Back to insights

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 8 of 16

Platform Operations

Measuring what matters: Environment strategy

Each Salesforce environment should have a clear purpose, data posture and refresh rhythm. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Platform Operations

Measuring what matters: 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 operational evidence that shows whether the design is creating value.

Read daily note
Platform Operations

Measuring what matters: Flow governance

Flow makes automation accessible, which increases the need for shared design and lifecycle standards. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Platform Operations

Measuring what matters: Permission-set strategy

A scalable access model grants capability through composable permission sets rather than profile sprawl. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: Deprecation tracking

Retirements and end-of-support notices need the same visibility as new features. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: 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 operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: 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 operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: 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 operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: Critical update review

Critical updates can change security or runtime behaviour and deserve ownership before enforcement dates arrive. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: Seasonal regression testing

Regression testing should concentrate on high-impact journeys, custom automation and integration boundaries. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: Sandbox preview planning

Preview sandboxes provide a controlled window to evaluate upcoming platform behaviour before production changes. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Releases

Measuring what matters: 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 operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: API version discipline

API versions influence behaviour and should move through the estate as a managed engineering decision. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Flow and Apex boundaries

Declarative and programmatic automation are complementary when their responsibilities are explicit. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Salesforce code review

Code review is an architectural control as well as a defect check. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Application logging

Logs should describe business context and decision points, not produce an unstructured stream of debug statements. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Custom metadata as configuration

Custom metadata can move controlled business variation out of code and into deployable configuration. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Security enforcement in Apex

Apex can execute with privileges that require developers to enforce the intended access model deliberately. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Test data design

Good test data communicates the business scenario and remains independent of org state. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Meaningful Apex tests

Tests should protect business behaviour and failure handling, not merely raise coverage percentage. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Bulk-safe code

Salesforce transactions may process many records even when the original change appears singular. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Selective SOQL

Query design must reflect data distribution and access paths, not only functional correctness. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Lightning component boundaries

A Lightning Web Component should own a coherent interaction rather than accumulate an entire business process. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note
Development

Measuring what matters: Asynchronous Apex

Queueable, batch and scheduled work solve different execution and scale requirements. This retrospective daily note considers the operational evidence that shows whether the design is creating value.

Read daily note