Flow
Declarative automation with clear structure, consistent naming and documentation.
Development & automation
Building automations and custom development on Salesforce with a deliberate choice between declarative and code, based on complexity, performance and maintenance cost - including testing, version control and technical-debt reduction.
Capability map
Development & Automation — Capability Map
Flow
Declarative automation with clear structure, consistent naming and documentation.
Apex
Complex logic, high volumes and real unit tests.
LWC
Purpose-built interfaces that speed up everyday work.
Platform Events
Decoupling systems through events instead of direct calls.
Testing & quality
Meaningful, not just formal, test coverage, plus code review.
Version control
Sandboxes, controlled release, and change documentation.
Background
Most technical debt in Salesforce doesn't come from bad code — it comes from a pile-up of automations built separately on the same object, with nobody seeing the full picture.
The practical rule is simple: whatever can be solved declaratively and clearly should be built that way. Whatever requires complex logic, high volume, or precise control over execution order is justified in code, with tests.
Every automation needs an owner and documentation. An automation nobody understands the purpose of will sit in the system for years and quietly break things.
What we do
Declarative automation with clear structure, consistent naming and documentation.
Complex logic, high volumes and real unit tests.
Purpose-built interfaces that speed up everyday work.
Decoupling systems through events instead of direct calls.
Meaningful, not just formal, test coverage, plus code review.
Sandboxes, controlled release, and change documentation.
Decision matrix
| Requirement | Declarative | Code | What decides it |
|---|---|---|---|
| Field updates and conditions | Flow | — | Simplicity and maintainability |
| Logic with many exceptions | Hard to maintain | Apex | Number of conditions and calls |
| High record volume | May hit limits | Optimized Apex | Scale of processing |
| Purpose-built interface | Standard page | LWC | Complexity of the interaction |
| Publishing to multiple systems | Direct calls | Platform Events | Number of consumers and failure tolerance |
Field updates and conditions
Logic with many exceptions
High record volume
Purpose-built interface
Publishing to multiple systems
How we work
What's running on each object and in what order.
Declarative or code, with a documented rationale.
Naming standard, modularity and duplicate prevention.
Positive and negative scenarios, not just coverage.
Sandbox, review and a defined release window.
Remove redundant automation and reduce debt.
Keep exploring
FAQ
Next step
We'll map what's running today, flag duplicates, and define a standard your team can actually maintain.
Next step
We'll map what's running today, flag duplicates, and define a standard your team can actually maintain.