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jdawg

Growth Associate

Contributor
Member
Fire Starter
+1

What salesforce data should I save before leaving? [1st sales job]

Do new companies ask for a record of what you sourced / closed?

I'm an SDR and thinking that it's not good practice to keep company data but think this is something that would be helpful for interviews or sharing with clients on Flex freelancing - should I keep nothing and just say it during the interviews?

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Sunbunny31
Politicker
9
Sr Sales Executive 🐰
Excel spreadsheet with pertinent data. Update as you go with anything that you’ll want to reference later on.

The data in SFDC belongs to the company.

And any hiring company that asks for proof is not entitled to see data that belongs to another company. You should be prepared to talk about your attainment, and being able to discuss the details should provide hiring managers enough information that you accomplished what you state.
oldcloser
Arsonist
5
💀
Bingitybingbing! Have your story together. Nobody will ask to see data exports from the prior.
poweredbycaffeine
WR Lieutenant
2
☕️
This is the sunshine we needed.
jefe
Arsonist
0
🍁
All of this. It's something that needs to be done regularly.
I know someone who downloaded a ton off SFDC before leaving, and the company (rightfully, IMO), went after him hard.

It was a mess. The COO was a lawyer who used to work with our equivalent of the SEC, so I can't imagine it went well for the guy who left.
Diablo
Politicker
2
Sr. AE
Isn’t is easy to generate a quick report in Salesforce to track those metrics?
jdawg
Contributor
0
Growth Associate
What would you have kept as an sdr?
I closed some entry level paid plans 1 quarter + had outbound quotas for other quarters
braintank
Politicker
1
Enterprise Account Executive
I keep a record of deals I closed and quota attainment so I have data whenever I need to dust off the resume.
jdawg
Contributor
0
Growth Associate
What would you have kept as an sdr?
I closed some entry level paid plans 1 quarter + had outbound quotas for other quarters
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
Also try to keep your contacts. I backup my Outlook monthly.
GDO
Politicker
1
BDM
I would keep a bragsheet. However, It is quite risky to get too much info from your employers CRM. (It is in the end their data)
CuriousFox
WR Officer
1
🦊
Be careful doing that. Check your new hire paperwork you signed. That's technically company property.
VFG
Good Citizen
1
SDR
No company you want to work for will ask you for proprietary data while you're interviewing. Document your attainment metrics & other notable achievements, but don't go as far as to download data that doesn't belong to you.
wolfofmiami
Opinionated
0
🐺
you can save it it, I dont think most companies ask for it, at least they've never asked me for proof
jdawg
Contributor
0
Growth Associate
Oh wow no one asked for proof? Guess they do that in reference calls or not at all?
wolfofmiami
Opinionated
0
🐺
I always give them my buddies number and say just say you were my manager
Beans
Big Shot
0
Enterprise Account Executive
Your personal stats only.
0
Enterprise Customer Success Executive
Yeah tread carefully, but definitely keep records of your accomplishments and contacts/leads you want to continue building relationships with.
ThatNewAE
Big Shot
0
Account Executive - Mid enterprise
Nothing. Salesforce data does not belong to you. Your quotas, closing % and $$$ you brought: these numbers should be enough.
You should not have to provide a proof screenshot to recruiters. So just the numbers, and nothing else.
Worf
Politicker
0
SDR
I would only track a list of companies YOU'VE booked meetings with as a reference and only have screenshots of your attaintment % by month/quart/FY.

It's not just great as a means of looking back at work done but as a track record of relationships you've built.

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