Solution and data architecture
Define objects, relationships, record ownership, sharing, validation and integration boundaries before code is written.
Build platform capabilities around real user and process requirements. Scope declarative configuration and custom code deliberately, with clear object models, access controls, test coverage, deployment paths and long-term ownership.
Choose the right balance of configuration, Flow, code, APIs and managed packages for each requirement.
Use standard platform capabilities where they fit, and introduce custom code only where the requirements justify its operational cost.
Define objects, relationships, record ownership, sharing, validation and integration boundaries before code is written.
Design bulk-safe server-side logic, transaction handling, governor-limit awareness, test classes and exception behavior.
Build focused, accessible UI components that match user workflows and respect data and permission boundaries.
Use Flow, validation rules and standard features where maintainable, with fault paths, naming conventions and ownership.
Implement or consume REST/SOAP APIs, Platform Events and approved integration patterns with retry and idempotency considerations.
Review coupling, technical debt, security, testability, release strategy, observability and documentation.
Technology choices should follow the business process and operating context. Capture constraints and failure behavior early so implementation teams know what “ready” means.
Evaluate standard features and Flow before custom code, and record the reason when code is necessary.
Account for transaction volume, record access, CRUD/FLS, sharing and platform limits in implementation and tests.
Use unit tests, meaningful acceptance tests, negative-path coverage and repeatable deployment practices.
Keep code, metadata, design decisions, dependencies and runbooks understandable for the client’s future team.
Custom development should be scoped against current platform limits, security review requirements, sandbox strategy and client standards. The page does not represent a claim of Salesforce partner or certification status.
A consistent sequence makes dependencies visible and reduces the chance that data, integration, permissions or operational needs are discovered at the end of the project.
Convert user stories into acceptance criteria, exception behavior, access expectations and non-functional constraints.
Map objects, automation, UI, APIs, permissions and release dependencies.
Develop using agreed standards, test realistic data volumes and validate role-based scenarios.
Document the change, deployment steps, rollback plan, owners and follow-up backlog.
Use these pages to connect cloud requirements, implementation work and ongoing operations into a clear delivery path.
Final scope depends on the products enabled in your Salesforce environment, access, architecture, licensing and acceptance needs.
Choose based on transaction complexity, bulk processing, maintainability, reuse, error handling and platform guidance. The right choice should be documented rather than treated as a blanket rule.
A technical review can inspect architecture, Apex/LWC patterns, automation duplication, test coverage, security controls and release risks where the required repository and org access are available.
LWC development can be scoped for reusable UI needs, with accessibility, permissions, data loading, error states and test expectations agreed up front.
Salesforce product names, capabilities, licensing and implementation guidance evolve. Validate current platform requirements before finalizing scope.
Official platform development documentation, APIs and architecture references.
Open developer documentation →Review architecture principles and design guidance.
Open architecture guidance →HISOLIT provides independent consulting and engineering services. Salesforce and related product names are trademarks of Salesforce, Inc. This page does not imply endorsement, affiliation or partner status. Verify third-party credentials directly with the relevant provider.
Share the Salesforce products involved, systems, business goal, current challenges and expected timeline. This helps frame a useful first discussion.