Becoming a Salesforce Certified Technical Architect : Build a Strong Command of Architectural Principles and Strategies to Prepare for the CTA Review Board

Gain practical experience designing and building high-performance, secure, and scalable Salesforce solutions using real-world scenarios.Purchase of the book unlocks access to web-based exam prep resource like flashcards.Purchase of the print or Kindle book includes a free eBook in PDF format.Key FeaturesMaster each knowledge domain by applying key concepts to a real-world scenarioPut all the skills covered in the book into action with two full mock scenariosGain access to additional online assets including flashcards and exam tipsBook DescriptionThis second edition 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.What you will learnExplore core architectural concepts essential for any Salesforce architectUnderstand Salesforce knowledge domains using practical examplesPractice creating solutions using scenarios focusing on particular knowledge domainsDiscover key artifacts needed to document and explain an end-to-end solutionApply data life cycle management effectively in the Salesforce ecosystemDesign appropriate enterprise integration interfaces to build your connected solutionKnow what to expect on the day of the review board along with valuable tips and tricksWho this book is forThis book is for Salesforce architects who want to design secure, performant, and scalable technical solutions for their organizations and ultimately become Salesforce Certified Technical Architects. A solid understanding of the Salesforce platform is required, ideally combined with three to five years of practical experience as an application architect, system architect, enterprise architect, or solution architect.Table of ContentsStarting Your Journey as a CTACore Architectural Concepts: Data Life CycleCore Architectural Concepts: Integration and CryptographyCore Architectural Concepts: Identity and Access ManagementDeveloping a Scalable System ArchitectureFormulating a Secure Architecture in SalesforceDesigning a Scalable Salesforce Data ArchitectureCreating a Lean Solution ArchitectureForging an Integrated SolutionDevelopment Life Cycle and Deployment PlanningCommunicating and Socializing Your SolutionPractice the Review Board: First MockPresent and Defend: First Mock(N.B. Please use the Look Inside option to see further chapters) Cover FM Copyright Contributors Table of Contents Preface 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 Actors and Licenses Diagram Data Model Diagram The System Landscape Diagram The Role Hierarchy Diagram The Business Process Flow Diagram Development Life Cycle Diagram The Contextual SSO Flow Diagram Summary Chapter 2: Core Architectural Concepts: Data Life Cycle Differences Between Classic RDBMS and Salesforce Understanding Data Governance Understanding Data Security Data Encryption Data Restoration Data Masking Data Erasure Data Regulatory Compliance Exploring Data Categories Transactional Data Master Data and Master Data Management Reference Data Reporting Data Metadata Big Data Unstructured Data The Nature of Data Warehouses and Data Lakes Choosing the Right Document Management System Understanding Data Architecture Concepts Conceptual-Level Data Architecture Design Logical-Level Data Architecture Design Physical-Level Data Architecture Design Designing and Documenting Your Data Model Normalization Versus Denormalization Normal Forms Using Database Relationships Summary Chapter Review Flashcards Chapter 3: Core Architectural Concepts: Integration and Cryptography Integration in the Enterprise: Understanding the Landscape Integration Architecture Design Principles Introducing Common Integration Styles File Transfer Unified Data store Remote Procedure Invocation Messaging Mashup Discussing Different Integration Tools Point-to-Point Integration Extract, Transform, and Load Enterprise Service Bus Reverse Proxies API Gateways Stream-Processing Platforms Exploring Modern Integration Approaches Service-Oriented Architecture Microservices API-led Architecture Event-driven Architecture Cryptography: Understanding the General Concepts Cryptography Algorithm Types and Use Cases Cryptography Use Cases Putting Both Integration and Cryptography Together Summary Chapter Review Flashcards Chapter 4: Core Architectural Concepts: Identity and Access Management Understanding the General Concepts of IAM Becoming Familiar with IAM Terms and Definitions Becoming Familiar with the Common IAM Standards Understanding Common IAM Standards Getting to Know the Different Types of Tokens Understanding the Key Authentication Flows Becoming Familiar with the SAML 2.0 Flows OAuth 2.0/OIDC Flows Summary Chapter Review Flashcards Chapter 5: Developing a Scalable System Architecture Understanding What You Should Know and Be Able to Do as a Salesforce System Architect Determining the Appropriate Mix of Systems Design Considerations for Reporting and Analytics Org Strategy Mobile Solutions and Strategy Required License Types Determining the Right Document Management Solution Introducing the System Architecture Domain Mini Hypothetical Scenario: Packt United Builder Scenario Internal Stakeholders External Stakeholders Requirements Determining the Appropriate Mix of Systems and Building Your Solution and Presentation Understanding the Current Situation Diving into the Shared Requirements Summary Chapter Review Flashcards Chapter 6: Formulating a Secure Architecture in Salesforce Understanding What You Should Be Able to Do as a Security Architect