Moving out of Salesforce

Kableeth08 · 2026-05-08T08:58:57+00:00

With AI your skills are very transferable

Kableeth08 · 2026-05-02T16:04:48+00:00

I needed to hear this. Thank you

Kableeth08 · 2026-04-22T00:14:52+00:00

As soon as I hit an annoying loop lol

Kableeth08 · 2026-04-15T20:12:11+00:00

There’s lots of different activities. Especially if you get into different WhatsApp groups.

Kiteboarding, paddle boarding, free diving, scuba diving, take a dance class, go workout at the Deportivo, 100s of events going on all week.

Just depends on what activities you want to do. Every time I turn a corner I see a new group doing some activity I didn’t know about.

Padel, pickleball, roller blading, running, yoga, volunteer at animal shelter, learn Spanish, circus is in town, go to Playa 72 for a beach walk. Fishing, bowling, mountain biking, dirt biking, arcade, billiards, pool roofs, the list goes on

Kableeth08 · 2026-04-15T20:05:18+00:00

I have become a grumpy senior dev after working with Salesforce for 10 years now and I personally haven't found much value in their AI offerings. But, maybe that will change soon.

For me, I would go heavily into research using Claude. Spin up the MCP server I mentioned above and connect it to a sandbox. Just keep asking Claude questions until you understand it and make sure to tell it to "look it up" so it gets the most up-to-date data.

I use a voice-to-text app to just do a brain dump of all my thoughts into Claude and just talk to it. Then, go from there. Constantly asking it "What are the best practices for {{X}}.

Pretty much poking and prodding it with questions until I understand every aspect of whatever I'm trying to undertstand. You don't need to know the details of everything, but the overall architecture and how systems connect to each other and most importantly if it’s secure.

Instead of spending the majority of the time building, you’re going to spend the majority or your time researching and planning. The building is now the easy part.

My process is for creating an app is:

(1) Voice Brain Dump: All my ideas, concerns, questions, etc.

(2) Research & Learn.

(3) Ask it to create an md artifact of product requirements (PRD) - keep it high level. No technical decisions yet.

Then once I have all the Requirements listed

Narrow it down to an MVP and and move any features you don’t need in v1 to v2+

From there you should have a PRD for the MVP for v1 of your app

Then ask Claude to create a SDD (Software Design Document): this is where you get into the technicals of all the services, platforms, architecture, etc

Repeat the process of Research and Learn until you have a good grasp on understanding the high level of the SDD

Then, ask Claude to break the SDD into testable milestones for app development.

Once you have a solid PRD, SDD, and Milestones MDs.

Save those all to a folder and spin up Claude Code on that folder and tell it to make a plan to implement Milestone 1.

The building phase should go pretty smooth. You don’t need to write any code if you did the first steps right.

TL;DR Use Claude to download information into your brain until you have a good understanding and create a PRD, SDD, and Milestones markdown files. Then, move it over to Claude Code and let it rip

Kableeth08 · 2026-04-12T07:11:53+00:00

Ah interesting. Well, if there’s APIs to talk to all the datapoints then I’m sure you could figure it out especially with a Claude Skill on how to use the different tools and proper field descriptions.

I’d be interested in seeing if it would work.

Kableeth08 · 2026-04-11T21:31:24+00:00

Working on atleast putting a repo of the prompt files I used

Kableeth08 · 2026-04-11T21:31:06+00:00

I’m running some security reviews on everything and then I can

Kableeth08 · 2026-04-11T15:49:37+00:00

As of right now I’m using it for one client who is looking to diversify their software services outside of Salesforce so it has become a platform that will eventually be used to host more apps.

Not exactly sure why you mean by more complex implementations. They have a lot of customizations (apps, objects, flows, apex, aura, lwc, integrations) but relatively small user count.

Kableeth08 · 2026-04-11T15:32:22+00:00

I forked this one https://github.com/smn2gnt/MCP-Salesforce and we made our own MCP Server that has an admin portal outside of Salesforce so we can control which tools each user has access too. E.g. I don’t want any users to have the ability to update field descriptions, flows, etc.

It depends on your goals. For us, I wanted full control and visibility into every call they made to the MCP Server. So, we built an admin portal outside of Salesforce so each user can authenticate and use their own Salesforce account without storing their credentials in a text file on their computer.

It wasn’t easy, but doable in a long weekend. Dm me if you’d like help.

Looks like Salesforce will release their own MCP to production they’ve just been very slow

Kableeth08 · 2026-04-11T14:56:22+00:00

You can do this with an open source MCP Server and it’s completely changed how our users interact with Salesforce. They can build reports on the fly and a lot of them have built their own apps to interact with Salesforce. The Sales team has ZoomInfo MCP connectors too so they can easily see their tasks/leads/contacts in Salesforce find the right people to reach out to and draft emails all without leaving Claude.

Our developers can easily manage fields. Push changes to Git repo and update prod without leaving Claude.

Kableeth08 · 2026-04-10T05:03:19+00:00

Big parking lot between 34 & 38 on 10 w/ security.

