Topics

The courses walk you through a journey, one step after another. This page is the other way in: every subject the courses teach, and every module that teaches it, whichever course it sits in. Pick a topic and go straight to the module.

73 topics in 13 areas, covering 374 modules from 5 courses. For the outside documents the courses cite, see the Reference index; for the pages you come back to, see Reference.

Thinking like an architect

How an architect decides: trade-offs, failure, sizing and requirements.

The architect's mindset 13 modules · 4 courses

• Data Architect Thinking Like an ArchitectThinking Like a Data Architect
• Data Architect The Data Model Is the BonesThinking Like a Data Architect
• Sharing & Visibility The Building, the Offices and the File CabinetsThinking Like a Security Architect
• Sharing & Visibility Four Principles, the Salesforce WayThinking Like a Security Architect
• Sharing & Visibility Building for Today, Thinking About TomorrowThinking Like a Security Architect
• Sharing & Visibility The Route Through This Course, and What Changed in 2025–2026Thinking Like a Security Architect
• Integration You're Already Doing IntegrationThink Like an Integration Architect
• Integration The Building Nobody DescribedThink Like an Integration Architect
• Integration Everything Is KnowableThink Like an Integration Architect
• Integration Owners, Boundaries and ChangeThink Like an Integration Architect
• Identity & Access Intricate, Not HardThinking Like an Identity Architect
• Identity & Access Two Goals, One RouteThinking Like an Identity Architect
• Identity & Access Read a Swim LaneThinking Like an Identity Architect

Trade-offs and decisions 9 modules · 2 courses

• Data Architect Architecture Is the Art of Trade-offsThinking Like a Data Architect
• Data Architect Know Your Tools: The Nine QuestionsThinking Like a Data Architect
• Data Architect The Reversibility TestThinking Like a Data Architect
• Data Architect Build for Today. Plan for Tomorrow. Plan for Failure.Thinking Like a Data Architect
• Integration Every Arrow Is a DecisionThink Like an Integration Architect
• Integration Plan for FailureThink Like an Integration Architect
• Integration The ForcesChoosing the Right Integration Design
• Integration Trade-offs, the Course's WayChoosing the Right Integration Design
• Integration Write the Design DownChoosing the Right Integration Design

Requirements 5 modules · 1 course

• Integration Functional and Non-Functional RequirementsUnderstanding Integration Requirements
• Integration ConstraintsUnderstanding Integration Requirements
• Integration Success Factors, Growth and RegulationUnderstanding Integration Requirements
• Integration Listening for the Shape of the IntegrationUnderstanding Integration Requirements
• Integration Classifying the DataUnderstanding Integration Requirements

Sizing: Steve's Number of Zeros 3 modules · 3 courses

• Integration Steve's Number of ZerosUnderstanding Integration Requirements
• Sharing & Visibility How Many Buckets? Sharing Rule Limits and Steve's Number of ZerosPublic Groups and Criteria-Based Sharing Rules
• Data Architect When Volume Changes EverythingDesigning for Scale
• Reference: Steve's Number of Zeros for Integrations

Worked examples: Steve Trucking 9 modules · 5 courses

• Data Architect Steve Trucking, What I Would ArchitectMaster Data and Identity
• Data Architect Steve Trucking at Scale, What I Would ArchitectData Security for Humans, Applications, and Agents
• Sharing & Visibility Steve Trucking's Internal Users, What I Would ArchitectOverrides and Implicit Sharing: What You Get for Free
• Sharing & Visibility Build It, Then Prove ItTesting the Security Model
• Integration Steve Trucking, What I Would ArchitectIntegration Patterns
• Integration Steve Trucking Under LoadChoosing the Right Integration Design
• Identity & Access Steve TruckingSSO or OAuth? Choosing the Mechanism
• Identity & Access Steve TruckingExternal Client Apps, Tokens and Their Lifecycle
• Data 360 Checkpoint 1, Steve TruckingFrom the Lake to the Model

The system landscape

Salesforce as one system among many, and the data that moves between them.

Drawing the system landscape 10 modules · 2 courses

• Data Architect Salesforce Is One System Among ManyUnderstanding Enterprise Data
• Data Architect The Systems Around SalesforceUnderstanding Enterprise Data
• Data Architect Draw the System LandscapeUnderstanding Enterprise Data
• Data Architect Steve Trucking's LandscapeUnderstanding Enterprise Data
• Integration Boxes, Boundaries and Touch PointsUnderstanding the System Landscape
• Integration What the Arrow Means on a LandscapeUnderstanding the System Landscape
• Integration The Landscape as an InventoryUnderstanding the System Landscape
• Integration Two Boxes Protect YouUnderstanding the System Landscape
• Integration Browser or ServerUnderstanding the System Landscape
• Integration Point to Point, or Hub and SpokeUnderstanding the System Landscape

Kinds of enterprise data 2 modules · 2 courses

• Data Architect The Kinds of Enterprise DataUnderstanding Enterprise Data
• Integration Classifying the DataUnderstanding Integration Requirements

Org strategy 1 module · 1 course

• Data Architect Org Strategy Is a Landscape DecisionUnderstanding Enterprise Data

Where data lives: on core, near core, off core 5 modules · 2 courses

• Data Architect More Than a DatabaseSalesforce Data Architecture
• Data Architect Where Does This Data Live?Salesforce Data Architecture
• Data Architect Put Data Where It BelongsModeling Data for Meaning
• Data 360 What Data 360 Is, and Isn'tData 360 in One Picture
• Data 360 A Different SpaceData 360 in One Picture

Data modeling

Turning the business's words into objects, fields and relationships.

