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Salesforce Architecture framework, Martin Kona

Session describes how to apply enterprise architecture framework (TOGAF) on Salesforce projects in order to achieve successful implementation and governance. Session will focus on Salesforce specific concerns contained by architecture phases like data model design, product road map, environment strategy, deployment strategy and many more.

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Salesforce Architecture framework, Martin Kona

  1. 1. Salesforce Architecture framework by Martin Kona
  2. 2. #CD19 ● 12x Salesforce certified App & System Architect ● 2x CPQ certified (Apttus & Bit2Win) ● TOGAF 9.2 Foundation and Certified levels ● Karaoke singer
  3. 3. #CD19 ● Salesforce is usually implemented without any vision, roadmap or governance ● Customer is left with vague documentation/decision audit ● Green field projects are being delivered in lightning speed, but the technical debt is raising exponentially. It’s impossible to make simple changes in the future Why I think this is important
  4. 4. #CD19 ● The Open Group Architecture Framework ● It is complex and generic framework Enterprise architecture methodology that offers a high-level framework for enterprise software development ● It is not a silver bullet ● It is open, google it! ● I can’t even introduce it in 50 minutes! And I’m not trained to do so  ● In our case, we will focus on Architecture Development Methodology #ADM Have you heard about TOGAF?
  5. 5. #CD19 ● The result of continuous contributions from a large number of architecture practitioners ● It’s a project lifecycle ● Is iterative over the whole process, between phases and within phases What is ADM?
  6. 6. #CD19 ● Identify business scenarios ● Identify stakeholders and business goals ● Define architectural principles Example: 80/20 rule, control technical diversity, data is an asset ● Establish architectural repository ● Generate first-cut high level description of baseline and target environments The Architecture Vision is essentially the architect's "elevator pitch“. A: Architecture vision phase
  7. 7. #CD19 ● Iterate within three phases B, C and D ● Every phase should define following: 1. Describe Baseline Architecture 2. Develop Target Architecture 3. Analyze the gaps 4. Select relevant architecture viewpoints ● Repeating the cycle makes perfectly sense with Salesforce project, since OOTB or managed packages might drive or change the business processes. Architecture Development Iteration
  8. 8. #CD19 Gap analysis
  9. 9. #CD19 ● View is developed from the architecture viewpoint, which addresses stakeholder’s concerns Views and Viewpoints
  10. 10. #CD19 ● Define the actors using Salesforce and ideal license choices ● Refine business scenarios into business requirements ● Which business processes will be implemented or influenced by Salesforce? ● What is the org strategy? B: Business Architecture phase
  11. 11. #CD19 ● What is our data architecture? ● What is our sharing architecture? ● What Lightning Apps are we implementing? ● What is our application roadmap? Are we planning to purchase managed package or implement it by ourselves? C: Information Systems Architectures phase
  12. 12. #CD19 ● Design integration architecture (who is master of what, data flow, API) ● Define coding standards and architecture/patterns for custom development governed by code reviews ● Design environments strategy ● Identify technical risks and how to mitigate them D: Technology Architecture phase
  13. 13. #CD19 ● Iterate within two phases E and F ● Outcome of the iteration is to gain buy-in to a portfolio of solution opportunities ● Another outcome is Migration plan from baseline to target Transition Planning iteration
  14. 14. #CD19 ● Agile or Waterfall? => Wagile ● Schedule and estimate implementation roadmap ● Identify resource risks (do they know Salesforce? ) ● What is our release strategy? E: Opportunities and Solutions phase
  15. 15. #CD19 ● Identify project dependencies (mainly integration services) ● What is our deployment strategy? Change set or IDE+MetadataAPI or Copado/Gearset? ● What is our test strategy? Apex positive & negative tests policy, manual/automated (Provar, Selenium)? ● What is our DATA conversion plan? F: Migration planning phase
  16. 16. #CD19 ● Governance is defined as the processes that ensure the effective and efficient use of IT in enabling an organization to achieve its goals. ● Iterate within two phases G and H ● Initial iteration’s goal is to mobilize governance and change management process ● Subsequent iterations carry out the periodic reviews of changes to resolve issues and ensure compliance Architecture Governance iteration
  17. 17. #CD19 ● Which teams are involved on the project and their impact? ● Establish effective Center of Excellence ● Establish Architecture Review Board to adhere to our architectural design and standards ● Define process to make decisions if something should be configuration or custom development ● What is our system administration model? G: Implementation Governance phase
  18. 18. #CD19 ● How to manage changes? ● What should be categorized as hotfix? ● How to handle hotfix? Exception deployment rules? H: Architecture Change Management phase
  19. 19. #CD19 ● Do your own research on IT frameworks ● Adapt them to your own project situation ● Governance on release process and deployments is always underestimated ● Even if no one from project is interested in architecture framework, use the phases as a personal checklist, document it and make it transparent. Others might follow. Key takeaways
  20. 20. #CD19 Q&A
  21. 21. Thank you!