Voice Memo to Salesforce
A Slack-first Salesforce pattern that captures a voice memo, stores it as a Salesforce file, invokes native Speech to Text through Apex and Flow, routes the transcript, and creates the right Lead, Opportunity, or Case.
Ian Douglas
Enterprise AI, partner architecture, and systems that ship.
Senior Director, Partner AI Architects at Salesforce. I lead technical teams building Agentforce and agentic AI strategies with partners, while staying close enough to the work to turn prototypes into repeatable patterns.
Current Focus
3xyear-over-year partner pipeline growth tied to repeatable AI architecture patterns
Agentforcepartner AI architecture, workshops, and solution development
Salesforce + IBMenterprise platform depth across North America and ASEAN
Selected Work
Builder credibility, described safely.
Agent Memory and Context Governance
Local pipelines that turn private chat and transcript archives into raw, normalized, indexed, and queryable context, with explicit retrieval rules to prevent context bleed.
OpenClaw Control Architecture
A governed control surface for a local multi-agent environment, including release bundles, runbooks, host-state capture, routing policy, and secret handling boundaries.
Calendar and Transcript Automation
Structured adapters for calendar briefs and Otter transcripts that produce stable JSON and Markdown artifacts for planning, prep, and retrieval.
Partner Architect Solutions
Public Salesforce partner architecture resources for solution design, technical readiness, and repeatable AI delivery patterns.
Our team's projectsCareer Arc
From enterprise architecture to agentic AI.
2024 to present
Senior Director, Partner AI Architects, Salesforce
Leads a strategic presales architecture team focused on Agentforce, partner technical readiness, AI solution development, workshops, and roadshows.
2017 to 2024
ASEAN solution engineering and program architecture, Salesforce
Led industry and specialist presales teams across Asia, combining content strategy, executive advisory work, enablement, and measurable sales outcomes.
2005 to 2017
Digital experience and collaboration architecture, IBM
Built and led technical sales and solution architecture teams across Canada, the Caribbean, and ASEAN, spanning portal, collaboration, digital experience, and enterprise integration work.
Themes
The work I keep coming back to.
- AI workflows embedded in tools people already use
- Salesforce platform architecture that connects demos to delivery
- Local-first private data systems with clear retrieval boundaries
- Partner ecosystems, enterprise data, and agentic operating models
- Technical strategy that survives contact with implementation
Outside Work
Youth development and community systems.
From 2018 to 2023, I served as Director of Youth Development for the Singapore Ice Hockey Association, building age and skill appropriate development plans with coaches, parents, volunteers, and players.
Contact
The fastest public path is LinkedIn. GitHub is useful for older public work and selected project context as more artifacts become publishable.