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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 121 archive entries

Page 4 of 6

Architecture

The decision before the tool: Transaction boundaries

Cross-system work cannot rely on one database transaction to guarantee an all-or-nothing outcome. This retrospective daily note considers the business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: Idempotent integrations

A request may be delivered more than once; a dependable receiver must make repetition safe. This retrospective daily note considers the business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: Error recovery

Failure handling is part of the business process, not a technical appendix added after the happy path. This retrospective daily note considers the business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: 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 business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: 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 business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: 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 business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: Event-driven Salesforce

Events allow systems to announce meaningful change without controlling every downstream reaction. This retrospective daily note considers the business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: 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 business decision that must be clear before choosing a Salesforce feature.

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Architecture

The decision before the tool: Integration ownership

Every integration needs an explicit owner for its business contract, data meaning and operational health. This retrospective daily note considers the business decision that must be clear before choosing a Salesforce feature.

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Platform Operations

Designing for scale: Backup and recovery

Data protection requires tested recovery objectives, not only confidence that a backup exists. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Platform Operations

Designing for scale: Deployment observability

Delivery metrics should show whether change is becoming safer and faster, not merely count deployments. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Platform Operations

Designing for scale: Environment strategy

Each Salesforce environment should have a clear purpose, data posture and refresh rhythm. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Platform Operations

Designing for scale: 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 how the decision behaves when volume, users and connected systems grow.

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Platform Operations

Designing for scale: Flow governance

Flow makes automation accessible, which increases the need for shared design and lifecycle standards. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Platform Operations

Designing for scale: Permission-set strategy

A scalable access model grants capability through composable permission sets rather than profile sprawl. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: Deprecation tracking

Retirements and end-of-support notices need the same visibility as new features. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: 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 how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: Post-release validation

A successful deployment does not prove that every business journey works under production data and integrations. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: 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 how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: Critical update review

Critical updates can change security or runtime behaviour and deserve ownership before enforcement dates arrive. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: Seasonal regression testing

Regression testing should concentrate on high-impact journeys, custom automation and integration boundaries. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: Sandbox preview planning

Preview sandboxes provide a controlled window to evaluate upcoming platform behaviour before production changes. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Releases

Designing for scale: Release readiness

Each seasonal Salesforce release is a change programme, even when most features are enabled automatically and safely. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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Development

Designing for scale: API version discipline

API versions influence behaviour and should move through the estate as a managed engineering decision. This retrospective daily note considers how the decision behaves when volume, users and connected systems grow.

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