#CTA Prep0 discussing

On your CTA journey you will face many struggles and challenges that are uniquely yours and unexpected outside the subject matter.

It’s critical in the face of these challenges that you are self-aware. Nadina Lisbon did a great job of describing what this means and how she handled it in her own way on this podcast recording

For anyone else who is considering or already on their CTA journey, this is an important account to take note of and perhaps (re)set your expectations.

I noticed a majority of candidates are using Mac and my understanding is that the remote system that you access during the exam is also Mac. Do you have an option to choose Windows OS for the exam or everyone expected to work with Macs? I am trying to determine if I should switch to Mac so I am sufficiently used to it for the exam. @Suzanne Ferguson @Alexis Ardito  

Hi everyone, by way of background I've been working with Salesforce since 2017 and with enterprise level architecture since 2012. I'm currently beginning my studying for CTA and am wondering if anyone can recommend/OR/wants to form a virtual study group? Realistically I am probably 6 months out from taking the initial CTA review exam and then another 4 or 5 from the board exam itself. Anyway figured I'd reach out to the group - please let me know if this is of interest!! #CTA #CTA Prep

How to deal with time delay when using WebEx remote control? 

I'm trying CTA prep and presentation using two MacBook laptops on the same WIFI hub over WebEx meeting. The time delay is tolerable when I work on the Word document.  But the time delay is occasionally horrible when switching between Word and PPT. 

Has someone tried WebEx remote control between two Windows laptops?  Do they work better than MacBooks for this specific purpose?  Word and PPT are "native" on Windows; and more people use Windows overall.  

Thanks for sharing! 

Sharing and Visibility Scenario

Acme Inc has currently got operations in 4 countries (US, UK, FR, Germany) which are set up as there own BU's. They are looking to expand into new regions and would like to set up a new BU called 'New Markets'. Each region has it's own, Heads of Sales, Service and Marketing. All BU's roll up to the HQ, based in the US. Provide a solution which meets the following sharing requirements

1. Each BU should only be able to see there own customer data within there region. Some customers may operate in multiple regions, the account managers for these regions should be able to see all data belonging to customer accounts. 

2. Service Center employee should be able to access to all customer data. 

3. Marketing users don't have access to any customer data except should only be able to check if the prospects they have created are already existing customers. 

What are the optimal solutions for the three requirements above? 

#CTA Prep #Scenario 

Communities and Flow Scenario

Design a system where we can build a highly interactive user interface and capture information from a prospective customer without authenticating them. i,e, on a public website.

• Do you think using salesforce communities and flow is the optimal solution in this case? List out the Pro's and Con's and any considerations which must be taken into account while implementing this requirement via the salesforce platform. 
• Which objects would you use to implement this scenario?

Interesting?

#CTA Prep #Scenario 

Approvals Rule Scenario

A driver goes to make a delivery to a customer, and the customer provides the driver with some updates on the information regarding the account. The driver must capture this information but it must be submitted for approval to the account manager... (internal company employee) ... what is the optimal solution to store the account update request in salesforce so that once it's approved. The customer account get's updated!

What do you guys think ?

#CTA Prep #Scenario 

Partner Community Self Registration Scenario 

What is the optimal solution to invite the users to self register for a community - but they can only register if they have a valid invitation link. When they do register, they must be allocated a profile and a role based on the information on the existing contact record - which must match based on the email address which has been invited to sign up. 

The distinction must be between an Exec, Manager, User role - which would be stored on a field in the contact record. 

Finally before the registration is confirmed, the users must verify their email address by a two factor authentication.

Interesting?

Another Interesting Question - Maybe has an obvious solution - but still interested. 

Let's assume you have a customer community which allows self registration and social sign on (facebook, google as Auth Provider). You have over 25K customer expected to sign up on the day of the launch, and they DO NOT have person accounts enabled. 

In the login settings for the community, you have specified an 'Parking Account' where all the contacts get added to this common account record. 

What would be the optimal solution so that you avoid the 'Account data skew' as described in this document. 

https://developer.salesforce.com/blogs/engineering/2012/04/avoid-account-data-skew-for-peak-performance.html

#CTA Prep  #Scenario