Independent Salesforce & Enterprise Architecture Advisory

Architecture for the agentic enterprise.

CRM and beyond: senior, independent guidance for Salesforce, enterprise architecture and AI. From Agentforce and Claude to MuleSoft and Data Cloud, we design platforms where AI agents and people work together, securely and at scale.

Founded by Martin Ratkiewicz – a former Big Four Chief Architect, Open Group Distinguished Architect, and Salesforce expert.

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20+: years of CRM & enterprise transformation
50+: Salesforce Certifications and Projects
10+: architects in the Arcfinity Alliance
Only: partner in DACH with a Copado Champion

The challenge

Is your Salesforce environment becoming harder to manage, scale or trust?

Arcfinity partners with organizations to design and evolve scalable, well-governed CRM platforms that grow with the business. We think CRM and beyond: Salesforce together with the enterprise landscape around it.

A sound foundation of clean data, reliable integration and clear governance is what makes a platform last, and what makes AI work on it. We step in at the moments that matter most: shaping architecture strategy, guiding complex programs and helping organizations stay in control as their platforms expand.

01Services

Architecture that lasts.

Where independent, senior guidance changes the course of a platform.

Salesforce & Enterprise Architecture
Org strategy, due diligence and target architecture across Salesforce and the systems around it: data, integration, security and archiving.
Multi-Cloud Architecture
Sales, Service, Marketing, Experience Cloud, Field Service, B2B and B2C Commerce, CPQ and Revenue Cloud, designed to work as one platform rather than a set of silos.
Industry Clouds
Financial Services Cloud, Health Cloud, Life Sciences Cloud and Energy & Utilities Cloud: industry data models and processes, configured rather than rebuilt.
Integration & MuleSoft
API-led and event-driven integration with MuleSoft and Runtime Fabric, middleware strategy and reduction, and secure access to enterprise data.
Agentic AI Architecture
Target architectures for Agentforce, Claude and Data Cloud, with MuleSoft Agent Fabric and MCP: the right use cases, clear guardrails and people in control.
DevOps & Delivery
Release management and testing with Copado, governance models and our Agentic Delivery approach for faster, predictable releases.
CRM Strategy & Program Leadership
Aligning CRM initiatives with business goals and steering large programs from roadmap to go-live.

Where engagements often start

Getting a program back on track
When an implementation has gone off course, we assess what was built, stabilize the platform and define the path to go-live.
Interim chief and lead architect roles
Senior architecture leadership for a program or the whole platform, for as long as you need it.
Building an architecture function
Setting up an architecture center of excellence: roles, standards, decision boards and governance.
Strategic architecture decisions
Target architecture, multi-org strategy, platform and vendor choices, with an independent view.
Second opinion and due diligence
An independent review of an integrator's design, an org health check, or technical due diligence before an acquisition.
License and platform optimization
Analyzing usage and license footprint and preparing negotiations of your Salesforce agreement.

02Approach

From vision to value.

The Arcfinity Architecture Framework connects business vision to measurable outcomes, so architecture becomes a strategic capability, not a documentation exercise.

Vision alignment
Clarify business goals and success metrics, so every architecture decision supports measurable impact.
Architecture blueprint
Design a scalable, secure and future-ready architecture that integrates across the enterprise landscape.
Governance
Set clear standards, review processes and decision models that keep quality consistent across programs.
Value realization
Turn architecture into business results: faster delivery, optimized costs and greater agility.

How we contributeThe outcome

Defining scalable architecture and long-term CRM strategy

Platforms that scale with the business

Providing independent guidance on critical design decisions

Clear architectural direction and confident decision-making

Strengthening governance and delivery models

Faster, more predictable delivery

Reducing complexity and managing technical risk

Reduced complexity and technical debt

Designing AI agents with clear guardrails and human oversight

AI that is trusted, governed and actually used

Aligning business, product and technology

Long-term control and sustainability

03Use cases · Client engagements

Selected client engagements.

From global programs to targeted advisory. Out of respect for our clients' confidentiality, we describe them by industry only.

Professional services · Tax & legal · Ongoing since March 2026

Agentforce target architecture for a global advisory firm

A global professional services firm wanted to bring AI agents into its Salesforce platform, on top of an intellectual-property portfolio with large data volumes.

