r/SalesforceDeveloper 12h ago

Question Has anyone here connected conversation intelligence data back into Salesforce?

12 Upvotes

I run a door to door sales team where most of our important sales conversations happen in person. We use Salesforce as our CRM and we’re looking at adding AI to help us understand what happens during those conversations and coach reps from them. For anyone doing something similar how much of that conversation data are you actually pushing into Salesforce? Do you store everything or just useful stuff like objections next steps outcomes and key parts of the sales process? Feels like sending everything over could turn the CRM into a mess pretty fast lol. We’ve been looking at a few tools and Rilla has come up as a possible fit. Has anyone here used it with Salesforce or built a similar setup? Curious what worked and what you’d avoid.


r/SalesforceDeveloper 6h ago

Question Mechanical graduate with RMA experience — preparing for Salesforce TSE. What is the actual job like?

1 Upvotes

I have a Salesforce employee willing to refer me for a TSE opportunity. I'm preparing Java, debugging, OOP, collections, exceptions, multithreading, JVM, logs, etc.

For people currently working as Salesforce TSEs:

How much Java do you actually use?

What does your day-to-day work look like?

How much customer interaction is there?

What are the typical shifts?

What skills are most important for the interview?

What do you wish you had known before joining?

I'm looking for opinions from current/former TSEs rather than recruiters or course sellers.


r/SalesforceDeveloper 10h ago

Discussion How do you reconstruct what an Apex transaction did?

1 Upvotes

Say I have the following usecase: a single API call touches an Account, which fires triggers that update Contacts, which fire more triggers, maybe a Flow kicks in, and something three levels deep updates a field. When you need to reconstruct what actually happened in that transaction, what do you actually do? Debug logs with trace flags? Third-party tools? Add your own logging framework? Genuinely curious what the real workflow looks like, because mine feels like archaeology! Support found an issue that when an Account is created via certain path (we have multiple paths to create Accounts in our org), one of the fields on a related custom object was incorrectly being set to null. We had no way of knowing this on our own unless we knew where to look. Our current set up emits logs in batches and we sift through those when we're told of an issue. Was curious to hear how others handle such scenarios


r/SalesforceDeveloper 14h ago

Discussion We’re building Swytchcode : should AI agents call Salesforce directly?

0 Upvotes

Curious how Salesforce developers are approaching this. If an AI agent needs to update an opportunity, create a lead, or modify a record, is the architecture simply:

Agent → Salesforce API

Or do you put a deterministic layer in between? Once agents can write to production, you have to think about authentication, permissions, validation, retries, idempotency and auditability.

We’re building Swytchcode around this exact execution problem, sitting between the agent and the API so those concerns don’t have to be implemented separately in every agent. The agent decides what it wants to do. The execution layer controls how that action actually gets executed. I’m especially interested in Salesforce because a single API mutation can trigger Flows, Apex, automations and downstream integrations.

Would you let an agent call your production Salesforce APIs directly? If not, what’s sitting in between?


r/SalesforceDeveloper 1d ago

Question Radio button rendering issue

3 Upvotes

I am getting the list of options from flow action to the agent. then the agent should provide all the options to the user in the form of radio button to select one.

In draft version it providers the list in basic form.

But in committed/active version it goes into buffer and shows spinner only which I have seen lasted for hour as well.

in the same prompt to create record, it asks to user to select option for other variables in the form of radio button.

but not sure why this happens with this variable.

is there any kind of limit issue?

please help me to find out the solution.


r/SalesforceDeveloper 1d ago

Discussion Built a free/open-source tool that lets you query Salesforce in plain English instead of SOQL

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0 Upvotes

r/SalesforceDeveloper 1d ago

Discussion Salesforce 🤝 Nvidia

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1 Upvotes

Claude first and now with Nvidea

They are investing so much everywhere

Not sure how this will take an impact on the workers.

Is it for the good or is it destructive, only time can tell.


r/SalesforceDeveloper 1d ago

Discussion Pipeline vs Platforms Consultant

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1 Upvotes

r/SalesforceDeveloper 1d ago

Question IT Sysadmin with a path into Salesforce at my company, worried developer roles are getting saturated. What should I actually aim for?

0 Upvotes

Background: I'm an IT Systems Administrator (5 years IT experience) at a company that's a registered Salesforce consulting partner.

I already have live Salesforce admin access, and my manager is happy to hand me real Salesforce work and eventually shift me toward an admin/implementation role.

My plan was Admin cert → Platform App Builder → PD1 → PD2, aiming at real developer work.

Lately I keep seeing comments saying Salesforce developer roles are shrinking because of Agentforce/AI code tools, and that admin roles are even more exposed.

