Technical Architect

Salesforce Architect

The Salesforce Technical Architect defines the platform's architecture, multi-org strategy, and enterprise standards for security, data, integration, and Dev Ops, setting the roadmap and guardrails for scalable, resilient solutions. The role designs reference implementations and reusable components, governs design reviews and technology selection, and aligns platform direction with enterprise architecture and regulatory requirements. It sets strategy for identity and access, data governance and quality, test automation, observability, and release orchestration, while leading risk assessments and partnering with product, cybersecurity, data, and compliance leadership to evolve policies and capabilities.

Essential Job Functions

Platform Architecture Strategy:

• Define Salesforce org strategy, including single vs. multi-org decisions, environment models (production, sandboxes, scratch orgs, scratch org pools), and cloud adoption boundaries across Sales, Service, Experience, and Financial Services Cloud.
• Own the technical roadmap, upgrade strategy, and architectural principles, including metadata management and cross-org alignment.
• Evaluate major initiatives for scalability, performance, governor limits, and long-term maintainability, approving architectural designs and exceptions.
• FSC-specific:
  Define and govern the Financial Services Data Model (FSDM), including relationship hierarchies, household and account modeling, and Actionable Relationship Center (ARC) configuration. Ensure compliant data sharing models are implemented in alignment with IFC data governance and privacy requirements.
• Experience Cloud:
  Define the Experience Cloud architecture strategy, including site design, guest user security model, headless vs. standard deployment patterns, digital experience governance, and integration with FSC data and processes.

Security Compliance Architecture:

• Define enterprise-wide security architecture, including identity models (SSO, OAuth, SAML), least privilege enforcement, Shield Platform Encryption, field- and record-level security, profiles, roles, permission sets, permission set groups, and sharing rules.
• Establish security guardrails for Flows, Apex triggers, Lightning Web Components, and integrations.
• Define and enforce guest user security policies and Experience Cloud public access controls, ensuring no unauthorized data exposure through digital portals.
• Collaborate with enterprise security and compliance teams to align with internal IFC policies, SOC2 and data privacy regulations.

Integration Data Architecture:

• Define integration patterns across Salesforce and external systems, including REST/SOAP APIs, Bulk API, Platform Events, Change Data Capture, middleware (Mule Soft, Azure, AWS), Named Credentials, and OAuth flows.
• Own system-of-record decisions, master data alignment, and MDM governance, ensuring reliability, observability, and resiliency.
• Validate integrations for performance, error handling, logging, and monitoring.
• FSC-specific:
  Architect data flows and integration patterns for FSC-specific objects (Financial Account, Account Participant, etc.), ensuring alignment with the FSDM and IFC master data strategy.
• Experience Cloud:
  Design secure data access and API integration patterns for Experience Cloud sites, including Apex controllers, headless API exposure, and external authentication for portal users.

Knowledge

Skills:

• Deep Salesforce platform expertise: multi-tenant architecture, governor limits, metadata-driven development, event-driven patterns, and large data volume handling.
• Financial Services Cloud: FSC Objects, relationship and household modeling, ARC, compliant data sharing, and FSC-specific automation patterns.
• Experience Cloud: site architecture, guest user security, headless deployment, digital experience governance, and portal integration with back-end systems.
• Enterprise security and identity architecture: SSO, MFA, Shield, encryption, and audit trails.
• Integration architecture: APIs, Platform Events, Change Data Capture, middleware, OAuth, and Named Credentials.
• Automation and code architecture:
  Flow, Apex, LWC, Aura, declarative patterns, bulkification, and error…