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01

Salesforce Platform
— from health check to governance

// UI · LWC// PERMISSIONS// DATA · OBJECTS
Led personally by a CTA — Salesforce Certified Technical Architect, of which only a few hundred exist worldwide. Beyond implementation: health checks, assessments, advisory, governance design, and full delivery across the entire lifecycle of your Salesforce investment.
Your Salesforce org is not an IT project — it is a business investment worth millions a year. We apply CTA-level architecture discipline to turn that investment into visible revenue growth, process efficiency, and cost savings — instead of ever-more-expensive technical debt.
Most Salesforce partners only implement. A CTA can do far more: evaluate whether to buy before you sign, design an architecture that lasts five years before you build, set governance rules when multiple vendors work in parallel, and diagnose repair-versus-rebuild when an org ages. These calls require an architect-level advisor.
// WHAT YOU GET · BUSINESS OUTCOMES

Every Salesforce decision maps to three business levers

01 / REVENUE

Grow revenue

A complete customer 360 view means no deal slips through; pipeline visibility lets managers step in early on stalled deals; Agentforce follow-ups make sure every opportunity gets attention.

Metrics we track
Win rate · sales cycle · deal size · renewal rate
02 / PROCESS

Improve process

Automate the copy-paste and swivel-chair work between systems; approvals, quotes, and service cases flow through one platform, so managers can always see where the bottleneck is.

Metrics we track
Cycle time · case resolution time · automation coverage
03 / COST

Reduce cost

Audit idle licenses and overlapping tools, cut unnecessary subscriptions; a clean architecture means a feature change takes days, not quarters — maintenance effort drops accordingly.

Metrics we track
License spend · maintenance effort · incident rate · tech-debt interest
// CTA-LEVEL ADVISORY · WHAT TYPICAL SIs CAN'T DO

Before, after, and beyond implementation — four architect-level engagements

None of these require an implementation contract. Each is standalone, fixed-scope, fixed-price — many clients first meet us through a health check.

ADVISORY 01

Org Health CheckORG HEALTH CHECK

A two-week rapid check-up: security posture, performance bottlenecks, technical-debt hotspots, idle licenses, governor-limit risks. Automated scanning plus CTA review, producing a prioritized fix list.

For: orgs that are 3+ years old, have changed vendors, or just "feel slower and more expensive every year." Common outcome: license savings identified in week one.
2 WEEKS · FIXED PRICEDELIVERABLE: HEALTH REPORT + FIX LIST
ADVISORY 02

Org AssessmentORG ASSESSMENT

A 4–6 week architecture-grade assessment: data model, integration layer, security model, automation quality, org merge/split feasibility. It answers the most expensive question — repair, refactor, or rebuild?

For: post-M&A org consolidation, pre-Agentforce / Data Cloud foundation checks, or any major investment that deserves an independent architecture opinion first.
4–6 WEEKSDELIVERABLE: REPORT + 12-MONTH ROADMAP W/ COST ESTIMATES
ADVISORY 03

Salesforce AdvisorySALESFORCE ADVISORY

A fractional chief architect on retainer: product roadmap, licensing strategy and renewal-negotiation support, build-vs-buy calls, Agentforce investment sequencing, and quality oversight of your SI vendors. On your side of the table — not the vendor's.

For: companies spending millions a year on Salesforce without an in-house architect. Every dollar goes to the highest-ROI item first.
MONTHLY RETAINER · CANCEL ANYTIMEDELIVERABLE: QUARTERLY ROADMAP + DECISION MEMOS
ADVISORY 04

Governance DesignGOVERNANCE DESIGN

Establish a design authority for your Salesforce estate: Center of Excellence design, environment and release management, design standards and review gates, security and compliance guardrails. When multiple vendors build in parallel, everyone follows one set of rules.

For: multi-BU shared orgs, or any company with two or more vendors building at once. Outcome: faster releases, fewer incidents, and vendor work that can be objectively accepted.
6–8 WEEKS + QUARTERLY OVERSIGHTDELIVERABLE: GOVERNANCE PLAYBOOK + OPERATING CADENCE
// WHY A CTA

CTA is the highest tier of Salesforce certification

The Salesforce Certified Technical Architect credential requires passing a live architecture review board defense. Only a few hundred people worldwide hold it. It isn't a certificate — it's a capability: making architecture calls that still hold up three years later, in situations with no textbook answer.

