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10 Steps to Building
Awesome Architect
Artifacts
Certified Technical Architect
Carl Brundage
Carl Brundage
Certified Technical Architect
@carlbrundage
Forward-Looking Statement
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions prove incorrect, the results of salesforce.com, Inc. could differ materially from the results expressed or implied by the forward-looking statements we
make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber
growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new
products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in
our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the
immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new
releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise
customers. Further information on potential factors that could affect the financial results of salesforce.com, Inc. is included in our annual report on Form 10-K for the
most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are
available on the SEC Filings section of the Investor Information section of our website.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
salesforce.com, Inc. assumes no obligation and does not intend to update these forward-looking statements.
Statement under the Private Securities Litigation Reform Act of 1995
Why Artifacts Matter
Requirements Review
System Landscape
Object Model
Wrap-up
Agenda
Business Requirements
The Conference Company (TCC)
TCC hold tech conferences at multiple venues throughout the year
• Conferences attract over 2 million pre-registered attendees
• Thousands of partners businesses act as sponsors
TCC has the following users:
• Account Managers (AM) work to obtain sponsorship from other businesses
• Meeting Planners (MP) design conference plans and coordinate logistics
• Customer Support Agents (CSA) provide support to individuals
TCC uses a variety of systems:
• Custom SQL Server Based Logistics Planning web app that supports SSO
• Payment Gateway for credit card processing that supports REST
• On premises LDAP to authenticate employees and sponsors
Wants to consolidate and automate manual processes and spreadsheets
Business Requirements
Unify business processes and track information in one place
Use current network credentials and access other apps without another login
AMs assigned sponsor request based on geographic location
AMs send customized documents for electronic signature
MP need access to session attendance in the Logistics app
Should only see sponsors (AM) and conferences (MP) for their territory
Employees
Business Requirements
Submit interest in sponsorship online, including basic information
AMs review sponsorship interest and communicate with qualified partners
Sponsors review available options and prices and create a custom sponsorship
package
View post conference attendance information/ROI
Sponsor
Business Requirements
Register and login with Facebook or Google accounts
Review and select available sessions
Pay with a credit card and view receipts
Submit a request for help online
Use a mobile app with geofencing while at a session
Receive personalize emails/texts about conference
Attendees
System Landscape
1. Identify the Systems
Salesforce centric viewpoint
E
S
B Logistic
s App
LDAP
DocGe
n
Payment
Gateway
eSig
n
2. Did You Get All the Systems?
Have a diagramming style
E
S
B Logistic
s App
LDAP
E
T
L
Current
DocGen
eSign
Payment
Gateway
IdP
3. Add Additional Detail
Firewall - TCC On-Premises
E
S
B Logistic
s App
LDAP
E
T
L
Current
App
Exchange
DocGen
eSign
Payment
Gateway
IdP
Internal UsersExternal Users
Attende
e
Cust
Com
Sponso
r
Part
Com
AM
Sales
CSA
Servic
e
MP
Platfor
m
Social Sign-
On
4. Show System Interaction
Think about the business flow
Firewall - TCC On-Premises
E
S
B Logistic
s App
LDAP
E
T
L
Current
App
Exchange
DocGen
eSign
Payment
Gateway
IdP
Internal UsersExternal Users
Attende
e
Cust
Com
Sponso
r
Part
Com
AM
Sales
CSA
Servic
e
MP
Platfor
m
Social Sign-
On
5. Annotate the Interactions
Name the protocol
Firewall - TCC On-Premises
E
S
B Logistic
s App
LDAP
E
T
L
Current
App
Exchange
DocGen
eSign
Payment
Gateway
IdP
Internal UsersExternal Users
Attende
e
Cust
Com
Sponso
r
Part
Com
AM
Sales
CSA
Servic
e
MP
Platfor
m
Social Sign-
On
OpenID
Connect
REST/oData
Bulk
SOAP
SAML
REST
SOAP
Object Model
6. Identify and Draw Objects & Relationships
Include additional info
7. Show Relationship Cardinality
Salesforce specific
8. Add Color to Differentiate
Don’t forget a legend
9. Overlay the Security Model
OWD & Ownership
10. Include Estimated Data Volumes
Identify & Mitigate LDV
Wrap Up
Strive for information density
• Make your picture worth 1,000 words
Additional Resources
Visio (Windows, Web)
Lucidchart (Web)
draw.io (Web, Windows, Mac, Linux, ChromeOS)
OmniGraffl (Mac, iOS)
Gliffy Diagram (Web)
Diagramming Tools
10 steps to building awesome architect artifacts

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10 steps to building awesome architect artifacts

