It Works. But Should It?

Gabriel Marechal

10/15/20261 min read

It Works. But Should It?

The automation "works", but nobody knows what it truly does... Sound familiar? 👇

This is more common than it should be.

A Flow gets built to solve a real problem, then another one gets added for another disconnected problem, then an integration joins the party.

And don't get me started on the CEO that decided to vibe code a new forecast tracking mechanism live in production...

Then someone creates a bypass because the first two automations conflict.

Now, changing one field on an Opportunity can update six records, create a task, send two alerts, and disappoint a person in Finance somewhere.

The fact that the automation exists is not the scary part, but nobody owning the full process anymore is the real risk.

Automation should remove repetitive work.

It should not turn your Salesforce instance into an escape room.

If you cannot answer these quickly, you have a governance problem:
🤔 What triggers it?
🤔 What records does it change?
🤔 Who owns it?
🤔 What happens when it fails?
🤔 Is it still solving a real business problem?

Simple automation is not less sophisticated.

It is easier to trust.

Solutions like dx0 exist for that exact reason, but even without them, owning the process and simplifying, refining, decluttering it regularly, that is the secret sauce of any awesome RevOps team.

ForecaaS Software

The Recurring Revenue Specialists for Salesforce

Questions?