Use cases

Salesforce org decision moments OrgMate is built for

Start with the question you are facing in the org.

Choose your starting point

What are you trying to decide?

These are four entry points, not a fixed sequence. Start with the decision already in front of you.

I need to understand what exists Reconstruct relevant behavior and context before changing anything. Understand before changing ↓ I need to change something existing Decide whether an existing owner should be extended, separated, or left alone. Change what already exists ↓ I need to choose how to build something Compare viable implementation paths in the context of this org. Choose an implementation path ↓ I need to decide what to improve first Prioritize a blocking constraint without manufacturing broad cleanup work. Improve and simplify ↓

Explore the families and specific decisions

Understand before changing

Reconstruct current behavior, dependencies, and relevant unknowns before deciding what the org needs next.

Specific decisions

Change what already exists

Evaluate whether an existing Flow, model, or responsibility should be extended, separated, or left alone.

Specific decisions

Choose an implementation path

Compare viable data models, automation boundaries, and implementation surfaces against the responsibilities already in the org.

Read the implementation-path overview

Specific decisions

Existing object, custom object, or another model?

Decide where new fields, state, or process structure should live in the current org.

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Improve and simplify

Reduce structural friction, clarify ownership, and decide which improvement matters before adding more complexity.

Specific decisions

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Start with the Salesforce org decision you are already facing.

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