Showing posts with label CTA. Show all posts
Showing posts with label CTA. Show all posts

Wednesday, 29 January 2025

Book Review - Salesforce Anti-Patterns


 Disclaimer - I didn't purchase this book, I was given a pre-release copy by Packt Publishing to review

I've been interested in anti-patterns since I read a short article, more years ago than I care to remember, that covered 3-4 of them. When I joined the Salesforce ecosystem, the anti-pattern I saw most of the time was the big ball of mud, which I still reference in talks to this day, "These systems show unmistakable signs of unregulated growth, and repeated expedient repair"- something all of us who have been here for a while are familiar with. I was therefore curious when Packt Publishing reached out and asked me to review the second edition of Lars Malmqvist's book on Salesforce Anti-Patterns - which of my old favourite would I see in there, and what was new in the world of bad solutions to problems that look good at first glance. It's fair to say I wasn't disappointed.

This is a great book for any aspiring architect, as it will teach you the red flags to look out for, which aren't always obvious. Sometimes the problems they indicate take months or even years to appear, but appear they surely will. Recognising this at the outset will save you a lot of angst.

It's also a great book for experienced architects, as it gives you facts rather than feelings with which to argue against a particular approach. Instead of saying that you've seen this kind of thing before and it didn't end well, you can point out the planned (or current) strategy exhibits the classic symptoms of a named anti-pattern, talk knowledgeably about the likely consequences, and advise on alternatives that will lead to better outcomes. I also like that this book isn't entirely focused on programming or technical anti-patterns - it covers the human side of things too, such as communication, collaboration, allocation of work. 

While there are plenty of the old favourites in there, that apply equally to any technology project rather than just Salesforce, there are also a number that you'll only see in a Salesforce project. These are related to specific characteristics of Salesforce like sharing, licensing, the data model, so you are unlikely to encounter them elsewhere.

Each anti-pattern is explained through a scenario, followed by a description of the problem, how it is presented as the solution to a problem, and the likely outcome of using it (rarely good), followed by a description of a better solution. Each chapter concludes with key takeaways and, in a nice touch, advice around the topic area for the CTA review board. A second nice touch is the covering how the introduction of/reliance on AI can bring you into an anti-pattern that you might otherwise have avoided.

One thing I will call out though - the likely real-world experience is that the worst of the anti-pattern is rowed back, but there still isn't the appetite to accept the better solution - life is rarely that neat and tidy. And that's okay - as architects and consultants our job is to advise and make the customer aware of the risks involved. Once that is done, the final decision rests with the customer, and it will be an informed decision, aware of the potential outcome. As long as all stakeholders agree and accept the risk, nobody can point fingers later. Striving for perfection and coming up a bit short is far better than accepting failure at the outset!

The second edition is available at https://packt.link/U7I6R - you won't regret buying it.



Saturday, 24 April 2021

Book Review - Becoming a Salesforce Certified Technical Architect


 (Disclaimer : I didn’t purchase my copy of this book - I was sent a copy to review by Packt Publishing)

Introduction

Salesforce describes Certified Technical architects as follows:

Salesforce Technical Architects serve as executive-level strategic advisors who focus on business transformation with unrivaled domain expertise in functional, platform and integration architecture. They communicate technical solutions and design tradeoffs effectively to business stakeholders, and provide a delivery framework that ensures quality and success.

Based on that description, it's not surprising that there's a huge amount of interest in becoming one. The path isn't straightforward though, with an awful lot of candidates falling at the last hurdle - the review board. This isn't a new development - in the 12 months after I qualified I heard about two week review board events where all 20 candidates failed.  While that's obviously bad for the candidates, it's also not great for the judges - failing people isn't a fun job, and when you have to do it repeatedly the sessions become a chore. 

One reason people fail is that they haven't got experience of presenting a solution and being judged on it. That has improved with community efforts to come up with example scenarios and run practice review boards. While this is good experience for the day of the board, it's not overly helpful in terms of preparation. And that is where this book comes in.

The Book for When You Book

This is the book you want to buy when you are about to book your review board slot.  It won't turn you into a Technical Architect - you still need the experience and learning - but it will get you ready for the board. First off, it looks at what expertise you need to become CTA - if you don't recognise yourself here and spot gaps, maybe hold off for a little while. It then takes you through the structure of the review board session and gives some useful tactics for how to approach it.

Then there are a bunch of chapters around the various areas that you need to shine at in order to pass the board, with mini-scenarios that are worked through with you. Rather than reading straight through, I'd strongly advice having a go yourself and then compare your solution with the exemplar.If you have a different view, that doesn't mean you are wrong, just make sure you can justify it and your justification stacks up - it's highly likely that you'll be quizzed about the benefits of your approach over the other possible solutions.

The book then finishes off with a couple of full mock scenarios, with example solutions and presentation artefacts and script. Again, look to make the most of this by trying it yourself under exam conditions.

Allow Enough Time


I'm already a CTA so I didn't have to take on each of the scenarios and mocks, but it still took me a couple of months to read through the book in my free time and review it. Don't expect to skim this the night before the board, or to rip through it the weekend before. Set aside enough time to work through it properly and you'll reap the benefit.

The Key Advice

The most important piece of advice in the book, which crops up multiple times, is to own your solution. You've considered all the options and have come up with the best possible solution, so be proud of it when you present, and defend it with everything you have. 

In Summary

You can boost your chances of becoming a CTA with this book. It's as simple as that. Tameem Bahri has done a great job with it.