What we did

Org due diligence and target architecture for the IP portfolio, including a data archival strategy and the system landscape
Agentforce target architecture with a Service Agent and a Query Agent; supervision of the development team and regular architecture office hours
An “Agentic Operating System” workbook for Salesforce and MuleSoft, used for global initiatives
A composable, AI-first development approach (Agentic DevOps)

TechnologyAgentforce · Salesforce Platform · MuleSoft · Large data volumes

Insurance · Ongoing since September 2025

AI-accelerated delivery and an agentic integration network

An insurer wanted to deliver faster on Salesforce and connect AI agents to its core systems, without giving up control over quality and security.

What we did

GenAI-accelerated development with MCP servers for Salesforce, plus agentic and robotic testing with Copado
Designed and demonstrated an agentic network with MuleSoft Agent Fabric and Salesforce MCP integration
Launched an intelligent document processing initiative: proof of concept with Data Cloud and MuleSoft integration
Built reusable assets with Claude by Anthropic to scale the approach

TechnologyCopado · MCP · MuleSoft Agent Fabric · Data Cloud · Claude

Life sciences · Manufacturing · Ongoing since September 2025

Enterprise architecture advisory and program de-escalation

Organizations in life sciences and manufacturing needed senior guidance on complex Salesforce landscapes and, in one case, a program that was at risk.

What we did

Subject-matter expertise across Salesforce Core, Field Service, MuleSoft, Experience Cloud, Data Cloud and Marketing Cloud
Enterprise architecture strategy and planning for replacing legacy systems and middleware
De-escalation of a Salesforce program, with the actions needed to go live and roll out to further markets

TechnologySalesforce Core · Field Service · MuleSoft · Data Cloud

Pharmaceuticals · 2024 · team experience

Chief architecture for global Salesforce programs

A global pharmaceutical company ran multiple Salesforce programs with 100+ professionals and migrated from a legacy life-sciences CRM.

What we did

Led the architecture forum (around 50 participants) and approved key design decisions
Drove middleware reduction, Life Sciences Cloud design and the introduction of master data management
Owned org strategy, global archiving design, security assessments and MuleSoft governance
Analyzed license usage and advised on the Salesforce agreement for the next three years

Result: Enterprise-wide architecture governance and innovation across Sales, Service, Marketing, Data and Commerce Cloud.

TechnologyLife Sciences Cloud · Data Cloud · MuleSoft · Revenue Lifecycle Management

Automotive · Financial services · Team experience, before Arcfinity

A worldwide CRM for customers and vehicles

An automotive financial services provider built a new worldwide CRM platform: a program of more than €20 million with 150+ Salesforce professionals.

What we did

Led a platform team of 15 solution and integration architects
Environment and deployment strategy for a global multi-org ecosystem
Test strategy and the handshake between global development and local operations
Center of excellence and governance strategy

Result: One of the largest Salesforce implementations in Germany, awarded as the most innovative and future-proof solution.

TechnologySales Cloud · Service Cloud · Marketing Cloud · MuleSoft · AWS

More client engagements

Industrial automation
A global leader in industrial automation
Supporting a large, multi-stakeholder industrial enterprise with structured account management and relationship tracking across a complex organization.
Medical technology · Optics
Two leading German precision-technology companies
Engagements in medical devices and optics: highly regulated, innovation-driven sectors where trust and expertise are non-negotiable.
Automotive
A German car manufacturer and a global automotive and industrial supplier
CRM strategy and digital transformation advisory in one of the most demanding environments there is: the German automotive industry.
Pharmaceuticals
A global, research-driven pharmaceutical company
Navigating the compliance-heavy, relationship-driven world of pharmaceutical enterprise sales, where data integrity and stakeholder management are paramount.
Container shipping
One of the world's leading container shipping lines
Working with a global logistics enterprise, where operational scale and digital transformation go hand in hand.

03Use cases · Built by Arcfinity

From a prospect's email to a reviewed proposal.

Our Case Assistant runs inside Salesforce. It prepares every inbound request in one conversation, while a person decides what goes to the customer.

Agentforce × Claude · running in Salesforce

Find. Agentforce Coworker finds today's urgent requests.
Classify. Every case is classified by AI on arrival.
Recommend. Our Case Assistant picks the matching service and explains why.
Propose. Claude drafts a one-page proposal in the background.
Review. The draft is ready for review, attached to the case.
Decide. Nothing goes out without a person's explicit confirmation.
Document. Everything is documented on the case, fully traceable.

