Designed
An AI engineering operating system for a Salesforce practice
A working model for how a Salesforce team uses AI across three surfaces: think, build and reach.
- Role
- Author
How it fits together
Verify the org
Identity confirmed before any work begins
Think
Discovery, analysis, architecture, documents
Build
Repository, metadata, tests, deployment
Reach
Orgs where no API access is granted
Orange marks the parts I built.
The model
A working model for how a Salesforce team uses AI across three surfaces: one to think (discovery, analysis, architecture, documents), one to build (repository, metadata, tests, deployment), and one to reach orgs where no API access is granted.
What it defines
- Where each kind of knowledge lives, so nothing important sits only in a chat.
- How context crosses between tools without being retyped.
- The rule that org identity is verified before any work begins.
Skills used
- AI operating model
- Delivery process
- Knowledge management
Next case study
A discovery and delivery pack for a marine aquarium retailer