123 field notes
Tech debt is not a technical problem
It’s a business efficiency tax. Most business stakeholders think of tech debt as: “something IT should fix later.”
Read field note Delivery is slowing down · 1 minThat big feature you've promised for Q3?
Its real start date was last month. You just didn't put it on the roadmap.
Read field note Afraid to touch it · 1 minIt's hard to do the right thing
There's a trap in running a Salesforce program that's three, four, five years old. You can be extremely busy and still be doing the wrong thing.
Read field note Always firefighting · 1 minYour CPU/SOQL Limit problems aren't a volume problem. They're a save-cycle problem
Most "messy org" automation problems come down to one mistake: people add automation to an Object without thinking about the save cycle.
Read field note AI is on the roadmap · 1 minAI will not save you from Tech Debt
I keep hearing this: "We'll just let AI clean up the Org." Here's what actually happens: AI finds 1,400 unused Fields -> Great.
Read field note Afraid to touch it · 1 minWhy You Can't Clean Your Case Page Layout
Your Case Object has 100 Fields on the Page Layout. You sit down with the Business to fix it. You walk out with 105.
Read field note Keeping it clean · 1 minOrg Cleaning is part of Well-Architected
The Well-Architected Framework went from 3 pillars to 5. Translation: Running a clean Org is now officially architecture.
Read field note Afraid to touch it · 1 min1,600 Fields, 212 Flows, 212 Profiles: where do you start?
212 Flows on one Object. 212 Profiles for 800 Users. The Admin knew it was bad, She just didn't know where to start.
Read field note Afraid to touch it · 1 minDear Salesforce Admin who inherited a messy Org
You didn't build this. And now every bug lands on your desk. The Org isn't messy because you're bad at your job, It's messy because nobody ever owned the cleanup.
Read field note Cleanup playbook · 1 minHot take: I don't like Dynamic Forms
I know. Everyone else loves them. Salesforce is pushing them hard, and the demos look great. But after years of working with mature Orgs, I see what they turn into once the demo is over.
Read field note Thinking about a new Org · 2 minThe $30M Project That Died Because Nobody Owned Cleanup
This is a cautionary tale for anyone sponsoring a large transformation program based on something I saw a few years back.
Read field note Users avoid Salesforce · 1 minYou wouldn't start cooking in a filthy kitchen
Counters piled with dishes, pans caked in grease, expired groceries hiding the salt. You'd lose your appetite before you touched the stove.
Read field note Cleanup playbook · 1 minThree easy steps to delete unused Fields
Find the unused Fields. "Where is this used?" in Setup, and a search across all Metadata in VS Code or/and use an AI tool if you like. Check the data too, zero references plus an empty…
Read field note Users avoid Salesforce · 1 minYour Record Type Maze might be costing you $270k a year
Ten years of organic growth turns a clean contact center into a Record Type maze. Duplicates like "Customer Care - NEW" next to "Standard Support". Leftovers from dead projects. Record…
Read field note Getting cleanup approved · 1 min5 More Reasons to Convince Management to Invest in Salesforce Cleanup
Here are five more practical reasons. Many bugs are not random. They are symptoms of messy Configuration, unclear ownership, bad Data or old Automation.
Read field note Always firefighting · 1 minNo, it is not normal to be firefighting all the time in your Salesforce Org
I know many Salesforce teams, maybe most, where the team spends half its time or more on fires. First level support. Bug fixing. Deployments that need three people and a weekend to get through.
Read field note Users avoid Salesforce · 1 minWhat do you want your new sales rockstar to tell their friends after Day 1?
"It’s a mess. Their CRM looks like a 1980s cockpit. There are 15 buttons on one page and they told me 'don't click that one, it breaks the system.' It’s going to take me months just to…
Read field note Afraid to touch it · 1 minYou overestimate the effort of cleaning your Org
Teams delay cleanup for years because it feels like a high-stakes multi quarter rebuild, but in reality most Orgs don't need one. They need disciplined removal: unused Fields removed, Page…
Read field note Delivery is slowing down · 1 minYour Org doesn't break, it suffocates
Nobody wakes up one day to find their Salesforce Org has collapsed. There's no single Flow that brings the whole thing down, no one Apex class that finally tips it over. What actually…
Read field note Afraid to touch it · 1 minOrg Owners: Your Org Is Dirty, everyone knows, You Just Haven't Asked!
When did you last ask your team if the Org is still clean enough to work with? Not the roadmap. Not the release date. The actual mess underneath.