The logical model 5 modules · 1 course

• Data Architect Listen for the NounsModeling Data for Meaning
• Data Architect Build the Logical ModelModeling Data for Meaning
• Data Architect Draw the RelationshipsModeling Data for Meaning
• Data Architect Design to Third Normal Form, Then Back OffModeling Data for Meaning
• Data Architect Turn the Model into SalesforceModeling Data for Meaning

Standard and custom objects 3 modules · 1 course

• Data Architect The Standard Data ModelsSalesforce Data Architecture
• Data Architect Choose the Right ObjectSalesforce Data Architecture
• Data Architect Custom ObjectsSalesforce Data Architecture

Fields, relationships and the physical model 4 modules · 2 courses

• Data Architect Fields Are Architecture TooSalesforce Data Architecture
• Data Architect Relationships Have ConsequencesSalesforce Data Architecture
• Data Architect Design the Salesforce Physical ModelSalesforce Data Architecture
• Sharing & Visibility When the Data Model Shares for YouOrg-Wide Defaults, Ownership and the Role Hierarchy

Record ownership and lifecycle 2 modules · 2 courses

• Data Architect Ownership and LifecycleSalesforce Data Architecture
• Sharing & Visibility Who Holds the Key to Each RecordOrg-Wide Defaults, Ownership and the Role Hierarchy

Master data and data quality

One version of the truth, and keeping bad data out.

Master data and the golden record 6 modules · 2 courses

• Data Architect The Four Ways to Master DataMaster Data and Identity
• Data Architect A Map Is Not a DecisionMaster Data and Identity
• Data Architect Matching, Merging and SurvivorshipMaster Data and Identity
• Data Architect One Source of Truth per AttributeMaster Data and Identity
• Data Architect Hierarchies and Two-Way DataMaster Data and Identity
• Data 360 The Party, Ready for Identity ResolutionFrom the Lake to the Model

Data quality and consistency 3 modules · 1 course

• Data Architect Keeping Data ConsistentSalesforce Data Architecture
• Data Architect Keeping Bad Data OutData Quality and Governance
• Data Architect Migration Is a Quality Project FirstMigration and Synchronization

Governance: dictionary, lineage and classification 4 modules · 2 courses

• Data Architect Governance Is Designed Into the OrgData Quality and Governance
• Data Architect Dictionary, Lineage and ClassificationData Quality and Governance
• Data 360 The Dictionary Before You MapUnderstanding Your Data Structures
• Data 360 Don't Bring In EverythingUnderstanding Your Data Structures
• Reference: The Data Dictionary

Privacy, consent and retention 5 modules · 3 courses

• Data Architect Privacy Laws Shape the DesignData Quality and Governance
• Data Architect Consent and the Right to Be ForgottenData Quality and Governance
• Data Architect Protect, Retain and ProveData Quality and Governance
• Integration Retention and MaskingReliability, Recovery, and Observability
• Data 360 Don't Bring In EverythingUnderstanding Your Data Structures

Scale and performance

What changes when the numbers get large.

Large data volumes 2 modules · 1 course

• Data Architect When Volume Changes EverythingDesigning for Scale
• Data Architect Volume Meets the Sharing ModelDesigning for Scale

Data skew: ownership, parent and lookup 4 modules · 2 courses

• Data Architect Ownership, Parent and Lookup SkewDesigning for Scale
• Data Architect Ownership and LifecycleSalesforce Data Architecture
• Sharing & Visibility Owner-Based Rules, Reorganizations and RecalculationOwner-Based Sharing Rules
• Sharing & Visibility What Implicit Sharing CostsOverrides and Implicit Sharing: What You Get for Free

Queries, indexes and selectivity 4 modules · 1 course

• Data Architect How Salesforce Finds Your DataQuery and Retrieval Architecture
• Data Architect Inside the Salesforce EngineQuery and Retrieval Architecture
• Data Architect When Salesforce Uses an IndexQuery and Retrieval Architecture
• Data Architect How Salesforce Executes a QueryQuery and Retrieval Architecture

Search 1 module · 1 course

• Data Architect Search Is Not QueryQuery and Retrieval Architecture

Archiving and purging 1 module · 1 course

• Data Architect If You're Not Archiving Today…Designing for Scale

Locking and concurrency 5 modules · 2 courses

• Data Architect The Lock Footprint of a SaveTransactions, Concurrency, and Reliability
• Data Architect Designing Out Lock ContentionTransactions, Concurrency, and Reliability
• Data Architect Safe to RetryTransactions, Concurrency, and Reliability
• Data Architect Automation During the LoadMigration and Synchronization
• Integration Parallel and LockingMoving Data at Scale

Logging in and user access

Who gets in, what they pay for, and what they can touch.

