#CRM4 utenti parlano di questo argomento

🌟 Salesforce Certified Administrator Looking for Volunteer Opportunities

Hi everyone! 👋

I’m a Salesforce Certified Administrator (ADM-201) based in Ontario, Canada, currently looking for a volunteer opportunity with a nonprofit or organization where I can gain hands-on experience working with a live Salesforce environment.

I have hands-on experience with:

• Salesforce user management, profiles, roles & permission sets 

• Security, OWD, sharing rules & field-level security 

• Custom objects, fields, relationships & page layouts 

• Validation Rules & Formula Fields 

• Flow Builder & Approval Processes 

• Reports & Dashboards 

• Data Loader & Data Import Wizard 

• Data quality and data management 

• Lightning Experience

I also have Salesforce Administrator internship experience and have worked on Salesforce projects involving automation, security, reporting, and data management.

I would be happy to volunteer my time to help with Salesforce administration, configuration, data cleanup, reporting, automation, documentation, or user support.

If your nonprofit or organization needs Salesforce support, or if you know of a volunteer opportunity, I would really appreciate a connection or referral.

Thank you! 🙏

  #Nonprofits #CRM #Volunteer Opportunities

𝗔ft𝗲𝗿 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝟮 𝘆𝗲𝗮𝗿𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜, 𝘄𝗲’𝘃𝗲 𝗰𝗼𝗺𝗲 𝘁𝗼 𝗼𝗻𝗲 𝗰𝗼𝗻𝗰𝗹𝘂𝘀𝗶𝗼𝗻: 

The AI industry is optimizing for the wrong metric. 

Everyone is asking: “How smart is the model?” 

Enterprise teams should be asking: “𝗖𝗮𝗻 𝗜 𝘁𝗿𝘂𝘀𝘁 𝘁𝗵𝗶𝘀 𝗔𝗜 𝘁𝗼 𝗲𝘅𝗲𝗰𝘂𝘁𝗲 𝗺𝘆 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗽𝗿𝗼𝗰𝗲𝘀𝘀?” 

The hardest part isn’t getting an agent to answer a question. 

It’s getting it to reliably complete an end-to-end workflow. 

Take a customer refund. In production, the agent has to do more than understand intent: 

✅ Validate the request against business policies 

✅ Decide what can be auto-approved vs escalated 

✅ Pause execution while waiting for human approval 

✅ Resume from the exact same state later (not restart) 

✅ Update the right CRM records 

✅ Produce an audit trail for every decision 

None of that is a prompting problem. It’s an 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗽𝗿𝗼𝗯𝗹𝗲𝗺. 

𝗪𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗯𝗹𝗼𝗰𝗸𝗲𝗿 𝘆𝗼𝘂’𝘃𝗲 𝗳𝗮𝗰𝗲𝗱 𝘄𝗵𝗲𝗻 𝘁𝗿𝘆𝗶𝗻𝗴 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻-𝗿𝗲𝗮𝗱𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲? 

#EnterpriseArchitect #Enterprise Architecture #AIAgents #AI #Salesforce #Salesforce Developer #CRM #CRM Configuration

Recently encountered an interesting challenge related to access recovery in Salesforce Developer Orgs, and I believe it is worth discussing with the broader Salesforce community. 

In certain scenarios, when a user logs into a Salesforce Developer Org through a VPN or corporate network, the security framework may identify the activity as suspicious and automatically freeze the account. 

The challenge becomes critical when the impacted user is the only active user in the org, and the same user is also the sole System Administrator. In such cases, the Developer Org can become completely inaccessible. 

What makes this more complex is that the current support and recovery journey appears to rely heavily on authentication. Even while attempting to contact support or create a case through Agentforce, users are generally expected to log in first, which is not possible in this scenario. 

This creates a difficult recovery situation for individual developers, consultants, and small teams managing single admin Developer Orgs. 

From a platform governance and operational resilience perspective, it may be valuable to consider additional recovery mechanisms such as alternative identity verification methods, non login based support escalation options, emergency recovery workflows for single admin orgs, or clearer guidance around VPN related access restrictions and preventive measures. 

