The Best Time to Future-Proof Your Org Is Right Now
October 25, 2024
If your Salesforce org only works for today, it’s already behind.
Future-proofing isn’t about predicting every change — it’s about building flexibility into the foundation so the org can evolve without breaking every time the business shifts.
Why Future-Proofing Matters
Salesforce orgs grow fast:
- New business units come online.
- Leadership wants new reports yesterday.
- Integrations pile up with other systems.
If your org isn’t designed to adapt, small changes become expensive projects. Future-proofing turns Salesforce into a system that absorbs change instead of collapsing under it.
How We Future-Proof an Org
1. Modularize Automation
Flows and Apex shouldn’t be sprawling webs. We design automation so that:
- Each flow handles one clear responsibility
- Common logic is pulled into subflows
- Changes in one area don’t ripple unpredictably into another
Think of automation like Lego bricks: independent pieces that can be rearranged, not glued-together parts that break when you move them.
2. Document Key Decisions
Future admins shouldn’t have to guess why a custom object or field exists. We:
- Write descriptions for fields, flows, and Apex classes
- Maintain a simple decision log (even a spreadsheet works) that explains why choices were made
- Keep naming conventions consistent so patterns are obvious
Documentation isn’t for today — it’s for the person trying to untangle things a year from now.
3. Train Admins for Adaptability
Tools are only as good as the people running them. We:
- Teach admins how to use Custom Metadata instead of hardcoding
- Walk through deployment best practices so changes don’t break production
- Share design principles, not just solutions, so the team can evolve the system without outside help
Empowered admins = resilient orgs.
Example in Practice
We once worked with a client who had 15 record-triggered flows on Opportunity, each solving a different request. Updates were brittle and errors common.
We consolidated them into three modular flows with subflows and documented each decision. Six months later, their own admins were confidently adding enhancements without needing rebuilds or outside support.
Key Takeaway
The future is unpredictable.
But with the right structure, your CRM can be:
- Modular in its automation
- Clear in its documentation
- Supported by trained admins
The best time to future-proof your org isn’t tomorrow. It’s right now.