Frameworks & Tools
Each framework shared here is designed to help Salesforce professionals work with more clarity, consistency, and confidence. They turn complex technical or architectural challenges into structured methods you can apply directly in projects. The first, Diagramming Salesforce Solutions, provides a visual language for communicating architecture. Emerging frameworks, such as Diagramming AgentForce Solutions, extend these principles to modernisation, AI-native delivery, and agent-based design.
Diagramming Salesforce Solutions
The Diagramming Salesforce Solutions framework helps teams translate complex technical detail into clear, consistent architecture visuals. It defines four core diagram types that form a common visual language across projects:
System Landscape – the high-level view of Salesforce products, connected systems, and boundaries.
Data Model – key entities, relationships, and integration points for data exchange.
Process View – user, system, and automation flows showing how work moves through Salesforce.
Security Model – roles, profiles, and access boundaries linking business context to data controls.
At its heart are the extraction techniques, structured methods for turning words, specifications, or documentation into diagrams. These include term extraction (identifying entities and verbs), boundary framing (grouping systems and actors), sequence reduction (simplifying flows into logical stages), and layer alignment (mapping detail consistently across diagrams).
Used together, these techniques help architects communicate designs clearly, accelerate solution reviews, and provide a repeatable foundation for modernisation planning.
Diagramming Agentforce Solutions
Diagramming AgentForce Solutions is an emerging framework that builds on the foundations of Diagramming Salesforce Solutions and extends them into the world of AI-native, agent-based architecture. It helps teams visualise how intelligent agents interact, learn, and deliver value within the Salesforce ecosystem.
The framework introduces five new diagram types — Agent Interaction Flow, Training Data Architecture, Event-State Diagram, Trust and Governance Framework, and AI Value Stream Map — each designed to capture the unique characteristics of AI-enabled systems.
As an emerging discipline, it continues to evolve through experimentation and collaboration, providing architects with a visual language for designing, governing, and communicating AI-driven Salesforce solutions.