Table of Contents

Scripts

As a Salesforce Certified Technical Architect (CTA), your ability to present your solution effectively is just as important as designing it.

A well-prepared script is crucial for guiding your responses during the CTA review board.\ This script will help ensure you address key sections comprehensively, stay focused, and communicate your decisions confidently.

Sections

Overview

General

• XXX is an XXX company and provides XXX Services to XXX
• They are operating in XXX regions/countries.
• Goal of this project is to XXXX
• I would like to highlight potential risks and propose corresponding mitigation strategies:
  • XXX
  • XXX
• I recommend to Enable Multi Language to provide translations using the different mechanism:
  • Translation Workbench
  • Custom Label
  • Language Picker for Experience Cloud
• I recommend to Enable Multi Currency and to set the org currency to ___

Org Strategy

• I recommend to use Single Org Strategy because of
  • Standardized Business Process (Add governance if needed)
  • No Data Residency Requirement
  • No performance Issues enforcing multi org

OR

• I recommend to use Multi Org Strategy because of
  • Different Business process | regional complexity | Sharing complexity that will make it complex to maintain the application and also impact the time to market
  • Regional regulations that mandates to go for separate orgs

Assumptions

• I took a few assumptions:
  • REST API available by default if not mentioned.
  • Budget isn't a constrain but should be used wisely.
  • IOT can be purchased pre-setup.

Persona

Let’s have a look in to the Actor and their Licenses\ (Repeat for Every User, Group users to make it fast)

XXX is an Internal User, I propose to use XXX license since access to XXX is needed

• List the Feature licenses under users.
• List the Add on licenses.
• List any user that is there in the scenario but not given any license.

Role Hierarchy

Let's check the Role hierarchy for XXX.

The roles are split by (Region|Function), The regional XXX reports to CEO.\ Take one of the branches and explain all the hierarchy and conclude with
Likewise other regions have similar structure.

System Landscape

Let's check the System Landscape

Explain the legend Let's review the how the users access Salesforce first ? - Internal Users - Customers - Partners/Agents

Related to mobile app, I'm recommending:

... Mobile Publisher for branded mobile apps and no requirements for pixel perfect user interface or advance offline capabilities.

OR

... Standard App since there is no requirements for pixel perfect user interface or advance offline capabilities. (Internal Only).

OR

... Hybrid App for perfect UI, Offline, etc ...

For Build vs Buy decision, i am proposing XXX solution. This give us operation gain and save time to market.

In term of document strategy: Do the calculation and highlight it

I propose to use SF files to store the files. Storage can be purchased as an Add-on.

OR

I propose to use SDrive or XXX to store the files as we need to have large files and/or need to store the files in specific countries.

Data Model

Large Data Volume

Busines Requirements

Development Lifecycle & Governance

Let's review the testing strategy and environment type.

My recommended environments setup is based on storage capacity and refresh cycle.\ Propose a solution based on the scenario - Development (Scratch Org, 200mb) - Merge (Scratch Org 200mb) - QA (Dev Pro 1GB) - UAT (Partial 5GB) - Stage (Full Sdbx) - Prod

I recommend source-driven development where XXX is the source control system comprising the code base. Developers would implement the features in scratch orgs, unit test the feature and raise a pull request in XXX.

To improve the quality, I recommend to: - use SFDX Code Analyser to do static code analysis. - use Selenium to automatise UI testing.