Case study
Greenfield Consumer Goods Cloud Across 4 Geographies
Consumer Goods Cloud deployed from zero digital foundation across Korea, Taiwan, and global delivery teams
The problem
Suntory Korea and Taiwan ran field sales on spreadsheets, with no Salesforce footprint, no master data to migrate, and no configuration baseline to iterate from. Four geographies (Spain HQ, UK and India delivery, Korea and Taiwan users) had to align on one platform. Every architectural decision was precedent-setting. Getting it wrong meant a Consumer Goods Cloud the field would refuse to use.
What I did
Architecture was defined before any configuration. The commercial data model, account hierarchy, visit template, product catalog, and offline mobile behaviour were specified against the operational reality in Korea and Taiwan, validated with field teams directly, and reconciled with HQ standards. Consumer Goods Cloud was then configured to the specification. The platform reached production in four months, with field adoption at go-live.
At a glance
- Client
- Suntory Global Spirits
- Sector
- CPG · Retail
- Engagement
- 4 months
- My role
- Lead Solution Architect, Greenfield Design & Delivery
- Salesforce clouds
- Consumer Goods Cloud
- Outcome
- 4 months to production
Before / After
- Korea and Taiwan field sales on spreadsheets, no CRM footprint.
- No common account hierarchy across national chains, distributors, and outlets.
- Visit templates, route plans, and order capture all running offline by habit.
- HQ in Spain receiving execution data via reconciled e-mail attachments.
- No foundation in place for an eventual Agentforce or analytics extension.
- Consumer Goods Cloud live in Korea and Taiwan, field teams using it from go-live.
- Canonical account hierarchy for national chains, regional distributors, and outlets.
- Visit templates and route plans configured for the actual field workflow, offline-first.
- Execution data flowing into HQ reporting on the same model the field enters.
- Clean architectural foundation ready for Agentforce, no rebuild required.
Situation
Suntory Global Spirits, one of the world’s leading premium spirits companies, was replacing manual, spreadsheet-driven sales processes in Korea and Taiwan with Salesforce Consumer Goods Cloud. The engagement was a full greenfield deployment: no existing CRM, no data to migrate, no configuration baseline to iterate from. Every architectural decision would be made from scratch.
The project spanned four geographic centres at once. Client headquarters in Spain directed strategy. Offshore development capacity was split between the UK and India. Two local market teams in Korea and Taiwan would actually use the platform. Each centre had its own priorities, its own interpretation of requirements, and its own understanding of what “done” meant.
The stakes were clear. Consumer Goods Cloud would become the operational foundation for how field sales representatives in Korea and Taiwan managed routes, executed store visits, captured orders, and reported execution data upstream to HQ. If the architecture did not reflect how those markets actually operated, the technology would be rejected at adoption stage regardless of how well it was built.
Challenge
Greenfield deployments present a category of architectural challenge that migrations do not. In a migration, there is a baseline (even a bad one) that defines the shape of the problem. In a greenfield, every design decision is precedent-setting. The data model chosen on day one determines what is possible on day ninety.
Consumer Goods Cloud adds its own complexity. The product is purpose-built for field sales execution: route scheduling, store audit templates, order management, retail execution analytics. But “purpose-built” does not mean “pre-configured.” The standard objects and processes require significant architectural decisions (account hierarchies for retail chains, product catalog structures, visit template design, offline mobile capability) before they resemble a functional field sales platform.
The four-geography coordination problem compounded all of it. Spain HQ held strategic ownership and controlled decisions. UK and India held development capacity and worked across time zones. Korea and Taiwan held operational knowledge: the field reality that no requirements document fully captures. The risk was that architecture would be designed to satisfy HQ requirements, built by offshore teams who had never met a Korean field sales representative, and delivered to users whose actual workflow had never been properly understood.
Scope misalignment in multi-geography programmes does not fail visibly. It fails quietly: a platform that technically works but that field teams do not trust, do not use, and eventually route around.
What I told the offshore team in the first design sessionThe test of this platform is not whether UAT passes. It is whether the field rep in Busan closes the spreadsheet and opens Salesforce. Everything we design has to earn that.
Action
The first phase was architecture before configuration. Before any Consumer Goods Cloud setup began, the commercial data model was defined: how Suntory Korea and Taiwan conceptualised their account hierarchy (national chains, regional distributors, individual outlets), how products mapped to the sales catalog, what a “visit” meant in operational terms, and how execution data needed to flow upstream to HQ reporting.
This work ran in both directions. From HQ strategy down to define non-negotiable global standards. From local teams up to capture the operational reality those standards had to accommodate. The output was an architecture specification that both HQ and local markets reviewed and signed off before development started.
Commercial data model
Account hierarchy for national chains, regional distributors, and individual outlets. Product catalog mapped to the actual sales workflow. Visit object designed against the operational definition the field uses, not the one HQ assumed. Execution data structured to feed HQ reporting on the same model the field enters.
Field-first configuration
Route structures and visit templates configured against direct working sessions with reps in Korea and Taiwan. Offline mobile briefcase set up from day one, because retail connectivity in both markets is unreliable. Order capture configured for the actual flow, not the documented one.
