Portfolio

Deployed

AccessGuard

SOX Compliance & User Access Audit Automation

Automates quarterly user access reviews for SOX/IPE compliance. Creates monthly snapshots of all user permissions, cross-checks against HR termination lists, detects login anomalies, and validates segregation of duties rules.

Monthly user access snapshots with profile, role and permission set tracking

Terminated employee detection via HR data cross-check

Segregation of duties validation with configurable rules

PDF summary reports, LWC dashboard and quarterly attestation workflow

Apex Batch LWC Dashboard Visualforce PDF Custom Metadata Flows

Available

CleanContact

Intelligent Duplicate Detection & Smart Merge

Real-time duplicate detection on Contact and Lead creation using fuzzy matching, phonetic algorithms, and cross-object scanning. Includes automated merge with intelligent master record selection and full audit trail.

Real-time duplicate blocking on record creation via triggers

Fuzzy matching (Levenshtein) and phonetic matching (Soundex)

Cross-object detection: catches Leads that duplicate existing Contacts

Bulk deduplication scanner and automated merge with merge history

Apex Triggers Fuzzy Matching Soundex Bulk Processing Custom Metadata

Ready to Deploy

DealRouter

Opportunity Auto-Assignment Engine

Intelligent opportunity routing with six assignment strategies. Automatically assigns opportunity owners based on territory, capacity, product expertise, round-robin, or queue rules. Configurable via Custom Metadata with full assignment history audit trail.

6 strategies: Territory, Round-Robin, Capacity, Product, Queue and custom

Record-triggered Flow fires on Opportunity creation

Assignment pools and pool members for team-based routing

Full audit trail via Assignment History records

Apex Record-Triggered Flow Custom Metadata Strategy Pattern

In Development

FlowForge

Apex Test Class Generator for Salesforce Flows

CLI tool that parses Salesforce Flow XML metadata and generates production-ready Apex test classes. Analyses variables, decision paths, record operations, and subflow calls to produce tests with proper assertions and data setup.

Parses Flow XML: decisions, assignments, record operations, subflows

Generates test data setup with field type inference and required field handling

Subflow mock generation and relationship field handling

Coming soon: VS Code extension and Salesforce CLI plugin

TypeScript Node.js CLI Handlebars Flow Metadata API

Salesforce Platform

Apex Lightning Web Components Visualforce SOQL/SOSL Flows Process Builder

Salesforce Products

Sales Cloud Service Cloud Experience Cloud Marketing Cloud

Development

JavaScript TypeScript REST APIs Git CI/CD SFDX