#Salesforceadmins32 personnes en discutent

Thanks, @Vishal Soni, @Robbie Duncan, @Kundan Kumar Jha

for sharing your thoughts! 

I agree that Data 360 is becoming an important skill, especially as Agentforce depends on accurate and trusted data.

At the same time, I feel Apex, Flow, LWC, and Integration will continue to play an important role in real-time projects.

Robbie also raised a good point about AI and context engineering. Knowing how to guide and evaluate AI agents will become increasingly valuable. 

My view is that learning one technology is not enough anymore. Understanding how Data 360, Agentforce, and other Salesforce technologies work together will be the real advantage. 

Thanks again for making this a valuable discussion!

Hi Nancy, 

Based on current market reviews (Gartner, G2, Capterra) rather than personal use, here's an honest picture on DemandFarm specifically for org chart customization: 

Strengths reported: DemandFarm's Org Chart module is consistently rated among the strongest on AppExchange (5/5 rating cited across review sites) — it auto-builds org charts from Salesforce contacts, supports drag-and-drop editing, auto-syncs when contacts/titles/account team assignments change in Salesforce, and lets you set rules for which fields display to reduce clutter. It's also genuinely native — plans, org charts, and whitespace data live as Salesforce objects tied to your Accounts/Contacts/Opportunities, not an external tool bolted on. 

Things worth knowing before committing: 

- Licensing is modular. Org Chart, Account Planner, and Opportunity Planner are often licensed separately, so pin down exactly which modules your quote includes — people frequently report higher-than-expected total cost from assuming one module included the others. 

- It's built for large/strategic key accounts. Reviews note it can feel like overkill if you're managing a broad, lighter book of business rather than a focused set of strategic accounts — worth confirming it matches your actual account portfolio size/complexity. 

- On G2, head-to-head against

CRUSH, reviewers rated Prolifiq somewhat higher overall (4.7 vs 4.4) and preferred its feature roadmap direction, though DemandFarm's org chart specifically remains well-regarded in isolation. 

Other org-chart-capable alternatives worth comparing against, since you're evaluating options: 

- Prolifiq CRUSH / Prolifiq Relationship Map — fully native to Salesforce (not just integrated), straightforward drag-and-drop org chart builder directly on the account page. 

- ARPEDIO — similar strategic account planning focus to DemandFarm, also Salesforce-native. 

- Squivr — specifically for org chart/hierarchy visualization if that's your primary need rather than full account planning. 

Given your stated need is specifically org chart customization (not necessarily the full KAM suite), it may be worth demoing Prolifiq's org chart module alongside DemandFarm's — several reviewers rate it as a simpler, fully-native alternative if you don't need DemandFarm's broader account-planning/whitespace features.

Hi Pablo, 

You can try below approach that consistently works for the Admin cert: 

1. Start with the official Salesforce Exam Guide, not a course or video series. It's the actual blueprint, breaks down every exam section with its weightage (e.g. Configuration & Setup, Security & Access, Standard/Custom Objects, Sales & Marketing Applications, Service & Support Applications, Activity Management, Data & Analytics Management, Workflow/Process Automation). Study time should roughly mirror those weightings, not be spread evenly. 

   Official Trailhead cert prep trail (mirrors the exam guide section by section):

2. Hands-on Trailhead Playground practice beats passive reading for this exam specifically, since most questions are scenario-based ("what would you configure to achieve X"), not definition-recall. For every module you complete, immediately redo the same task from memory in a fresh Playground without the guide open. 

3. Use Trailhead's own interactive scenario/flashcard trail alongside the modules, it's built specifically for this exam and reinforces recall through spaced repetition rather than just re-reading: 

(same trail includes these interactive study tools) 

4. Join the Trailblazer Community and look for/join a Study Group, Salesforce runs official Admin Study Group sessions periodically that walk through each exam section live, this is Salesforce-endorsed prep, not third-party. 

5. Pomodoro (25-30 min focused blocks) works well specifically because Setup pages and declarative tools have a lot of small, easy-to-conflate settings (e.g. sharing rules vs manual sharing vs role hierarchy), short focused sessions per topic reduce mixing concepts up. 

6. Time commitment: Salesforce recommends 6-12 months of hands-on admin experience before attempting this exam, if you're studying alongside real job exposure, 5-8 focused hours/week is a realistic sustainable pace without burning out; if studying without daily hands-on org access, lean toward more Playground time relative to reading time to compensate. 

7. Don't skip the Certification Program Agreement and exam policies page before exam day, format/logistics questions catch people off guard on exam day itself, not just content:

Good luck, this is a very achievable cert with consistent Playground practice.

Hi Nancy, 

(or vice versa) for an existing field. 

Go to Setup → Object Manager → Your Object → Fields & Relationships → Your Field 

Click Edit 

You'll see the picklist is tied to a Global Value Set — there is

here to detach it and switch to manual values. This choice is locked in at field creation and isn't editable afterward. 

@Nancy MagalhaesOne limitation I’d consider is the underlying data model: the native Relationship Map is primarily account/contact relationship-focused, so a true side-by-side “customer org + our internal org” hierarchy is difficult to maintain dynamically.

If this is a recurring sales use case, I’d model the internal stakeholders and customer contacts as related records with an explicit relationship type (Decision Maker, Executive Sponsor, Account Owner, etc.), then surface those relationships through a custom LWC. That would keep the visualization data-driven instead of relying on manually added cards, while still keeping everything inside Salesforce.