Read field note AI is on the roadmap · 1 minEveryone wants Agentforce or Claudeforce but almost nobody's Org is ready for it
AI doesn't fix a messy foundation. It inherits it. Tangled automation, bad data, contradicting logic the agent learns all of it and confidently does the wrong thing, faster.
Read field note Users avoid Salesforce · 1 minMake your horrible UX tolerable again with one simple trick!
Your users don’t hate Salesforce, they hate the absolute mess you are forcing them to work with (UX). You make them use page layouts are buried in 150 elements of clutter.
Read field note AI is on the roadmap · 1 minClaudeforce is not replacing your Page Layouts anytime soon
First, adoption takes time. Most orgs are years away from AI being the primary interface for their users.
Read field note Cleanup playbook · 1 minPattern unification is part of every good Cleanup
Every Org accumulates patterns. A trigger framework from 2019. Another one from 2022 because the second team didn't like the first one. Error logging that works one way in Service Cloud and…
Read field note Keeping it clean · 1 minCleanup should be simple. That's the whole point of it
Whenever a cleanup initiative needs the company's best architects, months of planning, and multiple steering committees, it's not simple anymore, and it's not really cleanup. It's something…
Read field note Cleanup playbook · 1 minDelete that pile of unused Profiles and Permission Sets nobody remembers creating
What you gain: A Profile and Permission Set setup that's actually easier to read, with no decade of leftovers distracting from the access model you're actually running today.
Read field note Thinking about a new Org · 1 minDON'T WASTE YOUR MONEY ON A NEW ORG!
I'm going to put my foot down on this one: >90% of "we need a new Salesforce Org" should be a cleanup and focused refactoring effort instead.
Read field note Users avoid Salesforce · 1 minLow Salesforce adoption?
Have you tried combining Org Cleanup, Change Management, and User Training?
Read field note AI is on the roadmap · 1 minClean Data + Clean Org = Successful AI
Or as Marc Benioff said: "You have to get your data right to get your AI right." (Nov 2025). If you try to build your AI future on dirty data or Org it will always fail.
Read field note Cleanup playbook · 1 minThe Account page: what earns a permanent seat, and what earns one click
Here's how I think about it: The balance isn't about cramming more or less onto the page, it's about deciding what earns a permanent seat versus what earns one click.
Read field note Cleanup playbook · 2 minStatus Fields that do almost nothing makes me sad
Because: Every transactional Object needs a Status Field and the Status Field is god.
Read field note Users avoid Salesforce · 1 minFriction isn't complicated to fix. It's just ignored
That extra seconds on a Case because of Page Layout with Fields nobody uses -> Clean the Page Layout!
Read field note AI is on the roadmap · 1 minLess AI. More Cleaning Orgs
If you're sick of hearing about Agentforce, agentic this, AI/Agentforce that you're not alone. I get it. It's interesting. It's also not the problem sitting on your desk right now.
Read field note Delivery is slowing down · 1 minNobody would buy the fastest car in the world if it randomly exploded every few kilometers
Yet in Salesforce, we prioritize feature-rich over stability constantly. New Objects, new Automations, another Integration bolted on, another App from the AppExchange. All in the name of "advanced."
Read field note Getting cleanup approved · 1 min3 Examples on how Cleanup achieved tangible Business Value
Experience Cloud pages that went from loading in several seconds to feeling almost instant, simply because unnecessary and bloated scripts were no longer loaded.
Read field note Cleanup playbook · 1 minClean the Front Door Before the Basement
Many teams spend months discussing technical debt while users struggle through cluttered Tabs, crowded Page Layouts, and hundreds of List Views. Experienced cleaners start at the front…
Read field note Users avoid Salesforce · 1 minNobody wants to use your Account page
Have you ever actually looked at it? Despite all the Customer 360 talk, the Account is usually the worst record page in the entire org.
Read field note Getting cleanup approved · 1 minHow a cleanup project survives past week three?
Honestly, most cleanup initiatives don’t die because of technical hurdles. They die because they run out of political capital. If no one can see the value, the budget gets yanked.
Read field note Getting cleanup approved · 1 min"You can't calculate the ROI of a CRM cleanup."
I hear this all the time. And honestly? It’s a cop-out.
Read field note Users avoid Salesforce · 1 minAre you ashamed of your Salesforce Org?
Most people would be embarrassed to invite customers into a dirty office with broken chairs, trash everywhere and a small fire in the corner.
