Dive into the two cornerstone domains of being an Application Architect: Data Architecture and Management, and Sharing and Visibility. In this 4-day workshop, our Architect experts will present you with a case study scenario that will be broken down and digested through iterative exploration. Learn how to design and build secure, scalable, and high-performing solutions through a combination of lecture, demos, hands-on exercises, and workshop presentations and discussions.


* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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

  • 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


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.




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


Length: 4.0 days (32 hours)


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1:00 PM ET -
5:00 PM ET
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