#JourneyToCTA or What’s the CTA All About?

As anyone in the Salesforce ecosystem will tell you, its pinnacle is becoming a Salesforce Certified Technical Architect (CTA). This title is reserved only for those who have a mastery of the platform. CTAs have years of experience implementing, consulting, delivering, and tinkering with the many toys that Salesforce provide. It is illustrated as the top of a mountain, the end of a long journey usually known as: #JourneyToCTA. Which is a true analogy of the achievement.

The CTA process has changed some in recent years – but you shouldn’t concern yourself.  As an individual architect, you will sort things out, in order to take it to the next level. All you have to worry about is finding yourself good time-frames, for preparing everything you need for your journey.

Some of our top Architects, regardless of their 8+ years’ experience in project delivery, and the abundance of satisfied customers, by the project’s completion, have been in front of the CTA Panel twice. Not unlike many before them and many who will undoubtedly follow, they failed the exam at their first attempt and had to regroup. To [mis-]quote Thomas Edison: “I didn’t fail, I found a way that didn’t work.”


Gemma, our CEO, and an industry expert has tried passing the exam once. Andrew Hart, her mentor, passed it on his second try. Most usually succeed the second time around, as they are more motivated and focused on their goal. Don’t let your guard down when things don’t go right first time, consider every failure a step forward in your personal development.


The process of becoming a CTA is a valuable learning experience. You’ll feel yourself growing. You may also have the opportunity to use your experience with real customers. Be proud to be part of that elite (although most are quite humble). This soon becomes part of your elevator pitch, and when talking to prospects and customers, your expertise is proven. It will open many doors for you in your career. As Andrew Hart said: “I learned a lot about the platform, and really had to push myself to get through the process and be accepted and recognized by my peers, to gain the CTA badge. It’s not an easy journey, but it is a worthwhile one!”

Once you have The Architect certifications, you know enough to solve a scenario and come up with justifications for your solution choices. Passing the Review Board is far more involved. What you don’t know is what we’ve covered above: how to approach the scenario, to score easy points, to cover every item, to draw what you need to draw and remember what you need to remember.

From the base, looking towards the summit, it seems an impossible task… but it is achievable… if you’re prepared to put in the work, to learn, to listen, and to enter the fray… then you can do it!


We all know becoming a Salesforce Certified Technical Architect (CTA) is expensive. Add $6k to the already-significant costs of completing the certifications needed to get to System Architect and Application Architect, and it’s enough to make any CFO break into a sweat! However, for a Salesforce partner, the benefits of having a CTA make it an incredibly worthwhile investment. Let us (attempt) to tell you how…


To become a Salesforce Certified Technical Architect is to demonstrate that you have mastered the Salesforce platform; it’s a great achievement! It’s notoriously difficult to pass… you really do have to know your stuff! However, Salesforce has started making a significant effort to build relationships with CTA candidates, in order to ready them for success.


CTA is the absolute peak of what you can achieve as a Salesforce expert. Once you’ve got the CTA, your colleagues, prospects, customers, and future hiring managers have the confidence that you know what you’re talking about. You can be trusted to come up with the optimum solution, and to help others develop their knowledge along the way. This bestows a multitude of benefits to your company and to your career.


The #JourneytoCTA starts with passing the Designer exams, culminating in what’s known as the Review Board Exam. This is in the form of a presentation, which the candidate has to deliver to a panel of judges, to demonstrate how they would take a hypothetical scenario and transform it into a secure, high-performing solution. It is a big task, as you have to provide evidence that you’ve considered things like data volumes, security, sharing, integrations, and identity… and you have to go into detail.

It takes hours of study to get ready for the Review Board. It also takes hours of study before you’re even eligible to apply for it! If you harbour ambitions of obtaining the CTA credential, one purpose of doing all those pre-requisite exams is to ensure you’ve acquired all the knowledge you need to succeed… it’s not about passing one exam and moving onto the next one! You then need to remember everything you were tested on. You’ll be expected to explain it in detail, to someone who has a far greater knowledge, and will recognise whether or not you truly know the material.


Assuming you pass the first time (including the optional Community Cloud and Mobile Solutions Architecture certifications), you can expect to part with $3,000 (USD) plus tax to get to System Architect and Application Architect. Retakes are charged at 50% of the original fee.

