Content last updated July 2022.
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Introduction

A Salesforce solution that is Easy delivers value fast. A solution well-architected to be Easy is simple, automated, and engaging.

Simple solutions follow the most direct path in engineering.
Automated solutions enable the business to meet key goals and objectives faster, at scale.
Engaging solutions delight users and drive adoption.

Creating architectures that are Easy can pose complex challenges for an architect. Given the flexibility of the Salesforce Platform and variety of automation tools available, implementation details may vary widely between individual Salesforce orgs. Easy architectures may require more intelligent (and difficult) trade-off analyses and conversations with your stakeholders. A solution design could be resilient and reliable to a programmer, but not simple for an org administrator to own or maintain. Such a solution wouldn’t be well-architected to be Easy.

To arrive at an Easy solution, you must understand business priorities deeply and accurately. You must understand your users, including their preferences, their needs, and the day-to-day realities of their work. You must also understand the skills (and skill gaps) in your delivery and maintenance teams. You will need to iterate through different tooling options and design patterns to arrive at a solution that is simple for your delivery and maintenance teams, automates value for the business faster and at scale, and truly engages users.

The following sections provide more in-depth guidance for core considerations of an Easy solution architecture.

Easy Overview

Simple
Simple solutions follow the most direct path in engineering. Simple architectures are clear to read and understand, can be maintained effectively, and are planned and delivered with intention.
Readability Maintainability Intentionality
Design Standards
Documentation
Standard vs Custom
Technical Debt
Roadmapping
Governance
Automated
Automated solutions enable the business to meet key goals and objectives faster, at scale. Healthy automation enables users to focus on high-value work and reduces time spent on repetitive, manual tasks or complex data entry.
Clear Logic Data Integrity Alignment to Business Value
Optimization
Planning for Scale
Transaction Handling
Error Handling
KPIs
Prioritization
Engaging
Engaging solutions delight users and drive adoption. Architecting for engagement means creating intuitive, helpful user experiences.
Streamlined Helpful
Navigation
Forms
Form Factor
Notifications & Messaging
In-App Guidance
Recognition & Rewards