Salesforce Advisory & Architecture

High-trust, high-ticket advisory positioning for Salesforce solution design, architecture reviews, and scalability planning.

Architecture-Led Advisory

Our advisory services focus on designing scalable, maintainable Salesforce solutions that align with your business goals and technical requirements.

Strategic Planning

Long-term Salesforce strategy aligned with business objectives and growth plans.

Solution Design

Comprehensive solution architecture considering all technical and business requirements.

Risk Mitigation

Identify and address technical risks before they impact your implementation.

Architect-Led Approach

All advisory engagements are led by certified Salesforce Architects with extensive enterprise experience.

Our Architects Have:

  • 10+ years Salesforce experience
  • Multiple architect certifications
  • Cross-industry expertise
  • Global implementation experience

Advisory Services

Comprehensive architecture and advisory offerings

Solution Design

End-to-end Salesforce solution design covering business processes, data model, integration, and security.

Deliverables:

  • Solution architecture document
  • Data model design
  • Integration architecture
  • Security & sharing model

Architecture Reviews

Comprehensive review of existing Salesforce architecture to identify gaps and improvement opportunities.

Review Areas:

  • Current state assessment
  • Performance analysis
  • Scalability evaluation
  • Technical debt identification

Scalability Planning

Design Salesforce solutions that grow with your business, avoiding rework and performance issues.

Focus Areas:

  • Growth projections
  • Performance optimization
  • Future-proof design
  • Capacity planning

Typical Engagements

Common scenarios where our advisory services add value

New Salesforce Program Design

Designing Salesforce implementations from scratch for organizations new to Salesforce or adding new clouds.

Engagement: 2-4 weeks

Complex Org Consolidation

Merging multiple Salesforce orgs or consolidating business units into a single org architecture.

Engagement: 3-6 weeks

Performance Optimization

Addressing performance issues in existing Salesforce implementations and designing improvements.

Engagement: 2-4 weeks

Multi-Cloud Architecture

Designing solutions that span multiple Salesforce clouds (Sales, Service, Marketing, Experience, etc.).

Engagement: 3-5 weeks

Expected Outcomes

Tangible results from our advisory engagements

Clear Architecture Roadmap

Detailed implementation roadmap with prioritized phases, timelines, and resource requirements.

Reduced Technical Debt

Identification and resolution plan for existing technical debt, preventing future rework.

Scalable Design Patterns

Architecture patterns that support growth and changing business requirements over time.

Stakeholder Alignment

Consensus among business and technical stakeholders on the Salesforce direction and approach.

Engagement Process

Structured approach to advisory engagements

1

Discovery & Assessment

Understand business goals, current state, and requirements through workshops and analysis.

Duration: 1-2 weeks

2

Solution Design

Develop comprehensive solution architecture addressing all business and technical requirements.

Duration: 2-3 weeks

3

Review & Validation

Present design to stakeholders, gather feedback, and refine architecture based on input.

Duration: 1 week

4

Roadmap Development

Create detailed implementation roadmap with phases, timelines, and resource planning.

Duration: 1 week

Start with Architecture Review

Begin your advisory engagement with a comprehensive architecture review

Free Architecture Assessment

Start with our free Salesforce audit to identify key areas for architecture improvement.

Request Free Audit

Advisory Consultation

Schedule a consultation to discuss your specific architecture challenges and needs.

Schedule Consultation

Custom Proposal

Request a customized advisory proposal for your specific requirements.

Request Proposal

Request Architecture Advisory

Share details about your advisory needs

We'll respond within 24 hours with initial thoughts and a proposal outline.