Play By Play: Diagramming Salesforce Solutions

In this course, you’ll discover the techniques Salesforce architects use to leverage in order to identify and solve for the architecturally significant use cases contained within a customer scenario.
Course info
Rating
(23)
Level
Intermediate
Updated
Jan 19, 2018
Duration
2h 1m
Table of contents
Description
Course info
Rating
(23)
Level
Intermediate
Updated
Jan 19, 2018
Duration
2h 1m
Description

Play by Play is a series in which top technologists work through a problem in real time, unrehearsed and unscripted. In this course, Play By Play: Diagramming Salesforce Solutions, Matthew Morris and Don Robins explore techniques Salesforce architects can leverage in order to identify and solve for the architecturally significant use cases contained within a customer scenario. Learn how to evaluate options around user license types, system integration, and identity management, and to highlight areas requiring further attention, such as large data volumes. By the end of this course, you'll have a clear understanding of ‘how’ and why’ each visual is created, and how you can use them to successfully architect complex Salesforce solutions.

About the author
About the author

Matthew Morris is a Salesforce MVP, user group leader, conference speaker, and podcaster who has been working with the Salesforce platform since 2009.

About the author

Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing.

More from the author
More courses by Don Robins
Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series where we sit down with Salesforce experts, such as MVPs, consultants, developers, and architects to discuss common challenges faced every day by Salesforce customers. We'll be learning while discussing concepts and debating tradeoffs on various approaches to solving real-world problems. We learn by reviewing system configurations or writing code, and then exploring the benefits of any particular solution. In this course, we challenge technical architect, Matt Morris, to show us how to capture and communicate the many moving parts of any complex Salesforce solution for the purpose of validating architectural decisions with system stakeholders. Matt walks us through how he dissects the narrative of a Salesforce solution scenario, and you'll watch as he transforms the information into visual artifacts, and then demonstrates how to use them. You'll see how he drafts his list of database entities, user types, systems, and integrations, and watch as he diagrams the related _____Salesforce data model, security details, estimated record volumes, the role hierarchy, and the system landscape. We'll discuss the use of these visual artifacts to validate findings, select user licenses, and justify feature trade-offs and architectural decisions. And, you'll also see how they can be used to bring all system stakeholders into the conversation to get them on the same page and to set their expectations. By the time we're done, you'll have a clear understanding of how and why each visual is created, and how you can use them to successfully architect complex Salesforce solutions. Whatever roll you play in your Salesforce project, architect, admin, or developer, come learn about the value of using diagrams and visuals to analyze requirements and communicate with your system stakeholders. Please join us for Diagramming Salesforce Solutions. We hope you enjoy it.