Salesforce Architecture
Sound architecture decisions for a durable, secure platform.
Audit, target architecture, data model, security, performance, ADRs.
Explore — Salesforce ArchitectureSalesforce Architecture. CRM Transformation. Applied AI.
Your Salesforce platform should accelerate your business — not slow it down.
Naayo Consulting helps organizations assess, design, modernize and secure business-critical Salesforce platforms — from CRM architecture and enterprise integration to Agentforce and Data Cloud adoption.
- 10+ years of Salesforce experience
- Service Cloud
- Experience Cloud
- Architecture & integrations
- Enterprise projects
- Français / English
Symptoms
When Salesforce becomes hard to evolve
These patterns show up in most of the platforms we review. They have identifiable causes — and practical answers.
The implementation no longer meets business expectations
Teams work around the tool, change requests pile up and trust erodes.
An inconsistent data model
Duplicated objects, improvised relationships, unreliable reporting: every change becomes a risk.
Fragile enterprise integrations
Unmonitored flows, silent failures and poorly documented dependencies between Salesforce and the rest of your systems.
Technical debt slowing every release
Legacy code, competing automations, insufficient testing: delivery cycles keep getting longer.
Missing standards and governance
Without shared rules, each team builds its own way and the platform loses coherence.
A CRM roadmap without an architecture vision
Projects follow one another with no common frame; structural decisions come too late.
Agentforce ambitions, without endless proofs of concept
The intent to adopt AI agents is there — what is missing is a frame to move from demos to real usage.
Expertise
Six practice areas, one standard of rigor
From architecture to applied AI, every engagement targets the same outcome: a platform that is reliable, scalable and under control.
CRM Transformation
A CRM aligned with real business processes — and actually adopted.
Framing, workshops, roadmap, business alignment, adoption.
Explore — CRM TransformationEnterprise Integrations
Reliable data exchange between Salesforce and the rest of your IT landscape.
REST/SOAP APIs, middleware, real-time and batch, resilience, observability.
Explore — Enterprise IntegrationsTechnical Leadership
Teams that deliver better, with clear and lasting standards.
Development standards, reviews, governance, mentoring.
Explore — Technical LeadershipExperience & Service Cloud
Efficient customer service and secure online journeys.
Self-service, case management, consent management, secure portals.
Explore — Experience & Service CloudAgentforce & Data Cloud
AI use cases that are framed, measurable and under control.
AI readiness, agents, guardrails, return on investment.
Explore — Agentforce & Data CloudApproach
A five-step method
A consistent frame, adapted to each context: understand first, decide next, always transfer.
Understand
Context, stakes, stakeholders and constraints: understand before recommending.
Assess
Platform audit: risks, technical debt, gaps between business needs and implementation.
Design
Target architecture, roadmap, documented decisions (ADRs) and prioritized workstreams.
Deliver
Hands-on delivery support: integrations, quality, governance and ongoing trade-offs.
Transfer
Documentation, coaching and a progressive path to team autonomy.
Representative work
Three representative engagements
Anonymized examples, described as they happened — context, intervention, impact.
Energy sector company
Energy CRM Transformation
- Context
- A CRM program delivered by an external integrator, hard to maintain and drifting away from business needs.
- Intervention
- Audit, business workshops, data model redesign, enterprise integrations, roadmap and onboarding of in-house developers.
- Impact
- A coherent, maintainable platform — and internal teams autonomous on future changes.
Pharmaceutical group
Service Cloud in healthcare
- Context
- Heterogeneous customer service processes, with no common structuring tool.
- Intervention
- Framing, architecture and Service Cloud implementation: processes, Flow, Apex and LWC, adoption support.
- Impact
- Requests handled in a single frame, readable processes and lasting adoption.
Energy sector company
Experience Cloud customer portal
- Context
- Customer requests handled by email and phone, with no online space.
- Intervention
- Design and delivery of a portal: consent management, delivery sites, customer requests, invoices.
- Impact
- Secure self-service that simplifies the customer relationship and relieves support teams.
Agentforce & Data Cloud
Adopt AI without losing control of your CRM
AI agents only create value when data, processes, responsibilities and guardrails are under control. We help you build that foundation — then deploy use cases that matter.
- AI readiness assessment
- Use case identification
- Agentforce architecture
- Data Cloud strategy
- Prompt and action design
- Guardrails and control
- Team adoption
- Value measurement
Why Naayo
An architecture partner, not a staffing vendor
What structures every engagement, from the first conversation to the final handover.
Business and technical perspective
Every architecture decision is tied to a business outcome.
Hands-on experience
Direct, current practice of the platform — not just recommendations.
Pragmatic approach
Solutions proportionate to the context, no over-engineering.
Integration culture
Salesforce designed as one component of your IT landscape, never in isolation.
Documentation quality
Traceable decisions and deliverables that stay useful over time.
Skills transfer
The goal: autonomous teams, not dependency.
Direct access to a senior profile
The person you talk to is the person who designs and commits.
French and English
Engagements in both languages, written and spoken.
France & Europe
On-site or remote, depending on your context.
A Salesforce program to secure — or to restart?
Let's talk about your context, your constraints and the decisions ahead.