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Salesforce daily archive

730 days of practical thinking.

One retrospective note for every day from 2 September 2024 to 1 September 2026.

Archive dates organise the subject history. They do not claim the notes were originally published on those dates.

Showing 365 archive entries

Page 11 of 16

Architecture

Recognising the anti-pattern: API boundaries

An API should expose a stable business capability rather than mirror a database or a single user interface. This retrospective daily note considers the early signs that a convenient implementation is becoming long-term risk.

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Architecture

Recognising the anti-pattern: Customer identity across systems

Identity resolution is the foundation of a coherent customer view across Salesforce and connected platforms. This retrospective daily note considers the early signs that a convenient implementation is becoming long-term risk.

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Architecture

Recognising the anti-pattern: Master data decisions

A connected estate needs a clear answer to which system is authoritative for each important business fact. This retrospective daily note considers the early signs that a convenient implementation is becoming long-term risk.

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Architecture

Recognising the anti-pattern: Event-driven Salesforce

Events allow systems to announce meaningful change without controlling every downstream reaction. This retrospective daily note considers the early signs that a convenient implementation is becoming long-term risk.

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Architecture

Recognising the anti-pattern: Synchronous or asynchronous

Timing is an architectural decision: a process should wait only when the immediate response genuinely changes the next action. This retrospective daily note considers the early signs that a convenient implementation is becoming long-term risk.

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Architecture

Recognising the anti-pattern: Integration ownership

Every integration needs an explicit owner for its business contract, data meaning and operational health. This retrospective daily note considers the early signs that a convenient implementation is becoming long-term risk.

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Platform Operations

Making team hand-offs work: Backup and recovery

Data protection requires tested recovery objectives, not only confidence that a backup exists. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Platform Operations

Making team hand-offs work: Deployment observability

Delivery metrics should show whether change is becoming safer and faster, not merely count deployments. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Platform Operations

Making team hand-offs work: Environment strategy

Each Salesforce environment should have a clear purpose, data posture and refresh rhythm. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Platform Operations

Making team hand-offs work: Data-quality ownership

Data quality is an operating responsibility supported by technology, not a cleanup project owned only by administrators. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Platform Operations

Making team hand-offs work: Flow governance

Flow makes automation accessible, which increases the need for shared design and lifecycle standards. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Platform Operations

Making team hand-offs work: Permission-set strategy

A scalable access model grants capability through composable permission sets rather than profile sprawl. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Deprecation tracking

Retirements and end-of-support notices need the same visibility as new features. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Feature adoption decisions

New platform capability creates value only when it solves a prioritised business need and has an accountable owner. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Post-release validation

A successful deployment does not prove that every business journey works under production data and integrations. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Release communication

Users need to understand the few changes that affect their work, not receive a copy of the complete release notes. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Critical update review

Critical updates can change security or runtime behaviour and deserve ownership before enforcement dates arrive. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Seasonal regression testing

Regression testing should concentrate on high-impact journeys, custom automation and integration boundaries. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Sandbox preview planning

Preview sandboxes provide a controlled window to evaluate upcoming platform behaviour before production changes. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Releases

Making team hand-offs work: Release readiness

Each seasonal Salesforce release is a change programme, even when most features are enabled automatically and safely. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Development

Making team hand-offs work: API version discipline

API versions influence behaviour and should move through the estate as a managed engineering decision. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Development

Making team hand-offs work: Flow and Apex boundaries

Declarative and programmatic automation are complementary when their responsibilities are explicit. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Development

Making team hand-offs work: Salesforce code review

Code review is an architectural control as well as a defect check. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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Development

Making team hand-offs work: Application logging

Logs should describe business context and decision points, not produce an unstructured stream of debug statements. This retrospective daily note considers the ownership and information needed when work crosses team boundaries.

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