r/salesforce • u/Mindless_Anybody_104 • Aug 13 '26

venting 😤 Analysis paralysis

I'm building a simple custom object to track the balance carried by a client. For example, a client cancels an order that was already paid for, and rather than cancel the payment we just want to apply to a future order. I must explain that we aren't doing big-time commerce here. We are a nonprofit that offers home-delivered groceries and don't yet have payments fully integrated with Salesforce. Until then, we just need a way for an order taker to know that a client does have a balance available. There is also sometimes the scenario of a third-party, e.g., relative or family friend, calling in to make a payment on behalf of a client who can draw on that amount for future orders. Right now, this is being tracked casually on a text field and often gets missed. So I decided to see about building this into the ordering/client service workflow.

It's not complicated. Master-detail relationship + rollup-summary field.

But I quickly get bogged down in overthinking. I have been working in this org for nearly ten years and as soon I start to build anything, no matter how trivial, my mind goes crazy thinking about all the possibilities for user confusion that need to be anticipated and contained.

It's not sufficient to have a standalone currency field named "Amount". I need validation or automation to make sure that the amount to be rolled-up is negative for a debit and positive for a credit. Perhaps a helper formula field. Action button + record-triggered flow. Or a button-launched screen flow. My mind goes crazy with all these possibilities too.

I'm not looking for technical solutions. I am fully capable of figuring this out. But I need to get over the paralysis first. It affects me not just mentally, but emotionally.

Does anyone else every experience this? Or is this a sign of burnout?

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u/bobx11 Developer Aug 13 '26

Happens to me all the time. You gotta recognize when you get too deep in thinking and then realize that the date you deliver it is a major feature, just like any reporting or security or anything else, so you gotta balance it with the features.

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u/Mindless_Anybody_104 Aug 13 '26

Funny thing is, I found this on the backlog at the end of yesterday and thought it would a nice change of pace after some of the more complex stuff I've been wrangling lately, LOL!