Data Migration

Executive Thesis I do not start Salesforce AI work with a chat interface. I start by understanding the org. The first move is an in-depth org scan using an architectural brain: metadata, automation, permissions, integrations, deployment shape, old decisions, and the land mines hiding from years of change. That scan gets paired with contextual interviews and day-in-the-life walkthroughs from actual users. The system says one thing. People doing the work usually reveal another. ...

Executive Thesis I use Claude while the problem is still fuzzy. I use Codex once the plan needs to become files. For Salesforce-heavy orgs, integration discovery, migration readiness, and tech debt cleanup do not become real until they are encoded in a repo: scan scripts, metadata inventories, markdown deliverables, validation checks, tests, CI, deployment notes, rollback paths, Playwright smoke checks, and pull requests. That is where Codex earns its keep. ...