Salesforce Guides and Resources for Real People
Free implementation guides, org health assessments, career tools, and data governance resources. Written by a 13x certified Salesforce Architect who started at EDF and teaches at NYU.
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Salesforce for Recruiters
93,000+ LinkedIn impressions · 400+ new followers · 10 free guides
Screening guides for every Salesforce Cloud, certification decoder, JD templates, and salary benchmarks. Everything recruiters need to place Salesforce talent correctly.
LAUNCHING APRIL 1
What Your Salesforce Org Says About Your Company
10 guides · 10 free templates · Org health to AI readiness
The 400-object org. Flow spaghetti. Reports nobody trusts. The sharing model nobody designed. 10 problems I find every time someone hires me to fix their Salesforce.
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The Fix: A 30-60-90 Day Roadmap for Cleaning Up Your Salesforce Org
I've spent 9 posts telling you what's wrong with your Salesforce org. Here's the part I actually care about: it's all fixable. This guide covers the 30-60-90 day framework I use in every org health engagement. Assess first, fix second, govern third. Free roadmap template included
Your Data Migration Was a Crime Scene: What Nobody Tells You About Moving Data into Salesforce
A client migrated 70,000 records from their legacy system. They skipped deduplication. They skipped field mapping validation. They skipped UAT. The result: 12,000 duplicate Accounts, 8,000 orphaned Contacts, and a $25,000 cleanup project. This guide includes a 15-point pre-flight checklist.
The Integration Built on Prayer: What Happens When Nobody Documents the API
The integration works. Nobody knows how. Nobody knows why. The person who built it left the company 18 months ago. The documentation is a Slack message from 2021 that says "should be good now." This guide includes a one-page integration documentation template for every API in your org.
The Sharing Model Nobody Designed: The Most Ignored Architecture Decision in Salesforce
I ask every new client: "Who designed your sharing model?" The most common answer: silence. The second most common: "What's a sharing model?" This guide walks through a sharing model assessment covering OWD settings, role hierarchy, sharing rules, and permission set audits.
The 400-Object Org: How Custom Object Sprawl Happens and What to Do About It
Nobody plans for 400 custom objects. It happens one "quick fix" at a time over 8 years and 4 admins. I inherited an org last year with 400 custom objects. 312 of them had zero records. This guide includes a custom object audit template that categorizes every object as Active, Dormant, or Ghost
The Sandbox That Time Forgot: Why Your Test Environment Is Lying to You
If your sandbox was last refreshed when your current admin's predecessor's predecessor was still employed, you don't have a sandbox. You have a museum. This guide covers refresh schedules, naming conventions, and the 3-environment minimum for any org with more than 50 users.
The Report Nobody Trusts: Why Your Leadership Team Stopped Looking at Dashboards
A client asked me to rebuild 14 dashboards and 40+ reports. I looked at the data instead. 23% of Accounts had no owner. 31% of Opportunities had no close date. The reports were fine. The data was fiction. This guide includes a 10-metric data quality assessment template.
The Org Autopsy: What I Check First When Companies Hire Me to Fix Their Salesforce
The first thing I do when a company hires me to fix their Salesforce org is run an autopsy. Not because the org is dead. This guide covers the 5 checkpoints I use in every assessment.
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CCC provides Salesforce implementation, data governance, and AI governance services for nonprofit, government, healthcare, and enterprise organizations. The same architect who writes these guides builds the systems.