Read field note Users avoid Salesforce · 1 minWhen Did You Clean Up Your Data Last?
A simple question for every Salesforce platform owner: When was the last time you cleaned up your data?
Read field note Getting cleanup approved · 1 minManagement doesn't want "quality." They want delivery capacity
The biggest mistake Admins, Developers, and Architects make is pitching Org cleanup as a technical health exercise. (I've made it too.).
Read field note Cleanup playbook · 1 minNot everything messy needs to be cleaned
I know that sounds strange coming from someone who does org cleanup for a living. But chasing "clean" for its own sake is how cleanup projects lose credibility.
Read field note Getting cleanup approved · 1 minHow to ask for a Cleanup Budget that actually gets approved
I know how hard it is to get Cleanup Budget approved, the last Cleanup ask went nowhere.
Read field note Users avoid Salesforce · 1 minA messy Service Cloud (Agentforce Service) is Quietly Bleeding Your Service Budget!
Trust me, I can reduce your operational costs with pennies on the dollar and almost zero risk. How? By cleaning up your Service Cloud.
Read field note Getting cleanup approved · 1 min5 More Reasons to Invest in Salesforce Cleanup
You don't always need a giant ROI spreadsheet to convince management. Sometimes the practical arguments are stronger.
Read field note Afraid to touch it · 1 minKill your darlings
Writers hear this all the time: cut the sentence you love most if it doesn't serve the story. Salesforce Orgs need the same discipline.
Read field note Delivery is slowing down · 1 minProduct Owners: How do you know you're drowning in technical debt?
Technical debt rarely shows up on a neatly packaged dashboard. Instead, it quietly bleeds into your team's everyday work.
Read field note AI is on the roadmap · 1 minAn AI Agent will not save you from a messy Org
You've got Validation Rules from five years ago that nobody remembers writing, that don't apply to how the business works anymore, that fire anyway. Agentforce doesn't know that. It just…
Read field note AI is on the roadmap · 1 minComplexity requires Cleanliness
The more sophisticated your Salesforce implementation, the less you can afford to skip cleanup.
Read field note Users avoid Salesforce · 1 minNo wonder nobody wants to use your Salesforce, just look at your Opportunity
Open an Opportunity. Now try to change the Stage. That's it.
Read field note Keeping it clean · 1 min"Well Run Orgs" onto the Stage
Everyone races toward more AI but there is another frontier just as important, and it barely has a stage. Running an Org well, the whole package, from right sized Architecture to UX people…
Read field note Keeping it clean · 1 min"If we clean up now, won't it just get dirty again?" -> Yes
... but that's not a reason to skip cleaning. Every factory shop floor gets dirty throughout a shift. The mess is a byproduct of work getting done.
Read field note Always firefighting · 1 minYou want fewer bugs, have you tried cleaning?
Every Salesforce team believes the same thing: bugs get fixed by debugging.
Read field note Keeping it clean · 1 minDirty processes are okay. A dirty Org is not
“Before we fix Salesforce, we first need to clean up the business processes.”
Read field note Cleanup playbook · 1 minUnused Picklist values hurt no one. They just sit there
Except they don't. Every Flow decision, every validation rule, every Apex switch statement that touches that field has to account for a value nobody's picked in two years, "just in case."…
Read field note Keeping it clean · 1 minIs "Clean as you go" really good Salesforce cleaning discipline? I say NO
Every senior developer will tell you: Clean as you go. Touch a class, leave it better than you found it. It's practically a professional virtue. I strongly disagree!
Read field note Cleanup playbook · 1 minBacklog CleanUp - Take the time, it's worth it!
And then they kill the ones that failed, especially their darlings.
Read field note Security & licences · 2 minYou're probably paying $50k to $250k a year for licences nobody uses
Most orgs aren't bleeding money on big strategic decisions. They're bleeding money on the boring stuff nobody checks. License cost optimization is one of the easiest wins in Salesforce, and…
Read field note AI is on the roadmap · 1 minCleanup Tools help but someone still has to do the Work!
More AI and non-AI cleanup tools are available than ever before. They can be used. They can accelerate the work. That much is true.
Read field note Getting cleanup approved · 1 min10%, 20% or 30%?
At least 10%, but better 30%, that's how much you should invest in cleaning your Org. While ~20% is the industry best practice, pushing that closer to 30% is a game-changer.
Read field note AI is on the roadmap · 1 minTwo Futures. One Org - My 2027 Prediction
I think Salesforce is living two futures at once.
