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Field notes.
How we do the work, written down. Each note teaches one thing you can use without hiring us.
What to hand over when the consultants leave
The launch is not the deliverable. The handover is. What a complete one holds, from the repository to the runbook, and the four signs of a bad one.
handover · documentation · runbook · salesforce · ownership
Oct 2026The handoff tax
Manual handoffs between systems cost delay, errors, and lost context. How to find each one, score it, remove the best ratio first, and cut over safely.
workflow · handoffs · automation · process · cutover
Sep 2026Guardrails for agents that touch production data
How to build an AI agent that can write to production without wrecking it. Scoped tools, approval gates, idempotency keys, budgets, evals, and an audit record.
agents · tools · guardrails · audit · evals
Sep 2026How to read a ten-year-old Salesforce org
A first-week survey of an old Salesforce org. Pull the metadata, find dead fields, map every automation in order, and write the keep, kill, and rebuild lists.
salesforce · metadata · survey · automation · cli
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