Every tool here was built to solve a real problem in a real delivery organisation. They are shared freely because better tools make the whole industry better — and because the best way to demonstrate capability is to show what you can build.
A ready-to-use skill matrix covering the full Salesforce delivery landscape — Core, Marketing Cloud, MuleSoft, Data Cloud, Agentforce, and more. Includes role-based capability levels, self-assessment scoring, and a manager dashboard view.
Most delivery organisations have no structured visibility of what their people can actually do. This matrix gives you that visibility in hours, not months.
A structured KPI framework covering the 12 dimensions of delivery performance — from skill growth to CSAT to knowledge contribution. Includes scoring guidance and calibration templates.
A self-assessment tool to determine where your CoE sits on the maturity curve — from ad-hoc governance to a fully embedded capability engine. Includes a scoring model and improvement roadmap template.
A structured diagnostic to assess how ready your delivery organisation is to adopt AI — covering awareness, tooling, governance, workflow integration, and cultural readiness.
Role-specific learning path templates for Salesforce delivery roles — Consultant, Developer, Architect, Delivery Lead. Includes certification sequencing and milestone checkpoints.
A team-level diagnostic covering 8 dimensions of agile health — from sprint quality and backlog hygiene to retrospective effectiveness and stakeholder engagement.
A structured risk register template for CRM and Salesforce programmes — with pre-populated risk categories, probability/impact scoring, and mitigation planning built in.
Every tool on this page is free to download, use, and adapt. No paywalls, no email gates, no strings attached.
These tools were built to solve real problems in real organisations — not designed in a workshop or assembled from theory.
Used a tool and want to suggest an improvement? Get in touch — the best tools are the ones that evolve with the people who use them.