Insights

Better decisions.
Better Salesforce.

Notes on architecture, implementation, and the choices that make Salesforce easier to run.

Architecture

When to move from Flow to Apex

The point where code becomes the simpler, more maintainable choice.

Performance

Five Flow patterns that slow your org down

Common automation patterns and how to improve them.

Client experience

Why a portal goes unused

Designing Experience Cloud around what users actually need.

Implementation

Why Salesforce implementations fail

What to resolve before a project becomes expensive to recover.

Operations

The cost of poor Salesforce administration

How everyday decisions affect the long-term health of your org.

Revenue operations

The cost of a failed CPQ implementation

Where configuration and process decisions can create rework.

Platform choices

Data Cloud or Marketing Cloud?

Choosing around your use case, rather than the product name.

AI

Agentforce in production

What to consider when moving from a demonstration to live use.