System Architecture: Quick Reference
Domain 1 is the broadest CTA domain, with 6 objectives covering org strategy, licensing, mobile, reporting, document management, and platform capabilities. Every decision here ripples across all other domains. These pages distill the essentials into scannable quick-reference sheets.
What Judges Look For in Domain 1
| Evaluation Area | What They Want to See |
|---|---|
| Org strategy | Clear single/multi-org rationale tied to scenario constraints |
| License selection | Cost-conscious right-sizing, not “full CRM for everyone” |
| Mobile approach | Simplest option that meets requirements, not over-engineered |
| Reporting choice | Standard reports first, escalation justified by specific gaps |
| Platform awareness | Governor limits awareness, on/off-platform tradeoffs articulated |
| Trade-off defense | ”I chose X because… the trade-off I accept is… I mitigate by…” |
Quick Reference Sheets
| File | Covers | Time to Read |
|---|---|---|
| Org Strategy Quick Ref | Single vs multi-org decision, Hyperforce, M&A, cross-org patterns | 15 min |
| Licensing Quick Ref | License types cheat sheet, cost optimization, selection scenarios | 15 min |
| Mobile, Reporting & Docs Quick Ref | Mobile spectrum, analytics escalation, document management | 15 min |
| Platform Limits Quick Ref | Governor limits cheat sheet, async patterns, on/off-platform | 15 min |
The 5 Things That Fail CTA Candidates in Domain 1
Do not make these mistakes
- Defaulting to multi-org without justification: single-org is always the default; multi-org needs a compelling, documented reason
- Ignoring license cost: recommending Unlimited Edition when Enterprise + add-ons is cheaper
- Jumping to Mobile SDK: the standard Salesforce Mobile App is free and covers most internal use cases
- Recommending Tableau for Salesforce-only data: standard reports or CRM Analytics (formerly Tableau CRM) are the right first choices
- Not knowing governor limits: if you cannot name the key per-transaction limits, you cannot defend on-platform decisions
How to Use This Quick Reference
For each quick-ref sheet: read the tables, internalize the decision logic, then test yourself by applying it to a mock scenario. If you get stuck, the deep-dive links take you to the full content.
Deep Dive References
These pages condense the full Domain 1 study material:
- Org Strategy: full single/multi-org analysis
- Licensing: complete license type reference
- Mobile Strategy: full mobile architecture guide
- Reporting & Analytics: complete analytics comparison
- Document Management: files, knowledge, e-signature
- Platform Capabilities & Constraints: governor limits, async patterns
- Decision Guides: all visual decision flowcharts
- Trade-Offs: full trade-off analysis
- Best Practices & Anti-Patterns: Well-Architected Framework
Sources
Personal study notes for the Salesforce CTA exam. Content compiled from VJ's study notes, official Salesforce documentation, community sources, and online publicly available content, then organized and presented with AI assistance. Not affiliated with Salesforce. © 2025–2026 VJ Srivastava.