Observations from real orgs. One per post.
What we find when we open a Salesforce org, what things cost, how to read a quote, and what to fix before switching AI on. Written by Bohdan Pyrih, CEO, from named cases.
Financial Services Cloud: what the package does, and where it stops
Salesforce Financial Services Cloud for wealth and lending firms: households and compliance cadences out of the box, and the four limits every firm hits: custodian data, managed packages, referral programmes and CFO-grade reporting. Two real orgs.
Read After go-live · 4 minHow to choose a Salesforce consulting partner after a failed project
Seven questions to ask any Salesforce consultant after you have been burned once: named team, release process, documentation, what you keep if you leave, and how to run a two-week pilot instead of signing a year.
Read Agentforce and AI · 4 minAgentforce readiness: why the agent talks nonsense, and what to fix first
When a Salesforce AI assistant gives weak answers, the cause is almost always gaps in the data, not the prompts. What to check before switching Agentforce on, how guardrails work in practice, and how to count whether it works after thirty days.
Read Integrations · 3 minA HubSpot–Salesforce integration that stops breaking: what we fixed at Viedoc
Why HubSpot and Salesforce disagree about every lead, what we changed at a clinical-trials platform with 52 users, and the five rules that keep a marketing-to-sales sync working after the consultant leaves.
Read Integrations · 3 minNightly transfers between Salesforce orgs: what we learned at GoodLeap
A 20,000-record nightly transfer that failed every two weeks, several Salesforce orgs, MuleSoft, Platform Events and a release process. Thirteen governed releases to a live lending system, one rollback, no incidents.
Read Health Check · 3 minSalesforce data migration with a record count you sign off
How to migrate data into Salesforce without losing records or trust: inventory, mapping, de-duplication rules, dry runs, and a before-and-after count the client signs. Keep Texas Beautiful: data errors down 95% across 100,000+ records.
Read After go-live · 4 min"We pay for Salesforce and nobody uses it": three causes, found in a week
Low Salesforce adoption is rarely about training. It is screens that do not match the job, data people do not trust, and nobody who owns the system. How we find which one in five days, and what fixing each looks like.
Read Cost and pricing · 4 minWhat a Salesforce implementation costs in 2026, with our prices
Real price ranges for Salesforce consulting in 2026: diagnostics, fixes, builds and support, with the published Advirix prices, what drives the number, and how to read any quote.
Read Health Check · 4 minWhat a Salesforce Health Check report contains, page by page
The structure of a Salesforce Health Check report: the Org Health Score, six scored areas, priced findings, AI readiness and the 30/60/90-day roadmap, and what the five days look like for your team.
Read After go-live · 4 minWhy Salesforce projects fail two weeks after go-live
Most Salesforce projects do not fail at go-live. They fail when the senior team rotates out, changes go to production without a release process, and the vendor is the only one who understands the org. Three causes, two real orgs, one checklist.
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