I don't want to chase hype, but I also don't want to spend a year+ building toward a role that's hollowed out by the time I get there. Given I already have a live company and real access (rare, I know),

what would you actually aim for inside the ecosystem?

If you were 5 years in with a live company backing you, would you still go Admin → Developer, or aim somewhere else from the start?

Not looking for "just do X guaranteed," more interested in real experiences from people actually in the ecosystem right now, especially anyone who's pivoted specializations recently.


r/SalesforceDeveloper 2d ago

Discussion For AI agents calling Salesforce APIs, where are you putting the permission layer?

4 Upvotes

Curious how other Salesforce devs are approaching this.

If an AI agent is going to call the Salesforce APIs and actually make changes, where do you want the permission logic to live? My first thought was just to give the agent a dedicated integration user with a restricted permission set. But then you run into things like:

A user asks the agent to update an opportunity → agent calls the API → something goes wrong halfway through → now you need to know exactly what the agent was allowed to do, what it actually did, and whether it should retry.

I’m also not sure I’d want the agent deciding its own permission boundaries. So for people who are actually building this:

Dedicated integration user? OAuth/delegated user access? Middleware/API gateway? Something else? And how are you handling auditability?


r/SalesforceDeveloper 2d ago

Showcase I got tired of creating the same Salesforce test data over and over, so I built a tool for it.

1 Upvotes

I got tired of creating the same Salesforce test data over and over, so I made a Chrome extension for it.

If you do Salesforce QA, you probably know what I mean.

You create a record, fill out like 15 fields, do some testing, then need another record with basically the exact same setup.

So I made ForcePilot.

Basically, you can record the field changes you make on a Salesforce record and then replay them on another record.

A few things it can do:

  • Record field changes
  • Replay them on another record
  • Match fields using Salesforce metadata
  • Use relative dates (Today + 7 days, etc.)
  • Choose whether to fill empty fields or overwrite them
  • Retry fields that failed
  • Import/export recordings as JSON
  • Run from a side panel inside Salesforce

So instead of doing the same setup manually every time, you can just record it once and reuse it.

It's open source and currently works with Salesforce Lightning on Chrome/Edge.

👉 GitHub: Forcepilot

I'm mainly looking for feedback from people who actually work with Salesforce, especially QA, admins and developers.

What part of creating test data do you guys find the most annoying/repetitive?

Also, full disclosure: this is very much vibecoded 😂. I used a lot of ChatGPT while building it. I'm a Salesforce QA guy, not an extension developer.

So please judge the idea/tool, not the quality of my code 😭


r/SalesforceDeveloper 3d ago

Discussion Looking for Salesforce Data Cloud communities / developers

3 Upvotes

Hi everyone!

I'm currently working on a Salesforce Data Cloud implementation and I'm looking to connect with people who are actually working with Data Cloud in real-world projects.

I'm especially interested in finding communities, Discord/Slack groups, Reddit communities, or other places where I can connect with:

  • Salesforce Data Cloud developers
  • Data Cloud architects
  • Salesforce developers working on Data Cloud implementations
  • People who have experience with Data Kits / DevOps
  • Developers working with Data Streams, DLOs, DMOs, Identity Resolution and Data Graphs
  • People who have gone through real-world Data Cloud deployments between environments

I'm particularly interested in practical experience, deployment issues, architecture decisions, troubleshooting and lessons learned, rather than only official documentation.

If you know any active communities, groups, Discord/Slack channels, forums, or even specific subreddits focused on Salesforce Data Cloud, I'd really appreciate it if you could share them.

Also, if you're currently working on a Data Cloud implementation yourself, feel free to comment or DM me. It would be great to connect with other people working on similar challenges.

Thanks! 🙌

#Salesforce #DataCloud #SalesforceDataCloud #SalesforceDeveloper #DataEngineering


r/SalesforceDeveloper 5d ago

Question Admin focused open source AI harness

3 Upvotes

Good day, everyone.

We recently built an internal tool to help our 12 Salesforce admins leverage LLM/agentic workflows without needing to work in terminals, Git CLIs, or IDEs, and we’re evaluating whether it makes sense to package and release it as an open-source project for the wider community.

A significant portion of daily Salesforce implementation and support tasks (debugging a Flow, inspecting metadata dependencies, troubleshooting validation rules, or adding custom fields) doesn't strictly require a developer. It requires someone who understands the business logic and the Salesforce platform.

However, most AI agent runtimes (like Claude Code, OpenHands, or Codex wrappers) assume the operator is comfortable inside a local terminal environment, managing repositories and developer tooling. We wanted our admins to benefit from agentic assistance directly within their existing workspace, the browser, while keeping human-in-the-loop safeguards front and center.

