Salesforce 101: Roles vs Profiles

TLDR; Roles determine your position within the hierarchy and profiles determine what data you can see It seems like almost every day we get a question from a client asking: “Can you set person X’s role to System Administrator so they can see everything?” Not only does that sentence not make sense(roles and profiles are different) it underscores how confusing Salesforce is for non-technical users.

The Most Critical Skill of a Salesforce Admin: Defining an Object

Time and again we have conversations with clients who are complaining about a system that’s slow, hard to use and generally confusing. They come to us begging for help because their opportunities/accounts/etc have become bloated and unusable. They’ve spent years adding crap to Salesforce and don’t have the architectural skills to get out of this mess due to so many dependencies. The bad news