All use cases
Common Salesforce jobs, done start to finish.
Step-by-step guides to the jobs Salesforce teams and consultancies do every week, from understanding an inherited org to shipping a release and proving client delivery.
- 20 pages
- Understand an org
- Build and clean up
- Ship safely
- Deliver for clients
01Understand an org
Understand an org
Get from unknown to understood, with evidence.
- Audit a Salesforce orgEvidence, findings, a priced plan
- Understand an inherited orgGet your bearings in days, not months
- Know what will breakImpact before you change anything
- Find unused fieldsOnly when the evidence is complete
- Change a picklist safelyValues, records and automation checked
- Document a Salesforce orgDocumentation that stays true to the org
02Build and clean up
Build and clean up
Fix what is broken and remove what is not needed.
03Ship safely
Ship safely
Release, review and roll back with a record.
04Deliver for clients
Deliver for clients
From discovery to a proven handover.
Start in 5 minutes. No card required.
Connect your Salesforce org. Run your first health scan. Ask your first question. See what you've been missing.
- Anthropic
- OpenAI