Reference Diagrams
Align your stakeholders and teams
Reference Diagram
How to Build Salesforce Diagrams
Get an under-the-hood look at the latest Salesforce Platform innovations.
Reference Diagram
Standard Components
Learn about Data 360 architecture—its principles, capabilities, use cases, and key differentiators.
Reference Diagram
Salesforce Data Model Notation
Detailed understanding of the Data 360 Security Architecture.
Reference Architecture Gallery
Capability Map
Business Capability Map
A template capability map for depicting business drivers and capabilities with high-level product positioning.
Capability Map
Data 360 Technical Capability Map
A capability map that shows Data 360 technical capabilities and the product mix involved in supporting them.
Capability Map
Loyalty Management Capability Map
A capability map that shows loyalty management services with high-level product positioning. It includes capabilities such as Loyalty Administration, Processing, and Analytics.
Capability Map
Center of Excellence
A diagram showing how a Center of Excellence (CoE) bridges executive stakeholders and IT. It highlights how functional and technical leadership capabilities are central to a CoE.
Interaction Process Flow
Asynchronous Processing via Platform Events
shows how asynchronous processing works with platform events. The events published into the bus are delivered in order via publish after commit and then processed in bulk by a flow in a separate synchronous context.
Interaction Process Flow
Claim Check
shows an event being published when a record is modified. The message body of the event is stored in a separate data store while the header, which contains a claim check is passed onto a subscriber. The subscriber then uses the claim check to retrieve the message body when it's ready to process the information when necessary.
Interaction Process Flow
Customer Personalization Flow
shows time-based interactions involved in the end-to-end flow of information from customer interactions on the Experience Cloud site to back-end automation in Marketing Cloud and Slack. Mulesoft orchestrates integrations to back-end systems, Slack connects everyone on the team, and Marketing Cloud closes the loop with the customer journey.
Interaction Process Flow
Hospitality Loyalty Management Process
The time based interactions of systems in a hospitality loyalty management process.
Interaction Process Flow
Queuing
shows an example of the Queuing pattern that depicts an event being published and written to a queue when a record is modified. Subscribers receive copies of the event from their associated queues and make the appropriate updates to their own records.
Interaction Process Flow
External Integrations via HTTP
This is an example solution architecture diagram from the Building Forms Decision Guide that shows a connection to an external data source via an HTTP Callout in Flow and an HTTP Action in OmniStudio.
Solution Architecture
Zero-Copy Data Integration Architecture with Data 360
A diagram depicting Salesforce Data 360 using out of the box connectors for integration with various backend data services
Solution Architecture
Data 360 Customer Zero Implementation Architecture
An end-to-end diagram depicting Salesforce Data 360 as implemented within Salesforce as our Customer Zero program
Solution Architecture
Data 360 Batch Activation and Event Driven Action Architecture
A diagram depicting Salesforce Data 360 in an end-to-end solution for marketing activations.
Solution Architecture
Loyalty Management Solution Architecture
An architecture diagram that depicts the products and capabilities directly involved in a loyalty management solution.
System Landscape
Data 360 Marketing System Landscape
A system landscape for a Customer 360 Architecture implementation. It shows how different components within an integrated Salesforce solution communicate with each other using native connectors. It includes capabilities such as Data Ingress, Identity Resolution, Segmentation, and Activation.
System Landscape
Agentforce System Landscape
A system landscape capturing the mix of Salesforce products and other technology systems available with Agentforce.
System Landscape
Retail System Landscape
A system landscape showing a B2C Commerce and Marketing solution, indicating the mix of Salesforce products and other technologies involved in the implementation.
System Landscape
Salesforce Role Hierarchy
A diagram depicting an example org hierarchy, capturing a subset of roles in order to clarify business structure, personas, and permissions for a specific use case.
System Landscape
Single Org Architecture
A diagram depicting a single Salesforce org architecture supporting multiple business units.
Roadmap
Capability Roadmap
A visual roadmap that streamlines resource planning and budgeting by grouping capabilities and identifying implementation order, dependencies, and value.
Roadmap
Component Roadmap
A visual roadmap that optimize resource planning and budgeting by identifying system functionality, relevant features, implementation order, timeframes, and stakeholder dependencies.
Roadmap
Feature Roadmap
A visual roadmap that enhances collaboration between business and technical teams by identifying feature implementation order, dependencies, and additional functionality for planning purposes.
Roadmap
Agentforce Release Plan
A diagram detailing the deliverables for an initial Agentforce project release. It includes stages Project Definition, Configure and Test, Pilot Release, and Beta Release.
Roadmap
Agentforce Roadmap
A roadmap showing the stages for rolling out Agentforce features across a Salesforce Customer 360 implementation.
Roadmap
System Roadmap
A roadmap diagram that simplifies resource planning and budgeting.