book

Becoming a Salesforce Certified Technical Architect.

Name: Becoming a Salesforce Certified Technical Architect.
Author: Tameem Bahri
ISBN: 9781800568754

by Tameem Bahri

February 2021

Intermediate to advanced

628 pages

14h 39m

English

Packt Publishing

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Becoming a Salesforce Certified Technical Architect
ContributorsAbout the authorAbout the reviewer
Preface
Who this book is for?What this book covers?To get the most out of this bookJourney Towards Becoming a Salesforce CTA – Book Club Download the color imagesConventions usedGet in touchReviewsLearn more on Discord
Section 1: Your Journey to Becoming a CTA
Chapter 1: Starting Your Journey as a CTA
Understanding the profile of a Salesforce Certified Technical ArchitectThe CTA review board's structure and formatFrom exam to real life – how to train to become a CTAThe nature of the exam – a point collection exerciseWhat kind of artifacts you need to generate and whyThe actors and licenses diagramThe data model diagramThe system landscape diagramThe role hierarchy diagramThe business process flow diagramThe environment diagramThe contextual SSO flow diagramSummary
Chapter 2: Core Architectural Concepts – Data
Differences between classic RDBMS and SalesforceUnderstanding data governanceUnderstanding data securityData encryptionData restorationData maskingData erasureData regulatory complianceExploring data categoriesTransactional dataMaster data and master data managementReference dataReporting dataMetadataBig dataUnstructured dataThe nature of data warehouses and data lakesChoosing the right document management systemUnderstanding data architecture conceptsConceptual-level data architecture designLogical-level data architecture designPhysical-level data architecture designDesigning and documenting your data modelNormalization versus denormalizationNormal formsUsing database relationshipsSummary
Chapter 3: Core Architectural Concepts – Integration and Cryptography
Integration in the enterprise – understanding the landscapeIntegration architecture design principlesIntroducing the common integration stylesFile transferUnified datastoreRemote procedure invocationMessagingDiscussing the different integration toolsPoint-to-point integrationExtract, transform, and load (ETL)Enterprise Service BusReverse proxiesAPI gatewaysStream-processing platformsExploring the modern integration approachesService-oriented architectureMicroservicesAPI-led architectureEvent-driven architectureCryptography – understanding the general conceptsCryptographic algorithm types and use casesSymmetric cryptography algorithmsAsymmetric cryptography algorithmsCryptography use casesPutting both integration and cryptography togetherSummary
Chapter 4: Core Architectural Concepts – Identity and Access Management
Understanding the general concepts of IAM Becoming familiar with the IAM terms and definitionsBecoming familiar with the common IAM standards Understanding the common IAM standardsGetting to know the different types of tokens Understanding the key authentication flows Becoming familiar with the SAML 2.0 flowsBecoming familiar with the OAuth 2.0/OpenID Connect flowsSummary
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 architectDetermining the appropriate mix of systemsDesign considerations for reporting and analyticsOrg strategyMobile solutions and strategyRequired license typesDetermining the right document management solutionIntroducing the system architecture domain mini hypothetical scenario – Packt United BuilderThe scenarioInternal stakeholdersExternal stakeholdersRequirementsDetermining the appropriate mix of systems, and building your solution and presentation Understanding the current situationDiving into the shared requirementsSummary
Chapter 6: Formulating a Secure Architecture in Salesforce
Understanding what you should be able to do as a security architectUtilizing the appropriate platform security mechanismsDesigning a secure portal architectureControlling record-level security using declarative and/or programmatic featuresUsing the platform security features to control object and field access permissionsDesigning an end-to-end identity management solutionIntroducing the security architecture domain – Packt Innovative RetailersThe scenarioUtilizing the appropriate security mechanisms and building your solution and presentationUnderstanding the current situationDiving into the shared requirementsSummary

