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Insights

Practical perspectives on Salesforce, revenue operations, and scaling business systems—from someone who's been in the trenches with growth-stage startups.

Perspective

One Year of AI-Assisted Salesforce Development: What I'd Do Differently

After a full year of building production Salesforce apps with AI, here's what actually stuck, what I'd skip, and what I got wrong.

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Field Notes

What AI Got Wrong: Hallucinations, Platform Quirks, and When 20 Years of Experience Actually Matters

AI is a brilliant coder that has never actually logged into Salesforce. Here's where it fails — and why platform expertise matters more, not less, in an AI-assisted workflow.

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Field Notes

Live Wireframing with AI: The Most Underrated Thing About Vibe Coding

AI makes 'I'll know it when I see it' a legitimate development strategy. How rapid UI iteration changes what's possible for Salesforce interfaces.

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Field Notes

The Raw Materials Approach: What Actually Works When Building Salesforce Apps with AI

Most Agentforce Vibes content is theoretical or demo-level. This is a field report from real client projects — a practical framework for when AI-assisted development makes sense.

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Field Notes

Salesforce CPQ Is Dead—Now What?

Salesforce is sunsetting CPQ for Revenue Cloud. Here's what that means for growth-stage companies—and why the enterprise solution isn't your only option.

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Field Notes

7 Signs Your Startup Has Outgrown Its Salesforce Setup

The Salesforce setup that worked at $2M becomes a liability at $10M. Here are the warning signs—and what to do before your systems become a growth bottleneck.

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Field Notes

The Right Side of the Bowtie: Why Most Salesforce Consultants Ignore Renewals

Everyone optimizes the sales funnel. Almost nobody optimizes what happens after the sale. Here's why post-sale operations deserve more attention.

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Case Study

From Quarterly Scrambles to Real-Time Revenue Visibility

How a telecom reseller transformed scattered subscription data into real-time recurring revenue visibility in Salesforce.

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Case Study

Unifying Order Flow Across Multiple Sales Channels

When you can't reconcile orders across channels, your teams do the translation manually. How we unified data flow for a multi-channel B2B company.

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Case Study

Two People, Two Weeks: Replacing an Enterprise Tool with AI-Assisted Development

Two people, two weeks - how we replaced an enterprise tool with custom Salesforce functionality using AI-assisted development. Real results, real timeline.

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Case Study

CRM Data Quality That Closes Your Exit

Every shortcut in your CRM becomes a liability during due diligence. What M&A-ready revenue operations looks like—and how to get there before you need it.

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