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Design and build high-performance, secure, and scalable Salesforce solutions to meet business demands and gain practical experience using real-world scenarios by creating engaging end-to-end solution presentations

Key Features

  • Learn common integration, data migration, and security patterns for designing scalable and reliable solutions on the Salesforce Lightning platform
  • Build an end-to-end delivery framework pipeline for delivering successful projects within specified timelines
  • Gain access to an exclusive book club of skilled Salesforce professionals, to discuss ideas, best practices, and share experiences of designing modern solutions using Salesforce

Book Description

Salesforce Certified Technical Architect (CTA) is the ultimate certification to validate your knowledge and skills when it comes to designing and building high-performance technical solutions on the Salesforce platform. The CTA certificate is granted after successfully passing the CTA review board exam, which tests your platform expertise and soft skills for communicating your solutions and vision.

You'll start with the core concepts that every architect should master, including data lifecycle, integration, and security, and build your aptitude for creating high-level technical solutions. Using real-world examples, you'll explore essential topics such as selecting systems or components for your solutions, designing scalable and secure Salesforce architecture, and planning the development lifecycle and deployments. Finally, you'll work on two full mock scenarios that simulate the review board exam, helping you learn how to identify requirements, create a draft solution, and combine all the elements together to create an engaging story to present in front of the board or to a client in real life.

By the end of this Salesforce book, you'll have gained the knowledge and skills required to pass the review board exam and implement architectural best practices and strategies in your day-to-day work.

What you will learn

  • Explore data lifecycle management and apply it effectively in the Salesforce ecosystem
  • Design appropriate enterprise integration interfaces to build your connected solution
  • Understand the essential concepts of identity and access management
  • Develop scalable Salesforce data and system architecture
  • Design the project environment and release strategy for your solution
  • Articulate the benefits, limitations, and design considerations relating to your solution
  • Discover tips, tricks, and strategies to prepare for the Salesforce CTA review board exam

Who this book is for

This book is for Salesforce architects who want to become certified technical architects by learning how to design secure and scalable technical solutions for their organizations. A solid understanding of the Salesforce platform is required, ideally combined with 3 to 5 years of practical experience as an application architect, system architect, enterprise architect, or solution architect.

