I'm somewhat new to the Salesforce space having switched architectural roles for a financial services company. I'm currently working on a piece of work looking into the design principles that we should use when designing our solutions.
My thinking is that there maybe design principles per cloud for example we have Core CRM, FSC, Marketing Cloud, CDP, Datarama and Experience Cloud to name a few. I think the principles could span Technology, Application, Customisation, Data, Integration, Security, Mobile etc.
I've found and used the following links that have started to form the basis of design principles. I've attached a rough copy of the principles. I think they will require consolidation and rework to fit our organisational structure.
http://ivanesalmeida.blogspot.com/2018/08/architecture-principles-for-salesforce.html
https://www.salesforce.com/video/7810553/
Are there other considerations or resources you would recommend?
At a lower level, I' have already defined and agreed AppExchange design principles.
Thanks in advance
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Hi @Juha Lassila - I came to the conclusion that my draft principles crossed into development guidelines so I tried to keep them more high level. These top level principles then had detail that defined the principles guardrails.
- Reuse - Buy - Configure - Build
- Common view of client and account data with single consistent view across channels
- Adopt appropriate Cyber security standards at design
- Design for the long term and design for change
- Use a network of APIs to underpin SJP's digital transformation
- Design quality updates to data that are complaint with business requirements
- Minimise but log architectural, complexity and technical debt
- Design with geolocation in mind
- Open standards over proprietary technology
We are looking at incorporating a Centre of Excellence and I agree that it ought to architecture first and not Salesforce. There was a call in our business to have a principle that said Salesforce first which I felt was wrong. I didn't think the Technology should be a principle which is why I have the Reuse principle.
