Salesforce Platform Governance

Eric Price

Salesforce Administrator · Service Cloud Consultant · Platform App Builder — building tools that give teams real visibility into their org health.

✦ Certified Administrator ✦ Service Cloud Consultant ✦ Platform App Builder Advanced Admin — In Progress
Eric Price — Salesforce Trailblazer
Trailblazer ☁
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Visibility

Surfaces technical debt by type, severity, risk score, and ownership — all in one place.

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Prioritization

Formula-based risk scoring bubbles the highest-impact items to the top automatically.

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Governance

Repeatable process for documenting risks, remediation steps, status, and admin ownership.

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Automation

Screen Flows replace manual tracking and standardize how debt findings are captured and assigned.

Technical Debt Tracker

Built entirely in a Developer Edition org (NexGen Living). Custom objects, formula-based risk scoring, Screen Flows, Lightning App Builder, and reports & dashboards — end to end.

🎥 Live Demo

Reports Folder

Organized public report folder with five targeted reports covering type, severity, new items, fixed items, and critical open issues.

Reports Folders

Technical Debt Dashboard

Multi-component dashboard showing risk by type and severity, fixed items this month, critical open items, and a live debt register.

Dashboards Charts Report Tables

Command Center Lightning App

Lightning App Builder page combining live dashboard charts, a "Highest Risk Items" list component, drill-through navigation, and an embedded Screen Flow for creating new technical debt records in a single admin workspace.

Lightning App Builder List View Dashboard Components

Item Detail Page

Custom object record with Age Score, Severity Score, Business Impact Score, and Final Risk Score formula fields — plus assigned admin, recommended fix, and status tracking.

Custom Objects Formula Fields Page Layout

Highest Risk Items List View

Filtered list view sorted by Risk Score descending, showing only Active Issues — TDI-0014 scores 100 (Critical), making triage instant.

List Views Filters Risk Scoring

Scheduled Apex: Auto-Escalation Engine

To mirror what a real governance team does in a weekly review meeting — but automatically — I built a Schedulable Apex class that runs nightly at 2 AM. It queries all Technical Debt Items where the Target Resolution Date has passed and Status is still "New" or "In Progress," then bumps Severity up one level (Low → Medium → High → Critical) and appends a timestamped note to the Description. A single bulk-safe DML call handles any number of records in one transaction.

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TechDebtEscalationScheduler.cls
3/3 tests passing · 100% pass rate · deployed via Salesforce CLI
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Setup → Scheduled Jobs
Nightly Tech Debt Escalation · next run 2:00 AM · submitted by Eric Price
Business Value
  • Replaces manual weekly governance review meetings
  • Escalates overdue items before they become critical blockers
  • Creates an auditable timestamp log on every escalation
  • Runs automatically — zero admin effort after setup
Technical Components
  • Apex Class — TechDebtEscalationScheduler (Schedulable)
  • Map-based severity escalation logic
  • Bulk-safe SOQL + single DML outside loop
  • LIMIT 200 governor limit guard
  • Full test class with @TestSetup · 3 assertions
How It Works
  • Queries overdue items (past Target Resolution Date)
  • Filters to Status = New or In Progress only
  • Looks up next severity via escalation map
  • Appends AUTO-ESCALATED timestamp to Description
  • Scheduled via Anonymous Apex cron — 0 0 2 * * ?
Result: 3/3 tests passing at 100% coverage, job live in Setup → Scheduled Jobs with next fire time confirmed at 2:00 AM. I chose Schedulable Apex over a Flow Scheduled Path because the escalation rules depend on conditional multi-step logic — branching by current severity level — which is cleaner in a map-based Apex pattern than chaining Decision elements in Flow.

Duplicate Prevention Framework

To improve data quality and platform governance, I implemented a custom Apex validation framework that prevents duplicate Technical Debt Item records from being created. The solution uses a custom Apex class and before-insert trigger to evaluate incoming records against existing open items — stopping duplicates at the transaction level with a clear user-facing error message.

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TechDebtDuplicateChecker.cls
Apex class · deployed via Salesforce CLI from VS Code
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Live Duplicate Error
User-friendly validation message on record save
Business Value
  • Prevents duplicate tracking efforts across teams
  • Improves reporting accuracy and dashboard metrics
  • Reduces admin overhead from duplicate records
  • Demonstrates scalable platform governance
Technical Components
  • Apex Class — TechDebtDuplicateChecker
  • Apex Trigger — TechDebtTrigger (before insert)
  • Bulk-safe duplicate detection logic
  • Automated Apex test coverage
  • Deployed via Salesforce CLI + VS Code
How It Works
  • Collects Debt Types from incoming records
  • Queries existing open items matching those types
  • Builds a Component Name + Debt Type key set
  • Calls addError() on any matching new record
  • Stops the transaction before insert
Result: Users receive immediate feedback when attempting to create duplicate technical debt records, ensuring a single source of truth for platform improvement initiatives — without requiring any manual review process.

