Quick-Ref: Two-Pass Reading, Color Coding & Time Allocation
Scannable cheat sheet for the two-pass scenario reading method, domain color coding system, and minute-by-minute time allocation during the 180-minute CTA preparation phase.
Two-Pass Reading Method
flowchart TD
subgraph "Pass 1: Skim (15-20 min)"
P1A[Read entire scenario\nend to end]
P1B[Identify company,\nindustry, scope]
P1C[Count systems,\nuser types, regions]
P1D[Note complexity\nmultipliers]
P1E["DO NOT solution yet"]
end
subgraph "Pass 2: Annotate (25-35 min)"
P2A[Re-read with\ncolor coding]
P2B[Mark requirements\nby domain]
P2C[Flag ambiguities\nand assumptions]
P2D[Identify the\nBig 3 diagrams]
P2E[Start sketching\nartifact outlines]
end
P1A --> P1B --> P1C --> P1D --> P1E --> P2A --> P2B --> P2C --> P2D --> P2E
Pass 1 Checklist — What to Identify on First Read
Complete these counts before starting Pass 2:
| Count | Why It Matters | Where to Look |
|---|---|---|
| Number of external systems | Drives integration complexity and middleware decision | Current state section, integration landscape |
| Number of user types | Drives license strategy and sharing model | Company overview, stakeholder sections |
| Number of regions/countries | Drives data residency, multi-currency, time zones | Company overview, growth plans |
| Number of business units | Drives org strategy (single vs. multi-org) | Org structure, subsidiaries |
| Data volume indicators | Drives LDV strategy, archival, indexing | Data sections, growth projections |
| Compliance triggers | Drives security model, encryption, audit | Industry type, regulatory mentions |
The “so what?” test
For every fact you note, ask “so what?” — if the company has 50,000 new records per month, that is a clue about LDV strategy. If they operate in the EU, that triggers GDPR. Train yourself to read facts as architectural drivers.
Domain Color-Coding System
Use this consistent marking system during Pass 2. In Google Docs (which you receive on exam day), use the highlight tool or comment tags.
| Color | Domain | What to Highlight |
|---|---|---|
| Blue | D1 — System Architecture | Systems mentioned, org strategy clues, mobile refs, reporting needs, license implications |
| Red | D2 — Security | User types, access requirements, auth mentions, data sensitivity, compliance refs |
| Green | D3 — Data | Data volumes, migration mentions, object relationships, archival needs, data quality |
| Orange | D4 — Solution Architecture | Feature requirements, AppExchange refs, build vs. buy decisions, declarative vs. code |
| Purple | D5 — Integration | External systems, data flows, real-time vs. batch, API refs, middleware mentions |
| Yellow | D6 — Dev Lifecycle | Timeline, phasing, team structure, governance, testing requirements, release cadence |
| Pink | D7 — Communication | Stakeholder concerns, executive priorities, change management refs |
Color-Coding Quick Tips
- If a sentence maps to multiple domains, use the primary domain’s color and add a comment noting the secondary
- Stakeholder quotes often contain hidden requirements — highlight the entire quote
- Watch for the word “also” mid-sentence — requirements after “also” are frequently missed
- Blank space between sections often means implicit requirements — note what is NOT said
Minute-by-Minute Time Allocation
Standard Scenario (3-4 external systems)
| Minute Range | Activity | Hard Stop? |
|---|---|---|
| 0-20 | Pass 1: Full skim, count systems/users/regions | Yes — stop reading |
| 20-50 | Pass 2: Color-code, annotate, flag ambiguities | Yes — start designing |
| 50-75 | System Landscape + Data Model diagrams | — |
| 75-95 | Security model + Integration architecture | — |
| 95-115 | Migration + Governance + DevOps diagrams | — |
| 115-130 | Actors/Licenses table, remaining artifacts | — |
| 130-150 | Presentation flow, speaking notes, transitions | — |
| 150-165 | Gap check: every domain addressed? Every requirement? | — |
| 165-180 | Buffer: fix critical gaps, practice opening mentally | — |
Integration-Heavy Scenario (5+ systems)
| Minute Range | Activity | Adjustment |
|---|---|---|
| 0-15 | Pass 1: Fast skim | Shorter skim — you know the pattern |
| 15-40 | Pass 2: Focus on integration points | Extra attention to purple (D5) items |
| 40-70 | System Landscape + Integration diagrams first | Integration moves up in priority |
| 70-90 | Data Model + Security | — |
| 90-115 | Migration + Governance + remaining | — |
| 115-130 | Presentation prep | — |
| 130-145 | Review + Q&A prep for integration questions | Anticipate deep integration probing |
| 145-180 | Buffer + error path documentation | Add error flows to integration diagrams |
Hard timers are non-negotiable
Use your phone or laptop timer. When the timer goes off, stop the current activity and move to the next phase. An incomplete but well-structured solution scores better than a beautiful half-finished one.
