Flow
Declarative automation with clear structure, consistent naming, and documentation.
Development and Automation
Building Salesforce automations and developments with a conscious choice between declarative and code, based on complexity, performance, and maintenance cost — including testing, version control, and technical debt reduction.
Capability Map
This map illustrates the work layers in this service, from infrastructure to user-facing capabilities.
Development and Automation — Capability Map
Flow
Declarative automation with clear structure, consistent naming, and documentation.
Apex
Complex logic, high volumes, and true unit tests.
LWC
Dedicated interfaces that streamline daily work.
Platform Events
System decoupling using events instead of direct calls.
Testing and Quality
Significant, not formal, test coverage, and code review.
Version Control
Sandboxes, controlled release, and change documentation.
The Background
Most technical debt in Salesforce doesn't stem from bad code, but from an abundance of automations built independently on the same object, without anyone seeing the full picture.
The practical rule is simple: what can be declaratively and clearly solved – should be built that way. What requires complex logic, high volume, or precise control over the order of operations – is justified in code, with tests.
Every automation needs an owner and documentation. An automation whose purpose is unknown will remain in the system for years, silently breaking things.
Areas of Work
Declarative automation with clear structure, consistent naming, and documentation.
Complex logic, high volumes, and true unit tests.
Dedicated interfaces that streamline daily work.
System decoupling using events instead of direct calls.
Significant, not formal, test coverage, and code review.
Sandboxes, controlled release, and change documentation.
Decision Matrix
| Requirement | Declarative | Code | What is Decisive |
|---|---|---|---|
| Field Updates and Conditions | Flow | — | Simplicity and maintainability |
| Logic with many exceptions | Difficult to maintain | Apex | Number of conditions and calls |
| High volume of records | May encounter limitations | Optimized Apex | Scope of processing |
| Dedicated interface | Standard page | LWC | Interaction complexity |
| Publishing to multiple systems | Direct calls | Platform Events | Number of consumers and fault tolerance |
Field Updates and Conditions
Logic with many exceptions
High volume of records
Dedicated interface
Publishing to multiple systems
How We Work
What runs on each object and in what order.
Declarative or code, with documented reasoning.
Naming standard, modularity and prevention of duplication.
Positive and negative scenarios, not just coverage.
Sandbox, review, and defined release window.
Removing unnecessary automations and reducing debt.
Continue from here
Frequently Asked Questions
The Next Step
We will map what is currently running, identify redundancies, and define a maintainable standard.