Case files

Short, practical writing from real engagements: what to automate, what to skip, and how to keep your systems honest.

Building AI that can't poison anyone: a dual-layer safety pattern for health apps When AI generates recipes for people with severe allergies, prompt engineering is not a safety system. The pattern that works: instruct the model, then verify every output against a deterministic allergen database. Give reps full customer context in 30 seconds: an AI face sheet for Salesforce Reps waste the first minutes of every call reconstructing history. An AI-generated face sheet compresses every text, email, and call into a summary on the contact record, backfilled across a six-figure contact base for about half the usual cost. Real-time AI sales coaching: engineering for sub-second latency Live AI coaching during sales calls only works if guidance arrives in under a second. Here is the architecture that makes it possible: streaming transcription, prompt caching, and a deterministic fallback. Can AI predict product returns from sales calls? Yes, and here is how AI call analysis can flag the sales conversations most likely to end in a refund. A consumer health brand used call scoring to find that discount requests more than doubled return risk. Syncing Salesforce with a clinical EMR, without buying middleware Bidirectional sync between Salesforce and an EMR does not require an integration platform. A stage-and-link pattern built natively in Apex handles delta sync, conflict resolution, and idempotent upserts. How to send SMS at scale without burning your number: timezone pacing and quiet hours Mass-texting a national contact list from Salesforce fails without timezone-aware pacing. The fix is a metadata-driven engine that resolves every contact's local time and spreads delivery inside 8am to 8pm windows. Hitting the Salesforce 5,000 email limit? The architecture that gets around it Salesforce caps outbound email at 5,000 recipients per day and will not raise it. The fix: render your email templates in Salesforce, send through an external email service, and feed bounces back automatically. Getting e-commerce orders into Salesforce reliably: chained Queueables and external IDs Syncing a storefront's orders, payouts, and transactions into Salesforce fails when you fight API rate limits with brute force. The reliable pattern: a sequenced chain of Queueable jobs with idempotent external-ID upserts. Salesforce dashboards without deployments: a config-driven LWC pattern Every new metric should not require a developer. This pattern uses three custom objects and one recursive Lightning Web Component so admins build rep dashboards entirely with records. Five processes to automate before you hire another admin The highest-return automations are rarely the flashy ones. Here is where I tell clients to start, and the one place I tell them not to.