Chapter 7: Designing a Scalable Salesforce Data Architecture
Understanding what you should be able to do as a Salesforce data architectDescribing platform considerations, their impact, and optimization methods while working with LDV objectsExplaining data modeling concepts and their impact on the database's designDetermining the data migration approach, tools, and strategyIntroducing the data architecture domain mini hypothetical scenario – Packt Online WizzThe scenarioBuilding your solution and presentationUnderstanding the current situationDiving into the shared requirementsSummary
Chapter 8: Creating a Lean Solution Architecture
Understanding what you should be able to do as a Salesforce solution architectSelecting the right combination of declarative and programmatic functionalitiesAugmenting your solution with the right external applicationsIntroducing the solution architecture domain mini hypothetical scenario – Packt visiting angelsThe scenarioSelecting the appropriate functionalities to build your solution and presentationUnderstanding the current situationDiving into the shared requirementsSummary
Chapter 9: Forging an Integrated Solution
Understanding what you should be able to do as a Salesforce integration architectRecommending the right integration landscapeDetermining 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 scenarioDesigning the enterprise integration interfaces to build your connected solutionUnderstanding the current situationDiving into the shared requirementsSummary
Chapter 10: Development Life Cycle and Deployment Planning
What you should do as a Salesforce development life cycle and deployment architectIdentifying project risks and developing mitigation strategiesIdentifying the impact development methodologies have on workstreamsRecommend test strategies to mitigate project risksRecommending the right project governance to support technical decision-makingCrafting the right environment management strategy while considering the platform's capabilities and limitationsDescribing the value of continuous integration (CI) tools and source control in release managementIntroducing the mini-hypothetical scenario – Packt Modern FurnitureThe scenarioDesigning the project environment and release strategyUnderstanding the current situationDiving into the shared requirementsSummary
Chapter 11: Communicating and Socializing Your Solution
Understanding what you should be able to do while communicating your solutionCommunicating design decisions and considerationsDemonstrating your visualization skills to articulate the solutionHandling objection and unexpected roadblocksPracticing communicating a mini-hypothetical scenario – Packt DigitalThe scenarioArticulating your solution and managing objectionsUnderstanding the current situationDiving into the shared requirementsSummary
Section 3: Putting It All Together
Chapter 12: Practice the Review Board – First Mock
Introducing the full mock scenario – Packt Pioneer AutoProject overviewCurrent landscape Business process requirements Data migration requirements Accessibility and security requirementsReporting requirements Project development requirements Other requirements Analyze the requirements and creating a draft end-to-end solutionUnderstanding the current situationAnalyzing the business process requirementsSummary
Chapter 13: Present and Defend – First Mock
Continuing to analyze requirements and creating an end-to-end solutionAnalyzing the data migration requirementsReviewing identified LDVs and developing a mitigation strategyAnalyzing the accessibility and security requirementsAnalyzing the reporting requirementsAnalyzing the project development requirementsAnalyzing the other requirementsPresenting and justifying your solutionUnderstanding the presentation structureIntroducing the overall solution and artifactsPresenting the business processes' end-to-end solutionPresenting the LDV mitigation strategyPresenting the data migration strategyGoing through the scenario and catching all remaining requirementsJustifying and defending your solutionSummary
Chapter 14: Practice the Review Board – Second Mock
Introducing the full mock scenario – Packt Lightning UtilitiesProject overviewCurrent 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 solutionUnderstanding the current situationAnalyzing the business process requirementsSummary
Chapter 15: Present and Defend – Second Mock
Continuing with analyzing the requirements and creating an end-to-end solutionAnalyzing the data migration requirementsReviewing identified LDVs and developing a mitigation strategyAnalyzing the accessibility and security requirementsAnalyzing the reporting requirementsAnalyzing the project development requirementsAnalyzing the other requirementsPresenting and justifying your solutionIntroducing the overall solution and artifactsPresenting the business processes' end-to-end solutionGoing through the scenario and catching all the remaining requirementsJustifying and defending your solutionSummary
Appendix
Tips and Tricks, and the Way ForwardThe anatomy of a review board scenarioGeneral solving tipsGo through the scenario and annotate firstProvide a solution, not a set of optionsYou have a limited set of tools to solve a problemAct like an architect, use the common architects' languageManaging the boardHelp them to keep up with youTie your solution back to the requirementWatch and observe their reaction if possibleSeed some questionsShow your professional attitudeTime managementPlan ahead and stick to your planRehearse and perfect your timingPractice the 2-minute pitchBalance where you spend your timeYour presentation – make or breakShow confidenceControl the tempoOwn the stageUse your artifactsEnjoy itYour exam, your wayNext stepsPractice and practice morePlan some time off before the examGet in touch with the community and study groupsStay connected and share your experienceThe community and available trainingSalesforce training and study groupsStories and lessons learnedBlogs and training providersJourney Towards Becoming a Salesforce CTA – Book Club
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Overview

This book is a comprehensive guide to mastering the strategies and skills required to become a Salesforce Certified Technical Architect (CTA). By focusing on real-world scenarios and best practices, you will be able to prepare for the CTA review board exam confidently and effectively. Each chapter builds your expertise in data design, integration, security, and more.

What this Book will help me do

Understand data lifecycle management and apply it effectively in Salesforce solutions.
Learn advanced enterprise integration design for connected solutions.
Gain a deep understanding of identity and access management principles in Salesforce.
Master techniques for creating scalable Salesforce architectures.
Develop strategies to present and defend architectural solutions effectively.

Author(s)

The author, None Bahri, is a seasoned Salesforce expert with years of hands-on experience in designing and implementing enterprise-level solutions. Bahri's expertise spans across multiple architectural disciplines, and their practical knowledge ensures this book equips professionals with actionable strategies. Bahri emphasizes a step-by-step and practical approach to mastering the most challenging aspects of Salesforce architecture.

Who is it for?

This book is ideal for Salesforce architects aiming to become certified technical architects and design secure and scalable solutions. Typically, readers have a solid understanding of Salesforce and 3 to 5 years of professional experience as application architects, system architects, enterprise architects, or solution architects. If your goal is to excel in architectural-level solutions and certification, this book is for you.

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