Foundational Upgrade
A modern baseline for your Salesforce org
We bring your org onto a consistent, well-designed architecture. It makes your platform easier to use, easier to secure, and faster to change from then on.
What's included
Everything in the upgrade
- Hyrule permission-set framework
- Profile rationalisation
- Dynamic Forms and Lightning record pages
- A purpose-built Lightning App
- Automation bypass framework
- Development standards
- Agent-ready Salesforce architecture
Acceptance
You approve the outcome, we own the build
You aren't asked to review metadata. Hyrule is responsible for technical quality; your team confirms the upgraded Salesforce works for your business.
Technical acceptance (Hyrule)
- Permission framework correctly implemented
- Bypass framework tested
- Profiles migrated
- Dynamic Forms configured
- Automated tests and code analysis pass
- Deployment validated
Business acceptance (you)
- Users can see what they need
- Teams can perform their jobs
- Sensitive information is protected
- Record pages make sense
- App navigation makes sense
- Existing business processes still work
Delivery
How your upgrade is delivered
01
Discover
We connect to your org, analyse its metadata and compare it against the Hyrule framework.
02
Plan
Your upgrade is broken down into a clear, tracked backlog of work.
03
Build
We implement the Foundational Upgrade in a sandbox, fully tested and validated.
04
Review
Your team tests the upgraded sandbox during a fixed acceptance window.
05
Approve
Feedback is incorporated, then your nominated Product Owner signs off the release.
06
Deploy
We deploy to production through our pipeline, then your Delivery Manager takes over day to day.
Included with Admin Max
Worth £7,500, the Foundational Upgrade is delivered as part of your Admin Max onboarding. On Admin Lite and Admin Pro, it's available as an add-on.