Salesforce implementations fail not from lack of tools—but from lack of clarity
Vague requirements, inconsistent decisions, and tribal knowledge derail projects. Jarvis externalizes expertise into structured, documented outputs.
From business intent to technical reality. Instead of generic advice, Jarvis produces entry/exit criteria, object touchpoints, error handling, and security implications.
Turnover is inevitable. Poor handoffs are expensive. Jarvis documents patterns, decisions, and rationale once—then teams reuse them across releases.
Actionable. Auditable. Reusable. Long-lived.
Decision records with explicit tradeoffs. Person Accounts vs multi-contact. Flow vs Apex. Data model options with constraints.
Step-by-step guidance from requirement to deployment. Security checks. Testing criteria. Rollback plans.
Task lists with owners, dependencies, entry/exit criteria, and object touchpoints. Clear accountability.
Households, relationships, hierarchies, role-based access, intermediary models. Patterns that respect FSC's unique data model.
Reusable, documented patterns. "How we design Flows." "How we handle compliance." Teams stop re-litigating decisions.
Why decisions were made. Trade-offs considered. Constraints acknowledged. Knowledge survives turnover.
Real-world Salesforce FSC scenarios
Deciding between Person Accounts and B2B. Household hierarchies. Role-based relationships. Complete with tradeoff analysis.
When should you use Flow vs Apex vs triggers? Security implications. Error handling. Testing approach. Not just the answer—the reasoning.
Advisor models. Suitability tracking. Audit trails. Role-based access design. Regulatory considerations embedded in architecture.
From "add client onboarding" to complete runbook. Entry/exit criteria. Security review. Testing checklist. Deployment plan.
New developers joining. "How do we usually design Flows?" "What's our standard for field naming?" Documented, reusable patterns.
Complex data migrations. Multi-sandbox rollout. Rollback procedures. Documented runbooks teams can execute with confidence.
Jarvis helps Salesforce architects, developers, and teams produce structured artifacts instead of endless discussions. Be among the first to use output-first AI for Salesforce.
Join the Waitlist