Cross-continental translation
Architecture function operated as the translation layer between HQ directives, offshore delivery, and local field reality. HQ standardisation pressure absorbed before it reached the offshore team. Local market variance absorbed before it reached HQ. Conflicts caught in architecture, not in UAT.
Consumer Goods Cloud configuration was then built against the specification: account hierarchy, product catalog, route structures, visit templates, order management workflow. Mobile offline capability was configured from the start, because field representatives in both markets worked in retail environments where network connectivity was unreliable.
Every requirement that touched local market operations was validated directly with field teams in Korea and Taiwan. Not via HQ proxies, not via requirements documents, but through working sessions with the people who would use the platform. That captured the operational nuances that top-down requirements processes consistently miss.
User acceptance testing was structured by market, with local team leads signing off on their market’s workflows before acceptance. Training was delivered as workflow-based, role-specific sessions: how a Korean field representative executes a store visit using Salesforce, not how Consumer Goods Cloud works as a product. A structured handoff to local Salesforce administrators in Korea and Taiwan ensured the teams responsible for ongoing support understood the architectural decisions and could maintain the platform without dependency on the project team.
Result
Consumer Goods Cloud was deployed to production across Korea and Taiwan within four months, with zero scope misalignment between the HQ strategic vision and local market execution. All local market requirements were delivered, not as a compromise of global standards, but as a properly architected accommodation of operational reality inside the global framework.
The four-geography delivery coordination produced a platform that field teams in both markets adopted. The real test of a Consumer Goods Cloud deployment is not whether it passes UAT. It is whether field representatives close their spreadsheets and open Salesforce instead. In Korea and Taiwan, they did.
The architecture established a clean digital foundation. No legacy debt, no undocumented customisations, no integration complexity accumulated through years of unplanned growth. Consumer Goods Cloud in these markets is positioned for extension. Agentforce agents that refine route planning, analyse retail execution data in real time, and surface next-best-actions during store visits are technically feasible on this foundation from day one. The architecture was AI-ready before AI capability was on the project roadmap.
Reflection
This pattern works when the market is genuinely greenfield, when HQ accepts that the architecture has to absorb local operational reality, and when a translation function exists between HQ, offshore delivery, and the field. It is the right call when Agentforce or analytics extensions are even on the horizon, because the cost of laying a clean foundation on day one is a fraction of the cost of retrofitting one at month eighteen.
It works less well when the market already has a legacy CRM. The same discipline applies, but the engagement shape is different: the work starts with a migration assessment, not a greenfield design. Pretending the existing footprint can be ignored is the most common way to waste the first sprint.
Worth doing earlier: the direct field validation. The cheapest place to discover that the visit template HQ wants does not match how the rep in Busan actually closes an account is in week three, in a working session, not in week sixteen, in UAT.
Glossary
- Greenfield deployment
- A deployment with no existing system, no data to migrate, no configuration baseline to iterate from. Every design decision is precedent-setting. The data model chosen on day one determines what is possible on day ninety.
- Consumer Goods Cloud
- Salesforce's industry cloud for field-sales execution in CPG. Includes route planning, store audit templates, visit management, order capture, and retail execution analytics. Purpose-built for the workflow, but not pre-configured: the standard objects still require explicit architectural decisions before they behave like a working field platform.
- Offline mobile briefcase
- Consumer Goods Cloud's local-cache mechanism that keeps a field representative's accounts, visits, products, and routes available without network connectivity. Sync occurs when connection returns. Configuration of what travels offline is an architectural decision, not a default.
- Operational truth
- How field reps actually run a visit, capture an order, or close a route in production conditions. Almost never matches the documented process exactly. Captured through working sessions with the people who will use the platform, not through HQ requirements documents.
Frequently asked
- Because greenfield is the only window where the architecture can be set cleanly. A short timeline is not a constraint, it is a forcing function: it stops scope creep from HQ, prevents the offshore team from accumulating speculative work, and forces field validation early enough to matter. Programmes that allow themselves twelve months for a greenfield typically use the extra eight months absorbing scope drift, not architecting better.
- The architecture function operated as a translation layer between HQ strategy, offshore delivery, and local field reality. Every requirement that touched the field was validated directly with users in Korea and Taiwan, in working sessions, not through HQ proxies. Ambiguity was caught in the architecture, not in user acceptance testing. The offshore team built to a specification, not to interpretation.
- Purpose-built does not mean pre-configured. Consumer Goods Cloud ships with the right object model for field sales (account, visit, route, product, order) but the structure of those objects, the hierarchy of accounts, the design of the visit template, and the offline mobile behaviour all require explicit decisions. Skipping that work produces a Consumer Goods Cloud that technically runs but does not match how the field actually works.
- Agentforce was not on the project roadmap when the work started, but the architecture is clean enough to support it. No legacy debt, no undocumented customisations, a canonical data model, and offline mobile that produces consistent telemetry mean agents could plan routes more accurately, surface next-best-actions during visits, or analyse retail execution in real time without rebuilding the foundation. The foundation was AI-ready before AI capability was on the project plan.
- The same architectural discipline applies, but the engagement shape is different. With a legacy CRM in place, the work starts with a migration assessment, not a greenfield design. The clean architectural posture available in a greenfield costs significantly more to achieve when a brownfield estate is already in production, which is exactly why the greenfield window is worth defending.
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