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Development & automation

Implementation vs. Development.  Reasoned Choice in the AI Era

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

What's included, and in what order

Development & Automation — Capability Map

  1. Flow

    Declarative automation with clear structure, consistent naming and documentation.

  2. Apex

    Complex logic, high volumes and real unit tests.

  3. LWC

    Purpose-built interfaces that speed up everyday work.

  4. Platform Events

    Decoupling systems through events instead of direct calls.

  5. Testing & quality

    Meaningful, not just formal, test coverage, plus code review.

  6. Version control

    Sandboxes, controlled release, and change documentation.

Each layer depends on the one above it. Skipping an earlier layer is the most common cause of rework later on.

Background

What actually determines the outcome

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

Areas of work

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.

Decision matrix

The decisions that determine the outcome

Field updates and conditions

Declarative
Flow
Code
What decides it
Simplicity and maintainability

Logic with many exceptions

Declarative
Hard to maintain
Code
Apex
What decides it
Number of conditions and calls

High record volume

Declarative
May hit limits
Code
Optimized Apex
What decides it
Scale of processing

Purpose-built interface

Declarative
Standard page
Code
LWC
What decides it
Complexity of the interaction

Publishing to multiple systems

Declarative
Direct calls
Code
Platform Events
What decides it
Number of consumers and failure tolerance

How we work

Delivery steps

  1. 01

    Map existing automations

    What's running on each object and in what order.

  2. 02

    Decide the approach

    Declarative or code, with a documented rationale.

  3. 03

    Build

    Naming standard, modularity and duplicate prevention.

  4. 04

    Testing

    Positive and negative scenarios, not just coverage.

  5. 05

    Release

    Sandbox, review and a defined release window.

  6. 06

    Cleanup

    Remove redundant automation and reduce debt.

FAQ

Development & automation — questions we hear often

Is Flow always better than Apex?
No. Flow is preferable when the logic is simple and clear, because it's cheap to maintain and accessible to admins too. When there's complex logic, high volumes, or a need for precise control over execution order, Apex with tests is the safer choice.
How many automations are allowed on one object?
The count matters less than transparency. The real problem starts when nobody knows what's running and in what order. A tidy standard and documentation matter more than a rigid rule.
What counts as technical debt here?
Duplicate automations, untested code, unused fields, overly broad permissions and ownerless logic. All of these increase the risk of any future change.
Do we need a DevOps tool?
Yes, once you have more than one developer or a steady release cadence. In a small environment, a disciplined sandbox process and documentation may be enough at first.

Next step

Review your automation layer

We'll map what's running today, flag duplicates, and define a standard your team can actually maintain.

Step 1 of 2

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Next step

Review your automation layer

We'll map what's running today, flag duplicates, and define a standard your team can actually maintain.