Ursula Dempsey
CRM Strategist · 11-50
1 review written · 4.0 average
Ursula Dempsey's favourite software
No favourites yet.
Reviews by Ursula Dempsey
★★★★★
Flow Builder is the feature I keep coming back to, and after three-plus years setting this up for agency clients across a dozen different industries, I still find new things it can do. Honestly, the depth of it is almost unreasonable in a good way. I can build multi-step lead nurturing sequences, auto-update fields based on deal stage, trigger task creation for sales reps, and route records based on custom logic, all without writing a single line of code. For clients who come from spreadsheets or clunky legacy tools, watching that click into place is genuinely satisfying.
The gripe I keep running into is onboarding new clients onto that same feature. Flow Builder is powerful, but it has a learning curve that Salesforce's own documentation doesn't always bridge well. I end up building walkthroughs from scratch for almost every client, which eats into my project hours. Customer support is hit-or-miss when the questions get technical. Most of my team leans on the Trailhead community instead, which is excellent but shouldn't be the default fallback.
