Salesforce CTA Board Coaching curriculum

Set up a one-hour session to go over your background on the Salesforce platform, where you feel more confident or less confident, and to discuss your experience with presenting in front of clients.

During this time we'll come up with a study plan that fits your individual needs and get you on a more defined path for reaching your goal of passing the CTA cert.

Set up a time to do a full mock scenario presentation and Q&A. Doing this full mock early on will give you as well as us a true picture as to what your strengths and weaknesses are and help make sure we address them appropriately early on.

Schedule a one hour session to ask questions about the studying you've done, so that together we can strengthen your understanding of any of the concepts you might be struggling with and get you the knowledge you need to keep progressing as fast as possible.

Schedule time for another full mock presentation and Q&A to see how you've progressed over the last two months of studying for the exam. After your presentation we'll discuss more ways to help make sure you have no knowledge gaps that could be detrimental on exam day, and refine your presentation more to make sure it's as smooth as it can possibly be.

Set up another one-hour session to discuss what you're struggling with so that we can refine your study process and strengthen your knowledge of the platform even more.

By this time you are likely getting close to being ready to take your Salesforce Certified Technical Architect - Architect Evaluation so we need to get you as prepared for that as possible. We would suggest doing a smaller mock scenario like the Patient Travel Support Foundation Mock Scenario to prep for the Architect evaluation, and then spending a little extra time refining everything about your presentation style, knowledge gaps, etc., to make sure you are ready to pass the evaluation (especially since you can only take it once every 6 months).

During this time we'll help answer any final questions you may have to prepare for your Architect Evaluation and make sure you are ready to be successful.

While not absolutely necessary, you will likely want someone to talk to right after the Architect Evaluation to help ease your worries, your nerves, etc. Set up this time so we can debrief (without discussing scenario specifics) and hopefully get you into a good state of mind regardless of the outcome.

This is it. If you passed the evaluation you now have less than 3 months to prep for your board (they typically schedule the full board within three months of you passing your Architect Evaluation). We would suggest you schedule another mock scenario presentation and Q&A session so that you can get more repetition with a CTA and make sure that you are as prepared as possible for the Review Board.

One final mock for the road. You've done the work, you're knocking on the front door of this exam, and you're likely well refined and as prepared as you can be at this point. We'd suggest running one last mock to help get your confidence up, get all of the small things refined and to get you as ready as possible for the real deal.

Yes, if you made it this far I'm throwing in an extra hour at no additional cost if you have exhausted all of your hours already. A day or two before the review board, set up a call, you can talk through all of what's going through your mind before your exam and I'll make sure you remember that very few people make it this far and that you're far more prepared than you believe you are.

Yep, throwing in one last bonus hour here. After your review board you are likely gonna be in shambles, even if you did excellently and passed. This is your time to talk to someone about it (without disclosing exam-specific information) to help you relax and give yourself credit for how far you've come, even if the outcome isn't what you hoped for.