Salesforce at PWG — Overview

Salesforce at PWG — Overview

Salesforce is PWG’s system of record for clients, households, advice opportunities, and service tasks. It runs on Financial Services Cloud (FSC) licences, with about 180 active user accounts.

What the org does

1. Client and household management. FSC’s Individual/Entity/Group account model is used as-is. Household relationships flow through AccountContactRelation.
2. Advice opportunities. Every advice engagement is an Opportunity through a stage pipeline (Lead → Proposing → Implementation → Won/Lost).
3. Service and task workflow. Advisers, associates, and support staff run day-to-day work through Task records, often routed via queues.
4. Document automation. Flows drive fact-find, review, e-sign, payment, and redemption processes (eight named business processes in total — see docs/generated/process-narratives/).
5. User provisioning. Azure AD / Entra ID SCIM creates and deactivates users through the aad.provision@pwg.com.au integration user.

Org shape at a glance

Metric	Count
Active users	180
Inactive users	154
SObjects (custom + CRM core)	299 (272 custom)
Apex classes (total / custom)	3,230 / 156
Apex triggers	113
Active Flows (total versions)	271 (1,611)
Profiles	56
Permission Sets (custom)	336 (72)
Permission Set Groups	21
Connected Apps	48
Named Credentials	5

Table above refreshes from the live org via mcp-server/scripts/refresh-curated-docs.ts. Narrative around it is hand-written.

User groups

Group	What they do in Salesforce
Advisers	Own client relationships, opportunities, and advice
Associates	Execute advice, chase tasks, maintain client data
Paraplanners	Run fact-find and strategy documents
Client services / admin	Triage inbound, manage queues, handle data updates
Leadership / BI	Read-only reporting, dashboards
Integration users	aad.provision@pwg.com.au, MCP read-only, XPLAN bridge

Key business processes

The following are codified as named business processes in docs/generated/process-narratives/:

1. Lead intake
2. Fact Find
3. Investment advice
4. Advice Implementation
5. Review
6. Payment
7. Redemption
8. E-Sign

Each process is a combination of Flows, Apex, and Tasks. See the narrative pages for full Mermaid diagrams and launcher points.

Where things live in the repo

Path	What it is
docs/human/	Curated narrative (this directory). Federated to Shannon.
docs/dev/	Developer-facing curated narrative. Federated to Shannon.
docs/generated/	Auto-generated reference dumps. Not federated.
analysis/	Dated audit reports (security, performance, bottlenecks).
mcp-server/	Read-only MCP server + generator scripts.

Further reading

• docs/human/architecture.md — object model and record relationships
• docs/human/integrations.md — inbound and outbound integrations
• docs/human/admin-procedures.md — day-to-day admin operations
• docs/human/known-issues.md — current quirks and workarounds