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Salesforce Architect Introduction Guide

This guide provides a comprehensive overview for professionals aiming to become Salesforce Architects, detailing the roles, required skills, certification paths, and essential resources. It outlines various architect roles such as Solution Architect and Technical Architect, along with prerequisites and core skills needed for success. Additionally, it highlights recommended tools, hands-on projects, and growth tips to enhance expertise in Salesforce architecture.

Uploaded by

Bhupesh Budhiraja
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11 views4 pages

Salesforce Architect Introduction Guide

This guide provides a comprehensive overview for professionals aiming to become Salesforce Architects, detailing the roles, required skills, certification paths, and essential resources. It outlines various architect roles such as Solution Architect and Technical Architect, along with prerequisites and core skills needed for success. Additionally, it highlights recommended tools, hands-on projects, and growth tips to enhance expertise in Salesforce architecture.

Uploaded by

Bhupesh Budhiraja
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Salesforce Architect Introduction Guide & Learning Path

📌 Overview

This guide is tailored for professionals aspiring to become a Salesforce


Architect — the top-tier experts who design robust, scalable, and secure
enterprise-level Salesforce solutions. It includes role paths, required skills,
certification guidance, and curated resources to master the architecture
domain.

🧭 Who is a Salesforce Architect?

A Salesforce Architect oversees the end-to-end technical and solution


design on the Salesforce platform. They align business goals with scalable
Salesforce solutions, ensure system integrity, and provide leadership across
teams.

Architect roles include:

 Solution Architect – Aligns technical design to business outcomes

 Technical Architect – Focuses on integrations, codebase,


performance

 Application Architect – Designs application logic, data model,


automation

 System Architect – Handles identity, integrations, data governance

 Enterprise Architect – Oversees architecture across platforms and


clouds

📚 Learning Path

1. 🚀 Prerequisites

 Admin, Developer, and Consultant-level knowledge

 Experience in Salesforce orgs with customizations, automation, and


integration

 Understand Salesforce clouds (Sales, Service, Experience, etc.)


2. Core Architecture Skills

 Data Modeling & Management

 Security & Identity Architecture

 Integration Patterns (REST/SOAP, Platform Events, Mulesoft)

 Governance, Limits & Performance Tuning

 Multi-org Strategy & DevOps

 System Design Thinking & Diagrams (UML, ERD)

🔗 Trailhead Architect Modules:

 Architect Journey

 Data Architecture and Management Designer

 Integration Architecture Designer

3. 📜 Certification Path

You must earn a combination of Designer certs to achieve advanced


titles:

🔰 Start With:

 Salesforce Certified Data Architecture & Management Designer

 Salesforce Certified Sharing & Visibility Designer

🧱 Then Add:

 Identity & Access Management Designer

 Integration Architecture Designer

 Development Lifecycle & Deployment Designer

 Mobile & Lightning Experience Architecture

🏁 Architect Titles:

 Application Architect (2 designer certs)

 System Architect (3 designer certs)


 Certified Technical Architect (CTA) – The pinnacle certification,
involving a rigorous board exam.

🧰 Architect Toolset

 Salesforce Well-Architected Framework

 Salesforce Reference Architecture (SFRA)

 Lucidchart / Draw.io for diagrams

 DevOps Tools – GitHub, Copado, Gearset

 Monitoring & Logging Tools

 Salesforce CLI, VS Code, SFDX, Unlocked Packages

🧠 Hands-On Projects

 Design a multi-cloud solution with integrations

 Architect multi-org data strategy with encryption

 Build and document an end-to-end deployment pipeline

📈 Recommended Resources

 Salesforce Architect Blog

 Salesforce Well-Architected

 CTA Study Guide

 Salesforce Designer Cert Paths

 Salesforce Diagram Kit

🧭 Growth Tips

 Join Architect Trailblazer Groups

 Follow top architects on LinkedIn/X

 Attend Salesforce CTA Bootcamps


 Participate in CTANewbies Slack group

 Contribute to open-source architecture blueprints or case studies

Would you like this architect guide exported as:

 📝 Markdown (for GitHub/wiki)

 📄 PDF (for sharing/printing)

 🧭 Notion/Confluence format?

Let me know — and I’ll generate the file or format right away!

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