  • 1. 10 Steps to Building Awesome Architect Artifacts Certified Technical Architect Carl Brundage
  • 2. Carl Brundage Certified Technical Architect @carlbrundage
  • 3. Forward-Looking Statement This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions prove incorrect, the results of salesforce.com, Inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, Inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our website. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. salesforce.com, Inc. assumes no obligation and does not intend to update these forward-looking statements. Statement under the Private Securities Litigation Reform Act of 1995
  • 4. Why Artifacts Matter Requirements Review System Landscape Object Model Wrap-up Agenda
  • 6. The Conference Company (TCC) TCC hold tech conferences at multiple venues throughout the year • Conferences attract over 2 million pre-registered attendees • Thousands of partners businesses act as sponsors TCC has the following users: • Account Managers (AM) work to obtain sponsorship from other businesses • Meeting Planners (MP) design conference plans and coordinate logistics • Customer Support Agents (CSA) provide support to individuals TCC uses a variety of systems: • Custom SQL Server Based Logistics Planning web app that supports SSO • Payment Gateway for credit card processing that supports REST • On premises LDAP to authenticate employees and sponsors Wants to consolidate and automate manual processes and spreadsheets
  • 7. Business Requirements Unify business processes and track information in one place Use current network credentials and access other apps without another login AMs assigned sponsor request based on geographic location AMs send customized documents for electronic signature MP need access to session attendance in the Logistics app Should only see sponsors (AM) and conferences (MP) for their territory Employees
  • 8. Business Requirements Submit interest in sponsorship online, including basic information AMs review sponsorship interest and communicate with qualified partners Sponsors review available options and prices and create a custom sponsorship package View post conference attendance information/ROI Sponsor
  • 9. Business Requirements Register and login with Facebook or Google accounts Review and select available sessions Pay with a credit card and view receipts Submit a request for help online Use a mobile app with geofencing while at a session Receive personalize emails/texts about conference Attendees
  • 11. 1. Identify the Systems Salesforce centric viewpoint E S B Logistic s App LDAP DocGe n Payment Gateway eSig n
  • 12. 2. Did You Get All the Systems? Have a diagramming style E S B Logistic s App LDAP E T L Current DocGen eSign Payment Gateway IdP
  • 13. 3. Add Additional Detail Firewall - TCC On-Premises E S B Logistic s App LDAP E T L Current App Exchange DocGen eSign Payment Gateway IdP Internal UsersExternal Users Attende e Cust Com Sponso r Part Com AM Sales CSA Servic e MP Platfor m Social Sign- On
  • 14. 4. Show System Interaction Think about the business flow Firewall - TCC On-Premises E S B Logistic s App LDAP E T L Current App Exchange DocGen eSign Payment Gateway IdP Internal UsersExternal Users Attende e Cust Com Sponso r Part Com AM Sales CSA Servic e MP Platfor m Social Sign- On
  • 15. 5. Annotate the Interactions Name the protocol Firewall - TCC On-Premises E S B Logistic s App LDAP E T L Current App Exchange DocGen eSign Payment Gateway IdP Internal UsersExternal Users Attende e Cust Com Sponso r Part Com AM Sales CSA Servic e MP Platfor m Social Sign- On OpenID Connect REST/oData Bulk SOAP SAML REST SOAP
  • 17. 6. Identify and Draw Objects & Relationships Include additional info
  • 18. 7. Show Relationship Cardinality Salesforce specific
  • 19. 8. Add Color to Differentiate Don’t forget a legend
  • 20. 9. Overlay the Security Model OWD & Ownership
  • 21. 10. Include Estimated Data Volumes Identify & Mitigate LDV
  • 22. Wrap Up Strive for information density • Make your picture worth 1,000 words
  • 23. Additional Resources Visio (Windows, Web) Lucidchart (Web) draw.io (Web, Windows, Mac, Linux, ChromeOS) OmniGraffl (Mac, iOS) Gliffy Diagram (Web) Diagramming Tools

Editor's Notes

  1. Unify processes and single source of truth - salesforce Mobile app with geofencing – heroku Online credit card processing – payment gateway Customized sponsorship agreements – docgen & esign from appx Custom logistics processing – logistics system Single login across systems with existing credentials - LDAP
  2. LDAP is only credentials, does not provide access – need IdP Mobile devices – will interact with the solution Social sign on – facebook & google Current system and the need for data migration
  3. Retire the current system Systems behind the firewall Apps from the App Social sign on Personas & licenses – both external & internal Showed Salesforce, but more complex. Need Sales, Service, Platform, Community, Marketing Online access for Sponsors & Attendees - community Personalized emails/texts – marketing cloud
  4. Express sponsorship interest - LEAD Business sponsors & individual attendees – AC COUNT + CONTACT & PERSON ACCOUNT Custom sponsorship package – OPPORTUNITY & OPPORTUNITY PRODUCT Request for help - CASE Register for sessions at a conference - CONFERENCE, CONFERENCE ATTENDEE Make credit card payments - PAYMENT Many sessions and attendees - SESSION, SESSION ATTENDEE IoT devices information - CEHCK-IN
  5. Things to consider -- Governance – versioning/number