Managing access in a complex Salesforce Org is rarely straightforward. Profiles, permission sets, permission set groups, data access, field-level security, system permissions, and user assignments all interact, and all of them change regularly as teams grow, projects evolve, and releases ship. Most of those changes are expected. But some carry real risk: a high-privilege permission…
Salesforce keeps your business running. It is the platform your teams depend on for revenue, operations, support, compliance, forecasting, customer experience, and everything in between. It is the system you cannot afford to have out of action. But here’s the catch: most Salesforce failures don’t come from big mistakes…but from small changes no one noticed.…
Introduction For over 25 years, we’ve been championing the battle of rigorous analysis, business process mapping, metadata management, and documentation. While a small number of customers shared our vision, we were largely ignored, left shouting our warnings into the void. Most saw documentation as a low priority, building complex Salesforce Orgs that became “black boxes”…
The rise of AI has brought with it a wave of excitement and, for many, a degree of uncertainty. For Salesforce Admins, the question isn’t if AI will impact their roles, but how they can leverage it effectively. Building reliable AI Agents is a game-changer, offering the potential for monumental gains in productivity and customer…
Quick Summary Salesforce customers often build complex, opaque systems – “black boxes”. Lacking clear documentation, they hinder project delivery, block reliable AI Agent deployment, and often mean that critical information is at risk of being lost if certain staff leave the business. A lack of value for Salesforce is a concern for senior management, who…
Step 1 – data governance not data cleanup Salesforce’s report “The One Factor That Defines AI Agent Success” cites data as the key issue. AI is only as good as the data you feed it. Bad data is their junk food. Nourish them with clean, complete, connected data. In this new era of AI and…
We’ve built AI agents but a lack of transparency into what they are doing, governance of their changes, and confidence in their results is preventing users deploying them. In a word: trust. TL;DR What if you could already deliver transparency, confidence, and trust in building agents today? How many more deployments could be achieved? How…
To announce our strategic partnership with Stretch Engage, we have invited Joachim Sundbø, Senior Salesforce Consultant, at Stretch Engage, to write a special guest article, for the Elements.cloud blog. Read on to see Joachim’s thoughts. Why better Salesforce documentation is the key to AI success As a Salesforce consultant, I tend to ask “Why?” quite…
Everybody loves Formula 1 None more than Salesforce with their sponsorship and customer stories about how Formula 1 is transforming the way they engage with their fans using data. Formula 1 is a Data Cloud success story. The numbers speak for themselves: Data Cloud enables Formula 1 to connect fan data across properties in real…
Technical debt has a real cost Technical debt kills the application’s agility making it slower and more expensive to make changes. It can even hit performance and open up security flaws. Often the true cost of this technical debt is hidden and is not immediately apparent to the business users. Tech debt is often described…
TL;DR – No The future is metadata Documenting your org and metadata changes is valuable: process maps, architecture diagrams, ERD, and metadata descriptions. But it is only valuable the next time that you go back to that metadata item to make a change. It is “delayed gratification” or as Kristi Campbell MVP put it “it’s…
Data Cloud is the future Data Cloud, now integrated into the Salesforce Platform as Einstein 1, represents the future of data management and analytics. Its power lies in its ability to seamlessly connect disparate data sources, harmonize the data, and make it accessible within the core platform. Whether data is copied into Data Cloud or…
We all know that documentation is essential. But so often, it gets missed in the rush to release. The issue is that the risks are more significant the next time you come to make changes. Agility needs to be recovered, and the value of Salesforce with it.
Written by Ian Gotts AI is reading your descriptions Descriptions are rarely filled out when metadata is created, even though we know it makes sense. You cannot edit the descriptions for many standard metadata items, and some metadata items do not have description fields. More on that later. Filling out descriptions is a gift to…
There are some fantastic resources to help you build Flows. To help you master the capabilities. To understand when to use certain features based on use case. This article is not another one of those. It is designed to take a higher level perspective to make sure you are building the right flows, in the…
It all starts with Org Discovery. You walk into a company and there is little or no overall understanding of the configuration of Salesforce. You have no idea of the scale or complexity of the org. Where the org is hitting limits. Where the technical debt is highest. What changes will have the highest risk. …
You wouldn’t spend $5,000 on a used car without checking CarFax and going through all the history. As CarFax says. “A car’s history affects its value”. So why are you risking thousands of dollars when changing Salesforce by not assembling the complete picture of the Configuration Knowledge. Derisking the car buying process Buying a car…
At TrailheaDX, Salesforce launched a systems diagramming notation for Architects (Salesforce Diagrams). It is fantastic that Salesforce is investing in driving great documentation standards. Whilst not everyone enjoys documenting what we are about to build or what we have built, we all understand the value of walking into a well documented Org. “As Architects we…
At TrailheaDX, business process mapping notation for Business Analysis (Salesforce UPN) training. It also launched a systems diagramming notation for Architects (Salesforce Diagrams). This article explains UPN and when to use Diagrams vs UPN. “As Architects we know that diagrams are an important tool in our toolset. When we surveyed you, we heard loud and…
The Salesforce platform is very powerful, and as Spiderman was told: “with great power comes great responsibility”. With every Salesforce release and with all your customizations, your Org gets more powerful but also more complex. With everything else you need to do, documenting your changes is probably low on your priority list. But it shouldn’t…