NexGen Living — Multi-Cloud Salesforce Architecture

NexGen Living is a PropTech startup concept I designed a complete Salesforce architecture for from scratch — a two-sided intergenerational housing marketplace that pairs senior homeowners with a spare room with young professionals or students who need affordable housing. The architecture spans seven Salesforce clouds, ten custom objects, a declarative matchmaking engine, and cross-cloud revenue enforcement — all built and documented in a single Developer Edition org with no code beyond one Apex duplicate-prevention class.

Sales Cloud Service Cloud Experience Cloud Revenue Cloud Marketing Cloud Field Service Agentforce
NexGen Living Complete Reference cover page
Complete Reference · 24 pages
Pattern 01 Sales Cloud

Scheduled Flow as Matchmaking Engine

Queries both renter and senior pools nightly, scores compatibility across 8 criteria using formula fields, auto-creates ranked Match_Proposal__c records — no Apex.

Pattern 02 Service Cloud

Platform Event as IoT Bridge

Smart home sensors publish Platform Events. A Platform Event-Triggered Flow converts the payload into a Priority Critical Case in real time — rare on resumes.

Pattern 03 Revenue Cloud

Contractual SLA → Automatic Invoice Credit

An SLA breach flips a checkbox. A Record-Triggered Flow calculates the penalty, creates a Credit_Memo__c, and injects a negative line item into the next open invoice. Cross-cloud, declarative.

Pattern 04 Experience Cloud

Three Portals, One Org, Zero Code

Haven (seniors), Base (renters), and Partner Hub (universities/brokers) — all from one org using profiles, permission sets, and sharing rules. No code deployment differences.

Custom Objects — Data Model Spine

Match__c Housing_Unit__c Companion_Hours__c Monthly_Hours_Report__c Invoice__c Credit_Memo__c Match_Proposal__c Wellbeing_Check__c Commission__c Contact (extended)
Architecture Summary

"NexGen Living is a two-sided marketplace, which means I had to build two completely different acquisition funnels, two distinct Experience Cloud portals, two separate Marketing Cloud journeys — and then have them converge at a matching engine. The matching engine is a Scheduled Flow that queries both pools, scores compatibility across eight criteria, and auto-creates ranked match proposals. No Apex. The piece I'm most proud of is the contractual enforcement chain: when a Service Cloud SLA is breached, a Record-Triggered Flow automatically calculates the financial penalty, creates a Credit Memo, and injects a negative line item into the next invoice through Revenue Cloud. The renter's contract enforces itself — that kind of cross-cloud data flow, done entirely declaratively, is what separates a Salesforce architect from someone who just builds flows."

Skills & Experience

Salesforce Platform

  • Sales Cloud · Service Cloud · NPSP
  • Experience Cloud · Marketing Cloud
  • CPQ (Conga & Salesforce)
  • Revenue Cloud · Einstein · Pardot
  • Agentforce · Omni-Channel

Automation & Dev

  • Flow Builder (Screen, Record, Scheduled)
  • Lightning App Builder
  • Apex · Visualforce
  • Salesforce CLI · VS Code · Git/GitHub
  • Process Builder (migration)

Integrations & Tools

  • DocuSign · HubSpot · RingCentral
  • Gearset · Demand Tools
  • Jira · Confluence · Asana
  • Workday · ZenDesk
  • HTML · CSS · JavaScript · React

Recent Experience

Aug 2025 – Feb 2026
Systems Support Engineer
Gloo · Boulder, CO (Remote)
Administered three Salesforce instances (Sales Cloud, Service Cloud, NPSP, Account Engagement). Primary technical point of contact across cross-functional teams. Role eliminated in post-merger restructuring.
Jan 2023 – Jan 2024
Salesforce Administrator
Traliant · Manhattan Beach, CA (Remote)
Reduced case-handling time 25% with a Screen Flow "Send to Sales" button. Cut lead duplicate rate via deduplication Flow. Served 6 Sales Ops leaders and 28 reps at 50 cases/month.
Nov 2021 – Oct 2022
Salesforce Administrator
Young Audiences · Philadelphia, PA (Remote)
Rebuilt Classic artist-booking app as a Screen Flow for Lightning. Designed Lead and Opportunity management Flows; delivered staff training.
May – Sep 2021
Salesforce Administrator (Contract)
CSU Global · Denver, CO (Remote)
Cut support case volume 40% with a Flow + API integration syncing a student document portal into Salesforce account records.

Let's Talk

Available for Salesforce Administrator, Consultant, or Platform Engineer roles.

Download Resume