TechnologyAgentforce · Prompt Builder · Flow · Apex · Claude by Anthropic · Service Cloud

04About us

Trust is the foundation of every partnership.

Arcfinity is an independent Salesforce & Enterprise Architecture Advisory. Our architects come from Big Four and global consultancies, and for over two decades we have turned complex CRM challenges into scalable, sustainable solutions, earning the trust of business and IT leaders across Europe by delivering what we promise.

The team

Founder & Fractional Architect

Martin Ratkiewicz

Martin founded Arcfinity and acts as chief architect for our clients: he aligns IT initiatives with business goals and sets direction across all architecture domains, from Salesforce core and integration to AI.

50+: Salesforce certifications
150+: people in the largest program he architected
2×: Salesforce Project Innovation Award, DACH

Open Group Distinguished Architect and Certification Authority Board member
First Deloitte Certified Chief Architect with a Salesforce background
Among the top 10 most certified Salesforce professionals worldwide

FocusSalesforce architecture strategy · CRM program design · MuleSoft & integration · Agentforce & Data Cloud

Industries: Life sciences, Automotive & financial services, Consumer goods, InsurancePreviously at Deloitte, PwC, EPAM Systems and NTT DATA

Associate Architect

Maximilian Ratkiewicz

Maximilian connects business requirements with Salesforce solution design. He brings hands-on experience from global, multi-brand and multi-market CRM rollouts, from requirements engineering to test management and go-live.

6: Salesforce engagements in automotive and retail
5: Salesforce certifications

Multi-brand, multi-market CRM template rolled out to international markets
Stakeholder management up to C-level and global business owners

FocusSolution architecture · Requirements engineering · Service, Sales & Experience Cloud · Global rollouts (SAFe, Scrum)

Industries: Automotive, RetailPreviously at PwC and Capgemini

Business Operations Manager

Viktoria Ratkiewicz

Viktoria runs Arcfinity's business operations: finance, HR administration, marketing and the internal processes behind every engagement. She brings more than eight years of experience in operations and people management from a SaaS company.

8+: years in operations and people management
5+: years as People Operations Manager

Finance operations: invoicing, payment monitoring and preparation for accounting and tax advisors
Marketing and communication: website, social media and the positioning of our services
Process design in line with labour, tax and social security law and GDPR

FocusFinance operations · Marketing & communications · HR administration · Process optimization

Previously at sevDesk · M.A. Vocational Education, Karlsruhe Institute of Technology (KIT)

Industries we serve

Insurance & financial services
Life sciences & healthcare
Consumer goods & retail
Automotive & manufacturing
Technology & professional services
Energy & utilities
Media & communications

Platforms we architect

Sales & Service Cloud
Marketing Cloud & Account Engagement
B2B & B2C Commerce, Experience Cloud
Field Service & CPQ
Data Cloud & Agentforce
Financial Services, Health & Life Sciences Cloud
Energy & Utilities Cloud
MuleSoft
Copado

What clients and colleagues say

I particularly appreciate his comprehensive knowledge, the resulting appropriate solution proposals and the structured way of implementing solutions. … How Martin communicates conveys the technical implications at the right level for the business.
On Martin Product Owner, international consumer goods company
Martin not only has deep technical expertise that spans across multiple domains … Martin is a problem solver and even under pressure he remains calm and positive.
On Martin Senior Manager & Salesforce Architect, Big Four firm
His deep expertise in Salesforce is matched by his ability to approach every challenge with both a technical and business mindset, ensuring solutions are not only effective but also aligned with broader goals.
On Maximilian Managing Consultant, global IT consultancy

05Alliance

One architect, or a whole architecture team.

Arcfinity Alliance brings together a small group of exceptional, independent architects from different domains and regions, including Salesforce Certified Technical Architects and ex-Big Four professionals. Members have signed NDAs and work under the Arcfinity umbrella, while remaining fully independent in their own businesses.

10+: independent senior architects
5: architecture disciplines
2: continents: Europe and North America

How it works for you

We talk to you first
Every request is discussed with Arcfinity, so we understand the challenge before anyone is proposed.
We match the right architects
We qualify profiles from the Alliance and share them with you, from one specialist to a complete architecture team.
You work with one team
Members follow shared standards and methods, with Arcfinity as your single point of contact.

