Course 4.7 · Curriculum 2026.1
Automated backlog triage against a live org
Point agents at an org and get back a costed backlog. Every item analysed against live data, with the objects touched and the exact click path to verify it.
- Estimated effort
- 4 hr
- Lessons
- 34
- Modules
- 6
- Material
- 4 hr
Estimated effort is the sum of the lesson and lab times in the course outline, for this version of the course.
This course is planned and not on sale. The curriculum below is the plan, and it may change before the course opens.
See the courses on sale01What you will learn
7 capabilities, stated as things you can do
Each one is what you should be able to do at the end, not what the course covers. If an outcome is not testable, it is not an outcome.
- Run a triage pass that produces items, not observations.
- Require real record counts and real field names in every analysis.
- Cost an item honestly, and say what the estimate excludes.
- Name the objects each item touches, so the blast radius is visible before approval.
- Write the click path that verifies the item is done.
- Present the backlog as a productised first engagement.
- Re-run the triage and show movement rather than starting again.
02Curriculum
6 modules, 34 lessons
Every lesson shows its length and its type, from the course outline.
6 modules · 34 lessons · 4 hr of material
An analysis verified against live data, a plan, the objects touched, and the exact click path that proves it is finished.
- VideoThe item template, field by fieldPreview8 min
- VideoAnalysis verified against live data, with real counts and real field namesAn item that says “many records” is not triaged. One that says 5,182 of 5,997 quote lines is a decision a sponsor can make.7 min
- Reading5,182 quote lines is a decision a sponsor can make; “many records” is not5 min
- VideoThe plan field, and what makes a plan actionable rather than aspirational6 min
- LabLab: write one triaged item end to end10 min
- QuizCheck: the item template8 min
What a sponsor needs to approve an item: the cost, what the cost excludes, and how big the blast radius is.
- VideoCosting honestly, and stating what the estimate excludes7 min
- VideoThe objects touched, and the blast radius7 min
- VideoA blockers line naming what a human must unblock6 min
- ReadingThe click path that proves an item is done, plus the cleanup line5 min
- LabLab: cost three items and state their exclusions10 min
- QuizCheck: costing and blast radius8 min
Five buckets, and the discipline of putting each item in the one it actually belongs in.
- VideoFix-now, needs-decision, needs-data, needs-browser, needs-infrastructure7 min
- VideoWhat belongs in fix-now, and what only looks like it does6 min
- VideoNeeds-decision items, and who the decision belongs to6 min
- ReadingThe bucket that is really a data-quality problem in disguise5 min
- LabLab: bucket ten items correctly9 min
- QuizCheck: the five buckets8 min
Pointing agents at the org, controlling scope, and keeping the output at a size a person can read.
- VideoScoping the pass so it finishes7 min
- VideoDeduplicating across agents6 min
- VideoRanking by value, not by effort6 min
- ReadingWhat a pass that never finishes looks like, and why it happens5 min
- LabLab: triage ten items against a seeded org10 min
- QuizCheck: running the pass8 min
37 items, auto-triaged against a live org and bucketed by what has to happen next.
- Video37 items, auto-triaged against a live org7 min
- VideoWhat the pass found that nobody had asked about6 min
- ReadingPresenting a backlog a sponsor did not know they had5 min
- LabLab: read a 37-item triage and pick the first five to fund9 min
- QuizCheck: 37 items, one org8 min
A productised first engagement, and a second pass that measures movement rather than starting from zero.
- VideoThe backlog as a first engagement7 min
- VideoRe-running the triage and showing movement6 min
- ReadingWhat movement looks like on the second pass, and what stalls5 min
- LabLab: re-run a triage and report the delta9 min
- QuizCheck: backlog triage8 min
04Before you start
What you need first
Assumed knowledge and setup
- Course 4.6.
- Read access to a live org, including reports and record counts.
- A backlog, or a system with enough history to build one from.
Before this course
05Who teaches it
Elliot Saha
Co-founder, Chief Technology Officer
Platform architecture, custom Apex and Lightning Web Components, AI systems, and the Academy platform itself.
06Reviews
No learner reviews yet
This course has not been taken by enough people to publish an honest rating, and we will not print invented quotes on a page that sells verification discipline. Here is what we can evidence instead.
- Assessment
- Lesson checks onlyThis course carries lesson checks and issues no certificate.
- Curriculum version
- 2026.1You enrol into a version. Content changes do not move you mid-course, and your required-lesson count is snapshotted at enrollment.
- Refunds
- 14 daysAn individual purchase can be refunded within 14 days if you have completed less than 20% of the lessons. Team seats are refundable before they are assigned. From the Academy terms.
Start 4.7
This course is in development and not yet open for enrolment. The courses open now are listed in the catalogue.
- 4 hr estimated effort, labs included
- A ShareCo certificate is not a Salesforce certification