Security is absolutely essential, but equally important is having a reliable and well defined recovery path when legitimate users are unintentionally locked out. 

Curious to know: Has anyone else in the Salesforce ecosystem experienced similar situations with Developer Orgs or security triggered account freezes? 

I've spent years watching real estate businesses bleed revenue from the same wound. 

Not bad agents. Not a slow market. Not even bad luck.  

Just five disconnected systems pretending to be one business.  

Property sales in one place. Leasing in another. Post-sale follow-ups falling into someone's inbox — or nobody's. Brokers calling the office for updates they should already have. Customer service teams answering questions they can't fully answer because the full client picture lives in three different tools.  

I've seen this at boutique agencies. I've seen it at firms doing hundreds of crores in annual transactions. The scale changes. The problem doesn't.  

And the cost isn't just operational. It's relational. Every time a client has to repeat themselves — every time a broker gets caught off-guard — every time a post-sale request disappears into a handover gap — you're not just losing efficiency. You're losing trust. And in real estate, trust is

the product.  

Here's what changed for us when we stopped treating these as separate problems and started treating them as one.  

Property Sales.

Every lead, every site visit, every negotiation stage — tracked, visible, and actionable. No more "I'll check and get back to you." The answer is right there.  

Post-Sale.

The deal closing shouldn't mean the relationship closing. Registration, handover, documentation, possession — all of it managed inside the same system, with the same client record. The agent who sold the flat is still connected to the client getting their keys.  

Leasing.

Renewals don't sneak up anymore. Tenant communication is structured. Vacancy pipelines are real, not estimated.  

Broker Portal.

Your channel partners finally have what they need without calling your team every hour. Inventory visibility, deal status, commission tracking — self-serve, real-time, no bottlenecks.  

Customer Service.

Every complaint, query, and request tied to a full client history. Your service team doesn't need to ask "which property?" or "when did you buy?" — they already know. That's the difference between a support interaction and a loyalty moment.  

This isn't five features. This is one truth about your business — finally visible in one place. 

The firms getting ahead right now aren't the ones with the biggest teams or the best locations. They're the ones where every person — from the sales agent to the service rep to the broker on the ground — is working from the same picture.  

We've built this for real estate businesses on Salesforce. And what I keep hearing from the leaders we work with isn't "this saved us time." It's "I finally know what's actually happening in my business." 

That's the real unlock. 

If you're leading a real estate business and you're still stitching this together across spreadsheets, portals, and WhatsApp groups — I'd genuinely like to talk. Not to pitch. To understand where the gaps are, because in my experience, every firm's version of this problem looks slightly different.  

Drop a comment below or connect with me directly. What's the one part of your operation that still feels the most disconnected?  

Real estate demand doesn’t pause when your team logs off. 

Buyers research for weeks, compare projects late at night, and submit inquiries when they’re ready to act—not when your reps are available. When those leads sit untouched in Salesforce, they don’t stay warm. They move on. 

The gap isn’t effort. It’s orchestration. 

High-performing real estate teams are pairing AI-led lead engagement with

Sales Cloud, so every inquiry is qualified, routed, and actioned instantly—without manual queues, missed SLAs, or after-hours blind spots. 

Same CRM. Same sales team. 

Just a system that works at buyer speed. 

We’ll be showing exactly how leading developers are doing this in a live session on Jan 28 | 11 AM–12 PM EST. 

Register now — before another after-hours lead slips through your Salesforce funnel:

Demand is already there. 

The question is whether you’re capturing it 

Dreamforce '24 is right around the corner! AI will be the single most important topic this year. As an AI company specializing in integrating Salesforce CRM with social media and AI, Charket.ai offers the most robust and secure social media solution for Salesforce customers. Schedule a live demo with our experts during Dreamforce and explore how Charket apps and Charket Copilot support Salesforce customers in leveraging social media and AI to deliver an exceptional end-to-end customer experience. Click the link to learn more: https://explore.charket.ai/resources/2089488

#Charket #Dreamforce2024 #CRM