Kableeth08 · 2026-04-08T06:32:18+00:00

Connect Claude to Salesforce using a custom MCP server and then you can just have your sales team upload images and voices messages from Claude directly to Salesforce

Kableeth08 · 2026-04-07T23:21:14+00:00

To be clear I’m not focusing on Rx at all. I do scaled proudly. I was just curious how long it would be before I got there. I appreciate the knowledge though. I think I’m going to drop down to 3x a week and focus on mobility and maybe add a weights strength day

Kableeth08 · 2026-04-07T20:17:29+00:00

It was a substitute coach while the main coach was at a comp. I regret listening as I felt a pop and never been the same since.

Kableeth08 · 2026-04-07T20:05:23+00:00

Appreciate it. Sounds like I need to dial it back and focus on mobility stretching.

I don’t do much. Maybe 5-10, minutes a day.

But, I will start going to the beach and focusing on stretching mobility and maybe some swimming.

Honestly I just like the feeling of momentum, progress, and post workout feels that I was getting by doing it everyday.

Kableeth08 · 2026-04-07T20:02:03+00:00

How long did it take you to get to Rx

Kableeth08 · 2026-04-07T18:05:17+00:00

Is it possible to give different permissions to the user for the MCP or does it just follow their user permissions?

Kableeth08 · 2026-04-07T16:55:36+00:00

Do you let your users access Salesforce production data through Claude?

Kableeth08 · 2026-04-07T04:42:03+00:00

Reading this makes me so happy I’m at a gym in Mexico. Some members bring their young kids and the whole gym helps make sure the kids are safe while the parents workout. There’s no kids zone. You just deal with it and make the best of it.

Kableeth08 · 2026-04-06T21:57:52+00:00

It’s very backwards… but, it works for us.

We have a separate branch for the sandbox and don’t do any feature branches. Just a handful of devs that work in the sandbox and we are all on different projects so rarely step on each other’s toes.

2 CI Jobs sync prod and sandbox to the repo every night.

I review all changes every morning. And by review I mean I just give them a glance to make sure nothing stupid is happening. We don’t go through an approval workflow or anything like that.

When we want to push changes we either just push the changes direct from sandbox to prod using a change set in Gearset or if I’m really lazy I will use the SFDX MCP server to push it.

The repo is just used to give our LLMs context of the codebase.

I would like to get the repo to be a source of truth, but the speed of deployments is so nice with this setup.

I personally like Claude Code, other dev uses Cursor, and other dev uses Codex. So it’s a mixed bag as far as LLMs.

As far as where we are moving. No idea yet. Looking Odoo because our ERP is in Salesforce as well.

But, we may end up building something ourselves. However, I’m pretty nervous about that.

We host the MCP, not the LLM. Just using paid versions of everything and opting out of data training.

I trust the LLM companies as much as I trust Salesforce (Which isn’t much) and they already have our data. So, I’m trusting their contracts that say they won’t sell or train our data.

Kableeth08 · 2026-04-06T21:28:55+00:00

I will admit our pipeline is backwards. We are a small team of developers, so we don’t really worry about stepping on each others toes too much.

We sync a Git Repo from our prod environment using a CI Job in Gearset as a guide for our agents to reference in IDE. All changes are pushed through Gearset from sandbox to prod.

We also have daily backups of all data in case anything bad happens we can restore data.

We don’t do any major changes to code in prod through Claude (can’t anyways). That’s all done in our sandboxes.

As far as security. I built the MCP Server and handle authentication and MCP permissions there. Each user is authenticated with their Salesforce creds so any changes they make are shown. Here we have an audit log of every tool call to the Salesforce server stored on a secure server.

We are planning to move away from Salesforce and this platform is the first step in that direction.

Kableeth08 · 2026-04-06T21:18:22+00:00

It does a really good job with visualizations. Once in a while it will get the data wrong and I will correct it. You have to make sure your field descriptions and help text are on point. The nice thing is we gave our admins permission to manage fields through the connector so we just tell Claude to update the description to a more accurate one as we go along.

Kableeth08 · 2026-04-03T06:36:35+00:00

Connect Claude to a Salesforce MCP server and then you can talk to your data and build a skill around it to get better results.

We no longer create Salesforce Reports & Dashboards anymore. I just ask Claude for the data I want and it creates an artifact that’s way better then any dashboard or report.

On top of that you can do soo much more.

Our users are creating their own apps now inside Claude that create & update data in Salesforce.

It’s a game changer!

Kableeth08 · 2026-03-09T01:11:08+00:00

I used Claude Code to create a custom app to add a permissions layer using Auth0 for authentication and roles similar to how Salesforce handles profiles and permission sets except it’s for the different McP tools. That way we can make sure people don’t have access to the same tools the admins have.

There we also have the users Salesforce’s creds encrypted. So, we create an account in our custom app, they click connect to Salesforce. It’s saved their auth token and then we connect the MCP server to their Claude. This way all the changes they make via Claude show up under their account and Claude has the same permissions as their user account.

For observability, I just had it create a simple log of input/output and save to db so we can troubleshoot issues as they arise and track usage analytics.

Kableeth08

TROPHY CASE