Exam Notation¶

The Salesforce Certified Technical Architect Review Board Exam measures a candidate’s knowledge and skills related to the objectives listed below.

A candidate should have hands-on experience as an Architect on the Lightning Platform and have demonstrated the application of each of the features/functions below.

System Architect¶

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

Security¶

Architect a solution that utilizes the appropriate platform security mechanisms.
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.
Identify the declarative platform security features that can be used to meet record-level security requirements.
Identify the programmatic platform security features that can be used to meet security requirements.
Describe how to incorporate the platform security features into a solution to give users the appropriate object and field access permissions.
Design and justify an end-to-end identity management solution.

Data¶

Describe the platform architecture considerations, platform impact and optimization methods used when working with large data volumes.
Describe data modeling concepts and implications of database design and modeling.
Determine the data migration strategy, considerations, and appropriate tools to use.

Solution¶

Describe the appropriate combination of declarative and programmatic functionality within a solution.
Describe the benefits, considerations, and trade-offs of incorporating external applications into an optimal solution architecture.

Integration¶

Recommend the appropriate enterprise integration landscape and describe associated risks, trade-offs, and business and technical considerations within a customer environment.
Describe the capabilities of the appropriate technology and justify their use as part of the overall integration architecture.
Recommend and justify the appropriate integration strategy and the use of common integration patterns.
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 & Deployment planning¶

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.
Recommend an appropriate comprehensive test strategy and discuss how testing mitigates any project risks.
Describe the considerations, stakeholders, and impact of decisions around a technical solution relative to customer project governance.
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.