RACI Workshop

A real-time collaborative tool for Salesforce teams to align on roles and responsibilities — no login, no setup, just share a link and go.

How it works

01

Create a room

Get a 6-character room code instantly — no account needed.

02

Share the link

Send the URL to your team. Anyone with the link can join.

03

Assign RACI

Each person assigns R/A/C/I values per role and activity independently.

04

Compare & align

See everyone's answers side-by-side and identify where people agree or diverge.

What does RACI mean?

R

Responsible

The person (or people) who do the work. Every task must have at least one R. Multiple Rs mean shared execution — but too many can cause confusion about who leads.

A

Accountable

The single person who is ultimately answerable for the outcome. They approve the work and are on the hook if it doesn't happen. There must be exactly one A per activity.

C

Consulted

People whose input is sought before decisions are made. This is a two-way conversation — their feedback must be considered. Overusing C slows things down; be selective.

I

Informed

People who are kept up to date on progress or decisions, but not involved in making them. One-way communication only. Use I when someone needs visibility but not a voice.

Roles covered

SSA
Senior Solution Architect
PA
Principal Advisor — SF Delivery
PM
Platform Manager
DOL
DevOps Lead
PTL
Platform Technical Lead

63 enduring responsibilities across 5 domains

Architecture & design

Multi-org strategy, solution design, integration patterns, data models, emerging tech evaluation, enterprise architecture alignment.

Delivery governance & programme

Governance forums, vendor management, roadmap, stakeholder engagement, release governance, BAU handover, ways of working.

Platform operations & service management

Platform health, user management, sandboxes, incident response, backup/DR, compliance, license management.

DevOps & release engineering

CI/CD pipelines, branching strategy, automated testing, code quality gates, vendor onboarding, DevOps standards.

Team delivery & people

Sprint planning, mentoring, code review, onboarding, L3 support, upskilling programmes, BAU coordination.