WBSRocks: Business Growth with ERP and Digital Transformation

WBSP541: Grow Your Business by Learning the Opportunities and Limitations of the Salesforce Platform w/ Hunter Austin

November 28, 2023 Sam Gupta Episode 541
WBSP541: Grow Your Business by Learning the Opportunities and Limitations of the Salesforce Platform w/ Hunter Austin
WBSRocks: Business Growth with ERP and Digital Transformation
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WBSRocks: Business Growth with ERP and Digital Transformation
WBSP541: Grow Your Business by Learning the Opportunities and Limitations of the Salesforce Platform w/ Hunter Austin
Nov 28, 2023 Episode 541
Sam Gupta

Salesforce started as a CRM but then grew in many different areas. It has grown to the extent that it has become almost like a platform. But even though Salesforce might come across as you can build pretty much anything on the platform, there are limitations. Most people don’t understand how bad these limitations might fire back, especially if you plan to overcustomize the system. Planning to customize would require you to understand how each object links to each other and how deep you can go while creating these objects.

In today's episode, our guest, Hunter Austin, discusses the opportunities and limitations of the Salesforce platform. He also discusses why companies struggle with the Salesforce platform and what they need to know to be successful with it. Finally, he discusses the vertical and horizontal relationships of the Salesforce platform and why you need to understand them to be able to get the analytics you would need to be successful with the platform.

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

Show Notes

Salesforce started as a CRM but then grew in many different areas. It has grown to the extent that it has become almost like a platform. But even though Salesforce might come across as you can build pretty much anything on the platform, there are limitations. Most people don’t understand how bad these limitations might fire back, especially if you plan to overcustomize the system. Planning to customize would require you to understand how each object links to each other and how deep you can go while creating these objects.

In today's episode, our guest, Hunter Austin, discusses the opportunities and limitations of the Salesforce platform. He also discusses why companies struggle with the Salesforce platform and what they need to know to be successful with it. Finally, he discusses the vertical and horizontal relationships of the Salesforce platform and why you need to understand them to be able to get the analytics you would need to be successful with the platform.

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.