> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Architecture

> High-level architecture for ShiftUp in Salesforce.

ShiftUp consists of two main components:

1. **Salesforce Managed Package**
2. **ShiftUp AI Platform**

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  <img src="https://mintcdn.com/shiftup/OR_hFl0JcaOahRqI/images/ShiftUpDiagrams-CopyofLevel1Diagram.drawio.png?fit=max&auto=format&n=OR_hFl0JcaOahRqI&q=85&s=5ee796162d25af9f68924ad033cdefbc" alt="Shift Up Diagrams Copyof Level1diagram Drawio" width="851" height="871" data-path="images/ShiftUpDiagrams-CopyofLevel1Diagram.drawio.png" />
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## Component Roles

### Salesforce Managed Package

* Runs in the customer Salesforce org.
* Stores seller profiles, account plans, opportunity strategy data, and related events.
* Exposes UI and automation for users and admins.

### ShiftUp AI Platform

* Executes analysis workflows.
* Connects through an external client application with OAuth credentials.
* Returns generated outputs back to Salesforce.

## Data Boundary

* Customer CRM record content remains in Salesforce.
* Final generated outputs are written to Salesforce managed objects.
* Operational metadata is used by the platform to run workflows.

## Analysis Triggers

Analysis can be triggered when:

* An account plan is added to a seller profile.
* A scheduled refresh runs.
* A user starts an on-demand refresh.

## Data Flow

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