Foundational Upgrade
A modern baseline for your Salesforce org
We bring your org onto a consistent, well-engineered 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
- Source control and DevOps baseline
- Engineering standards
- Agent-ready Salesforce architecture
Acceptance
You approve the outcome, we own the engineering
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
Included with Care+
Join Care+ and the Foundational Upgrade is delivered as part of your onboarding.