What actually happens when a case is updated? Most Salesforce teams can answer that question about individual components. Flows, Apex classes, validation rules: each has a summary, a dependency list, somewhere to look. What almost no one can answer is what happens across all of them, in sequence, when a real record changes. That gap…
Why metadata and process context are the missing link between agent intent and agent action, and why Elements.cloud is the only tool built to bridge that gap. Agents are Brilliant Goldfish AI agents are extraordinarily capable. They reason, synthesise, take action, and work at a speed and scale no human team can match. But they…
We asked one question about a Salesforce Org. “How can we improve our Case management?” Elements.cloud mined every business and configuration process tied to the Case object. It generated and analyzed the data model. It checked adoption across every user. It identified and categorised every piece of tech debt. It mapped the full multi-level dependency…
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.…
The role of a Salesforce Admin or Architect is demanding, whether you are a solo Admin managing everything yourself or part of a larger team supporting a complex Org. The rise of AI Agents, Vibe Coding and rapid platform innovation only increases the pressure. While those capabilities are exciting, they rely on strong foundations. You…
The Metadata Explorer pulls together the different Elements.cloud impact analysis capabilities, turning complex tasks into straightforward, manageable processes in even the most complex systems and complex adaptive systems. It gives a huge productivity improvement, but also enables admins to answer questions that would normally require developer skills. Why Impact Assessment We hear from customers and…
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…
Headline sponsor The 2-day Salesforce TDX conference is the major user conference aimed at the practitioners. This year the focus was Agentforce with over 3,000 attendees. Whilst significantly larger, Salesforce Dreamforce in September is more of a marketing event where all the different cloud announcements are made and it is far more difficult to make…
In Salesforce’s dynamic environment, maintaining the security and effectiveness of your Org is essential. Over time, business needs change, and technology evolves, leading to features becoming obsolete or underutilized. Without routine inspections, issues can escalate, requiring costly reactive maintenance to resolve. Access controls may no longer align with current security policies, or configurations that previously…
Why monitor record counts on Objects? Salesforce Objects (aka SObjects) with a significant number of records can cause significant performance impact to your Org due to data skew, sub-optimal configuration, and default Salesforce technical limits (you can read more about those limitations here). Keeping your data volumes under control is also one of Salesforce’s Well-Architected…
Salesforce flows drive automation across the Salesforce platform; many business-critical operations, as well as productivity-enhancing processes, are powered by flows. But what happens when these critical processes slow down your operations? As organizations grow and processes evolve, it is important to optimize your flow architecture to prevent problems such as slow performance. In this blog,…
Salesforce automation tools streamline complex processes, actioning higher-value activities and saving team members valuable time. These powerful tools help teams with sales efficiency, administrative tasks, customer satisfaction, management processes, and effective business process automation. However, their reliability and performance depend on a less obvious factor: keeping their API versions current. Ensuring these tools are always…
Inactive metadata accumulates over time when automations that are no longer needed or that were deactivated due to errors get forgotten. Think of your Salesforce Org as a full wardrobe you need to clean out. Inactive automation, rules, and workflows can accumulate like old clothes you no longer wear. Removing redundant metadata items streamlines your…
Business requirements and overview of the process You’re likely familiar with the challenges of managing Salesforce user permissions. If you’ve been working with Salesforce for a while, you’ve experienced the headache of dealing with a proliferation of Profiles, each slightly different from the next. Or you’ve struggled with the time-consuming task of troubleshooting security settings…
Impact of technical debt Forrester came up with the concept of the “Salesforce @scale dilemma”. Now this was back in 2017. I suggest it’s not got any better. It’s this idea that actually the more you use Salesforce, the more the users need, the more you configure it, the more you add, the more difficult it…
In this webinar, the panel of BA rockstars discussed the profile of business analysis in the Salesforce ecosystem, its importance, whether it is a skill or a role, the soft and technical skills, and how to harness AI. Below is Video Deck and resources Here is the deck to download Audio Transcript and AI analysis…
You may not follow or care about the America Cup. There was a BIG accident. But stick with me…… Lots to learn wrt Metadata Management, Data Cloud, and Center of Excellence. What happened The Kiwi boat’s crane failed when they were lifting the boat out of the water and it dropped 20 feet onto its…
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…
This was the presentation at Mile High Dreamin’. Below is the “quick and dirty” video from an iPhone with rough edits. There will be an official video that the organizers recorded and it will be uploaded to the MHD YouTube channel in the future. Here is a link to the deck Here is the transcript…
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…
Often a Managed Package (MP) gets installed in an org for testing or trialing, but then it is never uninstalled. And MP is installed directly into Production. If the MP is not used, the longer it stays in the org, the more chance that some of that metadata gets used in error, and the more…
If you need to delete some fields in an object because you’ve hit limits, where do you start? Which are the easiest targets? Easiest means – no data, no dependencies. And even if you had a list of fields with no data and no dependencies, you can’t just delete them. There are at least 5…
Salesforce needs/reads your descriptions With the launch of Einstein1 and its powerful AI capabilities, there is suddenly a more pressing reason for filling out metadata descriptions. Einstein1 Copilot uses descriptions for the core platform and Data Cloud metadata so that it can perform its magic. In the compelling demos at TDX and World Tours, you…
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…
Introduction Salesforce is the most powerful customizable business application on the planet. Because it offers rich, declarative and easy to use ways to change the Org configuration, it serves as a hub for business innovation. However, that power also introduces complexity. The more the Salesforce Org is configured, the more automations and innovations are built…
We’re delighted to share our blog with Andrew Russo, for this extra-special, guest feature post. Read on to hear Andrew’s thoughts on managing Salesforce tech debt. IMPACT, the Change Intelligence Summit, kicked off last December, offering perspective into overcoming challenges in complexity, technical debt, and documentation within Salesforce. Among these sessions was ‘Strategies for Driving…
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.
In this blog, we’ll uncover the top 10 mistakes many users make in Salesforce org management and, more importantly, provide you with actionable insights on how to sidestep these pitfalls. Remember, good Salesforce org management contributes to a Centre of Excellence (CoE): best practices, innovation and informed decision-making.
Metadata is the key that drives the customization, functionality, and efficiency of your Salesforce org. Understanding the importance of Salesforce metadata is crucial to unlocking the full potential of the platform, ensuring that you maintain best practices and consistently deliver results that align with your organization’s goals.
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…
image copyright: Salesforce Salesforce’s AI vision is compelling. It is not a recent knee-jerk reaction to ChatGPT. Their journey started back in 2016, when Einstein launched. ChatGPT has simply captured people’s imagination and made AI real for everyone. But as we all know GPT is far more than ChatGPT. AI is way bigger than that,…
The power of Salesforce lies in the ability to customize an org, much of which can be done quickly, by an admin or consultant using declarative (point-and-click) configuration. What this boils down to is this: adding and modifying metadata is easy to do, but get it wrong and face serious consequences. Deleting metadata is an…
Salesforce is not an island. Elements multi-cloud dependencies. The need for enterprise-wide, not just Salesforce, change intelligence is becoming obvious. Change intelligence is the aggregation of all documentation that supports the implementation change cycle for apps and processes. It allows collaboration across different stakeholders and enables them to make risk-based decisions when making changes. There are…
