Notes from a native Salesforce team.
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.
E-Signature in Sliick Docs: The Story, the Law, and the Tick
"How is this legal?" is the question I asked myself after my own solicitor sent me a document to sign with no digital certificate attached at all, on a perfectly reputable platform. Turns out that's how most e-signature actually works, and that realisation is the reason Sliick Docs' native e-signature is free. Six months and a lot of weekends later, there's a second half to the story: the cryptographic, Adobe-trusted green tick people keep asking for, which is real infrastructure with real running costs, and is exactly why it's a conversation rather than a checkbox.
Important Updates to Legal Terms for Salesforce APIs: How This Impacts Your SaaS Business
For years, SaaS vendors have connected directly to Salesforce orgs via OAuth without ever signing a partner agreement, reasoning that customer consent was enough. Salesforce's updated API Terms and Developer MSA make clear that was never true, and now spell out exactly who must enrol in the AppExchange Partner Program to keep their API access.
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.
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.
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