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Salesforce Architecture framework
by Martin Kona

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#CD19
● 12x Salesforce certified App &
System Architect
● 2x CPQ certified (Apttus &
Bit2Win)
● TOGAF 9.2 Foundation and
Certified levels
● Karaoke singer

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#CD19
● Salesforce is usually implemented without any vision, roadmap or
governance
● Customer is left with vague documentation/decision audit
● Green field projects are being delivered in lightning speed, but the
technical debt is raising exponentially. It’s impossible to make simple
changes in the future
Why I think this is important

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● The Open Group Architecture Framework
● It is complex and generic framework Enterprise architecture
methodology that offers a high-level framework for enterprise software
development
● It is not a silver bullet
● It is open, google it!
● I can’t even introduce it in 50 minutes! And I’m not trained to do so 
● In our case, we will focus on Architecture Development Methodology
#ADM
Have you heard about TOGAF?

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● The result of continuous
contributions from a large
number of architecture
practitioners
● It’s a project lifecycle
● Is iterative over the
whole process,
between phases and
within phases
What is ADM?

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● Identify business scenarios
● Identify stakeholders and business goals
● Define architectural principles Example: 80/20 rule, control technical
diversity, data is an asset
● Establish architectural repository
● Generate first-cut high level description of baseline and target
environments
The Architecture Vision is essentially the architect's "elevator pitch“.
A: Architecture vision phase

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● Iterate within three phases B, C and D
● Every phase should define following:
1. Describe Baseline Architecture
2. Develop Target Architecture
3. Analyze the gaps
4. Select relevant architecture viewpoints
● Repeating the cycle makes perfectly sense with Salesforce project,
since OOTB or managed packages might drive or change the business
processes.
Architecture Development Iteration

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Gap analysis

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● View is developed
from the
architecture
viewpoint, which
addresses
stakeholder’s
concerns
Views and Viewpoints

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● Define the actors using Salesforce and ideal license choices
● Refine business scenarios into business requirements
● Which business processes will be implemented or influenced by
Salesforce?
● What is the org strategy?
B: Business Architecture phase

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● What is our data architecture?
● What is our sharing architecture?
● What Lightning Apps are we implementing?
● What is our application roadmap? Are we planning to purchase
managed package or implement it by ourselves?
C: Information Systems Architectures phase

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● Design integration architecture (who is master of what, data flow, API)
● Define coding standards and architecture/patterns for custom
development governed by code reviews
● Design environments strategy
● Identify technical risks and how to mitigate them
D: Technology Architecture phase

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● Iterate within two phases E and F
● Outcome of the iteration is to gain buy-in to a portfolio of solution
opportunities
● Another outcome is Migration plan from baseline to target
Transition Planning iteration

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● Agile or Waterfall? => Wagile
● Schedule and estimate implementation roadmap
● Identify resource risks (do they know Salesforce? )
● What is our release strategy?
E: Opportunities and Solutions phase

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● Identify project dependencies (mainly integration services)
● What is our deployment strategy? Change set or IDE+MetadataAPI or
Copado/Gearset?
● What is our test strategy? Apex positive & negative tests policy,
manual/automated (Provar, Selenium)?
● What is our DATA conversion plan?
F: Migration planning phase

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● Governance is defined as the processes that ensure the
effective and efficient use of IT in enabling
an organization to achieve its goals.
● Iterate within two phases G and H
● Initial iteration’s goal is to mobilize governance and change
management process
● Subsequent iterations carry out the periodic reviews of changes to
resolve issues and ensure compliance
Architecture Governance iteration

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● Which teams are involved on the project and their impact?
● Establish effective Center of Excellence
● Establish Architecture Review Board to adhere to our architectural
design and standards
● Define process to make decisions if something should be
configuration or custom development
● What is our system administration model?
G: Implementation Governance phase

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● How to manage changes?
● What should be categorized as hotfix?
● How to handle hotfix? Exception deployment rules?
H: Architecture Change Management phase

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● Do your own research on IT frameworks
● Adapt them to your own project situation
● Governance on release process and deployments is always
underestimated
● Even if no one from project is interested in architecture framework, use
the phases as a personal checklist, document it and make it
transparent. Others might follow.
Key takeaways

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Q&A

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Thank you!