Logging in: passwords, MFA, sessions 10 modules · 2 courses

• Sharing & Visibility The Doors Into SalesforceThe Front Door: Logging In to Salesforce
• Sharing & Visibility Different Users, Different DoorsThe Front Door: Logging In to Salesforce
• Sharing & Visibility Passwords and MFAThe Front Door: Logging In to Salesforce
• Sharing & Visibility IP Ranges, Login Hours and SessionsThe Front Door: Logging In to Salesforce
• Sharing & Visibility What Stays on the Profile, Health Check and Security CenterThe Front Door: Logging In to Salesforce
• Identity & Access The Doors Into SalesforceThe Front Door: Logging In to Salesforce
• Identity & Access Different Users, Different DoorsThe Front Door: Logging In to Salesforce
• Identity & Access Passwords and MFAThe Front Door: Logging In to Salesforce
• Identity & Access IP Ranges, Login Hours and SessionsThe Front Door: Logging In to Salesforce
• Identity & Access What Stays on the Profile, Health Check and Security CenterThe Front Door: Logging In to Salesforce

User licenses: named (member-based) and pooled (login-based) 2 modules · 2 courses

• Data Architect Choose the Right ObjectSalesforce Data Architecture
• Sharing & Visibility Licenses, Delegation, and Seeing a User's AccessProfiles, Permission Sets and Permission Set Groups
• Reference: Experience Cloud Licenses · Internal User Licenses

Profiles, permission sets and permission set groups 6 modules · 1 course

• Sharing & Visibility One of SomethingProfiles, Permission Sets and Permission Set Groups
• Sharing & Visibility Lego Blocks, Not Too SmallProfiles, Permission Sets and Permission Set Groups
• Sharing & Visibility View, Normal, Power and AdminProfiles, Permission Sets and Permission Set Groups
• Sharing & Visibility Expiring and Session-ActivatedProfiles, Permission Sets and Permission Set Groups
• Sharing & Visibility User Access PoliciesProfiles, Permission Sets and Permission Set Groups
• Sharing & Visibility Licenses, Delegation, and Seeing a User's AccessProfiles, Permission Sets and Permission Set Groups

Object and field security 6 modules · 1 course

• Sharing & Visibility Create, Read, Edit, DeleteObject and Field Security: What Users Can Touch
• Sharing & Visibility Read and Edit, in Permission SetsObject and Field Security: What Users Can Touch
• Sharing & Visibility Layouts and Dynamic FormsObject and Field Security: What Users Can Touch
• Sharing & Visibility The Assigned-Rep FieldObject and Field Security: What Users Can Touch
• Sharing & Visibility Who Can See It, and Proving ItObject and Field Security: What Users Can Touch
• Sharing & Visibility List Views, Reports, Search and FilesObject and Field Security: What Users Can Touch

People, integrations and agents as users 4 modules · 4 courses

• Sharing & Visibility People, Integrations and AgentsProfiles, Permission Sets and Permission Set Groups
• Integration One Integration, One IdentityTrust, Identity, and Integration Security
• Identity & Access The Integration User, or a Chosen PersonSSO or OAuth? Choosing the Mechanism
• Data Architect Treat an Agent Like a Curious HumanData Security for Humans, Applications, and Agents

Sharing and visibility

Which records each person sees, and why.

The 25 ways to share a record 9 modules · 1 course

• Sharing & Visibility 25 Ways, in Eight SetsSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Defaults, Hierarchy, Ownership, QueuesSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Criteria, Guest, OwnerSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Manual, Teams, Territories and MoreSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility View All, Implicit, Data CategoriesSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Sharing in Code and Flow, and System ModeSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Restriction and Scoping RulesSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Sharing Sets, Share Groups, Account RelationshipsSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Roles, Super Users, Account HierarchiesSteve's 25 Ways to Share a Record: The Map

Org-wide defaults and the role hierarchy 6 modules · 2 courses

• Sharing & Visibility How Salesforce Decides Who Can See a RecordOrg-Wide Defaults, Ownership and the Role Hierarchy
• Sharing & Visibility How Locked Each File Cabinet StartsOrg-Wide Defaults, Ownership and the Role Hierarchy
• Sharing & Visibility Design It for Access, Not as an Org ChartOrg-Wide Defaults, Ownership and the Role Hierarchy
• Sharing & Visibility Start at the Top of the HierarchyOrg-Wide Defaults, Ownership and the Role Hierarchy
• Sharing & Visibility The User Record Is a Record TooOrg-Wide Defaults, Ownership and the Role Hierarchy
• Data Architect The Sharing Model Your Data Model Must RespectData Security for Humans, Applications, and Agents

