Blog
Notes on Salesforce and small-business tech
Practical tips, lessons from real projects, and the occasional rant about middleware.
End of Life for Salesforce Workflow Rules and Process Builder
Salesforce is ending support for Workflow Rules and Process Builder. Here is how to treat the move to Flow as a chance to clean up, not just a tech upgrade.
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Syncing Salesforce to QuickBooks: Ditch the Middleware, Own the Sync
How I replaced a paid middleware tool with a real-time Salesforce to QuickBooks sync built on Flows and Apex, with error messages users can actually act on.
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