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Programme Staffing Blueprint

Salesforce multi-cloud programme

The team shape and the sequence for a Salesforce multi-cloud programme, including the skills most often assumed to be interchangeable.

The phases

Phases, as the method names them.

Named the way the programme names them, so the shape below maps onto the plan you already have.

  1. Discover
  2. Define
  3. Design
  4. Build and iterate
  5. Deploy
  6. Optimise

The team

Who the programme needs, by stream.

Grouped the way a programme is actually staffed and governed, rather than by seniority or by contract type.

Programme

  • Programme Director
  • Delivery Lead
  • PMO Lead
  • Change and Adoption Lead

Architecture

  • Solution Architect
  • Technical Architect
  • Integration Architect, MuleSoft
  • Data Architect
  • Identity and Access Architect

Cloud and functional

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud, including Journey Builder
  • Experience Cloud
  • Data Cloud
  • Revenue and CPQ
  • Field Service
  • Agentforce

Technical

  • Apex and Lightning Web Components Developer
  • Declarative and Flow Specialist
  • DevOps and Release Engineer
  • Data Migration Specialist
  • QA Automation Engineer

Quality and cutover

  • Test Lead
  • User Acceptance Coordinator
  • Release Manager
  • Hypercare Lead

Sequence

Who is on in which phase.

The sequence is the part that gets planned last and hurts first.

Discover
Solution Architect, Programme Director
Define
Adds functional cloud leads, Data Architect, Change Lead
Design
Technical Architect, Integration Architect, Identity Architect, DevOps Engineer stood up early
Build and iterate
Developers and declarative specialists at peak, QA Automation, Data Migration
Deploy
Release Manager, Test Lead at peak, training, hypercare planning
Optimise
Hypercare Lead, adoption measurement, retained release cover

Under-scoped

The roles that are always scoped too late.

Each of these is recoverable when it is planned and expensive when it is discovered.

Release engineering and DevOps
Stood up late, so metadata deployments are manual and every release becomes an event.
Data migration and de-duplication
Underestimated because the object model looks simple. Duplicate records destroy user trust in week one.
Marketing Cloud specialists
Assumed to be interchangeable with core platform people. They are a separate skill and a separate market.
Identity, permissions and licence design
Discovered at user acceptance testing, when the licence mix turns out to be wrong.
Adoption and enablement
The clouds go live and the pipeline data stays incomplete, so the business sees no value.
Data Cloud and Agentforce skills
New, scarce, and now assumed to be part of a standard build team.

What we screen for

The hardest roles on this shape, and the evidence we ask for.

Evidence of a live release train, not a sandbox.

  • DevOps and Release Engineer
  • Data Migration Specialist
  • Marketing Cloud lead

The desks

Where these people come from.

Ask

Ask for the planning pack for your programme.

Tell us the shape you are running and we will come back with the staffing plan against it.