Sharing rules and public groups 9 modules · 1 course

• Sharing & Visibility The Swiss Army Knife of SharingPublic Groups and Criteria-Based Sharing Rules
• Sharing & Visibility Sharing by What's on the RecordPublic Groups and Criteria-Based Sharing Rules
• Sharing & Visibility Never Hard-Code IDs in Sharing Rules, and How Rules SprawlPublic Groups and Criteria-Based Sharing Rules
• Sharing & Visibility How Many Buckets? Sharing Rule Limits and Steve's Number of ZerosPublic Groups and Criteria-Based Sharing Rules
• Sharing & Visibility Sharing a List View Doesn't Share the RecordsPublic Groups and Criteria-Based Sharing Rules
• Sharing & Visibility Sharing by Who Owns the RecordOwner-Based Sharing Rules
• Sharing & Visibility Choosing Whose Records and Who Gets ThemOwner-Based Sharing Rules
• Sharing & Visibility Owner-Based or Criteria-Based? Choosing the Sharing RuleOwner-Based Sharing Rules
• Sharing & Visibility Owner-Based Rules, Reorganizations and RecalculationOwner-Based Sharing Rules

Teams, territories and manual sharing 6 modules · 1 course

• Sharing & Visibility One Record, Shared by HandConfig-Based Sharing: Manual Shares, Teams and Territories
• Sharing & Visibility Account, Opportunity and Case TeamsConfig-Based Sharing: Manual Shares, Teams and Territories
• Sharing & Visibility Models, Types and Assignment RulesConfig-Based Sharing: Manual Shares, Teams and Territories
• Sharing & Visibility Territories and Roles TogetherConfig-Based Sharing: Manual Shares, Teams and Territories
• Sharing & Visibility Participants, Roles and GroupsConfig-Based Sharing: Manual Shares, Teams and Territories
• Sharing & Visibility Every Way Side by SideConfig-Based Sharing: Manual Shares, Teams and Territories

Implicit sharing and overrides 6 modules · 1 course

• Sharing & Visibility The Six Kinds, and Parent and Child LiveOverrides and Implicit Sharing: What You Get for Free
• Sharing & Visibility What Account Owners SeeOverrides and Implicit Sharing: What You Get for Free
• Sharing & Visibility Account Hierarchies and Custom ObjectsOverrides and Implicit Sharing: What You Get for Free
• Sharing & Visibility What Implicit Sharing CostsOverrides and Implicit Sharing: What You Get for Free
• Sharing & Visibility View All, Modify All and the All Data PermissionsOverrides and Implicit Sharing: What You Get for Free
• Sharing & Visibility View All, Implicit, Data CategoriesSteve's 25 Ways to Share a Record: The Map

Programmatic sharing: Apex and Flow 7 modules · 1 course

• Sharing & Visibility When Programmatic Sharing Is JustifiedProgrammatic Sharing: Apex and Flow Managed Sharing
• Sharing & Visibility Row Causes, Access Levels and Sharing ReasonsProgrammatic Sharing: Apex and Flow Managed Sharing
• Sharing & Visibility The Same Share Record Without CodeProgrammatic Sharing: Apex and Flow Managed Sharing
• Sharing & Visibility Groups and Hidden Territories as TargetsProgrammatic Sharing: Apex and Flow Managed Sharing
• Sharing & Visibility Code's Shares That Survive an Owner ChangeProgrammatic Sharing: Apex and Flow Managed Sharing
• Sharing & Visibility Keeping Programmatic Shares RightProgrammatic Sharing: Apex and Flow Managed Sharing
• Sharing & Visibility Sharing in Code and Flow, and System ModeSteve's 25 Ways to Share a Record: The Map

Sharing with customers, partners and guests 4 modules · 1 course

• Sharing & Visibility The Rule That Reaches the PublicPublic Groups and Criteria-Based Sharing Rules
• Sharing & Visibility Implicit Sharing for External UsersOverrides and Implicit Sharing: What You Get for Free
• Sharing & Visibility Sharing Sets, Share Groups, Account RelationshipsSteve's 25 Ways to Share a Record: The Map
• Sharing & Visibility Roles, Super Users, Account HierarchiesSteve's 25 Ways to Share a Record: The Map
• Reference: Experience Cloud Licenses

Files, reports, knowledge and other data 9 modules · 1 course

• Sharing & Visibility What Isn't a Record, and Who Decides Who Sees ItFiles, Folders, Reports and Other Data
• Sharing & Visibility Who Can See a File? Owners, Records, Libraries and Public LinksFiles, Folders, Reports and Other Data
• Sharing & Visibility Who Opens the Folder, and Whose Access Fills the DashboardFiles, Folders, Reports and Other Data
• Sharing & Visibility Who Can Read a Knowledge Article? Data Categories, Standard Sharing and ChannelsFiles, Folders, Reports and Other Data
• Sharing & Visibility Who Can See a Meeting? Calendars, Activities and Private EventsFiles, Folders, Reports and Other Data
• Sharing & Visibility Public, Private and Unlisted, and the Files Shared to ThemFiles, Folders, Reports and Other Data
• Sharing & Visibility The Dataset Starts with EverythingFiles, Folders, Reports and Other Data
• Sharing & Visibility When There's No Share TableFiles, Folders, Reports and Other Data
• Sharing & Visibility List Views, Reports, Search and FilesObject and Field Security: What Users Can Touch

