Notes & writing
Salesforce architecture, RevOps systems, and lessons from building tools.
I Built a Tool That Automatically Organizes and Logs My HSA Receipts
If you have a Health Savings Account and you’re playing the long game — paying medical expenses out of pocket, letting the HSA compound tax-free, and…
How I made a free coffee logging and analytics solution
This whole coffee-logging setup started as a simple desire: I want to understand why some brews taste magical and others taste like hot disappointment. No…
Custom Lead Routing Solution in Salesforce
L2A matching answers a simple but critical question: does this new lead belong to an existing account?
Balancing Data Quality and Flexibility in Salesforce Stage Validations
Keeping Salesforce data clean is a never-ending battle. On one hand, leaders want consistent, high-quality data to fuel forecasting, compliance, and…
Data Enrichment in Salesforce: Unlocking Efficiency and Accuracy
In the modern business landscape, data is the lifeblood of decision-making and strategy. For sales reps, it’s also a critical tool to drive customer…
The #1 Salesforce Skill
When people talk about the most important Salesforce skill, the usual suspects pop up:
Centralize data validations with a Custom Metadata framework
This framework centralizes all Opportunity stage-based validation rules in a Custom Metadata Type (CMT), providing an efficient, scalable, and easily…
Custom Settings vs Custom Labels explained
Salesforce provides Custom Labels and Custom Settings as tools to make your org more dynamic and configurable. While they share some similarities, they…
Comparing date fields across quarters with formulas
If your org follows a standard calendar fiscal year, you can use simple month-to-quarter logic to determine whether a given date is in a past, current, or…
How to Administer Clari for Business Success
As a Clari admin, your role is critical in setting up the platform to drive value for end users. From integrating Salesforce data to configuring page…
How Users Can Drive Value from Clari
Clari is a powerful revenue operations tool that empowers sales teams to execute more effectively, improve forecasting, and achieve revenue goals…
Parsing comma-separated values in a screen flow with or without Apex
If you’re working with user inputs or external integrations in Salesforce, chances are you’ve needed to parse a comma-separated string (CSV) into a usable…
Search your Salesforce org’s metadata with ChatGPT
Wouldn’t it be cool if you could search your Salesforce codebase using ChatGPT? Imagine asking it questions like:
Supercharge processes with Custom Metadata Types
If you’ve ever juggled environment-specific config in Salesforce and cursed the tedium of copying values manually between orgs—good news: Custom Metadata…
Use a simple formula to create org-independent record hyperlinks
If you’ve ever built a Salesforce Flow and needed to generate a clickable record URL, you’ve probably run into the temptation to hardcode your org’s…
Using custom settings in Salesforce
Custom Settings are a powerful tool for Salesforce admins and developers to make org configurations more flexible and manageable. Whether you’re excluding…
Working with nonstandard fiscal years in formula fields
Most Salesforce users are familiar with fiscal quarters that start neatly on the first of a month — January 1, April 1, July 1, and October 1. But what…
Create an asynchronous record update framework using Platform Events
Salesforce has come a long way from its days of relying on Workflow Rules and Process Builders for handling regular field updates. With the advent of…
Auto-generate QR Codes in Salesforce, and a cool example use case
QR (“Quick Response”) codes are a simple, powerful way to connect the physical world to your Salesforce data. Whether you’re linking to a form, a webpage…
How I set up my computer for max productivity
As someone who spends 8+ hours a day architecting systems, writing specs, and toggling between client projects, my computer setup needs to be…
Understanding fiscal calendars, and how to set them up in Salesforce
When we think about a “fiscal year,” most of us assume it starts on January 1 and follows the standard calendar year. But in reality, organizations around…
Check if a Salesforce date field is in the current quarter
Sometimes, you need to check if a date field is in a later quarter or earlier quarter than the current quarter. To do this, see this article instead.
How I published this website for FREE
This website is built in Notion and published to a custom domain—completely free.
Let users resume a paused Flow Interview from an associated record
Sometimes users need to step away in the middle of a flow—whether it’s to join a meeting, gather missing information, or just deal with real life…
Make data entry easy with dynamic forms
When you’re managing simple records in Salesforce, Key Fields on record pages are often enough. They give users a quick glance at what matters most. But…
Workaround for subscribing to a dynamic dashboard
If you’ve worked with Salesforce dashboards, you’ve probably run into this limitation:
10 Strategies for Remote Work Success
Over my 7+ years of remote work experience, I’ve honed these strategies to create boundaries, stay productive, and maintain balance. They’ve worked…
3 Mindsets Salesforce Professionals Need for Success
Technical skills are all the rage, but there's something underneath it all. The mindset that you bring to your career is more important than what you…
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