Kaptio Edge Platform

Edge Platform Explainer

Platform architecture, capability roadmap, and commercial framework — a shareable briefing for sales, customer success, and prospects.

Salesforce stays your system of record. Edge delivers faster documents, payments, booking flows, and operational tools on top.

01

What Edge Is

In platform discussions, teams often ask what Edge means for licensing, upgrade path, commercial implications, and operational impact. This section addresses those questions directly.

Your Salesforce Org — stays here, unchanged
  • Data Model — Packages, Itineraries, Bookings, Contacts
  • Business Logic — Apex triggers, flows, validation rules
  • User Identity — Salesforce users, profiles, permissions
Edge Platform — faster, scalable, flexible
  • User Experience — Purpose-built web apps, embedded in Salesforce or standalone
  • Compute — Pricing, rendering, search, availability — no governor limits
  • Services — Documents, payments, booking flows, automation
Salesforce Org↕ JWT tokens — no separate login, no user provisioningEdge Platform

Parts of the platform have always operated this way — KTAPI, the engine powering search, pricing, availability, and booking, has been running off-Salesforce since day one. Edge formalises this proven pattern and extends it to the user experience layer.

Edge IsEdge Is Not
An architecture that makes existing features faster and better — at no additional licensing costA paid upgrade for capabilities you already use
Also the foundation for genuinely new products — discussed commercially before we buildBundling new products into existing licensing without discussion
Purpose-built services that extend SalesforceA replacement for Salesforce
Gradual, non-disruptive — modules transition behind the scenesA big-bang migration event
02

What Your IT Team Needs to Do

Nothing. Edge integrates seamlessly into your existing Salesforce environment.

1
Step 1

User logs into Salesforce as normal

Salesforce manages all user identity, profiles, and permissions. Nothing changes for your admins.

2
Automatic

Signed JWT token generated automatically

Carries user identity, org context, and permissions. No manual step.

3
Step 2

Edge app opens inside Salesforce

Opens as a tab or panel. Knows who you are, which org you are in, and what you can access. No separate login.

Summary

  • No user provisioning in Edge
  • No SSO configuration
  • No licence seat management for Edge
  • No data migration — Edge reads from and writes to your Salesforce org
  • Salesforce remains the identity provider and system of record
03

Why We Are Doing This

Four forces are driving this architectural evolution.

Performance and Scale

Salesforce imposes hard ceilings — CPU time limits, heap size, API quotas. When your business grows, these ceilings do not move. Edge removes them.

  • Edge save-API persists a 16-item itinerary in ~3s (2.3× faster than the legacy path, full data parity)
  • Edge Docs editor loads in ~4s with parallel data fetching (2.4× faster than sequential)
  • Cached PDFs serve in under 1s — all without Salesforce governor limits

User Experience

Lightning pages load inside the Salesforce container with limited layout flexibility. Edge apps deliver modern, responsive, purpose-built experiences.

  • Document proposals that were basic LWC components are now full-page Edge Docs with branded templates, PDF generation, and live preview

Speed of Innovation

Salesforce managed package releases follow a 6–8 week cycle. Edge services deploy continuously — fixes and features reach you in days.

  • Edge apps deploy to UAT independently of Salesforce packages
  • Your team tests iterations in sandbox without a managed package upgrade
  • Feedback loops happen in days, not release cycles

Cost Efficiency

Salesforce API limits and storage costs grow linearly with usage. Edge services scale elastically and cost less per transaction at volume.

  • As your business grows, Edge platform economics improve rather than degrade
  • No governor limit upgrades required
04

Four Patterns of Edge Adoption

Not all Edge capabilities are created equal. Here is how we categorise what Edge enables and what it means commercially.

FasterShip UX Faster

No managed package release cycle. We build and deploy new user experiences in days, not the 6–8 week Salesforce release cadence. You get features sooner.

No licence change — you benefit from faster delivery
WiderBeyond Salesforce

Edge apps can be embedded in Salesforce, served as standalone portals, white-labelled for trade partners, or offered direct to consumers. The platform is no longer locked to a single surface.

No licensing change for internal use. Multi-channel distribution (trade, white-label, D2C) discussed as new capability.
BetterImprove Existing

Existing features rebuilt at parity, then expanded. Adopt when ready. We build at parity first so you can switch without disruption, then we extend with richer capability.

No additional licensing — parity features are included. Adoption scheduled through BAU.
NewNet-New Capabilities

Capabilities that never existed on the platform — AI agents, multi-channel booking flows, revenue management, distribution APIs. Genuinely new value.

New commercial terms — discussed openly before we build
05

Real-World Examples

Four concrete scenarios mapped to adoption patterns and their commercial implications.

