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