Benefits for your company:

  • A valuable font of knowledge – a mentor who inspires your team
  • More accurate Statements of Work
  • A strategic approach to implementation
  • A trusted technical pre-sales resource
  • An accredited technical leader for your most important projects
  • Higher quality implementations
  • Increased customer satisfaction
  • Increased employee satisfaction
  • Competitive edge – there are fewer than 250 CTAs in the world. Many of them work (or have worked) at Salesforce.
  • A stronger partner relationship with Salesforce by showing commitment to developing your staff
  • Increased sales opportunities

Benefits for you:

  • Developing presentation skills
  • Learning to explain things concisely
  • Master elements of the platform you didn’t think you could.
  • The satisfaction of having that mastery recognised by community, colleagues, and peers.
  • It puts you in a position to lead the delivery of a Salesforce project.
  • The opportunity to mentor and teach others.
  • People trust you more (this is all the more important for women who work in Salesforce consulting).
  • You have the knowledge you need to be a better architect.
  • More career options available to you – I know some CTAs who say it has opened doors for them.
  • More money and more negotiating power


If this is truly something you want to do, think about what your company values in its partnership with Salesforce, and play to these when you put your case together.

If you’re lucky enough to have an Architect Development Programme at your company, tap into it!


Our industry experts’ advice is to start at the beginning, work through some certifications you know you’d be strong at, see how you feel about it. For example, Gemma started working on her #JourneytoCTA in late 2017 after a simple conversation. She just psyched herself up and before she knew it, she’d made her mind up to do it.

Working towards her Certified Technical Architect Review Board was an intensive process, consisting of mock Review Boards every week, with plenty of study and practice in between. There are some misguided perceptions out there that the Review Board is simply one more step after achieving System Architect (CSA) and Application Architect (CAA). The truth is that achieving CSA and CAA means that you’ve gone about 60% of the way to CTA.


There has been a fundamental shift in the way that Salesforce is handling its CTA candidates. There is no longer a mad scramble for places at the scheduled Review Boards. Salesforce wants to build personal relationships with candidates, to give them the absolute best chance of success. The most effective way they can do that is to meet with you first, to make sure you have a few things in place:

  • a mentor / coach
  • a study plan
  • a methodology for ramping up

and to see where you are in your journey at the moment.


So what is it going to be? Time is the big thing here.

  • From our experience, we recommend you take an 8-week ramp-up period, during which you should practice, study, present, and score yourself… and then you should decide whether you want to proceed.
  • You should arrange to have 1 day a week to yourself, out of billable project work, in order to focus your time on CTA.
  • You should also use your evening and weekend time to study and work on feedback. You’ve got to know your stuff so well, that you can literally tick off solutions while you’re reading through the scenario.

Our advice would be – before diving in – to have a conversation with your family. Tell them what you’re going to be doing and what you’ll need to do – before you start. This is like getting a degree in Salesforce – you have to study and practice. The pressure is extremely high, and your stress levels are likely to rise. A supportive family will help steer you through.


The best-case scenario is that you can get a mentor who is already a CTA. Your mentor will be a valuable asset in your journey and assure you that your chances to succeed are skyrocketing. Here is what a CTA mentor can do for you:

  • Write mock review board scenarios
  • Be a review board judge at your weekly mocks
  • Give you difficult feedback
  • Give you good feedback
  • Help you work through areas of weakness
  • Tap his network to get other CTAs to be judges at your mocks
  • Give you their time 
  • Give you reassurance when you’re starting to doubt yourself


There’s absolutely no way you should expect to get a pass on your first six mock Review Boards. Ramping up is about improving in weak areas, strengthening your preparation plan, and getting used to the format. One of our CTAs once said it’s like change sets… if you expect them to work the first time – and they never do – you’ll only get more frustrated when they fail time after time! Acceptance is a great way to start – because then if you do well, it’s a massive step in the right direction.


You’ve got 2 hours to prepare on the day. You’re given:

  • an offline laptop (for creating slides)
  • flipchart and pens
  • A4 paper and pens (for your own notes)

More info is available in the exam guide. The crux of it is that you’re expected to dissect the scenario to demonstrate your knowledge of:

  • actors and licences
  • data model
  • solutions for individual requirements
  • role hierarchy and sharing considerations
  • integrations
  • deployment
  • data migration
  • assumptions
  • risks and mitigation strategies
  • identity solutions
  • platform security solutions

Then you have 45 mins to present the whole solution, with another 40 mins for Q&A. You can expect to continue drawing throughout Q&As, as the judges ask you to explain concepts.

We recommend you to not read your scenarios during mocks, because you need to look like an expert… after all, you are an expert! If your emotions are overwhelming, just take a deep breath and enter in the shoes of your mentor (as a mindset) – this exercise should be a great help to overcome any difficulties you might have.


One of the team members of The Architech Club agreed to share what her mocks were like:

Mock 1 (Phone)


  • Good sharing model
  • Good data model
  • Nicely identified large data volumes
  • Described governance techniques well
  • Covered mobile well
  • Nailed solution architecture
  • Covered project risks correctly


  • I didn’t give an introduction
  • I forgot to draw a system landscape
  • I didn’t communicate my org strategy: single org or multi-org.
  • I didn’t really understand Identity Connect properly, so I incorrectly suggested it.
  • I mixed up sharing sets and share groups.
  • I didn’t cover social sign-on properly.
  • Just-In-Time (JIT) provisioning was a disaster.
  • I was vague on my justification for using middleware.
  • I didn’t know Git and branching strategies well enough – I forgot it all since the Deployment Lifecycle exam.
  • I didn’t tell a story – I just dived right in.