What a CTA does that typical consultants can't

  • Before you sign: judge which licenses you actually need — instead of discovering you overpaid afterward
  • Cross-cloud architecture: how Sales, Service, Data Cloud, Agentforce, and MuleSoft fit together — one person who sees the whole board
  • As your third party: accept or reject other SIs' work, and sit on your side of the table at renewal negotiations
  • The repair-vs-rebuild call: get this wrong and it costs millions and two years
// FULL-STACK DELIVERY
Need a greenfield implementation or a major refactor? The same CTA takes you from architecture to go-live. AI-assisted delivery runs 30–50% faster than a traditional SI — and every line of code passes CTA-level review.

What we do

  • Design once, grow for five years: enterprise org architecture for multi-BU, multi-region operations — expansion without rebuildsObject model · Profile/Permission Set matrix · sharing governance
  • Feature changes in days, not quarters: clean code architecture keeps future changes fast and safeApex/LWC aligned to Well-Architected · 80%+ test coverage · every PR reviewed
  • Migrate data without losing a single order: ERP/legacy migration with validation and rollback — zero business downtimeSchema mapping · cleansing/validation scripts · bidirectional rollback
  • No more manual data shuttling between systems: integration layer with monitoring and alerting — you know the moment something breaksMuleSoft / Platform Events / REST API · SLA · retry · observability
  • AI agents that actually ship: Agentforce from business-value assessment to post-launch monitoring — not a demo that dies in the boardroomUse-case ROI assessment · eval pipeline · guardrails · hallucination monitoring
  • A team that actually adopts it: role-based training plus two weeks of hypercare — adoption, not go-live, is the finish lineRole-based training · runbook · hypercare · full technical handover
DELIVERABLE 01
Complete org architecture package: ADR, ERD, integration diagrams
DELIVERABLE 02
Custom code with 80%+ test coverage
DELIVERABLE 03
Two-week handover and go-live support
ComparisonLocal SIEKel
Architect levelConsultant / PM-led, no CTACTA-led — only a few hundred worldwide
Advisory scopeImplementation onlyHealth check · assessment · advisory · governance · delivery · stewardship
Requirements discoveryManual interviews, 4–8 weeksAI-assisted process extraction, audit in 2 weeks
Architecture designConsultants sketching from memoryAI aligned to Salesforce Well-Architected + CTA-level review
DevelopmentManual Apex / LWC, Change Set deploymentsAI Pair Programming + Git/CI/CD + 80%+ unit tests
DocumentationPowerPoint + user manualsAI-generated ADR / ERD / integration diagrams / runbook, CTA validated
After go-liveLeave after deliveryTwo-week hypercare + maintainable documentation
Total timeline6–12 months, high man-month cost3–6 months — AI throughout significantly reduces time and cost
FAQ

Salesforce questions teams ask us.

Why work with a Salesforce CTA (Certified Technical Architect)?

The CTA is Salesforce's highest technical certification — only ~400 exist worldwide, and EKel is the only consulting team in Taiwan that holds one. CTA-grade architecture review heads off the expensive data-model, integration, and scalability mistakes that most projects only discover painfully around month 18.

Which Salesforce products and Industry Clouds do you implement?

Sales Cloud, Service Cloud, Marketing Cloud, and multiple Industry Clouds — Financial Services Cloud (FSC), Health Cloud, Manufacturing Cloud, Education Cloud, Public Sector Solutions (PSS), and Revenue Cloud Advanced (formerly CPQ) — plus Agentforce AI agent integration.

We already run Salesforce — can you just do a health check or governance?

Yes. Beyond full implementation we offer standalone org health checks, org assessments, Salesforce advisory, and governance design. Many clients start with a one-off health check to learn whether their current org is an asset or a liability before committing to anything bigger.

How long does a Salesforce implementation take?

It depends on scope, but our agentic-coding, CTA-led approach is typically far faster than a traditional consulting build. The first step is usually a consult or health check so we can tell you whether to start with a health check, assessment, governance, or delivery — rather than selling you the biggest package up front.

Not sure if your Salesforce is an asset or a liability?

Thirty minutes with a CTA. Tell us where you are: feels too expensive, too slow, a merger to integrate, Agentforce ambitions, or a first implementation. We will tell you straight which step comes first — health check, assessment, governance, or delivery. And if you don't need Salesforce, we'll say so.

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