Insights
Notes from real Salesforce programmes.
Practical guidance on the decisions that make or break Salesforce programmes, written from my own delivery experience.
Reusing Salesforce Data Analysis Dashboards as a Data Quality Framework
Salesforce has several “out-of-the-box” dashboards that help teams understand adoption and operational health. These dashboard packs are often installed, reviewed once, and then forgotten — even though the underlying pattern is extremely reusable.
Read the articleIdentify the Affected Salesforce Org and User
Salesforce has been increasing protections against suspicious access patterns, including access from anonymizing VPNs, proxies, and other high-risk IP addresses. In some cases, this can lead to users being frozen or blocked when Salesforce detects risky activity. Salesforce explains this in its help article about preventing connections from anonymizing VPNs, proxies, and high-risk IP addresses.
Read the articleHow to assess a Salesforce org before a rescue or an integration programme
Before you stabilise a struggling programme or connect a new system, find out what the org can take. A focused assessment tells you what will break first, what can wait, and where the real risk sits.
Read the articleSalesforce data migration at scale: reconciliation, cutover and rollback
Moving millions of records into Salesforce is less about the load tool and more about the decisions around it: what counts as correct, how you will prove it, and what you will do if the numbers don't match on cutover weekend.
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