Services
Salesforce Architecture & AI Consulting
Make the right Salesforce and AI decisions before expensive implementation begins.
I help organizations design scalable Salesforce platforms, modernize existing implementations, and make practical decisions about Salesforce AI. My work focuses on architecture, integrations, data, security, automation, Agentforce, and technical strategy. I can work independently with your leadership team or alongside your internal Salesforce team or implementation partner.
Engagement Options
Engagements can range from a focused architecture review to ongoing fractional architect support. Each option gives you the right level of clarity at the right stage — you can stop after any one of them.
Discovery & Strategy Session
For organizations still defining the problem or deciding whether a Salesforce initiative should move forward.
- Business goals
- Current Salesforce environment
- Constraints and risks
- Potential solution approaches
- Recommended next steps
Typical duration: 60–90 minutes
Salesforce Architecture Assessment
A focused review of your current Salesforce platform and the decisions that could affect future scalability.
- Platform architecture
- Technical debt
- Data model
- Integrations
- Security and access
- Automation
- Scalability
- AI and Agentforce readiness
Typical duration: 1–3 days
Solution Architecture Blueprint
For organizations preparing to build a new capability, redesign an existing solution, or launch a complex Salesforce initiative.
- Requirements clarification
- Target architecture
- System and integration design
- Data architecture
- Security model
- Automation strategy
- Agentforce / AI architecture
- Build-vs-buy recommendations
- Implementation phases
- Risks and dependencies
- Architecture diagrams and decision documentation
Typical duration: 1–3 weeks
Fractional Salesforce Architect
For companies that need senior Salesforce architecture leadership without hiring a full-time architect.
- Architecture governance
- Solution and design reviews
- Technical roadmap
- Integration and data strategy
- Agentforce and AI strategy
- Security and platform governance
- Development standards
- Technical leadership
- Implementation partner oversight
- Executive and stakeholder advisory
Engagement level: light weekly advisory to embedded architecture role
Architecture Advisory
For focused questions, design reviews, difficult technical decisions, or situations where the scope is not yet defined.
For well-defined problems, a fixed-scope engagement is generally a better fit than open-ended advisory time.
Scope-driven
A Practical Engagement Model
Many engagements follow a simple path. You can stop after any phase — my role can be purely advisory, or I can remain involved through delivery.
01
Discovery
Understand the business problem and determine whether deeper architecture work is needed.
02
Assessment
Review the current environment, identify risks, and define the most important decisions.
03
Blueprint
Design the target architecture and implementation approach.
04
Ongoing Architecture Support
Stay involved as a fractional architect or independent design authority during implementation.
Common Problems I Help Solve
I can help when you are asking questions such as:
- Is Salesforce the right platform for this solution?
- Should we build this inside Salesforce or on an external platform?
- How should this solution integrate with our other systems?
- Is our current Salesforce architecture scalable?
- How should we redesign a legacy implementation?
- Is our organization ready for Agentforce or other Salesforce AI capabilities?
- How should AI agents interact with Salesforce data and business processes?
- How do we improve security, data architecture, or integration reliability?
- Is our implementation partner proposing the right architecture?
- What should we build first, and what can wait?
Why Work With an Independent Salesforce Architect?
A major Salesforce decision can affect your organization for years. My goal is to help you make the right technical decisions early, before they become expensive to change — bringing deep Salesforce architecture experience across enterprise integrations, data, security, automation, platform governance, and Salesforce AI.
Good architecture can reduce:
- Rework
- Technical debt
- Integration complexity
- Security risk
- Vendor dependency
- Implementation delays
- AI projects that never reach production
Start With a Conversation
If you are planning a Salesforce initiative, evaluating an existing architecture, or considering Agentforce and Salesforce AI, I can help you determine the right next step — and recommend the smallest engagement that will give you enough clarity to move forward.