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…
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”…
In today’s competitive landscape, Revenue Operations (RevOps) teams are under increasing pressure to deliver speed, accuracy, and transparency across the sales cycle. Yet many organizations find themselves grappling with the complexity of Salesforce CPQ (Configure, Price, Quote), a system that often feels like a black box. As sales organizations grow and expand their offerings, they…
Tech debt is holding you back (and we brought receipts) Tech debt is a significant challenge facing many organizations, and the evidence is clear. Organizations often build up so many custom objects, fields, and workflows that managing them becomes almost impossible. As time passes, the complexity increases, and changes become more costly and risky. A…
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…
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…
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…
Managing technical debt in Salesforce is critical to maintaining its agility. In a recent McKinsey survey, CIOs reported that 10 to 20 percent of the technology budget dedicated to new products is diverted to resolving issues related to tech debt. More troubling still, CIOs estimated that tech debt amounts to 20 to 40 percent of…
The Elements.cloud Permissions Explorer is a suite of three powerful tools that are essential for understanding, optimizing, and reporting on Salesforce permissions with speed and precision. What is Permissions Explorer? Managing user permissions effectively in a Salesforce Org is a cornerstone of operational success and compliance. The Elements.cloud Permissions Explorer marks a significant advancement in…
Written by Ian Gotts Wikipedia: a concept in software development that reflects the implied cost of additional rework caused by choosing an easy (limited) solution now instead of using a better approach that would take longer. As with monetary debt, if technical debt is not repaid, it can accumulate ‘interest’, making it harder to implement…
TDX Session Reducing Technical Debt Blog Reducing Technical Debt Elements Architect Diagrams Elements has launched a diagram editor for Architecture and Flow Diagrams. If you are a Salesforce CTA you get a free consulting licensex #expertsreact #expertsreact BLOG Reducing Technical Debt Elements Architect Diagrams Elements has launched a diagram editor for Architecture and Flow Diagrams.…
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…
