The Salesforce Certified Technical Architect program is designed for experienced Salesforce Architects who would like to demonstrate their knowledge, skills, and capabilities in assessing customer architecture; designing secure, high-performance technical solutions on the Lightning Platform; communicating technical solutions and design tradeoffs effectively to business stakeholders; and providing a delivery framework that ensures quality and success.

Course Objectives:

In this course, you will learn to:

• Recall exam objectives for the Architect Evaluation and Architect Review Board Exam.
• Discuss Salesforce Platform features and functionality that are covered on the exam.
• Apply time management, requirement synthesis, and presentation best practices to your continued preparations.
• Clearly communicate solutions by creating key artifacts and diagrams.

Course content

System Architecture

• Given a scenario, determine the appropriate mix of systems, including both on and off-platform components, taking into consideration the Salesforce platform capabilities, constraints, and limits.
• Given a scenario, describe the design and platform considerations, trade-offs, and risks for reporting and analytics.
• Given a scenario, describe the architectural considerations when planning, defining, or working within a single or multi-org environment.
• Given a scenario, describe the design considerations, trade-offs, and risks for mobile solutions and recommend the appropriate mobile platform.
• Given a set of requirements, recommend the correct mix of required license types taking into account the capabilities, trade-offs, and constraints.
• Given a set of requirements, describe the capabilities, trade-offs, and constraints to determine the appropriate document management solution.

Security

• Given a set of requirements, architect a solution that utilizes the appropriate platform security mechanisms.
• Given a scenario, identify the security considerations and risks, and leverage the appropriate security capabilities to design a secure portal architecture including access by both internal and external users.
• Given a scenario, identify the declarative platform security features that can be used to meet record-level security requirements.
• Given a scenario, identify the programmatic platform security features that can be used to meet security requirements.
• Given a scenario, describe how to incorporate the platform security features into a solution to give users the appropriate object and field access permissions.
• Given a set of requirements, design and justify an end-to-end identity management solution.

Data

• Given a scenario, describe the platform architecture considerations, platform impact and optimization methods used when working with large data volumes.
• Given a scenario, describe data modeling concepts and implications of database design and modeling.
• Given a scenario, determine the data migration strategy, considerations, and appropriate tools to use.

Solution Architecture

• Given a set of business requirements, describe the appropriate combination of declarative and programmatic functionality within a solution.
• Given a scenario, describe the benefits, considerations, and trade-offs of incorporating external applications into an optimal solution architecture.

Integration

• Given a set of requirements, recommend the appropriate enterprise integration landscape and describe associated risks, trade-offs, and business and technical considerations within a customer environment.
• Given a scenario, describe the capabilities of the appropriate technology and justify their use as part of the overall integration architecture.
• Given a scenario, recommend and justify the appropriate integration strategy and the use of common integration patterns.
• Given a scenario, recommend and justify the appropriate platform-specific integration technology used to integrate with external systems and describe the capabilities, limitations and trade-offs.

Development Lifecycle and Deployment Planning

• Given a scenario, identify the project risks and mitigation strategies.
• Given a customer project environment and development methodology, identify the technical considerations, risks, and impact on the technical work streams.
• Given a scenario, recommend an appropriate comprehensive test strategy and discuss how testing mitigates any project risks.
• Given a scenario, describe the considerations, stakeholders, and impact of decisions around a technical solution relative to customer project governance.
• Given a scenario, describe the platform tools, use cases, limitations, and best practices for environment management.
• Describe the common tools, benefits, and rationale for using source control and continuous integration for release management.

Communication

• Articulate the benefits, limitations, considerations, and design choices for a solution architecture and handle objections related to the design. Demonstrate how visualization and documentation tools can be used to articulate the technical solution.
• Demonstrate the ability to handle unexpected roadblocks and determine the appropriate next steps.

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