Security decided in the data model 4 modules · 1 course

• Data Architect Security Is Decided in the Data ModelData Security for Humans, Applications, and Agents
• Data Architect Classify, Then ProtectData Security for Humans, Applications, and Agents
• Data Architect The Sharing Model Your Data Model Must RespectData Security for Humans, Applications, and Agents
• Data Architect Volume Meets the Sharing ModelDesigning for Scale

Testing the security model 5 modules · 1 course

• Sharing & Visibility Prove the Positive and the NegativeTesting the Security Model
• Sharing & Visibility Test the Permission Sets, Then the PeopleTesting the Security Model
• Sharing & Visibility Keep the Proof RunningTesting the Security Model
• Sharing & Visibility Who Can See It, and WhyTesting the Security Model
• Sharing & Visibility Why Can't This User See the Record?Testing the Security Model

Integration design

Choosing how systems talk, and keeping it working.

Integration patterns 9 modules · 1 course

• Integration Patterns Are a LanguageIntegration Patterns
• Integration Salesforce's Six Patterns, in My WordsIntegration Patterns
• Integration Call-Outs and Call-InsIntegration Patterns
• Integration Publish and SubscribeIntegration Patterns
• Integration Choosing a PatternIntegration Patterns
• Integration Several Patterns, One SolutionIntegration Patterns
• Integration Pattern First, Then MechanismChoosing the Right Integration Design
• Integration Salesforce's Decision Guide, Read WellChoosing the Right Integration Design
• Integration Combining Mechanisms, and Licensing ThemChoosing the Right Integration Design

Data contracts, formats and keys 9 modules · 3 courses

• Integration The ContractAPIs, Contracts and Data Across the Wire
• Integration Formats, Old to NewAPIs, Contracts and Data Across the Wire
• Integration Schemas and TransformationAPIs, Contracts and Data Across the Wire
• Integration The Star Trek TransporterAPIs, Contracts and Data Across the Wire
• Data Architect Before the ArrowIntegration and Data Movement
• Data Architect The Integration Data ContractIntegration and Data Movement
• Data Architect Keys and Write OwnershipIntegration and Data Movement
• Data 360 What Makes It UniqueUnderstanding Your Data Structures
• Data 360 A Key That HoldsData Transforms

Orchestration and long-running processes 8 modules · 1 course

• Integration One Call, Many StepsIntegration Orchestration
• Integration Orchestration or ChoreographyIntegration Orchestration
• Integration Where the Conductor LivesIntegration Orchestration
• Integration There's No Rollback Across SystemsIntegration Orchestration
• Integration The Saga and the Undo StepIntegration Orchestration
• Integration Long Waits and PeopleIntegration Orchestration
• Integration The User WaitsIntegration Orchestration
• Integration Orchestrating AgentsIntegration Orchestration

Reliability, retries and monitoring 11 modules · 2 courses

• Integration Every Arrow, Out and InReliability, Recovery, and Observability
• Integration the Integration LogReliability, Recovery, and Observability
• Integration Retention and MaskingReliability, Recovery, and Observability
• Integration Retries Without DuplicatesReliability, Recovery, and Observability
• Integration The Return ReceiptReliability, Recovery, and Observability
• Integration Escalation and RecoveryReliability, Recovery, and Observability
• Integration What Salesforce Shows YouReliability, Recovery, and Observability
• Integration ReportingReliability, Recovery, and Observability
• Integration Resilience to ReleasesReliability, Recovery, and Observability
• Data Architect Proof of DeliveryIntegration and Data Movement
• Data Architect Safe to RetryTransactions, Concurrency, and Reliability

Integration without code: Flow, External Services and credentials 7 modules · 2 courses

• Integration Flow HTTP CalloutsThe Admin's Integration Toolkit
• Integration External Services From an OpenAPI SpecThe Admin's Integration Toolkit
• Integration Named and External CredentialsThe Admin's Integration Toolkit
• Integration Platform Events in FlowThe Admin's Integration Toolkit
• Integration Who's Calling InThe Admin's Integration Toolkit
• Integration What You'll See When It BreaksThe Admin's Integration Toolkit
• Data 360 Connectors Hold the CredentialsThe Doors In

Data virtualization: Salesforce Connect and external objects 5 modules · 3 courses

• Integration Several Patterns, One SolutionIntegration Patterns
• Integration Combining Mechanisms, and Licensing ThemChoosing the Right Integration Design
• Data Architect Where Does This Data Live?Salesforce Data Architecture
• Data Architect If You're Not Archiving Today…Designing for Scale
• Sharing & Visibility When There's No Share TableFiles, Folders, Reports and Other Data

APIs and events

The doors into and out of Salesforce.