Table of Contents

  1. Becoming a Salesforce Certified Technical Architect
  2. Contributors
  3. About the author
  4. About the reviewer
  5. Preface
    1. Who this book is for?
    2. What this book covers?
    3. To get the most out of this book
    4. Journey Towards Becoming a Salesforce CTA – Book Club
    5. Download the color images
    6. Conventions used
    7. Get in touch
    8. Reviews
  6. Section 1: Your Journey to Becoming a CTA
  7. Chapter 1: Starting Your Journey as a CTA
    1. Understanding the profile of a Salesforce Certified Technical Architect
    2. The CTA review board's structure and format
    3. From exam to real life – how to train to become a CTA
    4. The nature of the exam – a point collection exercise
    5. What kind of artifacts you need to generate and why
    6. The actors and licenses diagram
    7. The data model diagram
    8. The system landscape diagram
    9. The role hierarchy diagram
    10. The business process flow diagram
    11. The environment diagram
    12. The contextual SSO flow diagram
    13. Summary
  8. Chapter 2: Core Architectural Concepts – Data
    1. Differences between classic RDBMS and Salesforce
    2. Understanding data governance
    3. Understanding data security
    4. Data encryption
    5. Data restoration
    6. Data masking
    7. Data erasure
    8. Data regulatory compliance
    9. Exploring data categories
    10. Transactional data
    11. Master data and master data management
    12. Reference data
    13. Reporting data
    14. Metadata
    15. Big data
    16. Unstructured data
    17. The nature of data warehouses and data lakes
    18. Choosing the right document management system
    19. Understanding data architecture concepts
    20. Conceptual-level data architecture design
    21. Logical-level data architecture design
    22. Physical-level data architecture design
    23. Designing and documenting your data model
    24. Normalization versus denormalization
    25. Normal forms
    26. Using database relationships
    27. Summary
  9. Chapter 3: Core Architectural Concepts – Integration and Cryptography
    1. Integration in the enterprise – understanding the landscape
    2. Integration architecture design principles
    3. Introducing the common integration styles
    4. File transfer
    5. Unified datastore
    6. Remote procedure invocation
    7. Messaging
    8. Discussing the different integration tools
    9. Point-to-point integration
    10. Extract, transform, and load (ETL)
    11. Enterprise Service Bus
    12. Reverse proxies
    13. API gateways
    14. Stream-processing platforms
    15. Exploring the modern integration approaches
    16. Service-oriented architecture
    17. Microservices
    18. API-led architecture
    19. Event-driven architecture
    20. Cryptography – understanding the general concepts
    21. Cryptographic algorithm types and use cases
    22. Symmetric cryptography algorithms
    23. Asymmetric cryptography algorithms
    24. Cryptography use cases
    25. Putting both integration and cryptography together
    26. Summary
  10. Chapter 4: Core Architectural Concepts – Identity and Access Management
    1. Understanding the general concepts of IAM
    2. Becoming familiar with the IAM terms and definitions
    3. Becoming familiar with the common IAM standards
    4. Understanding the common IAM standards
    5. Getting to know the different types of tokens
    6. Understanding the key authentication flows
    7. Becoming familiar with the SAML 2.0 flows
    8. Becoming familiar with the OAuth 2.0/OpenID Connect flows
    9. Summary
  11. Section 2: Knowledge Domains Deep Dive
  12. Chapter 5: Developing a Scalable System Architecture
    1. Understanding what you should know and be able to do as a Salesforce system architect
    2. Determining the appropriate mix of systems
    3. Design considerations for reporting and analytics
    4. Org strategy
    5. Mobile solutions and strategy
    6. Required license types
    7. Determining the right document management solution
    8. Introducing the system architecture domain mini hypothetical scenario – Packt United Builder
    9. The scenario
    10. Internal stakeholders
    11. External stakeholders
    12. Requirements
    13. Determining the appropriate mix of systems, and building your solution and presentation
    14. Understanding the current situation
    15. Diving into the shared requirements
    16. Summary
  13. Chapter 6: Formulating a Secure Architecture in Salesforce
    1. Understanding what you should be able to do as a security architect
    2. Utilizing the appropriate platform security mechanisms
    3. Designing a secure portal architecture
    4. Controlling record-level security using declarative and/or programmatic features
    5. Using the platform security features to control object and field access permissions
    6. Designing an end-to-end identity management solution
    7. Introducing the security architecture domain – Packt Innovative Retailers
    8. The scenario
    9. Utilizing the appropriate security mechanisms and building your solution and presentation
    10. Understanding the current situation
    11. Diving into the shared requirements
    12. Summary
  14. Chapter 7: Designing a Scalable Salesforce Data Architecture
    1. Understanding what you should be able to do as a Salesforce data architect
    2. Describing platform considerations, their impact, and optimization methods while working with LDV objects
    3. Explaining data modeling concepts and their impact on the database's design
    4. Determining the data migration approach, tools, and strategy
    5. Introducing the data architecture domain mini hypothetical scenario – Packt Online Wizz
    6. The scenario
    7. Building your solution and presentation
    8. Understanding the current situation
    9. Diving into the shared requirements
    10. Summary
  15. Chapter 8: Creating a Lean Solution Architecture
    1. Understanding what you should be able to do as a Salesforce solution architect
    2. Selecting the right combination of declarative and programmatic functionalities
    3. Augmenting your solution with the right external applications
    4. Introducing the solution architecture domain mini hypothetical scenario – Packt visiting angels
    5. The scenario
    6. Selecting the appropriate functionalities to build your solution and presentation
    7. Understanding the current situation
    8. Diving into the shared requirements
