book

Becoming a Salesforce Certified Technical Architect - Second Edition

Name: Becoming a Salesforce Certified Technical Architect - Second Edition
Author: Tameem Bahri
ISBN: 9781803239439

by Tameem Bahri

June 2023

Intermediate to advanced

568 pages

15h 15m

English

Packt Publishing

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Becoming a Salesforce Certified Technical Architect
Second EditionContributorsAbout the AuthorAbout the Reviewers
Preface
Second EditionOnline Exam-Prep ToolsWho This Book Is ForWhat This Book CoversRequirements for the Online ContentInstructions for Unlocking the Online ContentQuick Access to The WebsiteHow to Get the Most out of This BookConventions UsedGet in TouchShare Your ThoughtsDownload a Free PDF Copy of This Book
Chapter 1: Starting Your Journey as a CTA
Understanding the Profile of a Salesforce CTAThe 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 WhyActors and Licenses DiagramData Model DiagramThe System Landscape DiagramThe Role Hierarchy DiagramThe Business Process Flow DiagramDevelopment Life Cycle DiagramThe Contextual SSO Flow DiagramSummary
Chapter 2: Core Architectural Concepts: Data Life Cycle
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 RelationshipsSummaryChapter Review Flashcards
Chapter 3: Core Architectural Concepts: Integration and Cryptography
Integration in the Enterprise: Understanding the LandscapeIntegration Architecture Design PrinciplesIntroducing Common Integration StylesFile TransferUnified Data storeRemote Procedure InvocationMessagingMashupDiscussing Different Integration ToolsPoint-to-Point IntegrationExtract, Transform, and LoadEnterprise Service BusReverse ProxiesAPI GatewaysStream-Processing PlatformsExploring Modern Integration ApproachesService-Oriented ArchitectureMicroservicesAPI-led ArchitectureEvent-driven ArchitectureCryptography: Understanding the General ConceptsCryptography Algorithm Types and Use CasesCryptography Use CasesPutting Both Integration and Cryptography TogetherSummaryChapter Review Flashcards
Chapter 4: Core Architectural Concepts: Identity and Access Management
Understanding the General Concepts of IAMBecoming Familiar with IAM Terms and DefinitionsBecoming Familiar with the Common IAM StandardsUnderstanding Common IAM StandardsGetting to Know the Different Types of TokensUnderstanding the Key Authentication FlowsBecoming Familiar with the SAML 2.0 FlowsOAuth 2.0/OIDC FlowsSummaryChapter Review Flashcards
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 BuilderScenarioInternal StakeholdersExternal StakeholdersRequirementsDetermining the Appropriate Mix of Systems and Building Your Solution and PresentationUnderstanding the Current SituationDiving into the Shared RequirementsSummaryChapter Review Flashcards
Chapter 6: Formulating a Secure Architecture in Salesforce
Understanding What You Should Be Able to Do as a Security ArchitectUtilizing the Appropriate Platform Security MechanismsDesign a Secure Portal ArchitectureControl Record-level Security Using Declarative and/or Programmatic FeaturesProcess of Creating and Calculating Record Access DataDifferent Types of Access GrantsImpact of Object Relations on the Sharing ArchitectureUse the Platform Security Features to Control Object and Field Access PermissionsDesign an End-to-End Identity Management SolutionIntroducing the Security Architecture Domain: Packt Innovative RetailersScenarioCurrent SituationRequirementsUtilizing 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 Large Data Volume ObjectsImpact of LDVsMitigating the LDV Objects’ ImpactLDV Mitigation ToolsExplaining 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 WizzScenarioCurrent SituationRequirementsLearning about Data Architecture Considerations and Impact, and Building your Solution and PresentationUnderstanding the Current SituationDiving into the Shared RequirementsSummary
Chapter 8: Creating a Lean Solution Architecture
Understanding the Role of a Salesforce Solution ArchitectSelect the Right Combination of Declarative and Programmatic FunctionalitiesAugment Your Solution with the Right External ApplicationsIntroducing the Solution Architecture Domain Mini Hypothetical Scenario: Packt Visiting AngelsScenarioCurrent SituationRequirementsSelecting the Appropriate Functionalities to Build Your Solution and PresentationUnderstanding the Current SituationDiving into the Shared RequirementsSummaryChapter Review Flashcards

