Insights

Field notes on Salesforce & AI.

Practical, opinionated writing from the team — pulled from real engagements, not press releases.

Salesforce
Latest

Apex testing patterns that actually catch bugs

Most Apex test classes only chase coverage. Here's a framework for writing tests that prevent real regressions in production orgs — with examples from a recent CPQ rollout.

AI

Building a RAG pipeline over your Salesforce data

A practical walkthrough: chunking Knowledge articles and Cases, embedding with OpenAI, and surfacing answers inside Service Cloud — without leaking sensitive fields.

Salesforce

Flow vs. Apex: when to switch from clicks to code

A decision framework for admins and architects, with five real scenarios where Flow hits its limits — and the migration path that doesn't break what's already running.

AI

AI agents in Salesforce: hype vs. what actually ships

Einstein Copilot, Agentforce, and homegrown LLM agents all promise the same thing. Here's what survived contact with production users in three live deployments.

Web

Lighthouse 100 on a real marketing site (not a demo)

A pragmatic checklist for hitting perfect Core Web Vitals on production Next.js sites, including the four CMS-related landmines we hit on a recent replatform.

AI

Prompt engineering for enterprise: a maintainable approach

Prompts are code. Here's how we version, test, and roll back prompts for AI features in regulated industries — with a tiny eval harness you can copy.

Salesforce

CPQ pricing rules without the spaghetti

Five techniques to keep CPQ pricing predictable as your product catalog grows past 200 SKUs — including a real-world example of unwinding 80 nested rules.