Written by the architects and consultants doing the delivery. Opinionated where we have earned it, specific where it matters, and free of the release recap you can already read on the vendor site.
Latest · showing 8 of 9
Field note5 min
The automation argument is never really about Flow or Apex. It is about who maintains the thing in eighteen months, and whether anyone can reconstruct why it exists.
Playbook5 min
Most failed agent pilots did not fail at the model. They failed at scope, grounding and escalation. Twelve checks we run before an AI agent is allowed near a real customer.
Decision guide4 min
Moving from Salesforce CPQ to Revenue Cloud Advanced is not a lift and shift. Eight questions to settle before the first story is written, catalogue, pricing, amendments, reporting and cutover.
Architecture4 min
Six integration patterns, what each one costs you, and the four questions that pick between them, before anyone opens a vendor comparison spreadsheet.
Org health4 min
Access sprawl is the most common form of org debt and the least visible until an audit. How it accumulates, how to measure it, and a repeatable way to clean it up without breaking Monday.
Architecture4 min
Most of an org is reversible. A handful of early modelling choices are not, and they get made in the first fortnight by whoever is fastest to a whiteboard.
Industry playbook4 min
Regulated financial services changes the data model, the sharing design, the release process and the definition of done. What to expect before the first workshop.
How we work3 min
A repeatable thirty-minute method for turning Salesforce release notes into a short, org-specific action list, what to read first, what to ignore, and what to test in the sandbox.
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