Salesforce Certified Technical Architect Review Board Exam Preparation Details
The Salesforce Certified Technical Architect Review Board Exam is the capstone credential for experienced Salesforce Architects. This guide maps every domain from the official exam outline to verified Salesforce documentation, so you can prepare across System Architecture, Security, Data, Solution Architecture, Integration, Development Lifecycle and Deployment Planning, and Communication.
Because the Review Board Exam is scenario based rather than multiple choice, grounding your prep in official architecture references matters even more than for other certifications. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills.
Salesforce Certified Technical Architect Review Board Exam Materials
| Coursera | Salesforce Data Architecture and Integration |
| Udemy | Certified Technical Architect Exam Questions |
| Whizlabs | Sharing and Visibility Architect Certification |
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.
Data Integration with Salesforce
The Salesforce Platform – Transformed for Tomorrow
Given a scenario, describe the design and platform considerations, trade-offs, and risks for reporting and analytics.
Reports and Dashboards Limits and Allocations
Report and Dashboard Limits, Limitations, Allocations, and Technical Requirements
Reports and Dashboards Limits and Allocations
Given a scenario, describe the architectural considerations when planning, defining, or working within a single or multi-org environment.
Enterprise Architecture: Single-org versus Multi-org Strategy
Homepage | Salesforce Architects
Given a set of requirements, recommend the correct mix of required license types taking into account the capabilities, trade-offs, and constraints.
Understanding Salesforce Licenses and Their Types
Choosing the Right Salesforce Edition for Your App
Given a set of requirements, describe the capabilities, trade-offs, and constraints to determine the appropriate document management solution.
Access and Share Files Connect External Files
Security
Given a set of requirements, architect a solution that utilizes the appropriate platform security mechanisms.
Data privacy and security with Salesforce
Enhancing Data Security in Salesforce
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.
Who Can See What in Experience Cloud Sites
Add Members to Your Experience Cloud Site
Create Experience Cloud Site Users
Given a scenario, identify the declarative platform security features that can be used to meet record-level security requirements.
Organization-Wide Sharing Defaults
Improve Record Access Control in Your Org
Given a scenario, identify the programmatic platform security features that can be used to meet security requirements.
Apex Security and Sharing Model
Use the with sharing, without sharing, and inherited sharing Keywords
Enforce Security with the stripInaccessible Method
Given a scenario, describe how to incorporate the platform security features into a solution to give users the appropriate object and field access permissions.
Set Field-Level Security for a Field on All Permission Sets
Set Field-Level Security for a Field on All Profiles
Given a set of requirements, design and justify an end-to-end identity management solution.
Salesforce as an Identity Provider
Salesforce as a SAML Identity Provider
Data
Given a scenario, describe the platform architecture considerations, platform impact and optimization methods used when working with large data volumes.
Optimize Large Data Volume and Avoid Data Skew in Salesforce
Search Architecture | Best Practices for Deployments with Large Data Volumes
Given a scenario, describe data modeling concepts and implications of database design and modeling.
Data Modeling and API Operations Guide
Data Modeling: Objects, Fields, Relationships
Object Relationships: Create and Manage
Given a scenario, determine the data migration strategy, considerations, and appropriate tools to use.
Mastering Data Import: A Comprehensive Guide to Salesforce
Data Integration with Salesforce
Solution Architecture
Given a set of business requirements, describe the appropriate combination of declarative and programmatic functionality within a solution.
Explore Essential Tools for Building Salesforce Apps
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.
Data Integration with Salesforce
Integration Patterns | Fundamentals
Given a scenario, describe the capabilities of the appropriate technology and justify their use as part of the overall integration architecture.
Platform Events Developer Guide
Event-Driven Architecture | Platform Decision Guides
Given a scenario, recommend and justify the appropriate integration strategy and the use of common integration patterns.
Event-Driven Architecture | Platform Decision Guides
Integration Patterns | Fundamentals
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.
Introduction to Bulk API 2.0 and Bulk API
Development Lifecycle and Deployment Planning
Given a scenario, identify the project risks and mitigation strategies.
Resilient | Adaptable | Well-Architected
What Is a Salesforce Architect?
Given a customer project environment and development methodology, identify the technical considerations, risks, and impact on the technical work streams.
Resilient | Adaptable | Well-Architected
Given a scenario, recommend an appropriate comprehensive test strategy and discuss how testing mitigates any project risks.
Salesforce Apex Unit Testing Best Practices and Code Coverage Requirements
Given a scenario, describe the considerations, stakeholders, and impact of decisions around a technical solution relative to customer project governance.
Resilient | Adaptable | Well-Architected
What Is a Salesforce Architect?
Given a scenario, describe the platform tools, use assess, limitations, and best practices for environment management.
Sandboxes: Staging Environments for Customizing and Testing
Describe the common tools, benefits, and rationale for using source control and continuous integration for release management.
Source Control | Agentforce Vibes IDE
Continuous Integration | Salesforce DX Developer Guide
Communication
Articulate the benefits, limitations, considerations, and design choices for a solution architecture and handle objections related to the design. Demonstrate how visualization and documentation tools can be used to articulate the technical solution.
Documentation and Implementation Diagrams
Salesforce Architect Role and Skills
Demonstrate the ability to handle unexpected roadblocks and determine the appropriate next steps.
What Is a Salesforce Architect?
Review Collaboration with Stakeholders
Wrapping Up Salesforce Certified Technical Architect Review Board Exam
This guide walked through every domain of the Salesforce Certified Technical Architect Review Board Exam, from system and data architecture through security, integration, and communication. Use it alongside real project experience and the Architect Journey trailmix to build a well-rounded, defensible approach for your panel presentation.
You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills. Have a question or tip? Leave a comment below.
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