Job Role

Architect

Duration

Virtual: 4 Day(s)

User Interface

Lightning Experience

Overview

Who should take this course?


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. 


Prerequisites

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



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

Prework

Prepare for the course with this Trailmix.

Class Registration

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