Monday, April 13, 2015

The CTA Review Board Candidate's 30-Day Action Plan

Having already passed's Certified Technical Architect Multiple-Choice Exam, and having then failed my first attempt at the Review Board Presentation, I'm now faced with a sobering reality: My second (and likely final) attempt at the TA certification is less than 60 days away.

Complicated by the following factors, I asked myself, "Can I really do this?"
  • I'm fully billable for 40 hrs/wk between now and then on an important project where my role is the Salesforce technical architect
  • I'm the happy father of a 7-month-old, and there's no one at home to support my wife except me, since our closest parent is about 1,000 miles away
  • I'm paying out of pocket to take an MBA class right now that I cannot afford to fail

The reality seems to be, "Do I really have a choice?" It's now or never, sink or swim. So, to help center myself and to aid any others who're about to embark on a similar journey, I'm going to lay out what I'm going to do in the next 30 calendar days, dubbing it, The CTA Review Board Candidate's 30-Day Action Plan.

A few notes on terminology used in the plan:

  • A "comprehensive scenario" includes use cases for Sales Cloud, Service Cloud, Community Cloud, Chatter, the Salesforce1 Platform, the Salesforce1 mobile app and Heroku
  • "Large data volumes" means that at least one object holds over 1 million records
  • A "technical work stream" involves making changes to Salesforce itself or to an integration job or migration effort

Luckily for me, in Spring '15 the requirement for a customer case study is no more! This change implies extra scrutiny on the Hypothetical Scenario Exam, Presentation, and Discussion, but I feel the odds for me personally just improved ever so slightly.

All right, then. Let's do this!


  1. i'm at the same moment when you started writing this post. how it resulted?

    1. Hi Aldo, unfortunately I didn't succeed on my last attempt. Perhaps I'll fare better on my next attempt, having more time to study and taking more time to plan my presentation in advance. When are you planning to do the review board?