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Salesforce Architect
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How do you build and maintain an architectural roadmap?

Architectural roadmaps differ from product roadmaps. They focus on platform health, capability, and strategic direction.

Components:

1. Current state.

  • Where is the architecture today?
  • Capabilities, debt, gaps.

2. Future state vision (3-5 years).

  • Where should we be?
  • Capabilities, scale, alignment.

3. Path between.

  • Phases, milestones.
  • Sequencing.
  • Dependencies.

4. Key initiatives.

  • Modernisation.
  • New capability adoption.
  • Tech debt reduction.
  • Compliance initiatives.

5. Investment requirements.

  • People (architects, devs, admins).
  • Tools (DevOps, monitoring, etc.).
  • Salesforce add-ons (Shield, CRM Analytics, Data Cloud).
  • Budget over time.

6. Risks and dependencies.

  • Salesforce platform direction.
  • M&A possibilities.
  • Regulatory changes.

7. Success metrics.

  • How will we measure progress?

Granularity:

  • Year 1 — specific projects, deliverables.
  • Year 2 — themes, planned projects.
  • Years 3-5 — strategic direction, less detail.

Stakeholder views:

  • Technical — detailed for architects, engineers.
  • Strategic — for executives, sponsors.
  • Tactical — for delivery teams.

Cadence:

  • Quarterly review and adjustment.
  • Annual major refresh.
  • As-needed for major changes (M&A, leadership change).

Communication:

  • QBRs with leadership.
  • Architects' guild internal.
  • Newsletter for broader audience.
  • Documentation hub persistent.

Common pitfalls:

  • Static roadmap — frozen 18 months ago, ignored.
  • Wishlist masquerading as roadmap — no resourcing.
  • No stakeholder buy-in — ignored when reality demands.
  • Too detailed years out — locks in plans that won't survive.
  • No metrics — can't measure progress.

Senior architect insight: roadmaps are conversations, not contracts. They evolve. Discipline is keeping them current and aligned with reality.

The senior framing: the best roadmaps are tools for alignment. They focus stakeholder energy. They expose trade-offs. They provide context for prioritisation decisions.

Without a roadmap, decisions are ad-hoc. With one, they fit a coherent direction.

Why this answer works

Senior. The components, granularity, and "conversation not contract" framing are mature.

Follow-ups to expect

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