    9. Summary
  16. Chapter 9: Forging an Integrated Solution
    1. Understanding what you should be able to do as a Salesforce integration architect
    2. Recommending the right integration landscape
    3. Determining the right enterprise integration architecture technology
    4. Designing your integration interface using the right integration pattern
    5. Selecting and justifying the right platform-specific integration capabilities
    6. The scenario
    7. Designing the enterprise integration interfaces to build your connected solution
    8. Understanding the current situation
    9. Diving into the shared requirements
    10. Summary
  17. Chapter 10: Development Life Cycle and Deployment Planning
    1. What you should do as a Salesforce development life cycle and deployment architect
    2. Identifying project risks and developing mitigation strategies
    3. Identifying the impact development methodologies have on workstreams
    4. Recommend test strategies to mitigate project risks
    5. Recommending the right project governance to support technical decision-making
    6. Crafting the right environment management strategy while considering the platform's capabilities and limitations
    7. Describing the value of continuous integration (CI) tools and source control in release management
    8. Introducing the mini-hypothetical scenario – Packt Modern Furniture
    9. The scenario
    10. Designing the project environment and release strategy
    11. Understanding the current situation
    12. Diving into the shared requirements
    13. Summary
  18. Chapter 11: Communicating and Socializing Your Solution
    1. Understanding what you should be able to do while communicating your solution
    2. Communicating design decisions and considerations
    3. Demonstrating your visualization skills to articulate the solution
    4. Handling objection and unexpected roadblocks
    5. Practicing communicating a mini-hypothetical scenario – Packt Digital
    6. The scenario
    7. Articulating your solution and managing objections
    8. Understanding the current situation
    9. Diving into the shared requirements
    10. Summary
  19. Section 3: Putting It All Together
  20. Chapter 12: Practice the Review Board – First Mock
    1. Introducing the full mock scenario – Packt Pioneer Auto
    2. Project overview
    3. Current landscape
    4. Business process requirements
    5. Data migration requirements
    6. Accessibility and security requirements
    7. Reporting requirements
    8. Project development requirements
    9. Other requirements
    10. Analyze the requirements and creating a draft end-to-end solution
    11. Understanding the current situation
    12. Analyzing the business process requirements
    13. Summary
  21. Chapter 13: Present and Defend – First Mock
    1. Continuing to analyze requirements and creating an end-to-end solution
    2. Analyzing the data migration requirements
    3. Reviewing identified LDVs and developing a mitigation strategy
    4. Analyzing the accessibility and security requirements
    5. Analyzing the reporting requirements
    6. Analyzing the project development requirements
    7. Analyzing the other requirements
    8. Presenting and justifying your solution
    9. Understanding the presentation structure
    10. Introducing the overall solution and artifacts
    11. Presenting the business processes' end-to-end solution
    12. Presenting the LDV mitigation strategy
    13. Presenting the data migration strategy
    14. Going through the scenario and catching all remaining requirements
    15. Justifying and defending your solution
    16. Summary
  22. Chapter 14: Practice the Review Board – Second Mock
    1. Introducing the full mock scenario – Packt Lightning Utilities
    2. Project overview
    3. Current landscape
    4. Business process requirements
    5. Data migration requirements
    6. Accessibility and security requirements
    7. Reporting requirements
    8. Project development requirements
    9. Other requirements
    10. Analyzing the requirements and creating a draft end-to-end solution
    11. Understanding the current situation
    12. Analyzing the business process requirements
    13. Summary
  23. Chapter 15: Present and Defend – Second Mock
    1. Continuing with analyzing the requirements and creating an end-to-end solution
    2. Analyzing the data migration requirements
    3. Reviewing identified LDVs and developing a mitigation strategy
    4. Analyzing the accessibility and security requirements
    5. Analyzing the reporting requirements
    6. Analyzing the project development requirements
    7. Analyzing the other requirements
    8. Presenting and justifying your solution
    9. Introducing the overall solution and artifacts
    10. Presenting the business processes' end-to-end solution
    11. Going through the scenario and catching all the remaining requirements
    12. Justifying and defending your solution
    13. Summary
  24. Appendix
  25. Tips and Tricks, and the Way Forward
    1. The anatomy of a review board scenario
    2. General solving tips
    3. Go through the scenario and annotate first
    4. Provide a solution, not a set of options
    5. You have a limited set of tools to solve a problem
    6. Act like an architect, use the common architects' language
    7. Managing the board
    8. Help them to keep up with you
    9. Tie your solution back to the requirement
    10. Watch and observe their reaction if possible
    11. Seed some questions
    12. Show your professional attitude
    13. Time management
    14. Plan ahead and stick to your plan
    15. Rehearse and perfect your timing
    16. Practice the 2-minute pitch
    17. Balance where you spend your time
    18. Your presentation – make or break
    19. Show confidence
    20. Control the tempo
    21. Own the stage
    22. Use your artifacts
    23. Enjoy it
    24. Your exam, your way
    25. Next steps
    26. Practice and practice more
    27. Plan some time off before the exam
    28. Get in touch with the community and study groups
    29. Stay connected and share your experience
    30. The community and available training
    31. Salesforce training and study groups
    32. Stories and lessons learned
    33. Blogs and training providers
    34. Journey Towards Becoming a Salesforce CTA – Book Club
    35. Why subscribe?
  26. Other Books You May Enjoy
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