Read field note Keeping it clean · 1 minFive Things Bikepacking Taught Me About Salesforce Cleanup
As it's summer tradition, a LinkedIn post from my bike tours. This year we bike from camping ground to camping ground in Brandenburg, Germany. A few learnings along the way :-).
Read field note Security & licences · 1 minNobody thinks about the Apps they installed three years ago and forgot
That's the problem, every AppExchange Package sitting in your Org from a project that ended, a trial that never got cleaned up, a vendor relationship that quietly ended, is not neutral. It…
Read field note Keeping it clean · 1 minEvery Salesforce leader believes the same thing: get Governance right, and the mess stops
Better naming conventions, stricter change management, a Center of Excellence with a nice slide deck, enforce the rules hard enough and the Org stays clean on its own.
Read field note Security & licences · 1 minSecurity cleanup is about deciding what is even in the room
It is about deciding what is even in the room.
Read field note Getting cleanup approved · 1 minThe easiest way to sell Salesforce cleanup to a VP? Use their own Sales Leaders
David Giller and I discussed how to convince the business to invest in Salesforce cleanup, here's our idea: "Use their Sales Leaders".
Read field note Cleanup playbook · 1 minFriends don't let friends set required = true on Field level!
Removing "required" on Field Level is always a mandatory step on every Object Cleanup!
Read field note Keeping it clean · 2 minLet’s learn from our IT forefathers - Treat Maintenance as Primary Task!
In a recent conversation with Fabrice Cathala, we talked about a glaring blind spot in our industry. To traditional Systems Engineers, the technical debt we are dealing with right now is…
Read field note Security & licences · 1 minYour Security Model Has Clutter to Clean
A good security cleanup starts by removing security clutter. Security clutter contains unused Profiles, orphaned Permission Sets, Permission Set Groups nobody's assigned to, and the List…
Read field note Security & licences · 1 minNo Object should ever be External Public. Not directly. Not indirectly
Not through a OWD, Sharing Rule, not through "View All" checked on a Profile or Permission Set to save time and not even via Flow/LWC running in system mode.
Read field note Security & licences · 1 minNobody budgets for the cleanup that actually gets you breached
Almost every Org has the same story. Permission Sets copied from a departed Admin, never revisited. Sharing Rules built for a re-org that happened three years ago. Guest User Object access…
Read field note Delivery is slowing down · 2 minYou are paying a 40% delivery tax you don't know about
Your Salesforce team is running a shadow operation right under your nose. They have to, it’s the only way they can survive.
Read field note Cleanup playbook · 1 minRollup-Summary - The silent Limit and Performance killer
Rollup-Summary Fields feel very easy and feel free but in most Orgs they are part of performance and limit issues.
Read field note Cleanup playbook · 1 minThe Misconception That Complex Salesforce Orgs Need Fancy Enterprise Patterns
The more complex your Salesforce Org becomes, the more sophisticated your code/flows... should be. Sounds obvious, doesn't it?
Read field note Afraid to touch it · 2 minThe misconception that almost broke a bank's Org cleanup
A bank's Salesforce team was staring at an Apex class that handled almost every important process in their Org, a payment class. Nobody wanted to touch it. It had grown for six years,…
Read field note Users avoid Salesforce · 1 minImprove Service Center productivity -> Clean Salesforce
One of the biggest service center productivity opportunities is often sitting right in front of their agents all day: Salesforce.
Read field note Always firefighting · 1 minYour Org Shouldn't Have Any High or Medium Priority Bugs. Period
No, that's not an exaggeration, Bugs are not acceptable.
Read field note Users avoid Salesforce · 1 min1) Help sales users sell more
OR 2) Help service agents close cases faster. That's all Cleanup should be doing!
Read field note Afraid to touch it · 1 min"We're afraid to clean up Salesforce."
I hear this all the time. Salesforce sits at the center of the business. Documentation is incomplete. Nobody really knows what is using what anymore.
Read field note Keeping it clean · 1 minWhy Salesforce Cleanup is Like Brushing Your Teeth
You don’t sit down with a spreadsheet every morning to calculate the ROI of brushing your teeth.
Read field note Delivery is slowing down · 1 minCut developer and consultant onboarding time: clean your Salesforce
Every unused Field, abandoned Flow, duplicate Automation, confusing naming convention and outdated Object is something new team members must decode.
Read field note Always firefighting · 1 minMore guardrails won't save you - Cleanup will!