Utilizing the Appropriate Platform Security Mechanisms Design a Secure Portal Architecture Control Record-level Security Using Declarative and/or Programmatic Features Process of Creating and Calculating Record Access Data Different Types of Access Grants Impact of Object Relations on the Sharing Architecture Use the Platform Security Features to Control Object and Field Access Permissions Design an End-to-End Identity Management Solution Introducing the Security Architecture Domain: Packt Innovative Retailers Scenario Current Situation Requirements Utilizing the Appropriate Security Mechanisms and Building Your Solution and Presentation Understanding the Current Situation Diving into the Shared Requirements Summary Chapter 7: Designing a Scalable Salesforce Data Architecture Understanding What You Should Be Able to Do as a Salesforce Data Architect Describing Platform Considerations, Their Impact, and Optimization Methods while Working with Large Data Volume Objects Impact of LDVs Mitigating the LDV Objects’ Impact LDV Mitigation Tools Explaining Data Modeling Concepts and Their Impact on the Database’s Design Determining the Data Migration Approach, Tools, and Strategy Introducing the Data Architecture Domain Mini Hypothetical Scenario—Packt Online Wizz Scenario Current Situation Requirements Learning about Data Architecture Considerations and Impact, and Building your Solution and Presentation Understanding the Current Situation Diving into the Shared Requirements Summary Chapter 8: Creating a Lean Solution Architecture Understanding the Role of a Salesforce Solution Architect Select the Right Combination of Declarative and Programmatic Functionalities Augment Your Solution with the Right External Applications Introducing the Solution Architecture Domain Mini Hypothetical Scenario: Packt Visiting Angels Scenario Current Situation Requirements Selecting the Appropriate Functionalities to Build Your Solution and Presentation Understanding the Current Situation Diving into the Shared Requirements Summary Chapter Review Flashcards Chapter 9: Forging an Integrated Solution Understanding What You Should Be Able to Do as a Salesforce Integration Architect Recommend the Right Integration Landscape Determine the Right Enterprise Integration Architecture Technology Design Your Integration Interface Using the Right Integration Pattern Select and Justify the Right Platform-Specific Integration Capabilities Introducing the Integration Architecture Domain Mini Hypothetical Scenario: Packt Medical Equipment Scenario Designing the Enterprise Integration Interfaces to Build Your Connected Solution Understanding the Current Situation Diving into the Shared Requirements Summary Chapter 10: Development Life Cycle and Deployment Planning Understanding the Roles of a Salesforce Development Life Cycle and Deployment Architect Identify Project Risks and Develop Mitigation Strategies Identify the Impact of Development Methodologies on Workstreams Craft the Right Environment Management Strategy Introducing the Development Life Cycle and Deploying a Small Hypothetical Scenario – Modern Furniture Scenario Current Situation Requirements Designing the Project Environment and Release Strategy Understanding the Current Situation Diving into the Shared Requirements Summary Chapter 11: Communicating and Socializing Your Solution Understanding What You Should Do While Communicating Your Solution Communicating Design Decisions and Considerations Demonstrating Your Visualization Skills to Articulate the Solution Mixed Diagrams Handling Objections and Unexpected Roadblocks Practicing Communicating a Mini Hypothetical Scenario Scenario Articulating Your Solution and Managing Objections Understanding the Current Situation Diving into the Shared Requirements Summary Chapter 12: Practice the Review Board: First Mock Introducing the Full Mock Scenario: Packt Pioneer Auto Project Overview Current 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 Solution Understanding The Current Situation Analyzing the Business Process Requirements Summary Chapter 13: Present and Defend: First Mock Continue Analyzing the Requirements and Creating an End-to-End Solution Analyzing the Data Migration Requirements Reviewing Identified LDVs and Developing a Mitigation Strategy Analyzing the Accessibility and Security Requirements Analyzing the Reporting Requirements Analyzing the Project Development Requirements Analyzing the Other Requirements Presenting and Justifying Your Solution Understanding the Presentation Structure Introducing the Overall Solution and Artifacts Presenting the Business Processes’ End-to-End Solution Going Through the Scenario and Catching All Remaining Requirements Justifying and Defending Your Solution Summary Chapter 14: Practice the Review Board: Second Mock Introducing the Full Mock Scenario: Packt Lightning Utilities Project Overview Current 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 Solution Understanding the Current Situation Analyzing the Business Process Requirements Summary Chapter 15: Present and Defend: Second Mock Continue Analyzing the Requirements and Creating an End-to-End Solution Analyzing the Data Migration Requirements Reviewing Identified LDVs and Developing a Mitigation Strategy Analyzing the Accessibility and Security Requirements Analyzing the Reporting Requirements Analyzing the Project Development Requirements Analyzing the Other Requirements Presenting and Justifying Your Solution Introducing the Overall Solution and Artifacts Presenting the Business Processes’ End-to-End Solution Justifying