Practical notes on Salesforce administration, automation, reporting, security, and solving real business-process problems.
I built Flow Doctor, a free browser-based Salesforce Flow analyzer that helps admins and developers understand Flow XML, visualize execution paths, identify potential issues, and analyze automation without connecting to a Salesforce org.
Build a simple Salesforce Record-Triggered Flow step by step that automatically creates a follow-up Task when a Case priority changes to High.
A practical approach to Salesforce org cleanup, including users, permissions, automation, fields, reports, documentation, and technical debt.
Before opening Flow Builder, answer these seven questions about requirements, triggers, repeat execution, security, errors, and maintainability.
Not every business using Salesforce needs a full-time administrator. Here's how to decide between internal ownership, project help, and ongoing Salesforce support.
How to recognize when a spreadsheet-and-email process has outgrown manual coordination—and when Salesforce automation may be the better approach.