Plug In Salesforce Integration & Security Study
Don't build on assumptions. Build on a blueprint.
Implementing Salesforce without an integration and security blueprint is building a house without a foundation plan. Before you connect your ERP, HRIS, and legacy systems, you need to know exactly how data will flow, where your security constraints apply, and what your architecture should look like. The Integration & Security Study delivers a validated, production-grade blueprint: covering data flows, API architecture, SSO, GDPR compliance, and a phased implementation roadmap, ready for your team to execute on day one.
What Makes This Starter Pack Different
Most Salesforce projects skip the architecture phase because it feels like delay. It isn't. It's insurance. The Integration & Security Study covers your landscape through three complementary lenses: data and integration architecture, security and compliance, and business readiness. In 9 weeks, five specialists map every system you need to connect, design your target API architecture, define your security framework, and deliver one consolidated blueprint your implementation team can execute without ambiguity. No rework. No mid-project surprises. No scope creep caused by integration complexity discovered too late.
WEEKS
From kickoff to validated blueprint
BLUEPRINT
Comprehensive architecture document
SPECIALISTS
BA, Architect, Security, PM, PD
The problem
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70% of CRM implementations face significant challenges due to poor integration planning.
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Security and compliance issues cause 35% of integration project delays.
If your team is saying « We want Salesforce, but we don’t know how it connects to our ERP, HRIS, and legacy systems », this study is where you start. Implementing Salesforce without an integration and security blueprint is building a house without a foundation plan.
What We Deliver
Before you build, you need to know what you’re connecting to, how data will flow, and what security constraints apply. This study delivers a validated, production-grade blueprint that your implementation team can execute on day one: system landscape audit, target integration architecture (API-led connectivity, data flows, middleware requirements), and a complete security and compliance framework (SSO, data residency, encryption, RBAC, GDPR).
Three Lenses, One Blueprint.
We analyze your landscape through three complementary lenses:
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Data & Integration : source system inventory, data mapping, integration patterns, middleware assessment, master data management, and real-time vs batch decisions.
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Security & Compliance : SSO, identity provider integration, data residency, encryption, RBAC design, GDPR mapping, and Shield evaluation.
- Business & Functional : process mapping, Salesforce Cloud selection and licensing advice, gap analysis, user persona and adoption readiness, and a phased implementation roadmap.
What We Analyze
System & Data
Inventory of all business applications, current integration map, data source classification, technology stack assessment, API-led architecture design, data flow diagrams, middleware recommendation, error handling strategy.
Identity & Access
SSO architecture (SAML/OIDC), user provisioning strategy (SCIM), role hierarchy and permission sets, MFA and session security policies.
Data Protection & Compliance
Data residency assessment (Hyperforce regions), encryption strategy, GDPR/CCPA mapping, data retention and archival policies, Shield evaluation
Governance
Change management and release process, environment strategy (sandbox, DevOps), monitoring and incident response, org health and technical debt prevention
Your Project Team
Business Analyst
Stakeholder interviews, business process mapping, functional gap analysis, Cloud selection advice, adoption readiness.
Data / Integration Architect
System landscape audit, API-led architecture design, data model and flow design, middleware recommendation, migration strategy
Security Expert
SSO and identity architecture, data residency and encryption, compliance mapping (GDPR), Shield evaluation, access control design
Project Manager
Study plan, workshop facilitation, stakeholder management, deliverable coordination
Project Director
Strategic guidance, architecture validation, quality reviews, executive presentation
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