Disciplines we cover

Enterprise Architecture
Business Architecture
Solution Architecture
Integration Architecture
Technical Architecture

Members

Enterprise Architect
North America · 20+ years
Salesforce together with SAP and Oracle ERP; 60+ MuleSoft integrations; centers of excellence for insurance and financial services; AppExchange product development.
Ex-Big Four · Founder of an independent consultancy
Technical Architect · Salesforce CTA
United Kingdom · 20+ years
Salesforce Certified Technical Architect. CRM and order-to-cash; Salesforce and MuleSoft architecture for public sector programs, event-driven integration and data migration.
Independent architect
Solution Architect
North America · Senior
Sales, Service, Marketing and Data Cloud; Snowflake and data warehouse integration; master data management; CPQ for partner and distributor ecosystems.
Executive MBA · Managing architect at a consultancy
Business Solution Architect
Southern Europe · 14+ years
Discovery, target operating models and functional blueprints; Sales Cloud, Service Cloud and Field Service; energy and utilities; Agentforce certified.
Ex-Big Four and global consultancies · Practice lead
Technical Architect · Field CTO
Central Europe · 10+ years
AppExchange and ISV architecture, technology roadmaps, technical due diligence for investors and AI governance.
Field CTO at a Salesforce product company
Enterprise Architect
Germany · 15+ years
Six Salesforce architect certifications (system, application, data, integration, identity, sharing). Lead-to-order, CPQ, ERP integration and GDPR-compliant service solutions.
Independent architect

What members build together

Innovation center. Shared frameworks, assets and methodologies.
User groups. Building Copado, Salesforce and Arcfinity user groups.
Knowledge sharing. Thought leadership and exchange across the community.

Join the Alliance

For independent architects who want to work on demanding programs with peers they trust.

You work independently as a freelancer or run your own small consultancy
You have experience as an IT architect with a top-tier consultancy
You have an established professional network, or the potential to build one
You want to contribute to community projects

06Agentic Delivery

An architect who steers agents, not a team of hundreds.

We have taken architecture into the delivery chain itself. Specialized AI agents produce the work of every phase, from requirements to release. A senior architect from the Arcfinity Alliance steers them, reviews every result and owns the outcome.

Alliance architectSteers the agents · reviews every result · owns the outcome

Phase

Agent

Artifact

01Ideation

Business agent

Meeting transcript

02Specification

Business agent

User stories

03Prototype

Design agent

UI mockups

04Design

Architect agent

Business & technical design

05Implementation

Developer agent

Salesforce metadata

06Test

Test agent

Test cases

07Release

Release agent

Release items

Project manager agentOrchestrates the flow from start to release

Works with the tools your teams already use, such as Microsoft Teams, Jira, Figma, Lucid, the Salesforce CLI and Git.

Pay for outcomes, not hours
Product-based deliverables instead of hourly rates. You pay for expertise and governance, not for manual work.
Senior oversight at every step
An Alliance architect steers the agents, reviews their output and makes sure the result is properly delivered.
Quality gates built in
Human checkpoints and quality gates in every phase, from the first requirement to the release.
Lean team, program-scale results
A small setup that achieves what used to require large delivery teams.

Discuss a pilot project

07Partners

Partnerships

We work closely with the platforms our clients build on, while our advice stays independent.

Partner · Copado Champion on the team

The only partner in DACH with a Copado Champion.

Copado is the DevOps platform for Salesforce. With a Copado Champion on our team, we design release management, CI/CD and AI-driven testing that let organizations ship faster without losing control, and we help build the Copado community in DACH.

Release management & CI/CD
AI-driven and robotic testing
Agentic DevOps

Salesforce

Partner

Architecture and advisory across Sales, Service, Data Cloud, Agentforce and the industry clouds.

Conga

Partner

Quote-to-cash, contract lifecycle management and document generation on Salesforce.

Next step

Let's talk about your platform.

Organizations engage Arcfinity when they need clarity, direction and architectural confidence, not additional delivery capacity. Tell us where your Salesforce environment stands and where it needs to go.

Email us Book a meeting Connect on LinkedIn