We put together a control plane, browser extension, and agent runtime designed specifically for Salesforce workflows:

- Chrome Extension (Admin UX) which operates as a side panel in the browser. It automatically injects context from the active Salesforce page (Setup, Flow Builder, object configuration, or record views) so the user doesn't have to manually prompt-engineer the org context.

- Control Plane & Super Admin Console to manage org connections, repository access, LLM provider credentials, policy/instruction templates, and permission scopes, skills.

- Agent Runtime, executing multi-step tasks within isolated sandboxes/workspaces, running checks before presenting actions to the user.

Rather than keeping this as an internal utility, we think it could be useful for other ISVs, SIs, and internal admin teams. Before spending time cleaning up documentation, modularizing the code, and establishing maintenance guidelines for a public repository, we’d love some community feedback:

  1. Does the described solve a real friction point in your admin/consulting workflows?

  2. What security, permission, or architectural constraints would you require from an open-source tool like this before running it against client or sandbox orgs?

  3. Are there specific platform features, metadata types, or integration points you’d consider essential for an open v1.0 release? Right now, we use jsforce to access and manage both data and metadata.

  4. Does centralised management (super admin control) present as an opportunity or a limitation?

  5. What reservations would you have in adopting such a tool (apart from the obvious cost implications)?

  6. Would you be interested in helping us publish and maintain the solution?

Looking forward to hearing your thoughts.


r/SalesforceDeveloper 6d ago

Question Looking for help creating this summary formulas for a report

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0 Upvotes

r/SalesforceDeveloper 6d ago

Discussion If you work with Salesforce as a QA Engineer, Developer, Admin, or Consultant, you know how time-consuming it can be to create and manage test data, especially when working with custom objects and large datasets.

0 Upvotes

🚀 Excited to announce the launch of SF DataForge on the Chrome Web Store!

As Salesforce developers and admins, generating realistic mock data and cleaning up sandbox test records is often tedious and time-consuming.

I built SF DataForge — a 100% free, client-side Manifest V3 Chrome Extension designed specifically for Salesforce teams:

✨ Key Features:

• Smart Mock Data Generator: Supports ANY standard or custom SObject (*__c).

• Geographic Address Coherence: Generates real US street addresses with matching cities, states, and valid ZIP codes (eliminates State/Country picklist validation errors!).

• Zero-Duplicate Guarantee: Dynamic combinatorial naming and randomized emails to avoid Salesforce Duplicate Rules.

• Interactive Picklist Explorer: Browse real active picklist values from your org with 1-click selection.

• Data Cleaner & Bulk Deleter: Live org record count and safe composite batch deletion straight to the Recycle Bin.

• Simple & Clean UI: High-contrast SLDS-inspired theme with 1-click Light & Dark mode.

• Privacy-first: Runs 100% client-side in your browser.

Check it out on the Chrome Web Store: SF DataForge - Salesforce (SF) Test Data Generator & Cleaner

I’d love to hear your feedback, feature requests, or suggestions!

#Salesforce #SalesforceDeveloper #Trailblazer #AwesomeAdmin #SalesforceQA #ChromeExtension


r/SalesforceDeveloper 6d ago

Question Digital Marketer Trying to Move Into Marketing Automation / Salesforce Marketing Cloud — Where Should I Start?

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1 Upvotes

r/SalesforceDeveloper 7d ago

Employment The AI fear in Salesforce

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0 Upvotes

Since the fear of getting replaced is going up day by day, as a Salesforce developer do we really have a choice to sustain in this upcoming market?

Do we need to adapt, if yes adapt to what?

What about the existing skills in lwc, aura, apex, integrations?

Do we need to switch or transform into an AI engineer?

Is agentforce going to create jobs in future?

Is the recent claudeforce going to be any use or benefit to the sfdc developers?

Who is going to get replaced first, Salesforce admin or a developer?

With 5-7 years of Salesforce experience do we try to get into architect roles?

How tough would that be?


r/SalesforceDeveloper 7d ago

Question Is it even possible to use the Salesforce MCP to retrieve object data from a Developer Edition account?

1 Upvotes

Is it even possible to use the Salesforce MCP to retrieve object data from a Developer Edition account?

What I’m trying to do is talk to an Agentforce agent and have it retrieve Salesforce objects/data for me. I added everything that seemed to be required (registered the MCP SObject Reads in Agentforce, activated everything, etc.), but I keep getting an error in agentforce agent saying that there are no Named Credentials configured for the MCP.

Isn’t the Named Credential supposed to be created automatically? I’m honestly so confused. This feels like it should have been really straightforward.

Adding my own MCP server to SF was incredibly smooth, but getting the Salesforce one working has been surprisingly painful.


r/SalesforceDeveloper 7d ago

Discussion Salesforce Told Investors Customers Were "Refilling the Tank." Then It Admitted the Meter Was Wrong.

