Salesforce strategy & architecture
Salesforce strategy
that fits your business.
Salesforce is a broad platform. Getting value from it takes decisions about your processes, data, architecture, and wider technology estate. Stone Bear helps you set the direction and put it into practice.
Independent advice. Experienced implementation.
See where Salesforce fits
in your strategy.
The decisions ahead
Wherever you are in
your Salesforce journey.
From a first implementation to an established enterprise estate, the right decisions depend on your business, your team, and what you want to achieve next.
Starting or expanding
Decide where Salesforce fits, establish the architecture, and plan the capabilities and integrations you need to grow.
See strategy servicesImproving your platform
Review technical debt, business processes, and data. Make better use of Salesforce and agree a practical direction for the future.
See architecture servicesGrowing a team or product
Strengthen product architecture, development practices, and technical leadership, whether you’re an internal team or a Salesforce ISV.
See technology leadershipStrategy with perspective
A clear direction for now,
next, and the longer term.
Connect immediate priorities to the architecture you need for the future. A shared roadmap helps your team make each investment and delivery decision in context.
Now
Understand the starting point.
Clarify your business priorities, current technology estate, and the opportunities or constraints that need attention.
Next
Agree the priorities.
Decide which capabilities, process changes, and investments should come first, with a roadmap your team can put to work.
Longer term
Plan for growth.
Establish an architectural direction for Salesforce and your wider estate that guides decisions as the business evolves.
From direction to delivery
From architectural decisions
to working solutions.
Set the direction.
Build the capability.
Keep moving forward.
A scoped engagement or an ongoing relationship. Stone Bear can stay involved to implement the roadmap and help your team own what comes next.
- 01
Discover and design
Understand how your business works and design Salesforce’s role within the wider architecture.
- 02
Build and improve
Configure capabilities, develop integrations, improve data flows, and address technical debt where it matters.
- 03
Support and evolve
Provide ongoing guidance, strengthen delivery practices, and support your platform as new priorities emerge.
Ways to work with Stone Bear
The expertise you need,
when you need it.
Strategic judgement, architectural guidance, and practical involvement. Bring Stone Bear in for a specific decision, an implementation, or an ongoing role alongside your team.
Strategy
Decide how Salesforce fits into your wider technology strategy and what to prioritise now, next, and longer term.
02Architecture
Design Salesforce’s role across your enterprise estate, data, processes, integrations, and products.
03Managed services
Combine ongoing guidance, new roadmap delivery, platform maintenance, and continuous improvement.
04Development
Build new capabilities and integrations, improve data flows, and deliver architectural changes in practice.
05Fractional CTO
Align Salesforce and your wider technology stack with business priorities through fractional technology leadership.

Expertise behind the advice
A broad perspective.
Technical depth.
Stone Bear is led by Paul Battisson, Salesforce MVP Hall of Fame member and author of books on Salesforce development.
His work spans enterprise architecture, Salesforce implementation, ISV product development, and fractional CTO leadership. That experience connects decisions about the wider technology estate with the detail of making Salesforce work.

Perspectives on strategy and delivery
The Stone Bear perspective.
Give your Salesforce cleanup an architectural direction
Legacy remediation works better when individual changes support a shared plan for the platform.
Read articleBefore your next Salesforce investment, review the foundations
Questions to ask before a new programme adds more demands to your existing platform.
Read articleWhat a Salesforce platform health review should tell you
A useful review connects technical findings to the decisions your team needs to make.
Read articleYour next step
What are you planning next?
Whether you’re introducing Salesforce, planning new capabilities, or reconsidering your existing architecture, let’s discuss the decisions ahead.