The result? A sloppy user story got delivered. Most of it was fixed quickly, but a little technical debt remained in the org.
Read field note Users avoid Salesforce · 1 minUseless Validation Rules delay is costing you $45,000 a year or more!
I’m talking about "ghost" Validation Rules buried deep inside your Salesforce Case object. Rules created years ago that don't even fire anymore. They literally do nothing.
Read field note Keeping it clean · 1 minYour Salesforce Org Needs a Maintenance Plan
When I was young, I spent a few summers working on a factory floor. That is where I learned how seriously maintenance plans are taken when machines actually matter.
Read field note Cleanup playbook · 1 minThe fastest way to slash Salesforce technical debt: Hunt for zero-result conditions
You can often delete 50% of an old Apex triggers/Flows with almost zero risk.
Read field note Keeping it clean · 1 minLeaving Your Org Better Than You Found It
You don’t need a mandate to leave an Org better than you found it. You can make the org a better place if you want to, just do it.
Read field note AI is on the roadmap · 1 minWant to become a data-driven company? Clean your Salesforce
In data-driven companies, leaders genuinely care about understanding what's happening in the business. They ask questions, challenge assumptions, and expect decisions to be backed by facts.…
Read field note Getting cleanup approved · 1 minSalesforce cleanup doesn't need a business case any more than office cleaning does
Consider the cleaning crew that maintains your office building. Do you require a formal ROI calculation before they empty the trash cans or clean the facilities? Of course not. You invest…
Read field note Afraid to touch it · 1 minNobody starts a video game at the final boss!
You start in the tutorial zone. You fight the weak enemies, collect easy loot, level up. By the time you face the real challenge, you have the gear, the skills, and the confidence to win.
Read field note Cleanup playbook · 1 minWhat should you clean first?
It depends on your roadmap, I know typical consulting answer. Not with a random list of unused Fields, Not with a generic best practice checklist.
Read field note Getting cleanup approved · 2 min5 Ways to Convince Management to Invest in Salesforce Cleanup
My inbox is full of messages asking the same question: "How do I convince management to invest in a Salesforce cleanup project?"
Read field note Cleanup playbook · 1 minCleanup tip: Every element and variable in a Flow should have a speaking name
The naming style itself, whether camelCase or with prefixes or whatever convention you prefer, matters far less than the simple fact of giving it a meaningful name in the first place. A…
Read field note Delivery is slowing down · 1 minSalesforce Innovation Isn't Limited by Ideas. It's Limited by Runway Capacity
A few weeks ago, I had an interesting exchange with Amit about Salesforce cleanup. "Innovation is usually constrained by accumulated friction rather than a lack of ideas."
Read field note Afraid to touch it · 1 min"What if Cases/Opportunities/Leads stop being created when I touch this?"
We are all scared to touch big, old Orgs. Years of Flows stacked on ancient Validation Rules stacked on Triggers nobody fully understands anymore. You open the Object Manager and just…
Read field note Cleanup playbook · 1 minSalesforce validation rules should be small, dedicated, and boring
If you're even close to the character limit, or your error message needs more than one simple sentence, you're probably trying to do too much in one rule.
Read field note Keeping it clean · 1 minWe got really good at building Salesforce
We're still bad at managing what we built.
Read field note Users avoid Salesforce · 2 minThe 5-Second Question That Slashes Page Layout Clutter by 75%
Most Orgs are carrying 50-70% more clutter on their Page Layouts than anyone actually needs, and the fix is an average User and a stopwatch. Ask a user "what's this for, when did you last…
Read field note Delivery is slowing down · 1 minThere is a monster hiding under your bed, and its name is Technical Debt
For the last 10–15 years: Another Field here, another Flow there, another integration, another quick fix, another project. Bit by bit, the technical debt monster grew.
Read field note Cleanup playbook · 1 minToday's cleanup trick: Everything that's Inactive must Go
Inactive Workflows. Deactivated Validation Rules. Old Flow versions just sitting there. Email Templates nobody's sent in years. And so much more, scattered across every corner of your Org.
Read field note Security & licences · 1 minGreat Salesforce Org Cleanup starts with Security!
What I appreciate is the focus on Security as the bedrock of a clean org. Before we talk about anything else, we need to make sure the foundation is solid.
Read field note Keeping it clean · 1 minBuild for the Admin Who Comes After You
Even if you built the org today as part of a 50-person digital transformation, think about who will be running it in five years.
