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    See the client org risks before scope and kickoff

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    Bring senior review into complex client work

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    Catch client org drift before it changes the delivery plan

For Salesforce teams

  • Salesforce Org Health

    Rank the org work worth doing next

  • Managed Services

    Turn a finding into scoped help, validation, and release support

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Salesforce architecture field notes

Practical notes for discovery, integration risk, and delivery cleanup.

Architect conducting a remote solution design session
Feb 21, 2025·10 min read

You Don't Need a Full-Time Salesforce CTA (But You Still Need One Sometimes)

Why hiring a full-time Certified Technical Architect costs $300K+ and how on-demand architect access solves the same problems for a fraction of the cost.

#salesforce architecture#fractional services
Architect reviewing automation diagrams generated by AI tooling
Feb 19, 2025·6 min read

Process Builder Sunset, Part 2: Automating Flow Migrations with Kicksights

See how Kicksights inventories Process Builders, parses embedded logic, and generates Flow-ready blueprints in days, plus a manual migration workflow you can run today.

#process builder#salesforce flow
Automation flow diagrams displayed on overlapping monitors
Feb 17, 2025·5 min read

Process Builder Sunset, Part 1: What Salesforce Consultancies Need to Know

Salesforce has entered the final sunset phase for Process Builder. This post covers the timeline, what breaks, and how to prepare client orgs before the enforcement deadlines hit.

#process builder#salesforce flow
Architect reviewing a multi-system integration blueprint
Nov 18, 2024·9 min read

How We Deliver Salesforce Architect Kickoffs in 3 Days

Behind the scenes of our Salesforce kickoff playbook for time-strapped consultancies.

#salesforce architecture#kickoff

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