SFDC Architect - Salesforce Architecture Insights

Example

Advising on the optimal structure for a Salesforce org to ensure it is scalable, maintainable, and secure. For instance, providing guidelines on how to segment data and processes across Salesforce Clouds to support a global sales operation.

Scenario

A company planning to expand its sales operations globally seeks advice on setting up their Salesforce environment to manage multiple sales teams across different regions efficiently.

Example

Offering detailed instructions on customizing Salesforce applications using declarative tools and programmatic methods, such as Apex and Visualforce. This could involve creating custom triggers to automate complex business processes.

Scenario

An organization needs to automate the process of qualifying leads based on specific criteria and routing them to the appropriate sales team, requiring a mix of workflow rules and custom Apex triggers.

Example

Providing strategies for integrating Salesforce with external systems using REST or SOAP APIs, middleware platforms like MuleSoft, or Salesforce’s own integration tools such as Salesforce Connect.

Scenario

A retail business wants to integrate Salesforce with its ERP system to synchronize customer data and order history, aiming for real-time visibility into customer interactions across sales and support teams.

Example

Guiding users on effective data management practices within Salesforce, including data modeling, data migration strategies, and utilizing Salesforce’s reporting and analytics tools for actionable insights.

Scenario

A non-profit organization seeks to improve its fundraising efforts by analyzing donor data stored in Salesforce, requiring advice on data structuring and leveraging Einstein Analytics for predictive insights.