What you can deliver
Six outcomes, grounded in the real org
Start with evidence from Salesforce. Finish with artifacts and changes the client can use.
Understand an unfamiliar org before the first workshop ends
Ask how a process works, then let your AI inspect the objects, fields, Flows, Apex, validation rules, and dependencies that implement it. Use focused SOQL when the answer also depends on live records.
Automation inventoryDependency mapTechnical-debt findings
Generate documentation from the org itself
Turn retrieved metadata into plain-English documentation your client can use. Cover objects, data models, automation, decision logic, integrations, and known risks without starting from a blank page.
Object and field guideAutomation catalogCurrent-state process docs
Connect technical configuration to the way the business runs
Translate fields and automation into the decisions they support: who owns a lead, when a discount needs approval, why a case escalates, and what has to be true before an opportunity closes.
Process narrativeDecision logWorkshop question list
Turn findings into Jira-ready implementation tickets
Draft stories with org evidence, acceptance criteria, dependencies, test notes, and deployment considerations. Create the issues directly when Jira is also connected to your AI client, or paste a clean backlog into the client system.
Stories and subtasksAcceptance criteriaDependency-aware sequencing
Move from recommendation to working Salesforce change
Stage supported fields, objects, validation rules, Flows, Apex, and LWC source. Read the staged files, run a validate-only deployment with the right test level, then deploy when you approve the write action.
Staged sourceValidation resultsDeployment status
Leave behind the context clients usually lose
Document what changed, why it changed, how it was tested, what was deployed, and what still needs attention. The handoff starts with evidence from the same org and staged work used during delivery.
Change summaryTest and deployment notesAdmin handoff guide