Salesforce Data-Architect Salesforce Certified Data Architect (SP25) Exam Practice Test

saving Apex errors in a custom object can be a way to report errors from an Apex job. The article provides an example of how to create a custom object called AsyncApexError__c and use a trigger to insert error records into it. The custom object can then be used for reporting or notification purposes.

Importing Account records first followed by order records after sorting orders by AccountID is the recommended way to avoid locking issues during import. This can reduce the number of lock contention errors by minimizing the number of parent records that are concurrently processed by multiple batches. Sorting orders by AccountID can also group the child records by their parent records and avoid updating the same parent record in different batches3. Importing Account records first followed by order records after sorting order by OrderID will not help with avoiding locking issues because it does not group the child records by their parent records. Changing the relationship to Lookup and updating the relationship to master-detail after import will not work because changing a relationship from Lookup to master-detail requires that all child records have a parent record, which may not be the case after import. Importing Order records and Account records separately and populating AccountID in orders using batch Apex will not help with avoiding locking issues because it still requires updating the parent records in batches.

Exploring external data sources in Salesforce to build a 360 degree view of the customer (option A) is the best strategy to satisfy this requirement, as it allows customer service agents to view the activities from all four systems in real time without storing or replicating the data in Salesforce. Using a customer data mart to create the 360 degree view of the customer (option B) is not a good strategy, as it may introduce additional complexity and cost, and it does not leverage the native Salesforce features. Periodically uploading summary information in Salesforce to build a 360 degree view (option C) is also not a good strategy, as it may cause data latency and inconsistency, and it does not provide real-time information. Migrating customer activities from all four systems into Salesforce (option D) is also not a good strategy, as it may cause data redundancy and conflicts, and it does not scale well with large volumes of data.

Leveraging a “tier”-based approach to classify the record storage need is a true statement with respect to a data archiving strategy for UC. This approach involves defining different tiers of data based on their usage, value, and retention policies, and then applying appropriate storage and archiving solutions for each tier.

Before replicating the data from Heroku Postgres to Salesforce, the data architect should consider the following factors:

Whether the data is a driver of key processes implemented within Salesforce. For example, if the data is used for workflows, triggers, or validation rules, it should be replicated to Salesforce.

Whether there is a tight relationship between order data and an enterprise resource planning (ERP) application. For example, if the order data needs to be synchronized with the ERP system, it should be replicated to Salesforce.

The selection of the tool required to replicate the data. For example, Heroku Connect can be used to bi-directionally sync data between Heroku Postgres and Salesforce

Evaluating a third-party AppExchange app, such as OwnBackup or Spanning, etc., for backup and archival purposes is the best approach to address the requirement of having a one-day SLA for any data loss. These apps can provide automated backups, granular restores, and compliance features that can help UC recover from any data loss or corruption scenarios.

According to this article, the Apex Connector Framework enables developers to create custom adapters for Salesforce Connect to access data from external systems that are not OData enabled. This can meet UC’s requirements of exposing shipment details to the custom application and accessing the data in real time.

Enabling granular locking (option B) is the best option to prevent the error, as it allows finer control over how records are locked during automated or manual processes, and reduces the chances of lock contention or deadlock. Reducing number of users updated concurrently (option A) is not a good option, as it may limit the productivity and efficiency of the system admins, and it does not address the root cause of the error. Analyzing Splunk query to spot offending records (option C) is also not a good option, as it may require more time and effort, and it does not provide a permanent solution for the error. Increasing CPU for the Salesforce org (option D) is also not a good option, as it may introduce additional cost and complexity, and it does not solve the root cause of the error.

According to Trailhead2, Customer 360 Data Manager is a feature that allows administrators to connect, reconcile, and share customer data across Salesforce orgs and external systems. Customer 360 Data Manager can sync product and pricing information from product master database to Salesforce using predefined mappings and rules, ensuring data quality and consistency. Option D is the correct answer because it suggests using Customer 360 Data Manager to sync product and pricing information from product master database to Salesforce. Option A is incorrect because building a custom integration for two-way sync of product and pricing information between product master and Salesforce can introduce data conflicts and duplication issues, as both systems can update the same data independently. Option B is incorrect because building a custom integration for one-way sync of product and pricing information from product master to Salesforce can be costly and time-consuming, as it requires custom development and maintenance. Option C is incorrect because implementing a manual process to update the products from an extract from the products master on a weekly basis can result in data latency and errors, as the products information may change more frequently than once a week.

 Creating validation rules to check if the required attributes are entered is the best option to mandate this when customers are created in Salesforce. Validation rules allow you to specify criteria that must be met before a record can be saved. You can use validation rules to ensure that customers have a first name, last name, and email when they are created in Salesforce. This way, you can prevent incomplete or invalid data from being sent to your MDM solution.

