A case handover with EKWIS AI and Salesforce Flow
Start with a case description. Return a useful summary or field suggestion. Put the review step in the Flow that owns the work.
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Practical guides to migrations, releases, access and AI. The details that help you make a decision, understand a problem or plan the next improvement.
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7 articles
How EKWIS uses GitHub Actions for Salesforce delivery
A useful pipeline connects the customer’s request to the change, checks and release. Here is what each stage should leave for the next person.
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EKWIS at The Valley: our 2024/25 Charlton sponsorship
Matchday programmes, pitchside sponsorship and time at The Valley: a look back at EKWIS supporting Charlton Athletic in 2024/25.
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Migrating Salesforce files without losing their record links
One file can have several versions and several record links. Keep all three counts visible and rebuild the right relationships in the target org.
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Salesforce JWT authentication for CI/CD
JWT bearer authentication can give a CI/CD runner controlled Salesforce access. The important parts are the app policy, the integration user and how the private key is handled.
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Moving Salesforce access from profiles to permission sets
A cleaner permission-set list does not remove broad access from a profile. Start with the user’s effective access, then prove both allowed and denied actions.
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Moving Salesforce delivery from change sets to CI/CD
Start with an accurate baseline and one small change. Prove the review and release path before making it the way the whole team works.
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AI delivery readiness
Choose one worthwhile AI use case, clarify the data and system boundaries, and leave with a sensible next step.
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Salesforce configuration and licence review
Compare the licences and configuration you already have with what the business needs Salesforce to do.
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