Full Case Studies
AI-Generated Content — Use for Reference Only
This content is AI-generated and has only been validated by AI review processes. It has NOT been reviewed or validated by certified Salesforce CTAs or human subject matter experts. Do not rely on this content as authoritative or completely accurate. Use it solely as a reference point for your own study and preparation. Always verify architectural recommendations against official Salesforce documentation.
Seven complete CTA-style case studies for full Review Board simulation. Each includes a scenario paper, worked solution with all 9 artifacts, presentation notes, and Q&A preparation.
Full Board Simulation
Set aside 4+ hours per case study: 180 minutes for preparation, 45 minutes for presentation practice, and time for self-review against the solution.
Case Studies
| # | Case Study | Industry | Difficulty | Key Complexity |
|---|---|---|---|---|
| 01 | Apex Wealth Partners | Financial Services | Intermediate | Multi-org, SOX/FINRA, Chinese walls, FSC |
| 02 | CareBridge Health System | Healthcare | Intermediate | HIPAA, Epic FHIR, Health Cloud, care team sharing |
| 03 | GlobalTrade Logistics | Logistics | Intermediate | 3-org consolidation, multi-region, LDV |
| 04 | EduPath Learning Solutions | Education/EdTech | Intermediate | Multi-portal, LMS integration, FERPA/GDPR |
| 05 | ScreenVault Studios | Media/Entertainment | Intermediate | Content rights, streaming analytics, global ops |
| 06 | HomeNest Property Group | Real Estate/PropTech | Intermediate | Multi-org merger, Field Service, 5-population sharing |
| 07 | VitalGov Health Services | Government + Healthcare | Advanced | FedRAMP + HIPAA, 62 county IdPs, mainframe |
Each Case Study Contains
Work through these in order — start with the paper, design your solution, then compare with ours:
- Paper — scenario document (~2,000-3,000 words) with open-ended requirements
- Solution — worked solution with all 9 artifacts, Mermaid diagrams, and a Scoring Rubric for self-assessment
- Presentation Notes — 30-minute presentation guide with timing breakdown
- Q&A Prep — 15 judge questions with model answers for defense practice
The 9 Artifacts in Each Solution
- System Landscape Diagram
- Data Model / ERD
- Role Hierarchy
- Integration Architecture
- Identity / SSO Flow
- Data Migration Strategy
- Governance Framework
- Environment Strategy
- Phased Delivery Roadmap
For artifact guidance, see CTA Artifacts Guide and Big Three Diagrams.
Recommended Order
- Case Study 04 (EduPath) — multi-portal, good starting point
- Case Study 06 (HomeNest) — multi-org merger with Field Service
- Case Study 01 (Apex Wealth) — financial services compliance
- Case Study 05 (ScreenVault) — media with complex data architecture
- Case Study 02 (CareBridge) — healthcare HIPAA depth
- Case Study 03 (GlobalTrade) — 3-org consolidation challenge
- Case Study 07 (VitalGov) — the hardest: dual FedRAMP + HIPAA compliance
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