How a call works 6 modules · 1 course

• Integration You Are the ClientThe Client and Server
• Integration Who Dials the PhoneThe Client and Server
• Integration Finding the ServerThe Client and Server
• Integration Knocking on the DoorThe Client and Server
• Integration The Client–Server TangoThe Client and Server
• Integration The REST Request, Taken ApartAPIs, Contracts and Data Across the Wire
• Reference: HTTP Status Codes

Salesforce's APIs: REST, GraphQL, Composite and your own 7 modules · 1 course

• Integration REST FirstSalesforce as an API Provider
• Integration All the Locked DoorsSalesforce as an API Provider
• Integration Many in One CallSalesforce as an API Provider
• Integration GraphQL and the UI APISalesforce as an API Provider
• Integration Custom Apex RESTSalesforce as an API Provider
• Integration Who's at the DoorSalesforce as an API Provider
• Integration When Someone Calls You BackSalesforce as an API Provider
• Reference: The API Guide

Calling out from Salesforce 7 modules · 1 course

• Integration The Six Lines of a CalloutSalesforce as an API Consumer
• Integration Where a Callout Can RunSalesforce as an API Consumer
• Integration Dealing With the AnswerSalesforce as an API Consumer
• Integration Callbacks and Outbound MessagesSalesforce as an API Consumer
• Integration Testing CalloutsSalesforce as an API Consumer
• Integration Leaving SalesforceSalesforce as an API Consumer
• Integration Flow HTTP CalloutsThe Admin's Integration Toolkit

API limits 2 modules · 1 course

• Integration Speed LimitsSalesforce as an API Consumer
• Integration AllocationsEvents
• Reference: The API Guide

Bulk API 9 modules · 2 courses

• Integration The Bank Teller and the 18-WheelerMoving Data at Scale
• Integration 2.0 Now, 1.0 for What Only It DoesMoving Data at Scale
• Integration A Job, Call by CallMoving Data at Scale
• Integration Choosing the Size of the TruckMoving Data at Scale
• Integration Parallel and LockingMoving Data at Scale
• Integration Bulk QueryMoving Data at Scale
• Integration Did It All Arrive?Moving Data at Scale
• Integration Keeping a Copy in SyncMoving Data at Scale
• Data Architect Loading at VolumeMigration and Synchronization

Platform events, change data capture and the Pub/Sub API 11 modules · 2 courses

• Integration Events Inside the OrgEvents
• Integration Platform Events and Change Data CaptureEvents
• Integration The Event Bus and the Pub/Sub APIEvents
• Integration Replay, Retention, OrderEvents
• Integration AllocationsEvents
• Integration The Contract and the Envelope for EventsEvents
• Integration The Reversed ArrowEvents
• Integration Beyond the BusEvents
• Integration Publish and SubscribeIntegration Patterns
• Integration Platform Events in FlowThe Admin's Integration Toolkit
• Data Architect Proof of DeliveryIntegration and Data Movement

Data migration and sync

Loading data in, and keeping copies in step.

Data migration 4 modules · 1 course

• Data Architect Migration Is a Quality Project FirstMigration and Synchronization
• Data Architect Loading at VolumeMigration and Synchronization
• Data Architect Automation During the LoadMigration and Synchronization
• Data Architect Cutover WeekendMigration and Synchronization

Keeping systems in step 3 modules · 2 courses

• Data Architect Keeping Another System in StepMigration and Synchronization
• Integration Keeping a Copy in SyncMoving Data at Scale
• Integration Did It All Arrive?Moving Data at Scale

Data 360

Bringing data from many sources into one place, and shaping it so the rest of Salesforce can use it.

What Data 360 is, and where it lives 5 modules · 1 course

• Data 360 What Data 360 Is, and Isn'tData 360 in One Picture
• Data 360 A Different SpaceData 360 in One Picture
• Data 360 One Long FlowData 360 in One Picture
• Data 360 Their Verbs and OursData 360 in One Picture
• Data 360 Before You StartData 360 in One Picture

Under the hood: the lakehouse, Parquet and Iceberg 7 modules · 1 course

• Data 360 What Data 360 Sits OnUnder the Hood: What Data 360 Sits On
• Data 360 Parquet: Data Stored by Column, Written OnceUnder the Hood: What Data 360 Sits On
• Data 360 Iceberg: A Table Over FilesUnder the Hood: What Data 360 Sits On
• Data 360 Change as a FeedUnder the Hood: What Data 360 Sits On
• Data 360 The Engines, and the Second LayerUnder the Hood: What Data 360 Sits On
• Data 360 What This ExplainsUnder the Hood: What Data 360 Sits On
• Data 360 What a Lakehouse IsStreams and the Lake

Planning the data before it comes in 5 modules · 1 course

• Data 360 Know It Before It Comes InUnderstanding Your Data Structures
• Data 360 Flat, Normalized or UnstructuredUnderstanding Your Data Structures
• Data 360 What Makes It UniqueUnderstanding Your Data Structures
• Data 360 The Dictionary Before You MapUnderstanding Your Data Structures
• Data 360 Don't Bring In EverythingUnderstanding Your Data Structures