Chapter 9: Forging an Integrated Solution
Understanding What You Should Be Able to Do as a Salesforce Integration ArchitectRecommend the Right Integration LandscapeDetermine the Right Enterprise Integration Architecture TechnologyDesign Your Integration Interface Using the Right Integration PatternSelect and Justify the Right Platform-Specific Integration CapabilitiesIntroducing the Integration Architecture Domain Mini Hypothetical Scenario: Packt Medical EquipmentScenarioDesigning the Enterprise Integration Interfaces to Build Your Connected SolutionUnderstanding the Current SituationDiving into the Shared RequirementsSummary
Chapter 10: Development Life Cycle and Deployment Planning
Understanding the Roles of a Salesforce Development Life Cycle and Deployment ArchitectIdentify Project Risks and Develop Mitigation StrategiesIdentify the Impact of Development Methodologies on WorkstreamsCraft the Right Environment Management StrategyIntroducing the Development Life Cycle and Deploying a Small Hypothetical Scenario – Modern FurnitureScenarioCurrent SituationRequirementsDesigning the Project Environment and Release StrategyUnderstanding the Current SituationDiving into the Shared RequirementsSummary
Chapter 11: Communicating and Socializing Your Solution
Understanding What You Should Do While Communicating Your SolutionCommunicating Design Decisions and ConsiderationsDemonstrating Your Visualization Skills to Articulate the SolutionMixed DiagramsHandling Objections and Unexpected RoadblocksPracticing Communicating a Mini Hypothetical ScenarioScenarioArticulating Your Solution and Managing ObjectionsUnderstanding the Current SituationDiving into the Shared RequirementsSummary
Chapter 12: Practice the Review Board: First Mock
Introducing the Full Mock Scenario: Packt Pioneer AutoProject OverviewCurrent LandscapeBusiness Process RequirementsData Migration RequirementsAccessibility and Security RequirementsReporting RequirementsProject Development RequirementsOther RequirementsAnalyzing the Requirements and Creating a Draft End-To-End SolutionUnderstanding The Current SituationAnalyzing the Business Process RequirementsSummary
Chapter 13: Present and Defend: First Mock
Continue 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 SolutionUnderstanding the Presentation StructureIntroducing the Overall Solution and ArtifactsPresenting the Business Processes’ End-to-End SolutionGoing 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 LandscapeBusiness Process RequirementsData Migration RequirementsAccessibility and Security RequirementsReporting RequirementsProject Development RequirementsOther RequirementsAnalyzing the Requirements and Creating a Draft End-to-End SolutionUnderstanding the Current SituationAnalyzing the Business Process RequirementsSummary
Chapter 15: Present and Defend: Second Mock
Continue 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 SolutionJustifying and Defending Your SolutionSummary
Appendix: Tips and Tricks, and the Way Forward
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 ProblemUse the Common Architects’ LanguageManaging the Review BoardHelp Them to Keep Up with YouTie Your Solution back to the RequirementWatch and Observe Their Reactions if PossibleSeed Some QuestionsShow Your ProfessionalismTime ManagementPlan ahead and Stick to Your PlanRehearse and Perfect Your TimingPractice the Two-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 ExperienceCommunity and Available TrainingSalesforce Training and Study GroupsStories and Lessons LearnedBlogs and Training Providers
Other Books You May Enjoy
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Content preview from Becoming a Salesforce Certified Technical Architect - Second Edition

6 Formulating a Secure Architecture in Salesforce

Your Unique Sign-Up Code

Your unique sign-up code to unlock the online content is c147tx. The sign-up link is https://packt.link/ctasignup.

Open the link, enter the code, and complete the sign-up process by following the instructions detailed in the Instructions for Unlocking the Online Content section of the Preface.

This chapter will continue exploring Salesforce-specific knowledge areas required to pass the CTA review board. This time, you 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 the common understanding of CRM. Several ...

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Becoming a Salesforce Certified Technical Architect.

Publisher Resources

ISBN: 9781803239439

Cloud Computing

Data Engineering

Data Science

AI & ML

Programming Languages

Software Architecture

IT/Ops

Security

Design

Business

Soft Skills

Becoming a Salesforce Certified Technical Architect - Second Edition

by Tameem Bahri

6

Formulating a Secure Architecture in Salesforce

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.