Field Notes

Writing from the Salesforce trenches.

Practical thinking on platform architecture, Agentforce, Experience Cloud, and the decisions we make with clients every week. No corporate fluff, no thought leadership templates.

Latest

PlatformNew

Salesforce Headless 360, Explained: Agents, APIs, and What Actually Ships

At TDX 2026, Salesforce turned the entire platform into APIs, MCP tools, and CLI commands that agents can drive directly. Here's what's generally available today, what's still in preview, and how we're advising clients this week.

April 16, 20267 min read

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Einstein, Agentforce, and Vibes: A Decision Tree for Salesforce AI

Salesforce has shipped a lot of AI brands in eighteen months. Einstein, Einstein Copilot, Agentforce, Agentforce Vibes, and the original predictive features still underneath all of it. Here is what each one actually is, what it is for, and how to pick between them without getting lost in the naming.

March 11, 20266 min read

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Engineering

Apex vs. Flow: An Architect's Guide

This debate has been recycled for a decade, and most of the takes are bad. Here is how we actually decide between Apex and Flow on real projects, where each one wins, and the hybrid pattern that avoids the worst of both.

February 4, 20267 min read

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Strategy

The Real Cost of a Salesforce Implementation

About once a week, someone asks us what a Salesforce implementation should cost. The honest answer is a range, and the range is wider than most sales decks admit. Here is how we actually scope it, what drives the number, and where the hidden costs live.

January 8, 20268 min read

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Architecture

Salesforce Technical Debt: How We Audit an Org in a Week

Most orgs we walk into have the same six problems. Here is the five-day audit process we run for clients, the rubric we use to score what we find, and what the results usually tell us about where to spend the next two quarters.

November 5, 20257 min read

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Architecture

Experience Cloud vs. a Custom Portal: When to Build, When to Configure

This is one of the most common architecture decisions we help clients make. The wrong call costs six figures to unwind later, so it is worth taking seriously. Here is how we actually think about it.

September 18, 20258 min read

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Consulting

How to Choose a Salesforce Consulting Firm (From One That Pitches Them Weekly)

We pitch against other Salesforce firms almost every week. Some we lose to fairly, some we lose for reasons that have nothing to do with quality, and some we watch clients sign with and regret a year later. Here is the filter we would use if we were on the buying side.

July 30, 20257 min read

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