Solution Whiteboard
Facilitate solution design and whiteboard sessions. AI produces structured solution outlines, data flow diagrams, integration maps, and phased implementation roadmaps.
Skill Details
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Versionv1.0.0AuthorJorge ArteagaLicenseMITSections13
Works with
Claude CodeCursorWindsurf
When This Skill Owns the TaskWorkflow
| Task | This Skill | Defer To |
|---|---|---|
| Design a Salesforce solution from a business problem | Yes | — |
| Produce a data flow or integration diagram | Yes | — |
| Build a phased implementation roadmap | Yes | — |
| Scope a multi-cloud architecture | Yes | — |
| Assess gaps in an existing org | No | sf-se-architecture-review |
| Build the ROI or business case | No | sf-se-proof-of-value |
| Write the Apex code for the solution | No | sf-apex |
| Run discovery to understand the business problem first | No | sf-se-discovery |
| Business Need | Recommended Product | Key Features |
| Sales process management | Sales Cloud | Leads, Opportunities, Forecasting, Einstein |
| Customer service | Service Cloud | Cases, Omni-Channel, Knowledge, Einstein |
| Marketing automation (B2B) | Marketing Cloud Account Engagement | Engagement Studio, Scoring, Lead Nurture |
| Marketing automation (B2C) | Marketing Cloud Engagement | Journeys, Email, Mobile, CDP |
| Customer data platform | Data Cloud | Unified profiles, Segments, Activations |
| Autonomous AI agents | Agentforce | Topics, Actions, Prompt Templates |
| Custom apps and portals | Platform + Experience Cloud | Custom objects, LWC, Sites |
| CPQ and billing | Revenue Cloud | Product catalog, Pricing rules, Contracts |
| Field service | Field Service | Work Orders, Scheduling, Mobile |
| Pattern | When to Use | Salesforce Tools |
| Real-time sync | Data must be current within seconds | Platform Events, Change Data Capture |
| Scheduled batch | Large volumes; timing is flexible | Scheduled Flow, Apex Batch, Bulk API |
| Request/response | One system queries another on demand | Named Credentials, REST callouts |
| Event-driven | Decoupled systems reacting to events | Platform Events, Pub/Sub API |
| ETL/Data pipeline | Large-scale data migration or warehouse sync | Data Cloud connectors, Bulk API |
| Anti-Pattern | Why It Fails | Fix |
| Designing before understanding the business problem | Produces technically correct but wrong solutions | Always start with the business outcome, not the features |
| Recommending every Salesforce cloud | Looks like a sales pitch, not a solution | Start with the minimum viable solution for Phase 1; expand from there |
| Skipping the integration architecture | Integration is almost always the hardest part of a Salesforce implementation | Map every external system connection before finalizing scope |
| Proposing all-Apex automations | Creates maintenance burden; harder for admins to modify | Follow the automation decision tree; prefer Flow over Apex where possible |
| One-phase design with no roadmap | Customers expect phased value delivery, not a 12-month "big bang" | Always phase the delivery; show value in Phase 1 |
| Not validating the data model | Wrong data model is the #1 cause of Salesforce implementations needing a rebuild | Confirm object relationships and data volume before finalizing |
| Category | Points | Pass Criteria |
| Business Problem Alignment | 25 | Every design decision is traceable to a stated business outcome |
| Integration Architecture | 25 | All external systems mapped with data flow direction and pattern |
| Phasing | 20 | Phase 1 is achievable in <16 weeks with clear success criteria |
| Automation Strategy | 20 | Automation choices justified using the decision tree |
| Skill | When to Use It | |
| sf-se-architecture-review | Assess the existing org before designing the future state | |
| sf-se-proof-of-value | Quantify the business impact of the proposed solution | |
| sf-apex | Generate the Apex code for complex automations in the design | |
| sf-ai-agentforce | Design the Agentforce agents in the automation layer | |
| sf-se-presentation | Build the slide deck that presents this solution design | |
| salesforce-architect-skill | Deep-dive on specific architecture decisions |
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