About the Salesforce Certified Technical Architect Evaluation Exam

The Salesforce Certified Technical Architect Evaluation Exam 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.

 

Audience Description: Salesforce Certified Technical Architect Evaluation

The Salesforce Certified Technical Architect Evaluation candidate can assess the architecture environment and requirements; and design secure, high-performing technical solutions on the Lightning Platform. The candidate has experience communicating technical solutions and design tradeoffs to business stakeholders and providing a delivery framework for an end-to-end solution.

The candidate has the experience and skills outlined below.

• 5+ years of implementation experience, including development, across the full software development lifecycle.
• 3+ years of experience in an architect role
• 2+ years of experience on the Lightning Platform with at least one of those in a lead architect role, implementing Salesforce applications and technologies
• Has held a technical architect role on multiple complex deployments, OR has gained equivalent knowledge through participation and exposure to these types of projects
• Experience guiding a development team on the appropriate use of platform technology
• Can identify and mitigate technical risks across the architecture
• Exposure to globalization considerations on a project
• Experience with object-oriented design patterns
• Awareness of platform-specific design patterns and limits
• Experience developing code on the Lightning Platform
• Ability to identify development-related risks, considerations, and limits for the platform
• Experience with multiple development languages (for example, .net, java, or ruby) and design frameworks
• Experience with common integration patterns; experience with integration on the Lightning Platform
• Understanding of and ability to architect a solution to address security complexities, mechanisms, and capabilities on the Lightning Platform as part of a functional security model
• Understanding of data migration considerations, design trade-offs, and common extract, transform, load (ETL) tools
• Awareness of large data volume considerations, risks, and mitigation strategies

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Technical Architect Evaluation Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

Note that other products and apps can be referenced and / or used for solutioning; however, the candidate must be able to defend any recommendation appropriately. (Examples: Marketing Cloud, Revenue Cloud, Agentforce, AI, Field Service, etc.)

 

About the Exam

Here are details about the Salesforce Certified Technical Architect Evaluation Exam.

Evaluation prerequisites:

• Salesforce Certified Application Architect Certification
• Salesforce Certified System Architect Certification

Format:

• The candidate will review and solve a hypothetical scenario and then present it to a CTA judge. The presentation is followed by a question and answer session with the CTA judge.
• The candidate must have an external camera for this exam.
• Only one screen is permitted during the exam – no extended screens to a separate monitor.

Time allotted to complete the evaluation:

• 60 minutes to read, solution, design, and justify a detailed architectural solution
• 30 minutes for presentation
• 30 minutes for Q&A discussion
• 15 minutes for additional feedback and discussion

The following materials are provided/allowed for the candidate for the exam. No other materials are allowed.

• An exam scenario in Google Doc
• A Google Slide deck
• A Google Sheet
• A blank Lucidchart
• An onscreen timer

Note: The use of AI and templates is not permitted during the CTA certification.

 

• Once registered, information on the Salesforce Certified Technical Architect Evaluation will be sent to you and a CTA (Certified Technical Architect) will be assigned for your evaluation.
• Once a passing grade has been completed for the Evaluation, the Technical Architect Program Team will help you schedule the Salesforce Certified Technical Architect Evaluation Exam.

 

Exam Outline

The Salesforce Certified Technical Architect Evaluation Exam measures a candidate’s knowledge and skills related to the following objectives. 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 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 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.