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5 Ways to Adopt a Salesforce Architect Mindset Today

5 Ways to Adopt a Salesforce Architect Mindset Today

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You don’t have to be a technical person to start thinking like a Salesforce architect. In this article, I will share 5 concepts to bring a little architect-thinking magic to your everyday work.

Salesforce architect reflections from Northeast Dreamin’

In October 2023, I attended the premier ​​Salesforce community event in the Northeast, Northeast Dreamin’. There were plenty of informative sessions about AI, non-profit success, and others. I chose to focus my time on the sessions run by Salesforce Architects. 

But wait, just for Salesforce architects?

I was struck during these sessions, that the concepts are important to have in mind even if you are not a technical person or someone preparing to head down an architect career path. The reality is that everyone, in every position, can use the basic tenets of a Salesforce architect mindset to improve their everyday work and provide enormous value to our companies.

5 switches to activate your Salesforce architect mindset

When setting the stage for architectural thinking, it is important to zoom out and think about the big picture. Sure there are tactical details that need to be considered, but starting at a higher level will enable you to imagine beyond what is in front of you today.

An architect’s mindset is not reactive. It takes in various viewpoints and inputs that can help anticipate what your next move could or should be. No matter your role, the concepts below can help you elevate your thinking.

#1: Get curious

Think about your work in terms of the broader company and even industry trends. Think through a growth mindset lens and expand on what the questions are. With the growth mindset, the possibilities are limitless as we break away from a fixed mindset.

#2: Zoom out

Next time you are in a meeting, think about your mindset in terms of your camera. Your mind is like an aperture, when you open it you let more light in. How does this change your relationship with what is being discussed? When asked to make a change or perform a task, let more light in, zoom out, and ask broader questions to get to the heart of the why behind the ask.

#3: Get creative

Thinking like an architect is only sometimes a straight line. A heavy dose of thinking about the Art of the possible will open your mind and excite your stakeholders. Open a doc or a notebook and write out the wildest ideas you can think of. This is your chance to push the boundaries and turn some heads.

#4: Think longer term

Don’t be like Homer. Think about what the needs of your company might be in 1 year, in 3 years, in five years. What changes? What changes if you layer on a once-in-a-generation industry-shaking change? How would this inform how you build today with an eye toward a scalable and profitable future? You can go fast AND far.

#5: Analytics for the win!

Wherever possible, use data to support your thinking. This is especially important when pitching concepts to your stakeholders. If you and the teams you work with are using Salesforce, then lots of data is available to you. Moreso, if there has been an investment in more advanced analytics tools like Data Cloud and Einstein Analytics or B2BMA. With so much data at our fingertips, why not share?!

Bonus Tips!

  • Be nimble as the needs of your company change throughout the year. Unexpected headwinds could force a change that can be faced head-on by thinking about the work differently.
  • Don’t be afraid to share your work. Especially during fast-moving times, our ideas can really make a difference but we need to share them!

Whether you’re a developer, admin, or even a casual user, adopting an architect’s mindset can transform your work. So go beyond the tactical in what you do. By zooming out, getting curious, thinking longer term, and using data to guide decisions, you could lead to an architect mindset revolution in your organization.

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  • Brian Roff is a 10x-certified Salesforce and Pardot Consultant. He is the Co-Founder and Co-Leader of the NH Pardot User Group and a Salesforce Marketing Champion. When not at work, you may find Brian hanging with his family, singing songs with his band, drawing, and writing poems. He sometimes goes by the moniker "Brian the Pardot Singer."

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