Build Application Architect Expertise

Dive into the two cornerstone domains of being an Application Architect: Data Architecture and Management, and Sharing and Visibility. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions.

Who Can Benefit

• This class is designed for enterprise architects, solution architects, and business analysts working to earn their Salesforce Application Architect credential, or for application architects looking to get more hands-on experience.

Skills Gained

• When you complete this course, you will be able to:
• Design data models that scale gracefully
• Leverage Salesforce sharing mechanisms at an advanced level
• Evaluate the nuances of field types and pick the right one for the circumstances
• Make data model decisions that minimize record locking and other performance degradations

Prerequisites

• Earn the Platform App Builder credential
• Complete pre-work prior to attending the workshop

Course Content

Lessons and Topics

• Application Architect Overview
• Assess the Requirements to Become an Application Architect
• Understand the Real-World Expectations of Application Architects
• Review the Core Characteristics of Successful Application Architects

• Scenario Introduction
• Review the Application Architecture Scenario
• Identify Scenario Problem Areas
• Identify Scenario Actors and Licensing

• Architecture Documentation
• Understand Key Architecture Documentation Requirements
• Learn About Best Practices for Artifact Documentation
• Produce Architecture Documents

• Data Modeling
• Identify Relationship Types and Their Impact on Record Access, User Interface, and Reporting
• Review the Considerations for Changing Field Types
• Review the Considerations for Modifying Data Models with Schema Builder
• Review the Considerations for Importing and Exporting Data
• Identify Use Cases of External Objects
• Determine an Appropriate Data Model
• Understand Design Implications with Complex Environments and Large Data Volumes (LDV)

• Data Management
• Review the Considerations for Working with LDV
• Review Data Lifecycle Concepts and Mechanisms
• Review Master Data Management and System of Record Concepts
• Review Data Migration, Planning, Preparation, and Execution
• Identify Potential LDV and Calculate Expected Volumes
• Go Further with Indexes Standard and Custom Skinny Tables
• Lock Records

• Security Model
• Review the Considerations for Working with Internal and External Sharing Models
• Restrict and Extend Object and Field Access
• Determine Sharing Solutions
• Identify Record Sharing Mechanisms (Declarative, Programmatic, Implicit)
• Understand Teams Concepts (Account, Opportunity, Case)
• Understand Person Accounts and Its Implication on Sharing
• Encrypt Data

• Sharing in Communities
• Understand Community Security Mechanisms
• Secure Integration Endpoints
• Integrate and Specify Connected Apps and Named Credentials

• Advanced Security & Visibility Concepts
• Implement Security & Visibility Controls with Apex and Visualforce
• Review Territory Management and Its Implication on Data Management, Sharing, and Visibility
• Review Divisions and Its Implication on Data Management, Sharing, and Visibility
• Understand Security and Visibility Controls on "Special" Objects

• Solution Design
• Determine When to Leverage Standard Products Functionality vs. Custom Build vs. AppExchange
• Understand Declarative and Programmatic Configuration
• Get to Know the Order of Execution
• Automate Business Processes
• Consider Reporting and Analytics Needs
• Consider How to Store and Access Content/Files
• Apply Solution Design Concepts to Real-World Problems and Scenarios

• Deployment & Integration Best Practices
• Review the Application Lifecycle
• Understand How Sandboxes Should Be Used
• Review Deployment Options
• Identify Integration Patterns

• Wrap-up
• Review a Practice Scenario
• Review What Was Covered