Get Support from Salesforce Architects

Learning Objectives

  • Explain how Salesforce Architects help customers.
  • Describe the four types of Salesforce Architects.

Every Customer Journey Requires a Map and a Savvy Guide

Now that you've got your org on board to overhaul your customer journeys with new technology, you need someone to help orchestrate all the changes that need to happen across different development and business teams.

No matter where your destination is or how grand your vision, Salesforce Architects have the knowledge, training, and resources to help you get there. 

When companies hire a Salesforce Architect, they’re embedded within the organization to help identify business and technical goals, and work with the teams to execute on these plans. The typical Salesforce Architect has several domain-specific certifications, and at least 10 years of experience advising customers with their Salesforce implementations and programs.

These experts go through a specialized learning journey that includes certification courses, and peer-to-peer field coaching from experienced Certified Technical Architects. Salesforce Architects are part of the Success Cloud group that has collectively worked with over 150,000 customers and their implementations for over 19 years, so we know a thing or two about how to structure your sales data or clean up your technical debt.

Let’s dive into what these experts can do for you. 

Unmatched Salesforce Expertise

As we noted above, our advisors are some of the best in the Salesforce ecosystem. Each brings 15–20 years of industry expertise, plus certification from Salesforce’s best-in-class training program. Their breadth of industry and vertical knowledge can help you reach your business goals, whether that means reducing costs or driving new revenue. Here are other ways they can help.

  • Align Salesforce roadmap to business strategy and prioritization.
  • Ensure implementations adhere to best practices and standards.
  • Optimize data and Salesforce org integration strategies.
  • Provide guidance on deploying apps and other customizations.
  • Minimize architectural complexity.

Direct Access to Salesforce Innovation

Future-proof your architecture strategy with experts who can anticipate Salesforce’s product roadmap. This roadmap can help you understand the most effective implementation practices, drive adoption, and ensure every part of your architecture operates at maximum levels. In addition to helping you realize the benefits of Salesforce faster, they can help you plan ahead with:

  • Architecture best practices
  • Maximum use of product and platform capabilities to improve adoption
  • R&D knowledge and product management expertise
  • Agile workflows and processes

Embedded in Your Teams

Architects are embedded within your team and can be your direct line to learn about the latest Salesforce innovations, proven best practices, and unparalleled product expertise—all combining to help you get the most from your Salesforce investment.

  • Help build prototypes for advanced features, product enhancements, and new Salesforce innovations.
  • Optimization of future release management plans.
  • Act as your strategic advisor for enterprise architecture.

Trusted Advisors for Any Situation

The road to success can be a long one, so it’s best to have a savvy traveling companion for this journey. Partner with a Salesforce Architect—the experts who can help you traverse the Salesforce terrain.

Business Architect: If you’re the fun and adventurous type, you might not want to take the traditional path—you might want to map out your own directions. Salesforce Business Architects can help with that. Let them plan which Salesforce products and features to launch and when to launch them based on your unique business needs. They’ll work with your sales, service, marketing, and IT leaders to make sure their teams’ goals can be achieved, based on how you use Salesforce.

Program Architect: Once you have your business goals mapped out and you know how you’ll use Salesforce, you’ll need someone with deep platform expertise and experience designing IT architectures and systems to guide your development and operations teams to execute on your roadmap. Program Architects can help you unify data sources (and Salesforce orgs too!), integrate multiple Salesforce products, and get your teams delivering solutions faster. They’re both your pilot and engineer. They not only understand how your plane is built, they can also lead a team to fly you where you want to go. 

Implementation Architect: Sometimes, on your way to your destination, you need to gas up, buy new supplies, or even change your mode of transportation. Implementation Architects provide app-focused guidance to ensure your new or existing implementation of Salesforce uses best practices—they’ll help make sure you have everything you need (and ensure that you don’t overpack!).

Design Architects: As you find new and better ways to get to your destination, you sometimes need to personalize it for yourself and your fellow travelers. When you need to create personalized customer experiences, consider getting guidance from Salesforce Design Architects. They’re user interaction (UI) and user experience (UX) experts. Experience strategists use persona-based methods and design thinking to help you understand how your customers, employees, or partners use Salesforce. They can help you create journey maps, define user personas, and create prototypes of new ideas. In the Salesforce Envision module, you learn how you can work with a team of Design Architects for bigger challenges.