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.

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Table of Contents (21 chapters)
Preface
Preface
Who this book is for?
What this book covers?
To get the most out of this book
Download the color images
Conventions used
Get in touch
Reviews
1
Section 1: Your Journey to Becoming a CTA
Section 1: Your Journey to Becoming a CTA
Free Chapter
2
Chapter 1: Starting Your Journey as 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
Summary
3
Chapter 2: Core Architectural Concepts – Data
Chapter 2: Core Architectural Concepts – Data
Differences between classic RDBMS and Salesforce
Understanding data governance
Understanding data security
Data regulatory compliance
Exploring data categories
The nature of data warehouses and data lakes
Choosing the right document management system
Understanding data architecture concepts
Designing and documenting your data model
Summary
4
Chapter 3: Core Architectural Concepts – Integration and Cryptography
Chapter 3: Core Architectural Concepts – Integration and Cryptography
Integration in the enterprise – understanding the landscape
Introducing the common integration styles
Discussing the different integration tools
Exploring the modern integration approaches
Cryptography – understanding the general concepts
Cryptographic algorithm types and use cases
Summary
5
Chapter 4: Core Architectural Concepts – Identity and Access Management
Chapter 4: Core Architectural Concepts – Identity and Access Management
Understanding the general concepts of IAM
Becoming familiar with the common IAM standards
Understanding the key authentication flows
Summary
6
Section 2: Knowledge Domains Deep Dive
Section 2: Knowledge Domains Deep Dive
7
Chapter 5: Developing a Scalable System Architecture
Chapter 5: Developing a Scalable System Architecture
Understanding what you should know and be able to do as a Salesforce system architect
Introducing the system architecture domain mini hypothetical scenario – Packt United Builder
Determining the appropriate mix of systems, and building your solution and presentation
Summary
8
Chapter 6: Formulating a Secure Architecture in Salesforce
Chapter 6: Formulating a Secure Architecture in Salesforce
Understanding what you should be able to do as a security architect
Introducing the security architecture domain – Packt Innovative Retailers
Utilizing the appropriate security mechanisms and building your solution and presentation
Summary
9
Chapter 7: Designing a Scalable Salesforce Data Architecture
Chapter 7: Designing a Scalable Salesforce Data Architecture
Understanding what you should be able to do as a Salesforce data architect
Introducing the data architecture domain mini hypothetical scenario – Packt Online Wizz
Building your solution and presentation
Summary
10
Chapter 8: Creating a Lean Solution Architecture
Chapter 8: Creating a Lean Solution Architecture
Understanding what you should be able to do as a Salesforce solution architect
Introducing the solution architecture domain mini hypothetical scenario – Packt visiting angels
Selecting the appropriate functionalities to build your solution and presentation
Summary
11
Chapter 9: Forging an Integrated Solution
Chapter 9: Forging an Integrated Solution
Understanding what you should be able to do as a Salesforce integration architect
Designing the enterprise integration interfaces to build your connected solution
Summary
12
Chapter 10: Development Life Cycle and Deployment Planning
Chapter 10: Development Life Cycle and Deployment Planning
What you should do as a Salesforce development life cycle and deployment architect
Introducing the mini-hypothetical scenario – Packt Modern Furniture
Designing the project environment and release strategy
Summary
13
Chapter 11: Communicating and Socializing Your Solution
Chapter 11: Communicating and Socializing Your Solution
Understanding what you should be able to do while communicating your solution
Practicing communicating a mini-hypothetical scenario – Packt Digital
Articulating your solution and managing objections
Summary
14
Section 3: Putting It All Together
Section 3: Putting It All Together
15
Chapter 12: Practice the Review Board – First Mock
Chapter 12: Practice the Review Board – First Mock
Introducing the full mock scenario – Packt Pioneer Auto
Analyze the requirements and creating a draft end-to-end solution
Summary
16
Chapter 13: Present and Defend – First Mock
Chapter 13: Present and Defend – First Mock
Continuing to analyze requirements and creating an end-to-end solution
Presenting and justifying your solution
Summary
17
Chapter 14: Practice the Review Board – Second Mock
Chapter 14: Practice the Review Board – Second Mock
Introducing the full mock scenario – Packt Lightning Utilities
Analyzing the requirements and creating a draft end-to-end solution
Summary
18
Chapter 15: Present and Defend – Second Mock
Chapter 15: Present and Defend – Second Mock
Continuing with analyzing the requirements and creating an end-to-end solution
Presenting and justifying your solution
Summary
19
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Appendix: Tips and Tricks, and the Way Forward
Appendix: Tips and Tricks, and the Way Forward
The anatomy of a review board scenario
General solving tips
Managing the board
Time management
Your presentation – make or break
Your exam, your way
Next steps
The community and available training
Journey Towards Becoming a Salesforce CTA – Book Club
Why subscribe?

To get the most out of this book

This book is designed to help you gain the required knowledge and skills to pass the CTA exam using hands-on examples. We will be covering the seven knowledge domains that a CTA needs to master in order to pass the exam. We will tackle a mini hypothetical scenario for each domain. We will be developing the solution progressively, creating and then recreating solution artifacts as we discover and weigh different design decisions. This is precisely what many architects do in their daily lives. They dig deeper into details and, at every stage, they build a clearer picture of the solution and the correct elements required to make it. They revisit previous decisions and adjust or change them if needed.

You are strongly advised to practice recreating the solution, reconsider other alternatives, and weigh the pros and cons of each. Build your familiarity with the artifacts and diagrams needed to explain your solution. You will find that you become quicker and more efficient in creating them. Moreover, the quality of your outcome will also improve.

Diagrams will be provided at every stage and will progressively evolve; you will notice that these artifacts might end up very different from what we started with. The ability to evolve your solution and flexibly change its elements while still maintaining the end-to-end solution picture is a crucial skill that a CTA must master. You will learn much of that throughout the book.

The Salesforce Developer Edition org is recommended to try out certain functionalities. You can sign up for a free org using the following link: https://developer.salesforce.com/signup.

You can use any diagramming tool, free or paid, or even draw the diagrams on paper or a flipchart. To practice the virtual Salesforce CTA review board, you need to become familiar with tools such as Microsoft PowerPoint and Excel or Google Slides and Sheets (the latter is preferred).

Journey Towards Becoming a Salesforce CTA – Book Club

We have created an exclusive book club for you on our Packt Community page, to share knowledge and have insightful discussions around the topics covered in this book. This book club is for all the readers, existing architects, and anyone who aims to achieve the Salesforce CTA certification.

You are welcome to discuss the book, share your own experiences, views, and best practices on designing modern, practical, and robust architectures on the Salesforce platform, and help us grow the number of Salesforce CTAs globally.

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