Free ebook
From CPQ to Revenue Cloud
A free, plain-English guide for Salesforce teams planning a move from Salesforce CPQ to Revenue Cloud: timeline, coexistence, data strategy, risks and a roadmap.
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Free Salesforce guides
Practical, sourced guides for admins. No signup needed except for the ebook PDF.
Guide
Process Builder to Flow checklist
Step-by-step checklist for moving Process Builders to record-triggered Flows safely.
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How many Process Builders do I have?
Three ways to count the Process Builders and Workflow Rules still in your org.
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How to export your metadata
Workbench, VS Code and sf CLI routes, with a ready-made package.xml.
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