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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 244 archive entries

Page 6 of 11

Architecture

Protecting the data contract: Data virtualisation

External data can sometimes remain in its source while Salesforce presents it at the point of work. This retrospective daily note considers how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: Transaction boundaries

Cross-system work cannot rely on one database transaction to guarantee an all-or-nothing outcome. This retrospective daily note considers how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: Idempotent integrations

A request may be delivered more than once; a dependable receiver must make repetition safe. This retrospective daily note considers how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: Error recovery

Failure handling is part of the business process, not a technical appendix added after the happy path. This retrospective daily note considers how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: 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 how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: Customer identity across systems

Identity resolution is the foundation of a coherent customer view across Salesforce and connected platforms. This retrospective daily note considers how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: 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 how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: Event-driven Salesforce

Events allow systems to announce meaningful change without controlling every downstream reaction. This retrospective daily note considers how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: 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 how meaning, validation and change control keep producers and consumers aligned.

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Architecture

Protecting the data contract: Integration ownership

Every integration needs an explicit owner for its business contract, data meaning and operational health. This retrospective daily note considers how meaning, validation and change control keep producers and consumers aligned.

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Platform Operations

Observability before production: Backup and recovery

Data protection requires tested recovery objectives, not only confidence that a backup exists. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Platform Operations

Observability before production: Deployment observability

Delivery metrics should show whether change is becoming safer and faster, not merely count deployments. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Platform Operations

Observability before production: Environment strategy

Each Salesforce environment should have a clear purpose, data posture and refresh rhythm. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Platform Operations

Observability before production: 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 signals and context required to support the capability once it is live.

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Platform Operations

Observability before production: Flow governance

Flow makes automation accessible, which increases the need for shared design and lifecycle standards. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Platform Operations

Observability before production: Permission-set strategy

A scalable access model grants capability through composable permission sets rather than profile sprawl. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Releases

Observability before production: Deprecation tracking

Retirements and end-of-support notices need the same visibility as new features. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Releases

Observability before production: 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 signals and context required to support the capability once it is live.

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Releases

Observability before production: 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 signals and context required to support the capability once it is live.

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Releases

Observability before production: 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 signals and context required to support the capability once it is live.

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Releases

Observability before production: Critical update review

Critical updates can change security or runtime behaviour and deserve ownership before enforcement dates arrive. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Releases

Observability before production: Seasonal regression testing

Regression testing should concentrate on high-impact journeys, custom automation and integration boundaries. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Releases

Observability before production: Sandbox preview planning

Preview sandboxes provide a controlled window to evaluate upcoming platform behaviour before production changes. This retrospective daily note considers the signals and context required to support the capability once it is live.

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Releases

Observability before production: 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 signals and context required to support the capability once it is live.

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