The Salesforce playbook for IT teams.
IT teams own the platforms, integrations, security, and governance that make every other department technology actually work. We partner with IT leaders on Salesforce technical debt remediation, integration architecture, DevOps, and the kind of long-game platform discipline that pays off for years.
- 12 chapters
- 5 day-to-day workflows
- 4 products in depth
- 7,475 words
What's inside.
Written by our Salesforce consultants for IT teams. Read it start to finish or go straight to the chapter you need.
Salesforce for IT teams: where it pays off
6 patterns that work for IT teams, and the platforms we connect.
The problems Salesforce has to solve
The 6 problems a design has to solve, and 4 methods we use on them.
A week in Salesforce: the workflows that matter
5 day-to-day workflows to test any design or demo against.
The Salesforce products, in depth
MuleSoft, Salesforce Service Cloud, Salesforce Experience Cloud, Salesforce Agentforce: capabilities, when each fits, and buyer questions.
How to roll it out
4 first decisions, plus step-by-step rollout plans for the main products.
The systems to connect
18 systems IT teams most often connect to Salesforce.
Compliance and governance
6 obligations to design for from the start.
What to measure
11 measures, with a baseline worksheet.
Mistakes to avoid
The errors we are most often called in to fix, and what to do instead.
Questions teams ask
5 questions IT teams ask before and after go-live.
Results from our projects
6 results from Abstrakt Solutions projects.
Next steps
Free assessments and how to reach a consultant.
Two of the workflows inside.
What IT teams actually do in Salesforce when it is set up well. The playbook covers 5, plus rollout plans, metrics and mistakes to avoid.
Get the full playbook →- Access requests and reviewsUsers request elevated access through a form that creates an approval record. Once a manager approves, a Flow assigns the permission set group with an expiry date and logs the grant. Each quarter, IT runs a report of permission set assignments by user and sends owners a review task, removing anything nobody confirms.
- Release through the pipelineAdmins and developers build in their own sandboxes, commit metadata to source control, and promote through integration and user acceptance environments. Lifecycle Center (formerly DevOps Center) or a comparable pipeline tracks each work item. Apex tests and validation deploys run before production, and IT schedules releases around business calendars so changes land when support staff are available.
Who wrote it.
Abstrakt Solutions is a Salesforce Select partner based in St. Louis, with 108 Salesforce certifications and a 4.95 out of 5 rating from 92 reviews on Salesforce AgentExchange (formerly AppExchange).
