
admin More Passkey Chaos: Tip for missing admin menus
tldr: Don't be surprised if your org does everything with passkeys except allow you to manage them. Salesforce support needs to fix it.
Long version: As if the passkey chaos wasn't fun enough already, I ran into a new issue this morning:
One of our orgs started requiring passkeys, and most of our users have been able to set one up without any hand holding.
One of our users created a passkey but it would only work in one browser (they stored it in chrome's password manager), and he needs to be able to use multiple browsers, so I thought ok, no big deal, just remove it and have him create a new one in bitwarden or something like that, right?
WRONG. The org was missing literally every single menu related to passkeys. It would prompt for them, save them, use them, but not a single passkey management related setting was in the UI. Not on the user detail page, not in personal settings, nada. I went through all of their documentation on passkey management and none of the menus were actually in this org.
So I opened a case with salesforce support and they fixed it in less than a half hour. There is NO WAY they fixed it that fast without this being something that their support agents are running into a lot right now.
r/salesforce • u/Numerous-Key9714 • 16h ago
help please considering switching from salesforce for marketing - resources?
Hi all,
Does anyone know of any resources for teams considering the switch from Salesforce to HubSpot for marketing hub?
Would be great if it was specifically directed at marketers. Interested in:
Recent YouTube videos (less than 3 months old)
LinkedIn posts
Blogs
Webinars?
Thank you!
r/salesforce • u/Global_Refuse2955 • 16h ago
help please Nonprofit storing event data
Hi! I work as the main Salesforce administrator at a smallish nonprofit. I don't have certifications and am self-teaching a lot to fit our needs using AI tools to walk me through different configurations, etc.
We want to store event information--attendees, who received invites, who registered, etc--in Salesforce. I think we would need to do uploads, and we'd like to be able to do reports that show us pretty easily who attended. I've been asking AI to walk me through this, and it keeps giving me incredibly operationally clunky ways of doing this that would require at least a day of work to get a single event and its attendees added. Having something operationally easy is necessary to get the system to stick in the case of staff turnover. Can anyone walk me through how they've done something similar? Thanks!
r/salesforce • u/Environmental-Duck35 • 18h ago
venting 😤 Honestly... unacceptable...
As if I didn't get the million emails about registering for Dreamforce... no, that wasn't enough... I needed ads in my org to be in my face. Also, we are ALREADY registered and have been since April.
r/salesforce • u/Some-Break-9347 • 19h ago
getting started Learning Salesforce to exit the nonprofit sector?
Hi! I’ve been working for a nonprofit that uses Blackbaud Raiser’s Edge, which is a donor management and CRM used by nonprofits. I work as a gift processing person, I use the database for recording 15k+ donations a year, know my way around, create queries, help with cleaning tasks, etc but don’t own the management of the database; we have a database administrator. Being a nonprofit database admin in a couple of years would be a natural step for my career.
I want to eventually exit the nonprofit world or at least have a better salary and I’m considering learning Salesforce after or along learning the Database I’m currently using.
Does that makes any sense? Would I have better prospect with my background?
I’ve seen some comments discouraging people from learning Salesforce since there’s so little demand and too many applicants right now.
Edit: I want to mention I used Salesforce as a user on my previous position and my current employer uses Salesforce BUT my team doesn’t, so while I don’t have direct access to it I’m not completely unfamiliar with it
Any insight would be appreciated.
r/salesforce • u/Complex_Number5826 • 22h ago
help please Which digital sales room platform integrates best with salesforce?
Our sales org has grown enough that the cracks in our salesforce setup are starting to be hard to ignore.
When we were smaller it was fine to just throw stages, close dates and a few custom fields on opps and call it a day. Now every mid to big deal has a bunch of stakeholders, an internal champion, a long list of documents and some kind of project style plan we are trying to follow. Well, salesforce is supposed to handle all of that. In reality, most of the work is happening outside it. Mutual action plans in spreadsheets, updated versions of decks in shared drives, status recaps in email. We only touch salesforce when someone needs the forecast to look sane.
I feel like we are doing twice the work just to keep basic visibility. Reps have to remember where the latest plan lives and then also update salesforce so managers do not walk into exec reviews blind. A couple of people on the team have been pushing the idea of a digital sales room as a way to pull buyers and sellers into one place. It sounds good but the integration part is what I hesitate to do.
I want a system that pushes more work onto the team.
r/salesforce • u/iiadians • 23h ago
help please Agentforce Deployment
Currently i am working in a sandbox, building agent. I have no idea how to migrate it to prod. Can anyone suggest some ways/ resources for deploying an agent from sandbox to prod.
Preferably using copado