DEFINE Define Architecture Principles & Guidelines The goal of defining Architecture Principles & Guidelines is to limit the amount of customization on the platform so that it does not negatively impact business functions. Defined Outcomes Purpose The goal is to limit the amount of customization on the platform so ❏ Workshop(s) will be run to ascertain the required information to that it does not negatively impact business functions. However, if define the architectural standards and principles customization is to be used then it must follow the best practices for ❏ The Architect Standards Document will be completed and shared the platform and the agreed coding standards. with the customer for review and sign off to include: ❏ Agreed balance between configuration and customization Defining architecture principles and guidelines serves to create a ❏ Identify appropriate automation tool(s) - for more information structured approach for making decisions that guide the design, refer to Automation Recommendations and Decisions implementation, and evolution of systems and solutions within the ❏ How to support multiple business units within one org customers organization. ❏ Recommendations for architecture and design principles ❏ Review of best practices and design considerations NOTE: Salesforce cannot support custom solutions and any custom solution is at the Salesforce Adoption Dashboards ❏ Managing Large Data Volumes (LDV) sole discretion of the customer. Salesforce releases and updates may break/impact custom solutions. Please always check Appexchange for alternative plugins and ❏ Architectural principles signed off by customer connect with your Salesforce AE/PAM before proceeding. Salesforce Architecture Standards Salesforce Best Practice for Deployments with Best Practice Salesforce Automation Recommendations Large Data Volumes Tools & Templates Salesforce Architecture Principles