CRM/ERP & Enterprise Systems Integration

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.

This is a capability we deliver for you as a service, not a role we’re hiring for.

How We’d Approach This

A clear, staged plan, not a black box

These are the service-specific steps inside our six-step process.

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.

Read all 6 architectures as text

Lean Fast-Start Architecture

Discovery

Org Access Granted
Metadata Export
Governor Limit Scan

Sandbox Work

Developer Sandbox
Data Model Review
Flow and Apex Audit

Quick Fixes

Prioritized Fix List
Manual Changeset Deploy

Handoff

Admin Walkthrough
Architecture Notes Document
Client Sign Off
Backlog for Phase Two

Cloud-Native / Managed Services Architecture

Org Layer

Sales Cloud
Service Cloud
Experience Cloud

Managed Platform Services

Salesforce DX Sandboxes
Managed Package Dependencies
Platform Events Bus

Data Model Layer

Shared Object Model
Sharing Rules Engine
Governor Limit Monitor

Delivery Operations

CI CD Pipeline
Staged Release Sandboxes
Production Deployment

Event-Driven & Automation-First Architecture

Triggers

Record Created or Updated
Platform Event Fired
Scheduled Batch Job
Nightly Data Sync Trigger

Automation Layer

Flow Orchestration Engine
Apex Trigger Handler
Governor Limit Guard

Review Gate

Within Safe Limits
Auto Bulkify and Retry
Automation Completed

Delivery

Change Log Entry
Notification to Admin Channel
Weekly Automation Report

Enterprise-Grade & Compliance-Ready Architecture

Governance Layer

Org Architecture Standards
Data Classification Policy
Change Management Policy

Secure Org Layer

Role Hierarchy and Sharing Model
Field Level Security Rules
Permission Set Groups

Auditable Deployment

Version Controlled Metadata Repo
Automated Regression Test Suite
Deployment Approval Gate

Compliance Operations

Staged Rollout Plan
Rollback Procedure
Audit Trail of All Deployments

AI-Augmented, Human-in-the-Loop Architecture

Org Analysis Input

Org Metadata and Usage Logs
Historical Deployment History

AI Analysis Layer

AI Governor Limit Risk Model
Draft Architecture Recommendations
Draft Refactor Plan

Human in the Loop

Salesforce Architect Review
Safe for Production Scale
Flag Risks Back to Model
Human Approved Architecture Plan

Delivery

Phased Deployment Pipeline
Production Org Update
Client Facing Architecture Report

Integration-Heavy / Ecosystem-Connected Architecture

Client Systems

Marketing Automation Platform
ERP Financial System
Support Desk Platform

Salesforce Core

Salesforce Integration Layer
Unified Data Model

Two Way Sync Layer

MuleSoft or Middleware Sync
Named Credential API Callouts
Finance Reporting System
Customer Support Console

Shared Governance

Joint Review with IT Steering Committee
Published Integration Map
Ongoing Health Monitoring

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

Most engagements like this start as a $500–$2,500 pilot, see full pricing.