Introduction:
Some of us analyzed the official, public review board scenarios to create a “CTA review-board-presentation content cheat-sheet”. The document contains the structure and likely topics.
It’s not meant to be seen as a shortcut to success but as a helper for your preparation.
This cheat-sheet was created before my board date. The content is solely based on analyzing the existing, official mock-exams. I added some of my own content. There’s no guarantee for your review board scenario being anything like that. This should not serve as the one single truth but just represents my personal style.
The presentation time stamps are based on my personal style. Everybody has their own rhythm.
Special thanks goes to Carl’s review board recording (Link).
Please, do not take he word “Cheat-Sheet” literally and try to cheat during your exam.
| Content | Likelihood |
| 1. Company Overview | |
| Company | Always |
| Project Goals | Always |
| Timeline | High |
| 2. Org Overview | |
| Org Strategy | Always |
| Translations | High |
| Multi-Currency | High |
| 3. Risks & Assumptions | |
| Dependency Risk (App Store, Other team…) | High |
| Assumption: Unlimited Budget | Always |
| 4. Actors & Licenses | |
| Sales-Cloud | High |
| Service-Cloud | High |
| Platform License | Low-Med |
| Partner Community | High |
| Customer Community Plus | High |
| Customer Community | High |
| Feature Licenses (Heroku Connect…) | High |
| 4. Role Hierarchy | |
| Time: 4 Minutes | |
| 5. System Landscape | |
| Salesforce | Always |
| BI Tool (Tableu CRM) | High |
| Messaging Tool(s) (SFMC, SMS Magic…) | High |
| Document Generation (Conga Composer) | High |
| Digital Signature (DocuSign) | High |
| CTI | Medium |
| External File Management (SF Files Connect/X-Files Pro) | Medium |
| Social Login (Facebook, Twitter…) | High |
| Single Sign-On (AD, IDC, Okta…) | High |
| Middleware (ESB/ETL) | High |
| ERP | High |
| DWH | High |
| Heroku | Medium |
| Custom Web-App | Med-High |
| Website | High |
| 6. Data Model | |
| Account + Contact | Always |
| Sales-Cloud Objects (Opportunity, Lead…) | High |
| Service-Cloud Objects (Cases, Entitlements…) | High |
| Custom Objects | High |
| APP Exchange Package Objects | Medium |
| Object with Large Data Volume | High |
| External Object | Med-High |
| Time Elapsed: 11 – 15 Minutes | |
| 7. Business Requirements | |
| Lightning Web Component (Rich User Interface) | High |
| APEX Trigger | High |
| Lighting Flow | High |
| Web-To-Lead / Lead Form | High |
| Processbuilder/Lightning Flow | High |
| Email Alert | High |
| Case Escalation Rules / Entitlements | High |
| (Lead/Case) Assignment Rules | High |
| Login Flow | Low |
| Validation Rules | Hight |
| Social Customer Service | Low |
| Lift and shift existing system to Heroku | Medium |
| Enterprise Territory Management | Low |
| Approval Process | High |
| Canvas App | High |
| Integrations (Request & Reply, Fire & Forget…) | Always |
| Community | Always |
| Standard Mobile App | High |
| Customer Mobile App (Mobile Publisher, Native, Hybrid) | High |
| Chatter/Quip | High |
| 8. Data Migration | |
| Time: 30 – 35 Minutes | |
| 9. Sharing & Accessibility | |
| Ownership based sharing | High |
| Criteria Based sharing | High |
| APEX Managed Sharing | High |
| Sharing Set | High |
| Account-Relationship based sharing | Low |
| Ext. Account Hierarchy Sharing | Low |
| Object Level Security / Field Level Security | High |
| Public Groups | Med-High |
| 2FA, IP Address restriction, Shield… | Medium |
| Permission Set | Medium |
| 10. Reporting Requirements | |
| Standard Report (List/Grouped/Matrix) | Always |
| Historic (Trending) Report | High |
| Off-Platform Report | High |
| Public Report (Heroku, Public Community Page…) | Medium |
| Forecasting | Medium |
| 11. Project and Deployment requirements | |
| Center of Excellence | High |
| Multiple Sandboxes | Always |
| CI/CD Tools (Provar, Copado…) | Always |
| Branching Strategy | Always |
| Architecture & Coding Guidlines | Always |
| Testing Strategy | Always |
| Project Management (Agile, Waterfall, W-Agile) | Always |
| Release Strategy | High |
| Time: 40 – 45 Minutes | |
| 12. Bonus Content | |
| oAuth Flow Diagram (JWT, User Agent…) | |
| Detailed integration data flows |