Bulk Operations

FasterBetter
Before

LWC wizard, governor limits, 6–8 week release cycle

After

Purpose-built tool, no limits, ships through BAU

No licensing change — existing capability, faster

Multi-Channel Booking

WiderNew
Before

Salesforce-only booking wizard, internal users only

After

Multi-channel: internal, trade, white-label, D2C

New capability — discussed as part of partnership planning

Document Generation

Better
Before

Basic document generation, limited templates

After

Branded templates, PDF, live preview, email delivery

No licensing change — parity replacement, adopt on your timeline

AI & Distribution

New
Before

Not available on current platform

After

AI content, yield management, distribution APIs, agents

New terms — discussed openly before we build
06

Module Transition Map

What is already on Edge, what is coming, and what remains on Salesforce today.

Live Today — Docs, Pay, Brief, Canvas, AdminTarget H2 2026 — Journeys, Operations, AgentsOn Salesforce — CRM, Data Model, Reports

Live on Edge Today

AppWhat It Does
Edge DocsBranded proposals, quotes, trip documents. PDF generation, live preview, email delivery.
Edge PayPayment collection — deposits, balances, multi-gateway, FX, payment health.
Edge BriefDeparture content preparation for ops teams.
Edge CanvasDynamic configurable components embedded in Salesforce.
Edge AdminTenant configuration gateway. Blueprints, templates, OAuth.

Coming — Target H2 2026

AppWhat It Does
Edge JourneysMulti-channel booking flow studio for internal, trade, white-label, and D2C.
Edge OperationsOperational workflows — cloning, manifests, vouchers, bulk ops, amendments.
Edge AgentsSpecialised AI agents — automation, data loading, support triage.

Currently on Salesforce

ModuleStatus
CRM and Contact ManagementRemains on Salesforce. Future decisions made in partnership with customers.
Core Data ModelPackages, itineraries, services, departures — Salesforce remains the system of record.
Reports and DashboardsStandard Salesforce reporting continues as-is.

Timelines are indicative and subject to roadmap prioritisation.

07

Platform Operations and Security

Edge runs on enterprise-grade cloud infrastructure with the same security posture as the API services you already depend on.

Security and Data Protection

  • Data residency — Customer data stays in the Salesforce org. Edge services read and write back via authenticated APIs. No data is stored outside your org.
  • Encryption — All traffic encrypted in transit (TLS 1.2+). Secrets managed via encrypted vault, never in code or config.
  • Authentication — Signed JWT tokens issued by Salesforce. No separate credential store. No passwords transmitted to Edge.
  • Access control — Edge inherits Salesforce user profiles and permissions. No additional identity layer to manage.
  • Infrastructure — Hosted on Google Cloud Platform (GKE) in europe-west1. Same infrastructure tier as KTAPI.

Operations and Reliability

  • Monitoring — Prometheus metrics, structured logging (Loki), distributed tracing (OpenTelemetry/Tempo). Centralised in Grafana dashboards.
  • Incident response — Automated alerting on error rates, latency, and availability. On-call engineering rotation.
  • Deployment — GitLab CI/CD pipelines. Every change goes through automated build, test, and security scan before reaching production.
  • Rollback — Production deployments are reversible within minutes. No dependency on Salesforce package version management.

UAT and Sandbox Rollout

  • Independent deployment — Edge apps deploy to UAT/sandbox environments independently of Salesforce managed package upgrades.
  • Rapid iteration — Your team can test Edge features in sandbox and provide feedback. We iterate and redeploy without waiting for a Salesforce release cycle.
  • Production isolation — UAT changes never impact production. Environments are fully separated at the infrastructure level.

Audit and Compliance

  • Audit trail — All Edge API calls are logged with user identity, timestamp, and action. Available for compliance review.
  • SOC 2 alignment — GCP infrastructure is SOC 2 Type II certified. Kaptio operational practices align with SOC 2 controls.
  • GDPR — No personal data stored outside Salesforce. Edge services are processing-only — your org is the controller.
08

The Commercial Framework

A clear, simple model for what is included and what requires new terms.

Existing Capability, Better Delivery

If Edge replaces or improves a module you already license, there is no additional licensing charge. This is our internal architectural decision. Adoption and configuration are scheduled through your existing BAU engagement.

  • Price calculations — Apex to Edge compute. Same function, faster, no limits.
  • Document proposals — LWC to Edge Docs. Same feature, richer experience.
  • Payment collection — Visualforce to Edge Pay. Same flow, modern UX.
  • Configuration setup — Manual to Edge Foundation. Same outcome, AI-assisted.
  • Bulk clone tools — Salesforce to Edge. Same capability, no governor limits.

New Capability, New Value

If Edge enables a capability that genuinely did not exist before, we discuss commercial terms openly before we build.

  • +Multi-channel booking flows — B2C, trade portals, white-label distribution.
  • +AI content generation — Automated proposals, smart recommendations.
  • +Revenue optimisation — Yield management, dynamic pricing, promotions.
  • +Supplier contract management — AI-assisted contract ingestion, automated rate loading.
  • +Distribution APIs — Third-party marketplace connectivity.
  • +AI-powered operational tools — Operational automation, support, implementation.

Platform stability and performance within the scope of your existing licensing is our responsibility. Where we choose to resolve issues through Edge architecture rather than Salesforce, that is our investment decision, not yours.