Salesforce Architect
Enterprise Salesforce orgs accumulate years of workarounds, custom Apex, and conflicting automation until nobody fully trusts what happens when a record saves. This service brings in an architect who maps your existing org — objects, flows, triggers, integrations — against Salesforce's governor limits and platform best practices, then designs the data model, sharing rules, and deployment pipeline so the org can actually support agentic automation without silently breaking. It's built for companies scaling past a single sales team into multi-cloud Salesforce (Sales, Service, Experience, or industry clouds) who need someone who has hit governor limits before and knows how to design around them. The outcome is an org that AI agents and human reps can both operate on safely, deployed through a pipeline instead of manual changes made directly in production.
How We’d Approach This
A clear, staged plan — not a black box
- 1
Audit the org's data model, automation (flows/triggers/Apex), and governor-limit exposure end to end
- 2
Pilot the proposed architecture change in a sandbox against production-like data volumes
- 3
Review findings and a phased rebuild plan with your admins and any existing Salesforce partner before touching production
- 4
Ship changes through a version-controlled CI/CD pipeline with staged rollout and rollback built in
What You Get
Deliverables from this engagement
- A documented org architecture map covering objects, flows, sharing model, and integration points
- A governor-limit and technical-debt risk report with prioritized fixes
- A CI/CD deployment pipeline (Salesforce DX plus Git) replacing manual changesets
- A phased rollout plan for structural changes, sequenced to avoid downtime
Six Ways We Could Architect This
Different engagement, different build — pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start — scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Salesforce Architect