and Defending Your Solution Summary Appendix: Tips and Tricks, and the Way Forward Anatomy of a Review Board Scenario General Solving Tips Go through the Scenario and Annotate First Provide a Solution, Not a Set of Options You Have a Limited Set of Tools to Solve a Problem Use the Common Architects’ Language Managing the Review Board Help Them to Keep Up with You Tie Your Solution back to the Requirement Watch and Observe Their Reactions if Possible Seed Some Questions Show Your Professionalism Time Management Plan ahead and Stick to Your Plan Rehearse and Perfect Your Timing Practice the Two-Minute Pitch Balance Where You Spend Your Time Your Presentation: Make or Break Show Confidence Control the Tempo Own the Stage Use Your Artifacts Enjoy It Your Exam, Your Way Next Steps Practice and Practice More Plan Some Time off before the Exam Get in Touch with the Community and Study Groups Stay Connected and Share Your Experience Community and Available Training Salesforce Training and Study Groups Stories and Lessons Learned Blogs and Training Providers Index Other Books You May Enjoy Gain practical experience designing and building high-performance, secure, and scalable Salesforce solutions using real-world scenarios. Purchase of the book unlocks access to web-based exam prep resources like flashcards and a free eBook PDF.Key FeaturesMaster each knowledge domain by applying key concepts to a real-world scenarioPut all the skills covered in the book into action with two full mock scenariosGain access to additional online assets including flashcards and exam tipsBook DescriptionThis 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.What you will learnExplore core architectural concepts essential for any Salesforce architectUnderstand Salesforce knowledge domains using practical examplesPractice creating solutions using scenarios focusing on particular knowledge domainsDiscover key artifacts needed to document and explain an end-to-end solutionApply data life cycle management effectively in the Salesforce ecosystemDesign appropriate enterprise integration interfaces to build your connected solutionKnow what to expect on the day of the review board along with valuable tips and tricksWho this book is forThis book is for Salesforce architects who want to design secure, performant, and scalable technical solutions for their organizations and ultimately become Salesforce Certified Technical Architects. A solid understanding of the Salesforce platform is required, ideally combined with three to five years of practical experience as an application architect, system architect, enterprise architect, or solution architect. Gain practical experience designing and building high-performance, secure, and scalable Salesforce solutions using real-world scenarios. Key Features • Master each knowledge domain by applying key concepts to a real-world scenario • Put all the skills covered in the book into action with two full mock scenarios • Gain access to additional online assets including flashcards and exam tips Book Description This second edition 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. What you will learn • Explore core architectural concepts essential for any Salesforce architect • Understand Salesforce knowledge domains using practical examples • Practice creating solutions using scenarios focusing on particular knowledge domains • Discover key artifacts needed to document and explain an end-to-end solution • Apply data life cycle management effectively in the Salesforce ecosystem • Design appropriate enterprise integration interfaces to build your connected solution • Know what to expect on the day of the review board along with valuable tips and tricks Who this book is for This book is for Salesforce architects who want to design secure, performant, and scalable technical solutions for their organizations and ultimately become Salesforce Certified Technical Architects. A solid understanding of the Salesforce platform is required, ideally combined with three to five years of practical experience as an application architect, system architect, enterprise architect, or solution architect. Gain practical experience designing and building high-performance, secure, and scalable Salesforce solutions using real-world scenarios. Purchase of the book unlocks access to web-based exam prep resource like flashcards. Purchase of the print or Kindle book includes a free eBook in PDF format. This book is a complete guide to learning essential architectural concepts thatll 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. Youll begin by reviewing vital architectural concepts needed to create a scalable end-to-end Salesforce solution. Next, youll find out how to identify requirements and break down a problem into smaller, more solvable parts. As you advance, youll 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, youll practice providing solutions for two full hypothetical scenarios and structuring your playback step by step. By the end of this Salesforce book, youll 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. This book is for Salesforce architects who want to design secure, performant, and scalable technical solutions for their organizations and ultimately become Salesforce Certified Technical Architects. A solid understanding of the Salesforce platform is required, ideally combined with three to five years of practical experience as an application architect, system architect, enterprise architect, or solution architect. (N.B. Please use the Look Inside option to see further chapters)