Notes from a native Salesforce studio.
Practical writing for the people who run Salesforce - on generating documents, staying in control of your data, and getting more out of the platform you already pay for.
Sliick Docs v2.2 Released - Full Generation History, Reliable Premium Documents, and Custom Signing Emails
Sliick Docs v2.2 does not add a new pillar to the product - it makes the ones you already rely on more dependable. Your full generation history is always reachable, premium documents and images render reliably, signing invitations can carry a personal message, admins can write their own signing emails, and a new trusted digital seal option is available for signed documents.
Designing a Managed-Package File API: One Core, Every Surface
Sliick Files exposes file operations to Apex, a dynamic Callable surface, and Flow. This is the architecture walkthrough: the design goals a managed-package public API has to satisfy, the alternatives we weighed against them, and why a single verified core behind thin adapters is the design that wins.
Install and Use the new sf sliick CLI Plugin
The new @sliick/sfdx-plugin turns Sliick Docs templates into a CI-grade promotion artefact. Install once, authenticate against any org with the standard sf session, and move templates and bundles between sandbox and production the same way you move code.
TDX 2026: A Practical Look at the Platform Updates
Salesforce's TrailblazerDX 2026 introduced the "Headless 360" initiative, returning to a focus on backend APIs, AI agents, and decoupling the frontend. Here is what it means for architects.
Build a Leading Salesforce Platform Capability
Transforming your organisation into a digital leader requires a mature Salesforce capability. Explore the maturity model and core competencies needed to build a robust Centre of Excellence.
The Salesforce Architect's Playbook 2026
Mastering Salesforce architecture is more than just passing a certification. This comprehensive framework covers agentic orchestration, data intelligence, zero-trust security, and integration strategy for any modern enterprise rollout.
Packaging External Client Apps in 2GP: A Complete How-To Guide
External Client Apps replace Connected Apps for modern OAuth - but packaging them in a 2GP managed package requires careful metadata management. This step-by-step guide covers the four metadata types, .forceignore rules, and how to get global credentials working across subscriber orgs.
Why Flow is Dead: Agentic AI is Ending the 'Clicks Not Code' era
As AI matures to generate, refactor, and test high-quality code instantly, the visual abstraction of Salesforce Flow is becoming a bottleneck. Explore why the future of Salesforce automation is AI-assisted Apex.
Sprinting to Success: Building a Secure Non-profit MVP in Two Days
Delivering a secure, fully documented Salesforce MVP for non-profits during the two-day SFDO Community Sprint by leveraging agentic assisted coding.
Salesforce Email: Mandatory Domain Verification
The clock is ticking for Salesforce administrators. Starting March 9, 2026, Salesforce is enforcing a major security update that changes how your emails are delivered.
Salesforce Advisory: Navigating the 2026 Certificate Management Updates
Salesforce is implementing critical certificate infrastructure updates in 2026. From the DigiCert G2 transition to 200-day lifespans, here is what leadership needs to know to maintain connectivity.
Melbourne Salesforce Consulting: Why Architecture is Your AI Strategy Moat
In 2026, Code is a commodity. For Melbourne firms, the gap between having Salesforce and winning with it is defined by architecture and governance.
The Human Element: Why Change Management is the Heart of Salesforce Success
Technically perfect Salesforce implementations fail every day. Discover why change management: moving people, not just metadata: is the true engine of 20% revenue growth in the AI era.
Migrating from NPSP to Nonprofit Cloud: A Strategic Guide
The new Nonprofit Cloud represents a significant shift from the NPSP model. This guide outlines the architectural differences and key considerations for a successful migration.
The Architecture of Disruption: Applying Christensen's Strategy to Salesforce
Salesforce didn't just build a better CRM - it redefined the industry's profit model. We apply Clayton Christensen's principles of disruptive strategy to understand Salesforce's evolution and the new wave of disruption it must now navigate.
Salesforce Spring '26 Release Highlights
Dive deep into the Salesforce Spring '26 release with a seasoned CTA. Discover how Agentforce optimisations, AI-powered Flow drafts, and LWC enhancements are reshaping the platform.
Choosing an Implementation Partner to Maximise Success
Selecting the right Salesforce partner is critical for success. Learn the new outcome-based partner tiers, core competencies, and the timeless models for successful delivery.
Salesforce’s Free Suite - the Incumbent's Dilemma
Salesforce's Free Suite looks like a generous entry-level play, but it masks a classic incumbent's dilemma. Discover why this 'Golden Cage' design often fails modern startups.
Mastering the AppExchange Security Review
The AppExchange Security Review is the ultimate trust gatekeeper. Learn the phases of preparation, testing, and managing false positives to successfully list your Salesforce solution.
