What Your Salesforce Org Says About Your Company
10 free guides. 10 problems I find every time someone hires me to fix their Salesforce.
Each guide comes with a free checklist or template. No email required.
The Series
Every Salesforce org tells a story. These are the 10 chapters I find in almost every one.
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What I check in the first 30 minutes when a company hires me. 5 questions that tell you more about your org's health than any dashboard. The assessment that costs $12,000 and saves $80,000.
Free guide: Org Health Checklist
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How custom object sprawl happens one "quick fix" at a time. 312 Ghost Objects in a single org. The audit that reveals your Ghost Object Ratio and tells you whether to clean up or rebuild.
Free guide: Custom Object Audit Template
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Why your automations are fighting each other. 14 Flows triggered by a single record update. The Spaghetti Test you can run in 30 seconds that reveals your automation debt.
Free guide: Flow Audit Checklist
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Why leadership stopped checking dashboards. $2.4M pipeline that was actually $1.6M. The SOQL query that reveals your ghost pipeline in under 2 minutes.
Free guide: Data Quality Assessment Template
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What happens when you test in a sandbox that's 11 months stale. 1,200 Account owners changed in 14 seconds. The refresh schedule that prevents Friday night emergencies.
Free guide: Sandbox Management Guide
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Clinical staff seeing billing records for 4 years because nobody changed the default. The $40K retrofit vs the $5K conversation during implementation.
Free guide: Sharing Model Assessment Template
Coming soon
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847 donations without acknowledgment because a former employee's credentials expired. The one-page document that prevents the $18K cleanup.
Free guide: Integration Documentation Template
Coming soon
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"We'll clean it up after" is the most expensive sentence in Salesforce. 70,000 records. 12,000 duplicates. $4.2M pipeline that was actually $42,000.
Free guide: Data Migration Pre-Flight Checklist
Coming soon
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Why your org isn't ready for Agentforce. A $30K implementation disabled after 2 weeks because the AI surfaced duplicate records to customers. The data quality thresholds that matter.
Free guide: AI Readiness Assessment Checklist
Coming soon
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It's all fixable. The 30-60-90 day framework for going from assessment to cleanup to governance. Where to start when everything feels broken.
Free guide: Org Health Roadmap Template
Coming soon
Who writes these guides
Jeremy Carmona. 13x certified Salesforce Architect. Former journalist. Founder of Clear Concise Consulting.
14 years in the Salesforce ecosystem, starting at Environmental Defense Fund. 30+ implementations across government, nonprofit, healthcare, and enterprise organizations. The problems in this series aren't hypothetical. They come from real assessments, real cleanups, and real invoices.
Published in Salesforce Ben on AI governance and data quality. NYU Tandon instructor: 160+ students trained, 80% job placement rate.
How ready is your Salesforce org for AI?
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