Getting data in: connectors, pull and push 5 modules · 1 course

• Data 360 Pull or PushThe Doors In
• Data 360 Connectors Hold the CredentialsThe Doors In
• Data 360 The Pull Door: Amazon S3The Doors In
• Data 360 The Push Door: the Ingestion APIThe Doors In
• Data 360 The Other Doors, NamedThe Doors In

Salesforce orgs as sources 4 modules · 1 course

• Data 360 Your Orgs Are Sources TooBringing In CRM Data
• Data 360 Data Bundles: the Fast StartBringing In CRM Data
• Data 360 How Fresh Is CRM Data?Bringing In CRM Data
• Data 360 Custom Objects: From Core to Data 360Bringing In CRM Data

Data streams and data lake objects 4 modules · 1 course

• Data 360 Profile, Engagement or OtherStreams and the Lake
• Data 360 Their Own Animal: the Stream and the Lake ObjectStreams and the Lake
• Data 360 What Data 360 Adds to Every Lake ObjectStreams and the Lake
• Data 360 When Rows Don't Make ItStreams and the Lake

Data transforms 6 modules · 1 course

• Data 360 When the Shape Is WrongData Transforms
• Data 360 A Batch Transform, Node by NodeData Transforms
• Data 360 Layers That Build on Each OtherData Transforms
• Data 360 A Key That HoldsData Transforms
• Data 360 Beyond the BuilderData Transforms
• Data 360 Streaming TransformsData Transforms

The data model and mapping 5 modules · 1 course

• Data 360 What the Model IsFrom the Lake to the Model
• Data 360 People Data, Into the Standard ModelFrom the Lake to the Model
• Data 360 Reference Data, One to OneFrom the Lake to the Model
• Data 360 The Party, Ready for Identity ResolutionFrom the Lake to the Model
• Data 360 Checkpoint 1, Steve TruckingFrom the Lake to the Model

Identity and trust

Proving who is calling, and keeping it safe.

Keys, certificates and TLS 14 modules · 2 courses

• Integration Public and Private KeysKeys, Certificates and Trust
• Integration How Strangers Agree on a KeyKeys, Certificates and Trust
• Integration Hashes and SignaturesKeys, Certificates and Trust
• Integration The Chain of TrustKeys, Certificates and Trust
• Integration Assume Every Certificate ExpiresKeys, Certificates and Trust
• Integration Two-Way TLSKeys, Certificates and Trust
• Integration Keys and CiphersKeys, Certificates and Trust
• Identity & Access Public and Private KeysKeys, Certificates and Trust
• Identity & Access How Strangers Agree on a KeyKeys, Certificates and Trust
• Identity & Access Hashes and SignaturesKeys, Certificates and Trust
• Identity & Access The Chain of TrustKeys, Certificates and Trust
• Identity & Access Assume Every Certificate ExpiresKeys, Certificates and Trust
• Identity & Access Two-Way TLSKeys, Certificates and Trust
• Identity & Access Keys and CiphersKeys, Certificates and Trust

Single sign-on or OAuth? Choosing the mechanism 8 modules · 2 courses

• Identity & Access Who Starts It, and What Does It Reach?SSO or OAuth? Choosing the Mechanism
• Identity & Access Log In, or Single Sign-OnSSO or OAuth? Choosing the Mechanism
• Identity & Access OAuthSSO or OAuth? Choosing the Mechanism
• Identity & Access The Integration User, or a Chosen PersonSSO or OAuth? Choosing the Mechanism
• Identity & Access Devices and ThingsSSO or OAuth? Choosing the Mechanism
• Identity & Access The Decision TableSSO or OAuth? Choosing the Mechanism
• Integration The Three DoorsTrust, Identity, and Integration Security
• Integration Choosing a FlowTrust, Identity, and Integration Security

OAuth flows 17 modules · 2 courses

• Identity & Access How It BeganOAuth: The Base Pattern
• Identity & Access Don't Go Straight to the StallOAuth: The Base Pattern
• Identity & Access What the Wristband Lets You DoOAuth: The Base Pattern
• Identity & Access Client CredentialsOAuth: The Base Pattern
• Identity & Access The Re-Entry PassOAuth: The Base Pattern
• Identity & Access Once You Know This OneOAuth: The Base Pattern
• Identity & Access The Burger HouseThe Burger House: Flows With a Person
• Identity & Access The Pickup WordThe Burger House: Flows With a Person
• Identity & Access On the WireThe Burger House: Flows With a Person
• Identity & Access Who Is She?The Burger House: Flows With a Person
• Identity & Access The DerivativesThe Burger House: Flows With a Person
• Identity & Access Nobody HomeActing as Someone: The Impersonation Flows
• Identity & Access The Golden PassActing as Someone: The Impersonation Flows
• Identity & Access Borrowed TrustActing as Someone: The Impersonation Flows
• Identity & Access Token ExchangeActing as Someone: The Impersonation Flows
• Identity & Access The Asset TokenActing as Someone: The Impersonation Flows
• Integration Choosing a FlowTrust, Identity, and Integration Security

