Why Architects Need to Understand Business Analysis Tools and Techniques

Green hills landscape in minimalist style.

Agility and execution are vital

Enter the architect

Shift left

Graph showing the value of early defect detection

Documentation accelerates implementation

The 3 Cs of documentation

Diagram showing the relationships between architecture artifacts
  • Goals, Feedback, Change Initiatives. These are the drivers of change. They can be strategic (“we need to implement Einstein”) or tactical (“we need a new picklist item”).
  • Requirements. These describe the Goals, Feedback, Change Initiatives as discrete business requirements that the business users can agree to. These are also used in user acceptance testing (UAT).
  • Business process maps. The way to validate requirements is to engage business users in workshops to map the business processes that are being streamlined and supported by new apps. This is a hierarchical structure of diagrams using the Universal Process Notation (UPN) standard that is endorsed by Salesforce.
  • Systems metadata. The metadata dictionaries of the Salesforce orgs (Prod and Sandboxes) are kept up to date by nightly sync using the APIs. The automated analysis of the metadata gives impact, dependencies, and field population plus automated documentation. It can also include future metadata items identified in the design.
  • ERD/data model. These are subsets of the full data model that cover the scope of the solution. An ERD of all objects would be overly complex and does not aid the design.
  • User stories. This element is the technical definition of the work to be delivered (often called a work item). It is the key hand-off document to the developers, so it is connected to all the other metadata types to provide as much context and information as possible.

The hidden benefits of documentation

Final word



A tech publication for architects, by Salesforce Architects

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