How we deliver

Salesforce implementation methodology: the FORCE Framework

Insight

The ForceFolks Salesforce implementation methodology uses five phases: Frame, Orchestrate, Realize, Certify and Evolve. Each phase defines the work, expected output and review point, from discovery through launch and support. Your delivery plan records system responsibilities, acceptance criteria and the people who approve each release.

The framework

How does the Salesforce implementation methodology work?

Use the five phases to define and review the project. An existing build can start with an assessment of its current state.

Use the source audit on CRM implementation failure evidence to separate documented risks from broad failure-rate claims.

F01O02R03C04E05FrameDiscovery, outcomes& architectureOrchestrateData, integration& MuleSoftRealizeConfigure, build& AI agentsCertifyQA, security& DevOpsEvolveGo-live, adoption& managed AI
The FORCE Framework: Frame, Orchestrate, Realize, Certify, Evolve.
Phase by phase

What happens in each phase

F: Frame

Discovery, outcomes, and architecture.

  • Outcome & process mapping
  • Org & data audit
  • Solution blueprint
  • Costed roadmap

O: Orchestrate

Data and integration design.

  • Data model & security
  • System-of-record rules
  • MuleSoft / API design
  • Data Cloud grounding

R: Realize

Configure, build, and add AI.

  • Configuration & Flow
  • Apex & LWC
  • Agentforce & Einstein
  • Data migration

C: Certify

Quality, security, and release.

  • QA & UAT
  • Security & sharing review
  • DevOps / CI-CD (Copado)
  • AI evaluation

E: Evolve

Launch, adoption and ongoing support.

  • Controlled go-live
  • Adoption & training
  • Managed services
  • AI & roadmap maturity
Quality & governance

How we keep delivery on track

  • Architecture-led: the data model and security are designed before the build.
  • Source control & CI/CD: every change is versioned and tested (incl. Copado).
  • Security & sharing review: least-privilege access designed in, not bolted on.
  • AI evaluation: Agentforce grounded and tested before it reaches users.
  • Defined success metrics: adoption, data quality, cycle time, and cost-to-serve.
  • Documentation & handover: you own a maintainable platform, not a black box.
Engagement

Ways to run a FORCE engagement

Pick one model, or blend them as the work changes.

Fixed-scope project

A defined outcome, timeline, and price after the Frame phase.

Time & materials

Senior capacity billed for actual effort when scope will evolve.

Managed services

Ongoing Evolve-phase delivery from a shared backlog.

Staff augmentation

Embed our architects and specialists in your own team.

Agree the delivery lead and specialist roles during scoping. The plan should name who owns architecture, development, testing, deployment and handover.
FAQ

Frequently asked questions

What is the FORCE Framework?

The FORCE Framework is our five-phase delivery method: Frame, Orchestrate, Realize, Certify and Evolve. It connects discovery, data and integration design, development, release testing and support. Each phase has agreed outputs and review points, so your team can check progress against the work it approved.

How long does each phase take?

Phase length depends on the systems, data, integrations and approvals involved. Discovery establishes a delivery plan, while design, development and testing can run in repeated cycles. Your plan should include client review time, migration rehearsals and release dependencies. Ongoing support has a separate scope and agreed priorities.

Can we start mid-project or from discovery only?

Yes. You can begin with a Salesforce discovery assessment or ask for a review of an unfinished implementation. An existing build needs a check of its configuration, code, data and documentation first. That review identifies what can stay, what needs repair and what must pass before launch.

Do you work fixed-price or time-and-materials?

Both models are available, with pricing quoted for the agreed scope. A defined deliverable can suit a fixed-scope project. Work with changing priorities can suit time and materials or Salesforce managed services. The proposal should explain assumptions, review points and how scope changes affect cost.

What happens in Salesforce discovery?

Discovery maps the business outcome, current processes, system responsibilities and delivery constraints. Your team reviews the proposed architecture and a roadmap before the build starts. Useful inputs include system diagrams, data samples, process owners and known problems. Share sensitive production records only through an agreed secure channel.

Make Salesforce work across the business.

Tell us whether you are starting discovery, reviewing an existing build or planning a release. We can discuss the next phase and the information needed to scope it.