{ "schema": "aiblocks-page/1", "id": "agency-specialized-salesforce-architect", "type": "agent", "name": "Salesforce architect agent", "summary": "Get a Salesforce architecture plan with a data model, system links, decision records and the platform limits to check before you build.", "headline": "Salesforce architect agent", "subhead": "Describe your Salesforce setup, your problem and the systems that must connect to it. The agent proposes how to store the data, how systems share it and where the logic lives. You get decision records and a list of limits to check.", "job": { "id": "connect-tools", "name": "Connect AI to your tools" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "source_text", "required": false, "label": "Source text", "what": "a long source in full: an article, a video or talk transcript, or notes from a book, with its title, author and link" } ], "outputs": [ { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" }, { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" }, { "type": "data_model", "required": true, "label": "Data model", "what": "a database design: the tables or collections, their fields and keys, and how they link" } ], "you_give": [ "The business problem you want Salesforce to solve, in plain words", "Which Salesforce products you use, and your edition if you know it", "Outside systems that must connect, how often data moves and about how many records", "Your current objects, Flows or code, as a list or export with no customer records (optional)", "Rules you must follow, such as privacy or where data may be stored (optional)" ], "you_get": [ "A recommended design with the main decision stated first", "A decision record for each big choice, with options, trade-offs and when to look again", "A data model sketch showing objects, links and who can see what", "An integration plan showing how data moves and what happens on failure", "A list of Salesforce limits that touch your design, each marked to check", "A short release plan from sandbox to live" ], "use_when": [ "You are adding another cloud, such as Service or Marketing, to an org you already run.", "A system outside Salesforce, such as your store or billing tool, must sync with it and you must pick how.", "Your org has old workflows and Flows that clash and you need a clean-up plan.", "A developer or partner proposes a design and you want a written second opinion." ], "skip_when": [ "You have one how-do-I question about a field, report or Flow. Ask your Salesforce admin or Salesforce Help.", "You want changes made inside a live org. This agent only proposes, so hand its plan to your admin.", "You want to link two apps with no code, such as Zapier or Make. Use the Zapier and Make automation planner." ], "output_sample": { "input": [ "The business problem you want Salesforce to solve", "Your Salesforce products and the outside systems that connect", "A list of current objects, Flows or code (optional)", "Rules you must follow, such as privacy (optional)" ], "prerequisites": [ "An AI that reads pasted text, such as Claude, ChatGPT or Gemini", "A Salesforce admin or developer who can build and check the design" ], "output": [ { "name": "Recommendation", "contains": "The main design choice and the reason, up front." }, { "name": "Data model", "contains": "Objects, how they link, and who can see each one." }, { "name": "Integration plan", "contains": "How each outside system sends data, and what happens when a call fails." }, { "name": "Automation choices", "contains": "Which jobs use Flows or formulas and which need code, with reasons." }, { "name": "Decision records", "contains": "One short record per big choice, with options, trade-offs and when to review." }, { "name": "Limits to check", "contains": "Salesforce limits that touch the design, each marked to check in current documentation." }, { "name": "Release plan", "contains": "How changes move from sandbox to live and how to roll back." } ] }, "output_shape": "RECOMMENDATION\n | Why \n\nDATA MODEL\n | links to | who can see it | notes\n\nINTEGRATIONS\n | | \n\nAUTOMATION\n | | \n\nDECISION RECORDS\n | status <proposed> | options <A, B> | trade-offs | review on <date or trigger>\n\nLIMITS TO CHECK\n <limit and how it affects this design> | check in <current Salesforce documentation>\n\nRELEASE PLAN\n <sandbox steps> | <how changes reach live> | <how to roll back>\n\nOPEN CHECKS\n <what is unverified>", "how_to_use": [ "Add the pack to your AI as a skill. If you cannot, start a new chat and paste SKILL.md, then references/source-agent.md.", "Describe the business problem first. Then paste your setup, such as a list of objects and automations. Leave out customer records.", "Say what is fixed, such as the products you use, your deadline and who will maintain the build.", "Read the recommendation first. If you disagree, say so early and ask it to rework that choice.", "Check each limit it names against current Salesforce documentation, or ask your admin, before you trust the number.", "Give the decision records to your admin or partner to build from. Nothing in your org changes until a person makes the change." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Power BI data model checker", "url": "https://useaiblocks.com/skills/review-a-power-bi-data-model", "why": "Power BI data model checker" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/specialized-salesforce-architect.md", "licence": "MIT", "original_name": "Salesforce Architect", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Salesforce Architect", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/specialized/specialized-salesforce-architect.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-specialized-salesforce-architect", "markdown": "https://useaiblocks.com/agents/agency-specialized-salesforce-architect.md", "json": "https://useaiblocks.com/agents/agency-specialized-salesforce-architect.json", "instructions": "https://useaiblocks.com/skills/agency-specialized-salesforce-architect/SKILL.md", "download": "https://useaiblocks.com/skills/agency-specialized-salesforce-architect.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-specialized-salesforce-architect", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-specialized-salesforce-architect", "mcp": "https://useaiblocks.com/mcp" } }