What to Build While Reading
Do not wait until you finish both reading passes to start designing. Build incrementally:
| As You Read About… | Start Sketching… |
|---|---|
| Current state systems | System landscape — place boxes for each system |
| Data entities and relationships | Data model — add objects and relationship lines |
| User types and access patterns | Role hierarchy — sketch the tree |
| External system connections | Integration arrows on system landscape |
| Compliance requirements | Security notes — SSO flow, encryption needs |
The Requirement Extraction Matrix
During Pass 2, fill this mental (or scratch-paper) matrix:
| Requirement | Explicit or Implicit? | Domain | Priority | My Approach |
|---|---|---|---|---|
| Real-time inventory sync | Explicit (page 3) | D5 | High | Platform Events + MuleSoft |
| GDPR compliance | Implicit (EU operations) | D2 | High | Data residency + encryption |
| Mobile field access | Buried (stakeholder quote, page 6) | D1 | Medium | SF Mobile App + offline |
| Executive dashboards | Explicit (page 4) | D1 | Medium | CRM Analytics |
| Data migration from legacy CRM | Explicit (page 2) | D3 | High | Informatica + phased cutover |
Complexity Multipliers to Spot Immediately
These scenario signals multiply the complexity of your solution. Identify them during Pass 1:
| Multiplier | Scenario Signal | Impact on Your Solution |
|---|---|---|
| Multi-org | Acquisitions, separate subsidiaries, data isolation needs | Org strategy decision becomes critical |
| LDV | Millions of records, “growing rapidly,” high-volume transactions | Skinny tables, indexes, archival, async processing |
| Global | 3+ regions, data residency, multi-currency | GDPR, data residency architecture, time zone handling |
| Regulated | Healthcare, finance, government, compliance mentions | Shield encryption, audit trails, compliance frameworks |
| Portal/Community | External users (customers, partners, dealers) | Experience Cloud licensing, sharing model, security boundaries |
| Real-time | ”Near real-time,” “instant,” “live dashboard” | Event-driven architecture, Platform Events, CDC |
| Legacy migration | Multiple legacy systems, data quality issues | Migration sequencing, data cleansing, cutover strategy |
Post-Reading Sanity Check
Before you start designing, verify you can answer all of these:
| Question | If You Cannot Answer It |
|---|---|
| What is the company’s core business problem? | Re-read the executive summary |
| How many external systems need integration? | Re-count from system mentions |
| How many distinct user types exist? | Re-read stakeholder and user sections |
| What are the top 3 non-functional requirements? | Check for performance, scale, security clues |
| What domains does this scenario emphasize most? | Review your color-coding — which colors dominate? |
| What are the 2-3 biggest ambiguities? | Review your flagged items from Pass 2 |
Reverse-Engineered Use Cases
Use Case 1: The Color-Coding Save
Situation: During Pass 2, a candidate color-coded a sentence on page 7 as purple (Integration): “The finance team needs daily reconciliation reports comparing Salesforce opportunities with SAP invoices.”
The save: By marking this as an integration requirement (not just a reporting requirement), the candidate designed a batch integration pattern with a reconciliation staging object — which the judges specifically probed during Q&A. Without the color-coding discipline, this would have been treated as a simple report.
Use Case 2: The Missed “Also” Requirement
Situation: Page 4 of a scenario reads: “The sales team requires pipeline forecasting dashboards. The regional managers also need to approve discount requests above 15% in real-time.”
What candidates miss: The “also” clause is a distinct requirement — real-time approval workflow with a 15% threshold. This requires Flow-based approval process design, notification strategy, and mobile access (regional managers are often traveling). Candidates who skip “also” clauses lose points on D4 (Solution Architecture).
Use Case 3: The Time Allocation Recovery
Situation: A candidate spent 40 minutes on Pass 2 annotation (10 minutes over budget), leaving only 140 minutes for design and prep.
Recovery strategy: Compress the “remaining artifacts” phase — use bullet-point descriptions instead of full diagrams for migration and governance. Use the 7-domain sweep in the presentation closing to cover any gaps verbally. Reserve 10 minutes for Q&A prep notes on the domains you could not diagram fully. Judges prefer a candidate who manages time trade-offs consciously over one who runs out of time on the last 3 artifacts.
Deep-Dive References
- Scenario Patterns & Domain Coverage Strategies — full scenario analysis with all domain coverage guides
- Review Board Preparation Guide — comprehensive prep strategies from CTAs
- Communication Decision Guides — time allocation and diagram priority flowcharts
- Scenario Analysis Quick Reference Overview
Sources
- CTA Certification Guide & Tips — Salesforce Ben
- Deep Dive into JourneyToCTA — Apex Hours
- CTA Review Board Presentation Cheat-Sheet — Cloud Johann
- Guidance for the CTA Journey — Melissa Shepard
- CTA Review Board Prep (Winter ‘26) — TrailblazePrep
- Becoming a Salesforce CTA (2nd Edition) — Tameem Bahri, Packt Publishing
- Public Mock Scenarios — CTA Gang of Four