Salesforce Principal Technical Architect

Salesforce Principal Technical Architect1

AI & MODERN TOOLING EXPERTISE

Candidates must demonstrate hands-on proficiency with next-generation AI tools, LLM platforms, and Salesforce AI capabilities:

SALESFORCE CLOUD EXPERTISE (ANY OF 2 CLOUDS AS MENTIONED BELOW)

Sales Cloud

Architect enterprise Sales Cloud platforms spanning global territory hierarchies, multi-org topologies, AI-assisted pipeline management, Revenue Intelligence, and Agentforce Sales Agent frameworks. Define scalable data models and AI scoring architectures supporting global sales operations.

Service Cloud

Design resilient omni-channel service architectures: Omni-Channel capacity modelling, Agentforce Service Agent frameworks with human-in-the-loop escalation design, Einstein Article Recommendations, Knowledge Graph integration, and AI-driven CSAT prediction. Define service AI governance and quality standards.

Experience Cloud

Architect multi-site, multi-audience Experience Cloud platforms with headless LWR architecture, identity federation (SSO / MFA / PKCE), AI personalisation layers, and API-first integration patterns for patient portals, partner hubs, and enterprise customer communities.

Revenue Cloud (CPQ, Billing, ARM)

Define enterprise CPQ architecture: multi-org quoting strategy, cross-cloud pricing governance, ERP integration blueprints (SAP, NetSuite), ASC 606-compliant ARM configuration standards, and Agentforce Deal Desk agent framework design. Govern CPQ customisation boundaries and technical debt.

Health Cloud

Architect HIPAA-compliant Health Cloud platforms: Care Program object frameworks, Interoperability Hub (FHIR R4) architecture, consent management design, prior auth automation, and AI-assisted care coordination agent frameworks. Define PHI data residency, encryption, and access control architectures.

Data Cloud & MuleSoft

Design enterprise data unification strategies: Data Cloud identity resolution, calculated insights governance, and real-time activation pipelines into Sales, Service, and Marketing Clouds. Define MuleSoft API-led connectivity governance, integration platform standards, and event-driven architecture patterns using Platform Events and CDC.

INDUSTRY DOMAIN KNOWLEDGE (ANY ONE OF FOLLOWING)

Healthcare & Life Sciences

• Deep knowledge of Provider, Payer, MedTech, Pharma, and Biotech business models and their distinct multi-cloud Salesforce platform architectures

• Experience architecting HIPAA-compliant multi-org Salesforce environments: PHI isolation, field-level encryption, Shield Platform Encryption, and comprehensive audit logging

• FHIR R4 interoperability architecture: Salesforce Health Cloud Interoperability Hub, SMART on FHIR OAuth flows, and bidirectional EHR system sync (Epic, Cerner, Oracle Health)

• Strategic understanding of value-based care, ACO structures, and population health management — and how Salesforce AI platforms operationalise clinical quality metrics

• C-suite Healthcare presentation experience: presenting AI-powered Salesforce platform roadmaps to CIOs, CMIOs, and Chief Digital Officers in health systems

Hi-Tech & Software

• Mastery of SaaS company Salesforce platform patterns: SDR-AE-CSM-Renewal lifecycle architecture, PLG motion integration design, and partner ecosystem platform strategy

• AI-native ARR growth platform design: churn prediction models, expansion signal detection from product telemetry, and automated renewal orchestration via Agentforce

• Multi-product, multi-region Salesforce platform architecture for scaling SaaS companies — from Series C growth through public enterprise scale

• Product telemetry integration: how SaaS usage data flows from data warehouses (Snowflake, Databricks) into Salesforce via MCP/API to trigger intelligent Sales and CS actions

• M&A integration architecture: multi-org consolidation strategy, data migration blueprints, and technical debt rationalisation for acquired company Salesforce estates

FUNCTIONAL KNOWLEDGE (FOUNDATION FOR AI SOLUTIONS)

Deep functional knowledge enables professionals to design AI-powered Salesforce solutions that reflect real business intent — not just technical requirements. This is what separates good implementations from transformative ones.

Business Process Architecture Mastery

Technical Architects with genuine business process understanding can anticipate where AI agents will fail in production edge cases, where data models will break under operational load, and where a declarative Flow serves better than complex Apex. This functional grounding is the difference between architectures that look good in PowerPoint and platforms that scale reliably in the real world.

Revenue Operations Depth

An Architect who understands CPQ approval hierarchies, revenue recognition rules, and deal desk commercial dynamics can design AI-assisted revenue platforms that Finance, Legal, and Audit teams will trust — not just approve under delivery pressure.

Clinical & Care Workflow Knowledge

Architects designing Agentforce agents for healthcare must understand what care coordinators actually do: which systems they navigate, what data they need instantly, and where clinical judgment must remain with humans. Without this, agents get designed for demo scenarios, not real clinical workflows that affect patient outcomes.

Sales & Customer Success Strategy

Understanding how Sales Leaders interpret forecasting dashboards, how CS teams define health scores, and how RevOps measures attribution allows architects to design Salesforce AI platforms that genuinely enhance commercial decision-making — not add complexity that the business quietly routes around.

Regulatory & Compliance Framework

Functional awareness of HIPAA, GDPR, SOC 2, HITRUST, and industry-s