Solution blueprint
The blueprint describes the proposed architecture, data model and business processes.
Discovery process
Salesforce discovery: scope, decisions and a delivery plan
Insight
ForceFolks runs Salesforce discovery to map processes and review an existing org before agreeing the build scope. You receive a solution blueprint, prioritized backlog and estimate with stated assumptions, informed by data and integration checks. Discovery begins the FORCE delivery framework and records risks that the team must address.
Why does Salesforce discovery matter?
Unresolved scope, data ownership and interface decisions can lead to rework. ForceFolks uses the Frame phase of the FORCE framework to record those decisions and expose assumptions. Our failure-rate source audit separates different failure definitions; it does not prove that discovery guarantees success.
What does Salesforce discovery cover?
ForceFolks reviews the parts of the business process and technical environment that affect the proposed work. The professional-services consolidation case illustrates why shared workflows and data ownership matter across divisions:
- Outcomes & success metrics: what 'done' actually means.
- Process mapping: sales, service, marketing, and operations.
- Org & technical-debt audit: the state of any existing org.
- Data review: quality, volume, and migration risk.
- Systems to connect: ERP, finance, support, and data systems.
- Architecture & security: data model and sharing model.
- AI readiness: whether Data Cloud and Agentforce fit.
- Adoption & change: the people who must use it.
Deliverables
What you get from discovery
Data & integration plan
The plan identifies data owners, interfaces, migration tasks and reconciliation checks.
Prioritized backlog
The backlog orders work by business need, dependencies and delivery risk.
Risk register
The register records each known risk, its owner and the proposed response.
Costed roadmap
The roadmap separates phases, effort assumptions, dependencies and estimated cost.
Success metrics
The metrics define the baseline and how the team will assess results after launch.
How it works
How a ForceFolks discovery runs
ForceFolks agrees the questions and deliverables before discovery starts. The sequence below produces decisions and an estimate that a buyer can review, not a guaranteed final project price.
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Kickoff & goals
ForceFolks confirms the outcomes, decision-makers, constraints and available evidence.
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Workshops
The team maps processes with the people who run and approve them.
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Org & data audit
The review checks existing configuration, representative data and connected-system behavior.
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Architecture design
The proposed design records data ownership, security and interface responsibilities.
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Backlog & estimate
The estimate links planned work to assumptions, dependencies and phased acceptance criteria.
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Readout & sign-off
The readout identifies open decisions and the conditions for proceeding into delivery.
FAQ
Frequently asked questions
How long does Salesforce discovery take?
ForceFolks estimates discovery from the number of processes, systems and stakeholders involved. A contained review may take 1–3 weeks, while a multi-Cloud or integration-heavy program needs a separate schedule. Agree access, workshop availability and deliverables before committing to a duration.
Do we need discovery if we already have requirements?
ForceFolks can review existing requirements instead of repeating completed work. The remaining discovery should test feasibility, data quality, access rules and interface ownership. A requirements document is useful input, but it does not by itself validate an estimate.
Is discovery paid, and does it commit us to ForceFolks?
ForceFolks offers discovery as a paid standalone phase with agreed deliverables. It does not require a later build with us. Confirm the scope, fee, ownership and handover terms in the agreement so another team can use the outputs if you choose a different delivery partner.
What happens after discovery?
ForceFolks helps you decide whether to proceed, narrow the first release, use your own team or pause. Approved findings move into detailed design and then build under the FORCE framework. Choose team extension when you will own delivery, or a scoped implementation when you want an accountable delivery partner.
Keep exploring
Related
Make Salesforce work across the business.
Tell us what Salesforce must do. ForceFolks will assess your Clouds, integrations, data, automation, team capacity, and delivery risks. You will receive a recommended path to a working implementation.