What I did after Mock 1

  • Revised sharing sets and share groups – generally a load of community things
  • Revised community licences
  • Revised Just-in-Time provisioning

Mock 2 (Phone)


  • Positioned single org early
  • Strong on my mobile solution (it was fresh in my mind)
  • Correct license types selected
  • OWD and sharing rules: nailed it
  • the data model was good
  • Solution landscape


  • Ran out of time to cover Identity. This was fundamental.
  • Didn’t use middleware correctly and confused the judge.
  • Combined solution and system landscape diagram was a bit of a mess. I needed to separate them.
  • Large data volumes
  • Got IDP/SP-initiated flows mixed up for single sign-on
  • Missed a requirement for Apex sharing
  • System landscape wasn’t complete
  • I was too consultative: I gave options rather than being prescriptive. I went into ‘Client Mode’.
  • I really struggled with prep time for this scenario – I didn’t finish everything because I took too long talking through the solution landscape, then rushed through data model and sharing.

What I did after Mock 2

  • Revised the OAuth flows we studied for Ladies Be Architects.
  • Started drawing out SP-initiated and IDP-initiated login flows EVERY DAY.
  • Started drawing out User-Agent and Web Server flows every day. At that point, it began to really go into my brain.
  • Started to think of a strategy for using the 2 hours’ prep time.
  • Revised LDAP and Active Directory repositories
  • Looked at a sample system landscape, in an attempt to simplify for next time.

Mock 3 (Phone)


  • “Really good” system landscape (YES!)
  • Good use of OWD and sharing rules
  • Good identity solution
  • Getting better at being prescriptive
  • Clearly presented diagrams
  • Good positioning of middleware
  • Told a good story
  • This was my best scenario yet


  • Timing
  • Not enough time to cover reporting and analytics
  • Still wobbly on JIT
  • Just a little mixed up between the web server and user-agent flows. I talked myself out of using web server, because I was confused about the initial steps to get the authorization code. But it turns out I was right to begin with.
  • Doubting myself
  • Preparation time. I still needed a plan

What I did after Mock 3

  • Continued to practice writing out the Single Sign-On flows every day
  • Continued to draw out the OAuth flows and timed myself – every day
  • Revised the exact steps taken in JIT, drew it out as a flowchart, then practiced drawing the flowchart every single day.
  • Revised web server OAuth flow and spoke to a Technical Architect at work about it. Clarified it in my mind.
  • Over lunch, discussed Identity solutions with another Technical Architect at work. He then asked me questions and it gave me an idea of what else to study – when I couldn’t answer them!
  • I spent 2 hours, one evening, doing a prep rehearsal for one of the test scenarios in the architect group. I focused on getting diagrams drawn quickly, addressing requirements in slides, and trying to cover everything. It was a worthy exercise that helped me greatly in the next mock.
  • I met with Tammi, our recruitment partner, to teach her about single sign-on. We had a great time talking about nightclub guest lists and acting out the token exchange!

The Change in YOU(After the CTA Exam)

After your Review Boards, you’re going to feel a change in the way you’re presenting and discussing solutions. That’s why the CTA journey is not just a walk-in-the-park, but is more like climbing a tall mountain. You’ll get recognition in your industry and  you’ll be considered an expert in your field… even your self-confidence will gradually go ‘through the roof!’ It’s not an easy job, but it is most definitely a great and rewarding achievement. Bear in mind that there are only a few hundred Salesforce CTAs in the world, so don’t criticize yourself too much if you fail.

Hard work, dedication and mentorship is essential, if you want to succeed. If you already meet the first two requirements, we at Architech Club can provide the last one – mentorship. Nothing takes the edge off a complex solution like having someone there, to share their experience and knowledge, to get you through. You may be thinking that having a mentor is an optional thing, but do you know what every person who achieved greatness in their respective fields had in common? They had an experienced mentor. You can book our team of experts any time. We can help you navigate through any challenges you might have in your own #JourneyToCta. You’re not alone!



About the author

Gemma Blezard

CEO and Salesforce MVP

Gemma is founder and CEO of The Architech Club and a great inspiration to anyone dealing with life’s challenges. Gemma is also co-founder of Ladies Be Architects and an Award-winning advocate for diversity.
She is in demand as a conference speaker at Dreamforce, World Tour and Community events. She is open about being a Breast cancer survivor, and somehow balances being a mother, Salesforce MVP, 18 x Salesforce Certified (so far) and now an entrepreneur.

The Architech Club Ltd is a limited company registered in the UK, under Companies House registration number 12248208.
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