Salesforce Architecture Services & Configurations

Permissions & Security Matrix

A secure Salesforce org starts with defining who can see and do what. I create detailed Permissions and Security Matrices that align with your team structure, ensuring each role has the access they need—nothing more, nothing less.

This includes:

  • Defining access levels by role: Read / Create / Edit / Delete

  • Custom Permission Sets and Profiles

  • Record-level access via Role Hierarchy and Sharing Rules

  • Compliance safeguards for sensitive data like PII

The result: a platform that protects your data while empowering your users.

User Stories & Acceptance Criteria

Whether you follow Agile, hybrid, or traditional project management, clear communication is critical. I translate business needs into User Stories that your stakeholders can understand—and your developers can build.

Every story includes:

  • Role-based framing (“As a Sales Manager, I want to…”)

  • Testable Acceptance Criteria that define what success looks like

  • Support for QA/UAT processes and sign-off

You get faster alignment between business, IT, and implementation teams—reducing rework and surprises.

Business Process Flows

Every great Salesforce solution begins with a clear understanding of how your business actually works. I map out your Business Processes visually—step by step—to surface pain points, automation opportunities, and areas of risk.

Services include:

  • Current-state (“as-is”) and future-state (“to-be”) diagrams

  • Automation design using Flows, Approvals, and Apex

  • Process governance support through validation, logic, and UI guidance

You’ll walk away with a Salesforce implementation that mirrors your real-world workflows—not the other way around.

Design Documents (DDs)

When it’s time to build, clarity matters. I produce high-quality Design Documents (DDs) that specify how each feature should work—down to field-level details and integration endpoints.

Typical components include:

  • Solution overview with goals and constraints

  • Data models, ERDs, and object relationships

  • Custom field specs and automation logic

  • Security, scalability, and integration notes

  • Diagrams and flowcharts as needed

Think of DDs as the blueprint for your system—designed for developers, QA, and stakeholders alike.