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Salesforce architecture, AI guardrails, and the discipline of verification. Every post argues from a number, and every number says what it is.

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3
Latest
26 August 2026
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TheStandingDesk
Featured
TraceabilityFrom source record to forecast rowImplementation guidance. No client financial figures or results are published.
Forecasting2 min read

A forecast with a method behind every row

A forecast should explain its source records, allocation method and exceptions. Client financial data remains private.

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Everything else

The archive

  • AI architecture
    2 of 256Records analysed on the first full in-platform run, before the architecture changedA free-tier key capped at 20 requests a day. The other 250 records were stamped with a rate-limit error.

    When to move AI off the Salesforce platform

    Calling a model from Apex is the right first move and the wrong last one. Three platform limits decide when the work has to leave, and one rule keeps the two paths from drifting.

    • 5 August 2026
    • 5 min read
  • Revenue operations
    DefinitionsBefore the calculationImplementation guidance. No client financial figures or results are published.

    Define the denominator before reporting a win rate

    Count-based and value-based measures answer different questions. Define the submitted bid, deduplicate projects and separate open work from closed outcomes.

    • 14 July 2026
    • 2 min read

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