Engineering notes
Not a content programme. These are notes from delivery — the patterns, trade-offs, and mistakes that came up often enough to be worth writing once. Each names its author and cites the primary documentation behind it.
4 published · Salesforce · Automation · Integration · Best Practices
Salesforce
Attachments versus Files, library taxonomy, Files Connect, and the sharing decisions that are expensive to reverse once an org is live.
2 cited sources · 6 min read
Automation
A step-by-step guide to designing an accounts-payable workflow on Salesforce with document extraction, review, and ERP hand-off.
3 cited sources · 7 min read
Integration
Patterns and anti-patterns for connecting Salesforce with ERP systems — including event delivery, idempotency, and error handling.
2 cited sources · 8 min read
Best Practices
From Agentforce to Einstein Copilot and Data Cloud, here are the five AI trends every Salesforce architect needs to understand right now.
3 cited sources · 4 min read
Salesforce architecture & engineering
Data model, sharing model, and platform boundaries designed before the build — then built by the people who designed them.
Enterprise integrations
Interfaces between Salesforce and the systems that own the data — designed for the day they fail, not just the day they ship.
Document intelligence
Turning documents into structured records you can audit — extraction with confidence scores, source evidence, and a review path for anything uncertain.