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Architecture Resources & Whitepapers

Field-tested blueprints for Salesforce excellence.

Downloadable runbooks, audit checklists, and governance frameworks authored by our senior architects to help enterprise teams scale securely.

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Salesforce Partner

Production-Ready

Every checklist is built on real enterprise deployments across Fortune 500 & mid-market orgs.

AppExchange ISV Tested

Proven patterns from launching recruitMaxx and realMaxx through strict Salesforce Security Review.

Agentforce Aligned

Modern AI governance guidelines for grounding prompt templates and setting up human fallbacks.

Executable Templates

Includes ready-to-use Excel mapping sheets, GitHub Actions YAML pipelines, and PMD scan configs.

Downloadable Whitepapers

Enterprise Salesforce Architecture Guides

Deep-dive frameworks designed to de-risk platform investments and eliminate technical debt.

Audit & Security18 PagesMost Popular

Salesforce Org Health & Security Audit Checklist

Format: 28-Point Interactive Architecture Checklist & PDF

An architect-grade diagnostic checklist to inspect Apex trigger patterns, governor limit consumption, permission set creep, Shield encryption, and technical debt.

What You'll Receive:

  • Executive scorecard with red/amber/green risk ratings
  • Prioritized 90-day remediation roadmap
  • Pre-configured SFDX code analysis ruleset
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Document Chapters

  1. 1Governor Limits & Resource Headroom Assessment
  2. 2Permission Set & Profile Security Drift Review
  3. 3Apex Code Hygiene & Trigger Framework Evaluation
  4. 4Flow Performance & Execution Order Governance
  5. 5Data Model Normalization & Storage Optimization

Need hands-on implementation?

Our enterprise architects can execute this complete runbook alongside your internal team.

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ISV & AppExchange36 PagesTechnical Blueprint

Enterprise AppExchange ISV Product Architecture Blueprint

Format: 36-Page Technical Whitepaper

The complete architectural blueprint for building, packaging, and passing Salesforce Security Review for Second-Generation Managed Packages (2GP).

What You'll Receive:

  • Ready-to-use GitHub Actions 2GP build pipeline
  • Sample security review self-assessment template
  • LWS-compliant component architecture reference
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Document Chapters

  1. 1Second-Generation Packaging (2GP) Pipeline Setup
  2. 2Security Review Checklist (CRUD/FLS/XSS/SOQL)
  3. 3License Management Application (LMA) Integration
  4. 4Subscriber Org Push Upgrades & Patching Protocols
  5. 5Telemetry & Usage Tracking with AppExchange AppAnalytics

Need hands-on implementation?

Our enterprise architects can execute this complete runbook alongside your internal team.

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AI & Agentforce24 PagesNew for 2026

Agentforce Autonomous AI Deployment & Governance Runbook

Format: Step-by-Step Implementation Guide

Architectural guidance for configuring autonomous Agentforce agents with strict guardrails, Einstein Trust Layer data masking, and human escalation workflows.

What You'll Receive:

  • Agent action grounding matrix template
  • Prompt testing & evaluation scorecard
  • Human escalation workflow diagram
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Document Chapters

  1. 1Atlas Engine Reasoning & Action Grounding
  2. 2Prompt Template Design with Dynamic Data Cloud Context
  3. 3Einstein Trust Layer Data Masking & Toxicity Controls
  4. 4Human-in-the-Loop Fallback & Handoff Protocols
  5. 5Agent Performance Telemetry & Audit Logging

Need hands-on implementation?

Our enterprise architects can execute this complete runbook alongside your internal team.

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Migration & Cutover30 PagesEnterprise Standard

Multi-Cloud Migration Runbook: Legacy CRM to Salesforce

Format: Implementation Guide & Data Mapping Template

Proven methodology for migrating high-volume sales, service, and custom relational data from legacy CRMs to Salesforce with zero downtime.

What You'll Receive:

  • Field-level schema mapping workbook
  • Cutover minute-by-minute timeline tracker
  • Data validation & reconciliation SQL scripts
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Document Chapters

  1. 1Pre-Migration Data Cleansing & Schema Harmonization
  2. 2Deduplication & External ID Architecture
  3. 3Delta Migration & Incremental Sync Strategy
  4. 4User Acceptance Testing (UAT) & Cutover Checklist
  5. 5Post-Launch Hypercare & Adoption Governance

Need hands-on implementation?

Our enterprise architects can execute this complete runbook alongside your internal team.

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