Solution blueprint
The target architecture, data model, and process design.
Discovery process
The Salesforce discovery process that de-risks your project
Insight
Salesforce discovery is the structured first phase that defines outcomes, processes, data, integrations, and architecture before any build. ForceFolks runs discovery as workshops plus an org and data review, producing a solution blueprint, data and integration plan, prioritized backlog, risk register, and a costed roadmap — so the build is predictable, not a guess.
Why does Salesforce discovery matter?
Most failed Salesforce projects fail in the first two weeks — when scope, data, and architecture are assumed instead of defined. Discovery (the Frame phase of the FORCE Framework) replaces those assumptions with a blueprint, a plan, and a costed roadmap, so the build is predictable.
What does Salesforce discovery cover?
A ForceFolks discovery looks at the whole picture before a single field is built:
- 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
System-of-record rules and the integrations Salesforce needs.
Prioritized backlog
Epics and stories sequenced by value and risk.
Risk register
The delivery risks, and how each one is mitigated.
Costed roadmap
Phased scope, effort, and a realistic timeline.
Success metrics
The outcomes we'll measure after go-live.
How it works
How a ForceFolks discovery runs
A short, structured sequence that replaces guesswork with a costed plan — before you commit budget to a build.
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Kickoff & goals
We align on outcomes, stakeholders, and constraints.
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Workshops
We map processes and requirements with the people who do the work.
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Org & data audit
We review any existing org, data quality, and integrations.
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Architecture design
We design the data model, security, and integration approach.
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Backlog & estimate
We prioritize work and produce a costed, phased roadmap.
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Readout & sign-off
We present the blueprint and plan, and agree the path forward.
FAQ
Frequently asked questions
How long does Salesforce discovery take?
Most discoveries run 1–3 weeks depending on scope, the number of processes, and the state of any existing org and data. Larger multi-cloud or integration-heavy programs take longer. We confirm the duration at kickoff.
Do we need discovery if we already have requirements?
Often, yes — but a lighter one. Requirements describe what you want; discovery validates feasibility, data, integration, and architecture so the estimate and build are reliable. We scale discovery to what you already have.
Is discovery paid, and does it commit us to ForceFolks?
Discovery is a paid, standalone phase with concrete deliverables you own — the blueprint, plan, and roadmap. You can take those and build with any partner; there's no obligation to continue with ForceFolks.
What happens after discovery?
You have a costed roadmap and can proceed into the build (the Realize phase), staff it with augmentation, or pause. See how we deliver.
Keep exploring
Related
Make Salesforce work across the business.
Tell us what you need Salesforce to do. ForceFolks will assess your Clouds, integrations, data, automation, team capacity, and delivery risks — then recommend the fastest path to a working implementation.