Book Image

Becoming a Salesforce Certified Technical Architect

By : Tameem Bahri
5 (1)
Book Image

Becoming a Salesforce Certified Technical Architect

5 (1)
By: Tameem Bahri

Overview of this book

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.
Table of Contents (21 chapters)
1
Section 1: Your Journey to Becoming a CTA
6
Section 2: Knowledge Domains Deep Dive
14
Section 3: Putting It All Together

Chapter 6: Formulating a Secure Architecture in Salesforce

In this chapter, we will continue with other Salesforce-specific knowledge areas required to pass the CTA review board. This time, we will tackle the security domain.

Designing a secure system has never been more important than today with the continuous move toward customer-centric solutions and the rise of connected devices.

Salesforce has reshaped our common understanding of CRM. We see more and more enterprises adopting Salesforce as their central engagement platform, with dozens of inbound and outbound integrations with different other systems.

As a Salesforce security architect, you are expected to utilize the rich set of Salesforce functionalities available to design a solid security architecture. You are also expected to define the security measures needed to protect the data while being transferred from and to other systems. You have to master the different ways that license types and object relationships impact...