Read field note Cleanup playbook · 2 minYou don't need VP approval to fix Apex naming: the invisible cleanup
The Invisible Salesforce Cleanup And its incredible value.
Read field note Delivery is slowing down · 1 minSalesforce cleanup is not a Side Topic anymore
For years, many Salesforce orgs were young enough that cleanup felt optional. A few messy Fields, a few strange Validation Rules, a few forgotten Flows, a few Page Layouts nobody loved, but…
Read field note Getting cleanup approved · 1 minForward this to your CFO!
Technical Debt = High-Interest Loan.
Read field note Cleanup playbook · 1 minIs your Screen Flow List straight from hell?
We all opened Salesforce, looked at the list of Screen Flows and wanted to close it immediately again because just the sheer volume and confusion exhausted us.
Read field note Always firefighting · 1 minMake wrong Salesforce logic look wrong
Teach them how to make wrong Salesforce logic stand out like a neon sign.
Read field note Users avoid Salesforce · 1 minThat useless button might be costing you $55.000 a year
... and you haven't even thought about that button, didn't you?
Read field note Always firefighting · 1 minA Clean Org for the Friday Afternoon Opportunity Bug
It's Friday afternoon. Opportunity creation is broken. Sales is shouting. A deployment is waiting. Nobody is going to spend two hours reading Confluence pages to understand why Flow V17…
Read field note AI is on the roadmap · 1 min“It’s okay to not be perfect.” Or How to get your Data Ready for Agentforce
Chris Emmett said this about getting your data ready for Agentforce, and I think it is exactly the message many teams need to hear.
Read field note AI is on the roadmap · 1 minWhy an Org Cleanup gets you ready for the Agentforce Future
We all know, with Agentforce, your Metadata is not “just Admin stuff” anymore, it is the language your Salesforce Org uses to explain itself.
Read field note Delivery is slowing down · 2 minWant to cut your Salesforce innovation costs? Clean the kitchen!
When Salesforce platform owners hear the word “cleanup,” they usually think: massive budget, high risk, and an endless, exhausting refactoring project that pulls their best developers away…
Read field note Cleanup playbook · 1 minOrg-Cleanup with Sub-queries - Make it fast and elegant!
Sub-queries are so under-utilized! Something simple like give me all Contacts to an Account but only for Accounts with recent Opportunities is simple with sub-queries, but becomes a maze of Maps.
Read field note Delivery is slowing down · 1 minA messy list of Page Layouts costs you money - Way more than you think!
It costs not because of the layouts themselves. Because nobody can decipher them.
Read field note Always firefighting · 1 minYou want to reduce bug hunting from 4 Hours to 15 Minutes?
Debugging most Validation Rules can go two ways: Hours of debugging with trial and error OR a 15 minute read like a well written business requirement.
Read field note Thinking about a new Org · 1 minYour Org is a hidden gold mine
Years of processes, customer interactions, workarounds, reports, automations, and user behavior are sitting there already.
Read field note Users avoid Salesforce · 2 minData hygiene matters more than you think (and it’s easier than you think)
No one wakes up excited to clean their Salesforce records. But ignoring it is costing you more than just storage fees.
Read field note Delivery is slowing down · 1 minTech debt in Salesforce is funny like that
The longer you ignore it, the more money, process, meetings, workarounds, and manual effort you invest into avoiding it.
Read field note Security & licences · 1 minFriends don't let friends Set View-All
You’ve set your Account OWD to Private. You’ve tightened your Sharing Rules. You feel secure. Then, someone says: "We just need 'View All' on this one child Object." You think: "It’s fine,…
Read field note Keeping it clean · 2 minDon’t cheap out on your Salesforce maintenance team
Cautionary Tale Part 2: The "Million-Dollar Engine" with a $5 Toolbox.
Read field note Users avoid Salesforce · 1 minLow Salesforce adoption? Have you tried cleaning?
Sometimes that’s true, but often the problem is much more basic: The org simply feels messy. And after a while, people stop trusting the system.
Read field note Thinking about a new Org · 1 minGreenfield is where budgets (can) go to die
It sounds like a dream: a fresh Salesforce instance with no legacy debt and "perfect" data. But for most orgs, the Greenfield path can be a financial trap.
Read field note Thinking about a new Org · 1 minIt’s cheaper than you think to fix a "broken" Salesforce
When your Orgs become a labyrinth of Validation Rules and "Zombie" Flows, the instinct is to bail. We tell ourselves it’s too far gone, that we need a Greenfield Org to survive.
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