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Becoming a Salesforce Certified Technical Architect

Becoming a Salesforce Certified Technical Architect

By : Bahri
5 (21)
Buy this Book
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Becoming a Salesforce Certified Technical Architect

Becoming a Salesforce Certified Technical Architect

5 (21)
By: Bahri
Buy this Book

Overview of this book

This book is a complete guide to learning essential architectural concepts that’ll enable you to deliver secure, high-performant Salesforce solutions and pass the Salesforce CTA review board exam with confidence. This second edition comes with updated content, additional supporting material such as cheat sheets, and detailed practical examples, and helps you learn key soft skills to craft a winning presentation. You’ll begin by reviewing vital architectural concepts needed to create a scalable end-to-end Salesforce solution. Next, you’ll find out how to identify requirements and break down a problem into smaller, more solvable parts. As you advance, you’ll gain practical experience in managing design decisions and defending them using real-world scenarios. The book also helps familiarize you with the correct methodology to structure your solution presentation and the necessary supporting artifacts. Finally, you’ll practice providing solutions for two full hypothetical scenarios and structuring your playback step by step. By the end of this Salesforce book, you’ll be able to design a highly scalable Salesforce solution and create suitable material to comfortably explain the end-to-end solution to the CTA review board and potentially your customer, and have a higher chance of passing.
Table of Contents (18 chapters)
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Preface
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Preface
Second Edition
Who This Book Is For
What This Book Covers
Requirements for the Online Content
Instructions for Unlocking the Online Content
Quick Access to The Website
How to Get the Most out of This Book
Conventions Used
Get in Touch
Share Your Thoughts
Download a Free PDF Copy of This Book
1
Chapter 1: Starting Your Journey as a CTA
Chapter 1: Starting Your Journey as a CTA
Understanding the Profile of a Salesforce CTA
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
Free Chapter
2
Chapter 2: Core Architectural Concepts: Data Life Cycle
Chapter 2: Core Architectural Concepts: Data Life Cycle
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
Using Database Relationships
Summary
Chapter Review Flashcards
3
Chapter 3: Core Architectural Concepts: Integration and Cryptography
Chapter 3: Core Architectural Concepts: Integration and Cryptography
Integration in the Enterprise: Understanding the Landscape
Introducing Common Integration Styles
Discussing Different Integration Tools
Exploring Modern Integration Approaches
Cryptography: Understanding the General Concepts
Summary
Chapter Review Flashcards
4
Chapter 4: Core Architectural Concepts: Identity and Access Management
Chapter 4: Core Architectural Concepts: Identity and Access Management
Understanding the General Concepts of IAM
Understanding the Key Authentication Flows
Summary
Chapter Review Flashcards
5
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
Chapter Review Flashcards
6
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
7
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
Explaining Data Modeling Concepts and Their Impact on the Database’s Design
Introducing the Data Architecture Domain Mini Hypothetical Scenario—Packt Online Wizz
Learning about Data Architecture Considerations and Impact, and Building your Solution and Presentation
Summary
8
Chapter 8: Creating a Lean Solution Architecture
Chapter 8: Creating a Lean Solution Architecture
Understanding the Role of 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
Chapter Review Flashcards
9
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
Introducing the Integration Architecture Domain Mini Hypothetical Scenario: Packt Medical Equipment
Designing the Enterprise Integration Interfaces to Build Your Connected Solution
Summary
10
Chapter 10: Development Life Cycle and Deployment Planning
Chapter 10: Development Life Cycle and Deployment Planning
Understanding the Roles of a Salesforce Development Life Cycle and Deployment Architect
Introducing the Development Life Cycle and Deploying a Small Hypothetical Scenario – Modern Furniture
Designing the Project Environment and Release Strategy
Summary
11
Chapter 11: Communicating and Socializing Your Solution
Chapter 11: Communicating and Socializing Your Solution
Understanding What You Should Do While Communicating Your Solution
Practicing Communicating a Mini Hypothetical Scenario
Articulating Your Solution and Managing Objections
Summary
12
Chapter 12: Practice the Review Board: First Mock
Chapter 12: Practice the Review Board: First Mock
Introducing the Full Mock Scenario: Packt Pioneer Auto
Analyzing the Requirements and Creating a Draft End-To-End Solution
Summary
13
Chapter 13: Present and Defend: First Mock
Chapter 13: Present and Defend: First Mock
Continue Analyzing the Requirements and Creating an End-to-End Solution
Presenting and Justifying Your Solution
Summary
14
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
15
Chapter 15: Present and Defend: Second Mock
Chapter 15: Present and Defend: Second Mock
Continue Analyzing the Requirements and Creating an End-to-End Solution
Presenting and Justifying Your Solution
Summary
16
Other Books You May Enjoy
Other Books You May Enjoy
Share Your Thoughts
Download a Free PDF Copy of This Book
Appendix: Tips and Tricks, and the Way Forward
Appendix: Tips and Tricks, and the Way Forward
Anatomy of a Review Board Scenario
General Solving Tips
Managing the Review Board
Time Management
Your Presentation: Make or Break
Your Exam, Your Way
Next Steps
Community and Available Training

Second Edition

More than two years have passed since the first edition of this book. There have been a lot of changes to the Salesforce Platform and the Salesforce ecosystem in that time. The second edition brings updated materials to the reader and provides additional notes, hints, tips, and tricks to help you navigate the ever-evolving world of Salesforce. The new edition now gives you unlimited access to our online practice resources platform, letting you practice what you learned in the book from any device. There, you get access to flashcards and exam tips specially designed to help you memorize key topics and be fully prepared to ace the exam. Furthermore, in the new edition, information is organized in a way that makes it easier to create your solution. Some proposed solutions have also been updated to consider the latest innovations and advancements in the Salesforce ecosystem.

Online Exam-Prep Tools

With this book, you will unlock unlimited access to our online exam-prep platform (Figure 0.1). This is your place to practice everything you’ve learned in the book:

Figure 0.1 – Salesforce Certified Technical Architect Online exam-prep platform

Sharpen your knowledge of CTA concepts with multiple sets of interactive flashcards, accessible from all modern web browsers. If you get stuck, you can raise your concerns with the author directly through the website. Before doing that, make sure to go through the list of resolved doubts as well. These are based on questions asked by other users. Finally, review the exam tips on the website to ensure you are well prepared.

Unlock full access

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A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech
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