Restriction rules Generally available as of the Winter ’22 release, restriction rules can be used to control the records a specific user group is allowed to see. As per the documentation for creating a restriction rule (https:// help.salesforce.com/s/articleView?id=sf.security_restriction_rule_ create.htm&type=5), When a restriction rule is applied to a user, the data that the user has access to […]

Territory hierarchy access It is possible to create a hierarchy to represent your organization’s sales territories. This essentially facilitates automatic account assignment based on criteria to denote it belonging to a particular branch of the territory model. Chapter 12, Territory Management, covers territory management in further detail. Programmatic sharing Using what used to be known […]

Sharing rules Sharing rules exist to provide exceptions to the OWD and role hierarchy, opening up users record access based on conditions. Sharing rules fall into two categories: Manual sharing In bespoke sharing scenarios not covered by the mechanisms we’ve covered already, manual sharing exists to provide a facility to manually share a record, granting […]

Profiles and permission sets Specifying the object-level security access is the main function of profiles (although additional settings are present, such as login hours, IP ranges, and the like, that aren’t in the scope of this exam). By specifying Create, Read, Edit, and Delete access to specific objects, users access to those objects can be […]

Understanding Salesforce sharing and security Any data access in Salesforce is determined by a layered security model. With each layer, data access is gradually opened up. Therefore, it is imperative that at the lowest level the sharing and security requirements are well understood in order to configure the security settings as appropriate. The layers of […]

In this chapter, we’ll begin our journey into the theory behind the credential syllabus, starting with Data Modelling and Database Design. You will learn how a Salesforce data model is architected, the design decisions behind it, and how a data model you may create in your job as a Salesforce Data Architect affects sharing and […]

Introducing the learning journey Throughout this book, the certification learning journey will be broken down into the theory and the designer parts of the exam. The theory will align closely with the curriculum that’s described in the exam guide, with the designer section dedicated to learning about the practical concepts referenced in the theory – […]

Other Salesforce credentials in the Application Architect domain As you’ll know, there are several Salesforce certifications for each of the CTA domains. Looking at the Application Architect domain specifically, the following credentials comprise it: Figure 1.2 – The Application Architect domain You may already have some or all the other credentials in the Application Architect […]

Introducing the exam The exam format consists of 60 multiple-choice questions, and candidates are given 105 minutes to complete the exam. The passing score that’s required at the time of writing is 58%, and there are no written prerequisites for the exam (although, as you will discover quite quickly, it is extremely challenging to dive […]

1 Introducing the Salesforce Data Architect Journey The Salesforce Certified Data Architect credential is an important part of every Salesforce Architect’s certification journey. It forms a constituent part of the Application Architect domain of the Certified Technical Architect credential, but it can stand alone, given the varying complexities and knowledge required to pass the exam. […]