Single sign-on and SAML 13 modules · 1 course

• Identity & Access One Person, Many LoginsSingle Sign-On: The Browser Is the Broker
• Identity & Access The ActorsSingle Sign-On: The Browser Is the Broker
• Identity & Access The Browser Is the BrokerSingle Sign-On: The Browser Is the Broker
• Identity & Access No Arrow Between ThemSingle Sign-On: The Browser Is the Broker
• Identity & Access What the Browser CarriesSingle Sign-On: The Browser Is the Broker
• Identity & Access Keep a Back DoorSingle Sign-On: The Browser Is the Broker
• Identity & Access The SP-Initiated Flow, Step by StepSalesforce as the Service Provider: SAML
• Identity & Access Setting Up Salesforce as the Service ProviderSalesforce as the Service Provider: SAML
• Identity & Access the Federation IDSalesforce as the Service Provider: SAML
• Identity & Access the Relay StateSalesforce as the Service Provider: SAML
• Identity & Access The Second App, and the IdP-Initiated FlowSalesforce as the Service Provider: SAML
• Identity & Access Watch It HappenSalesforce as the Service Provider: SAML
• Identity & Access When It FailsSalesforce as the Service Provider: SAML

Salesforce as the identity provider 6 modules · 1 course

• Identity & Access Choosing the Identity ProviderSalesforce as the Identity Provider
• Identity & Access The Other SeatSalesforce as the Identity Provider
• Identity & Access Registering the Service Provider TodaySalesforce as the Identity Provider
• Identity & Access The DanceSalesforce as the Identity Provider
• Identity & Access The First Login, WatchedSalesforce as the Identity Provider
• Identity & Access Beyond SalesforceSalesforce as the Identity Provider

Social sign-on and delegated authentication 5 modules · 1 course

• Identity & Access The MirrorThe Mirror Image: Social Sign-On and Delegated Authentication
• Identity & Access Auth ProvidersThe Mirror Image: Social Sign-On and Delegated Authentication
• Identity & Access The Registration HandlerThe Mirror Image: Social Sign-On and Delegated Authentication
• Identity & Access Delegated AuthenticationThe Mirror Image: Social Sign-On and Delegated Authentication
• Identity & Access Where It FitsThe Mirror Image: Social Sign-On and Delegated Authentication

Getting users in and out: provisioning 5 modules · 1 course

• Identity & Access Who Makes the User?Getting Users In and Out: Provisioning
• Identity & Access Just in TimeGetting Users In and Out: Provisioning
• Identity & Access Create User, Update User, EverywhereGetting Users In and Out: Provisioning
• Identity & Access Salesforce as the SourceGetting Users In and Out: Provisioning
• Identity & Access Out, as Well as InGetting Users In and Out: Provisioning

Apps, tokens and their lifecycle 5 modules · 2 courses

• Identity & Access The App Is the GatekeeperExternal Client Apps, Tokens and Their Lifecycle
• Identity & Access Who May Use It, and HowExternal Client Apps, Tokens and Their Lifecycle
• Identity & Access The Re-Entry Pass, Over TimeExternal Client Apps, Tokens and Their Lifecycle
• Identity & Access Where It Went Wrong, 2024–2026External Client Apps, Tokens and Their Lifecycle
• Integration Tokens as a Design DecisionTrust, Identity, and Integration Security

Securing an integration 6 modules · 1 course

• Integration One Integration, One IdentityTrust, Identity, and Integration Security
• Integration Protecting What CrossesTrust, Identity, and Integration Security
• Integration SecretsTrust, Identity, and Integration Security
• Integration What to Build OnTrust, Identity, and Integration Security
• Integration Named and External CredentialsThe Admin's Integration Toolkit
• Integration Who's Calling InThe Admin's Integration Toolkit

Encryption 4 modules · 3 courses

• Data Architect Classify, Then ProtectData Security for Humans, Applications, and Agents
• Data Architect Protect, Retain and ProveData Quality and Governance
• Integration Keys and CiphersKeys, Certificates and Trust
• Identity & Access Keys and CiphersKeys, Certificates and Trust

Security keeps changing: what Salesforce retired, and why 4 modules · 2 courses

• Integration Security Keeps ChangingTrust, Identity, and Integration Security
• Identity & Access Security Keeps ChangingThinking Like an Identity Architect
• Identity & Access Where It Went Wrong, 2024–2026External Client Apps, Tokens and Their Lifecycle
• Integration Resilience to ReleasesReliability, Recovery, and Observability
• Reference: The API Guide · Salesforce Documents by Release · Link changes

AI and agents

Agents as users of data, and AI in the architect's own work.

Agents and the data they reach 3 modules · 3 courses

• Data Architect Treat an Agent Like a Curious HumanData Security for Humans, Applications, and Agents
• Sharing & Visibility People, Integrations and AgentsProfiles, Permission Sets and Permission Set Groups
• Integration Orchestrating AgentsIntegration Orchestration

AI in the architect's work 3 modules · 2 courses

• Data Architect The Data Architect in the Time of AIThinking Like a Data Architect
• Integration AI in the WorkAPIs, Contracts and Data Across the Wire
• Integration AI in the WorkSalesforce as an API Consumer