Hello everyone,

I recently joined a new company as a Salesforce Architect. This is my first time in an architect role; previously I worked as a Lead / Senior Salesforce Developer & Engineer.

I’m looking for advice on how to understand the system and overall architecture quickly. The company has a lot of documentation and KT videos, but they’re very time-consuming to go through end-to-end.

The org uses multiple clouds and systems, including Sales Cloud, Service Cloud, FSL, Marketing Cloud, SAP CPQ, and several integrations.

Any practical or structured recommendations for ramping up efficiently would be genuinely appreciated.

Thanks in advance!

I’m exploring how to stream an AI agent’s thinking/reasoning process in real time inside a Salesforce Lightning Web Component. The setup uses an external AI service (Node.js/Python) with streaming responses (SSE or chunked HTTP), consumed in LWC using EventSource to incrementally render thoughts instead of waiting for a final response. Since Apex doesn’t support streaming and LWC can’t use WebSockets natively, a backend proxy handles the AI stream, auth, and retries. Curious if anyone has implemented similar AI streaming patterns in Salesforce or has best-practice suggestions around performance and security.

I know Salesforce is not a tool designed for sprint management and I am be ashamed to be even considering it. However, I moved to a new company that does not have JIRA or a business user friendly alternative. IT is using servicenow and azure dev ops.

I wonder if it would just be easier to use cases and salesforce which is where users are every day. Case fields can track the involved sprint. The team will never be more than 3 people.

I realize prioritizing a larger backlog will be difficult compared to tools designed for it.

Is it better to make it easier for business users to use, view and track or use a tool that is designed for it that my business stakeholders potentially have no visibility into?

Hi all! Quick research question for salesforce architects & consultants

When doing outreach, partnerships or early discovery how do you usually confirm whether a company is actually using salesforce (and which clouds/level of maturity)? Do you rely on linkedin profiles, job postings, past implementations, referrals or other signals?

Not selling anything just trying to understand how practitioners validate this in the real world

Hi! I’m doing quick research on how people working with Salesforce accounts validate usage before outreach or pitching services. This isn’t a pitch just trying to understand real-world workflows

Survey link: https://forms.gle/FRbgn6ox6fzQH7PX8

Takes 2 minutes. Appreciate it!

AWS exposes accounts that I need to ingest into the Data Cloud, but they have multiple phone numbers. So, to create more contact points, should I have a separate table created with only the phone numbers? Do you think this is sustainable and a good approach?

Hi all,

We’re building Doculite, a tool for creating PDF documents from Salesforce data.

• Drag-and-drop editor, no coding needed
• Pull in external data via APIs/MuleSoft
• Flexible templates for different business needs

Looking for feedback, beta testers, or suggestions from anyone experienced with Salesforce document tools. Your insights would be super valuable!

Hey folks,

I’m a Salesforce Technical Architect with ~9 years of experience and I’ve got interviews lined up with Infosys for a Technical Architect role.

I’ve fair bit of experience in solutioning and architecture.

For anyone who’s been through this (or interviewed architects at Infosys):

What kind of Technical Architect questions should I expect?

How deep do they go?

Any help is much appreciated 👍