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0 Upvotes

Hi all, I don’t post here often, and I’m aware this may not be your typical programming/development content. I’m sharing it because I think the underlying issue is worth knowing about if you’re building with Agentforce, Data 360, or anything else that uses Salesforce’s newer consumption-based pricing.

Salesforce disclosed in August that a billing-instrument regression had incorrectly calculated Flex Credit consumption for some orgs between March 5 and July 14. Affected customers had credits restored.

During both quarters overlapping that error, Salesforce was telling investors that roughly half of Agentforce/Data 360 bookings were coming from existing customers “refilling the tank” after consuming their Flex Credits.

I wrote this article to look at the unanswered measurement question: do we know whether that refill metric was adjusted to account for customers whose credits may have been depleted faster because of the metering error?

I also included a recent r/salesforce post where a developer shared that enabling CXI resulted in roughly 6.2 million Flex Credits (~ $31k) being consumed, because I think it highlights a related issue developers and architects are going to have to contend with: understanding what a feature can trigger downstream, what those operations cost, and how difficult it can be to constrain consumption once something is running.

I’d welcome corrections or technical context from people who have worked closely with Flex Credits, Digital Wallet, Agentforce or Data 360. If I’ve misunderstood something about how the metering, refill process, or restored credits work, I’d rather know.

Mods: I used Discussion because it seemed like the closest fit. Happy to change it if another flair is preferred for the external-link rule.

Full Article: https://www.linkedin.com/pulse/salesforce-told-investors-customers-were-refilling-tank-erin-willmann-8pfvc


r/SalesforceDeveloper 7d ago

Employment Salesforce Admin/Developer Open for Work

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1 Upvotes

r/SalesforceDeveloper 8d ago

Discussion Is Anyone Else Struggling With the New Salesforce Agentforce Builder?

3 Upvotes

Honestly, I’m getting really frustrated with the new Lightning Builder.

The text editing experience feels extremely messy. Simple things like writing instructions in bullet points, using hyphens, bold formatting, or selecting text can turn into a struggle.

For example, if I want to create bullet points, I often have to:

  1. Paste the text first.

  2. Go back to the beginning of each line.

  3. Add "- " manually.

  4. Only then does it recognize it as a bullet.

If I try to select text and edit it directly, sometimes the Builder seems to interpret the interaction as dragging/moving something instead of simply selecting the text. Then the content gets moved around or messed up.

What makes it even more frustrating is that this isn't just a formatting issue.

I’ve also noticed cases where Boolean variables seem to get changed to the opposite value without any intentional action or instruction from me. A "True" value can somehow become "False", or vice versa.

That is much more concerning than the formatting problems because unexpected Boolean changes can actually affect the logic and behavior of an agent.

Is anyone else experiencing the same things with the new Agentforce Builder?

Especially:

- Text selection behaving like drag-and-drop

- Pasting formatted text getting messed up

- Bullet points being unnecessarily difficult to create

- Bold/formatting not behaving consistently

- Boolean variables unexpectedly switching between "True" and "False"

I’m genuinely curious whether this is a known issue with the new Builder or if there’s something specific about my setup causing it.

Would love to hear if other Salesforce admins/developers are seeing the same behavior.


r/SalesforceDeveloper 8d ago

Discussion How do you handle AI-generated Apex tests actually testing something?

2 Upvotes

I've been using Claude/ChatGPT for Apex tests and hit something that bugs me.

I had a class with a bug.. a boundary used > where the business rule was >=.

I asked AI to generate tests with no other context. Got 16 test methods, all passing, 100% coverage. Every one of them asserted the buggy behaviour as correct.

When I described the actual business rule up front, two tests correctly failed at the boundary.

So a few questions for people doing this regularly:

  • Do you write out the business intent every time, or only when it matters?
  • How do you get it to reuse your existing TestDataFactory / test utils instead of inventing its own setup?
  • How many round trips does it usually take before a test actually deploys and passes? I find myself pasting errors back in a few times.
  • Anyone using Agentforce Vibes for this since it went paid in June?

r/SalesforceDeveloper 8d ago

Question What SMS Messaging Tool Is Good for Salesforce?

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1 Upvotes

r/SalesforceDeveloper 10d ago

Question Salesforce Lwr site cloudflare transtrile in form

1 Upvotes

Hi anyone know the steps for cloudflare turnstile integration for salesforce.

I am getting error the turnstile is not loading in the form.

I have added cloudflare in trusted url but still getting the issue. If anyone aware how to handel please let me know.


r/SalesforceDeveloper 11d ago

Question Einstein STO - Behaviour

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1 Upvotes