About a month ago, I started working towards my Certified Technical Architect (CTA) review board. It’s been an intensive process, consisting of mock review boards every week, with plenty of study and practice in between. There are some misguided perceptions out there that the review board is simply one more step after achieving System Architect (CSA) and Application Architect (CAA). I’ve learnt that in truth, as my co-leader Charly says, achieving CSA and CAA means Yay – you’ve got about 40% of the way to CTA.
Getting Ready to Ramp Up
There has been a fundamental shift in the way that Salesforce is handling its CTA candidates. It is no longer a mad scramble for places at the scheduled review boards; Salesforce wants to build personal relationships with candidates to give them the very best chance of success. The best way they can do that is to meet with you first, to make sure you have a few things in place:
a mentor / coach
a study plan
a methodology for ramping up
and to see where you are in your journey at the moment.
Your Sacrifice
So what has it been like so far? Time is the big thing here.
My mentor and I agreed an 8-week ramp-up period, during which I’d be practising, studying, presenting, being scored and then there would be a go/no-go decision made.
He arranged for me to have 1 day a week to myself out of billable project work to focus my time on CTA.
I am using my evening and weekend time to study and work on feedback. You’ve got to know your stuff so well that you can literally tick off solutions while you’re reading through the scenario.
My advice would be – before diving in – have a conversation with your family. Tell them what you’re going to be doing and what you’ll need to do – before you start. This is like getting a degree in Salesforce – you have to study and practise. The pressure is very high and your stress levels are likely to rise. A supportive family will steer you through.
Your Mentor’s Sacrifice
The best case scenario is that you can get a mentor who is already a CTA. I’ve been very fortunate in that my mentor is not only a CTA but my line manager too, so he knows I’m mad as a box of frogs in some ways, but deeply self-critical to the point of anxiety – so he can cater his feedback to me. Let me tell you what he’s done for me:
Written mock review board scenarios
Been a review board judge at my weekly mocks
Stuck all my diagrams up on the wall for me so that I don’t have to!
Let me have a cup of tea during my mocks
Given me difficult feedback
Given me good feedback
Helped me work through areas of weakness (like Identity – *shudder*)
Tapped his network to get other CTAs to be judges at my mocks
Told the PMO and my Project Managers that I need 1 day a week off client work to study
Given me his time
Given me reassurance when I start to doubt myself
Start with Acceptance
There’s absolutely no way you should expect to get a pass on your first six mock review boards. Ramping up is about improving in weak areas, strengthening your preparation plan and getting used to the format. I once said it’s like change sets – if you expect them to work the first time (and they never do), you’ll only get more frustrated when they fail time after time. Acceptance is a great way to start – because then if you do well, it’s a massive step in the right direction.
Manage Your Time
You’ve got 2 hours to prepare on the day. You’re given:
an offline laptop (for creating slides)
flipchart and pens
A4 paper and pens (for your own notes)
More info is available in the exam guide. The crux of it is that you’re expected to dissect the scenario to demonstrate your knowledge of:
actors and licences
data model
solutions for individual requirements
role hierarchy and sharing considerations
integrations
deployment
data migration
assumptions
risks and mitigation strategies
identity solutions
platform security solutions
Then you have 45 mins to present the whole solution, with another 40 mins for Q&A. You can expect to continue drawing throughout Q&A as the judges ask you to explain concepts.
I’ve really been struggling with my prep time. Reading through the whole scenario cost me dearly on a few mocks.
Mock 1 (Phone)
Strengths
Good sharing model
Good data model
Nicely identified large data volumes
Described governance techniques well
Covered mobile well
Nailed solution architecture
Covered project risks correctly
Weaknesses
I didn’t give an introduction
I forgot to draw a system landscape
Didn’t communicate my org strategy: single org or multi-org
I didn’t really understand Identity Connect properly, so I incorrectly suggested it
I mixed up sharing sets and share groups
I didn’t cover social sign-on properly
Just-In-Time (JIT) provisioning was a disaster
I was vague on my justification for using middleware
Didn’t know Git and branching strategies well enough – forgot it all since the Deployment Lifecycle exam
I didn’t tell a story – just dove right in
What I did after Mock 1
Revised sharing sets and share groups – generally a load of community things
Revised community licences
Revised Just-in-Time provisioning
Mock 2 (Phone)
Strengths
Positioned single org early
Strong on my mobile solution (it was fresh in my mind)
Correct licence types selected
OWD and sharing rules: nailed it
the data model was good
Solution landscape
Weaknesses
Ran out of time to cover Identity. This was fundamental.
Didn’t use middleware correctly and confused the judge
Combined solution and system landscape diagram was a bit of a mess. Needed to split the two
large data volumes
Got Idp / SP – initiated flows mixed up for single sign-on
Missed a requirement for Apex sharing
System landscape wasn’t complete
I was too consultative: I gave options rather than being prescriptive. I went into Client Mode.
I really struggled with prep time for this scenario – I didn’t finish everything because I took too long talking through the solution landscape, then rushed through data model and sharing.
Started drawing out SP-initiated and IdP-initiated login flows EVERY DAY
Started drawing out User-Agent and Web Server flows every day. At that point, it began to really go into my brain.
Started to think of a strategy for using the 2 hours’ prep time
Revised LDAP and Active Directory repositories
Looked at a sample system landscape in an attempt to simplify for next time
Mock 3 (Phone)
Strengths
“Really good” system landscape (YES!)
Good use of OWD and sharing rules
Good identity solution
Getting better at being prescriptive
Clearly presented diagrams
Good positioning of middleware
Told a good story
This was my best scenario yet
Weaknesses
Timing
Not enough time to cover reporting and analytics
Still wobbly on JIT
Just a little mixed up between the web server and user-agent flows. I talked myself out of using web server, because I was confused about the initial steps to get the authorisation code. But it turns out I was right to begin with.
Doubting myself
Preparation time. I still needed a plan
What I did after Mock 3
Continued to practise writing out the Single Sign-On flows every day
Continued to draw out the OAuth flows and timed myself – every day
Revised the exact steps taken in JIT, drew it out as a flowchart, then practised drawing the flowchart every single day
Revised web server OAuth flow and spoke to a Technical Architect at work about it. Clarified it in my mind.
Over lunch, discussed Identity solutions with another Technical Architect at work. He then asked me questions and it gave me an idea of what else to study – when I couldn’t answer them!
I spent 2 hours one evening doing a prep rehearsal for one of the test scenarios in the architect group. I focused on getting diagrams drawn quickly, addressing requirements in slides and trying to cover everything. It was a worthy exercise that helped me greatly in the next mock.
I met with Tammi, our recruitment partner, to teach her about single sign on. We had a great time talking about nightclub guest lists and acting out the token exchange!
The Change in Me
After the first three review boards, I could feel a change in the way I presented and discussed solutions. I didn’t go round the houses when describing things, I tried to focus on real outcomes and get to the point more succinctly. With the increased knowledge comes an increase in confidence – for my job role, I know I’m improving all the time. For CTA – I know I’m on the right trajectory, even though I am not there yet. If this continues, I know my calibre will be so much better than it was when I even started working on the pre-requisite exams, because of this experience.
It’s one thing to pass exams, it is quite another to be continually tested by others who know more than you do. I’m grateful to my mentor, Andrew, to Salesforce and to my family for the support they are giving me. I feel like I can do this – I just need to do some more work first.
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