Sliick Docs: Complete User Guide
Sliick Docs v2.1.0. The complete admin and end-user guide: install, theme, authoring with headers and footers, nested data, live preview, rich text, table-row repeats and merged cells, conditional content, running-user and date built-ins, record-file evidence packs, image merge fields, watermarks, barcodes and QR codes, Doc Bundles and Batches, list-view mass action, auto-email, Flow actions, Microsoft Word output, generation at scale, bring-your-own storage, native e-signature (closed pilot), compliance controls and audit log, retention, analytics, cross-org portability, and a localised interface.
Sliick Docs v2.1 Released - Evidence Packs, Generation at Scale, and Your Own Storage
Sliick Docs v2.1 is the biggest step the product has taken since v1.6. Embed every file on a record as a photo evidence pack, generate large image-heavy documents reliably at scale, keep generated output in your own cloud storage, and work in a fully localised interface. And one of the most-requested capabilities - native e-signature - is now open for a closed pilot.
Sliick Files + Azure Blob Storage: Storage Setup
A step-by-step setup guide for pointing Sliick Files at your own Azure Blob Storage account. Create the account and container, configure CORS, then wire up the Named Credential and Sliick Settings. About 20 minutes, browser-direct bytes, Salesforce stays the gatekeeper.
Sliick Files + Google Cloud Storage: Storage Setup
Point Sliick Files at your own Google Cloud Storage bucket in about 20 minutes. Bytes go browser-direct to GCS, Salesforce stays the gatekeeper, and the packaged Named Credential means there is no per-org URL editing.
Sliick Files + Amazon S3: Storage Setup
Point Sliick Files at your own Amazon S3 bucket in about 15 minutes. Bytes go browser to bucket directly, Salesforce stays the gatekeeper, and you pay no Salesforce storage bill. Works with any S3-compatible provider.
Sliick Files + SharePoint: Storage Setup (App-Only and Per-User)
Point Sliick Files at SharePoint Online via Microsoft Graph. This guide walks the full setup for both authentication modes - Service Principal (app-only) and Delegated (per-user) - from Entra app registration to connecting in Sliick Settings.
Sliick Files API: Apex and Flow Reference
Reference for the public sliick.FilesApi surface. Bulk-first, provider-agnostic file operations from Apex, a System.Callable dynamic surface for soft dependencies, and six Flow actions. Bytes land in the org's configured storage provider.
Sliick Docs v1.6 Released - Page Headers, Table-Row Repeats, and Cross-Org Portability
Sliick Docs v1.6 lands two things at once: a round of editor craft that closes the most common authoring gaps (headers, merged cells, flexible columns, refreshed starters), and a portability engine that lets teams promote templates between orgs the same way they already promote code.
Sliick Docs v1.5 Released - Nested Data, Live Previews, and Richer Documents
Sliick Docs v1.5 turns to what the documents themselves can do. A single template can now follow your data through every level of detail, you can see the finished result on the canvas while you build, and formatted rich-text fields finally flow straight into your PDFs and Word files.
Sliick Docs v1.4 Released - A Redesigned Editor and Template Folders
Sliick Docs v1.4 focuses on making the editor easier to work in and the template library easier to organise. It redesigns the editor layout, simplifies finding and inserting merge fields, lets authors pull in related-list data without extra setup, adds find and replace, and introduces folders for the template library.
Sliick Docs v1.3 Released - Authoring Shortcuts, Audience Controls, and Image Watermarks
Sliick Docs v1.3 focuses on authoring efficiency and compliance controls. It adds new merge fields and built-in tokens that remove repetitive manual work, three template-level controls over who can see and generate each document, image watermarks, an admin setup checklist, and a more scalable template format.
Sliick Docs v1.2 Released - Word Output, Compliance, and Bulk Without Builders
Sliick Docs v1.2 is the first major step up from v1.0. The same templates now generate either a PDF or a Microsoft Word document. End users can bulk-generate from a list view in one click. Admins get a compliance audit log, retention windows, and an analytics dashboard. And six ready-to-import starter templates ship with the release.
Sliick Docs v1.0 Released - Free Native Doc Gen
Sliick Docs v1.0 ships the upgrades that took the app from a clean MVP into a production-grade document platform: a theme system and inline formatting toolbar, image merge fields, hyperlinks, watermarks, 5-hop parent lookups, aggregate functions, bulk generation, multi-template bundles, auto-email, three Flow actions, and template portability.
Sliick Photos: Complete User Guide
Master Sliick Photos v2.2.0. This guide covers everything from admin-level storage configuration (S3, GCP, Azure, SharePoint) to end-user features like bulk uploads and photo editing.
Sliick Charts: The Complete User Guide
Learn how to visualize your Salesforce data with 100% native, zero-dependency SVG charts. This comprehensive guide covers setup, configuration, and developer integration.
Get new field notes as they land.
Follow the studio's writing on native Salesforce architecture, product, and the platform's quieter edges.
Subscribe via RSS