Creating an external object Invoice_x with a Lookup relationship with Opportunity is the best option for modeling invoices, considering performance and data storage space. An external object allows the data to be stored in the ERP system and accessed via OData in Salesforce. This reduces the data storage consumption in Salesforce and improves the performance of queries and reports. A Lookup relationship allows the sales reps to view the invoice status and amount from the opportunity page. The other options would either consume more data storage space, require additional customization, or not provide real-time data access

A correct technique UC should use to solve the data inconsistency is to define a data taxonomy for product data and apply the taxonomy to the product data in the data warehouse. A data taxonomy is a hierarchical classification of data entities and attributes that defines their meaning, format, and relationships. A data taxonomy can help ensure consistency, accuracy, and completeness of product data across different systems and channels

The correct answer is B, add custom indexes on frequently searched account and contact object fields. Custom indexes are a way to improve the performance of your queries and reports by creating indexes on specific fields that are often used in filters or joins. By adding custom indexes on frequently searched account and contact object fields, you can speed up the response time for reports and list views. Loading only the data that users are permitted to access, limiting data loading to the 2000 most recent records, or creating a skinny table are also possible solutions, but they are either not feasible, not scalable, or not supported by Salesforce.

Service Cloud License (option C) is the license type that UC users need to fulfill UC’s requirements, as it allows them to track customer complaints, provide white papers on products, and provide subscription-based support. Sales Cloud License (option A) is mainly for managing sales processes and leads, Lightning Platform Starter License (option B) is for building custom apps and workflows, and Salesforce License (option D) is a generic term that does not specify a particular license type.

 Event Monitoring is a feature that allows you to track user actions, such as logins, logouts, downloads, etc., in your Salesforce org. You can use Event Monitoring to monitor performance, usage, security, and compliance

Using leading % wildcards, performing large loads and deletions, and using NOT and != operators are three options that prevent a query from being selective. These options can cause the query to scan a large number of records or indexes, which can negatively impact the performance and scalability of the query5. Using a custom index on a deterministic formula field, on the other hand, can improve the query selectivity by allowing the query to use the index instead of scanning all the records6.

The best solution to resolve the error of “Unable to lock a row” during the account load is to perform batch job in serial mode and reduce batch size. This is because roll-up summary fields are calculated synchronously when the parent record is updated, and asynchronously when the child record is updated. Therefore, updating many child records at once can cause locking issues on the parent record. To avoid this, it is recommended to use serial mode and smaller batch sizes when loading data using tools like Data Loader or Bulk API12. Leverage data loader platform API to load data is not a good option because it does not specify the mode or batch size. Perform batch job in parallel mode and reduce batch size is not a good option because parallel mode can still cause locking issues even with smaller batches. Defer roll-up summary fields calculation during data migration is not a good option because it is not possible to defer or disable roll-up summary fields calculation

Option B is the most appropriate approach for data archiving in this scenario1. By aggregating order amount data at a summary level and storing it in a custom object, you can reduce data storage and still provide visibility to the Sales Reps on how much money each customer generates year-over-year. Option A is not correct because storing data in a zip file does not make it available in Salesforce. Option C is not correct because exporting and deleting orders and order line items may lose important details that are needed for analysis or reporting. Option D is not correct because deleting orders and order line items without exporting them may cause data loss or inconsistency if the customer does not have order information in another system.

Scheduling a weekly dashboard displaying records that are missing information to be sent to managers for review and using Workflow, Validation Rules, and Force.com code (Apex) to enforce critical business processes are two approaches that an architect should recommend to enforce the new Data Quality Plan for UC’s Salesforce data. Scheduling a weekly dashboard can provide a regular and visual way of monitoring the data quality and identifying any gaps or issues that need to be addressed by the managers or users. Using Workflow, Validation Rules, and Apex can provide various ways of enforcing data quality standards and business logic by automating actions, displaying error messages, or executing custom code when users create or edit records. The other options are not suitable or helpful for enforcing the Data Quality Plan, as they would either not provide real-time feedback, not prevent data quality issues, or not leverage the capabilities of Salesforce

According to the Salesforce documentation, a relationship field is a field that allows linking one object to another object in Salesforce. There are different types of relationship fields that have different characteristics and behaviors, such as master-detail, lookup, indirect lookup, external lookup, etc.

To recommend a type of relationship field for this scenario, where legacy inventory data will be stored in a custom child object called Inventory__c, inventory data should be related to the standard Account object, the Inventory__c object should inherit the same sharing rules as the Account object, and anytime an Account record is deleted in Salesforce, the related Inventory__c record(s) should be deleted as well, a data architect should recommend:

Master-detail relationship field on Inventory__c, related to Account (option B). This means creating a field on the Inventory__c object that references the Account object as its parent. A master-detail relationship field establishes a parent-child relationship between two objects, where the parent object controls certain behaviors of the child object. For example, a master-detail relationship field can:

Inherit the sharing and security settings from the parent object to the child object. This means that the users who can access and edit the parent record can also access and edit the related child records.

Cascade delete from the parent object to the child object. This means that when a parent record is deleted, all the related child records are also deleted.

Roll up summary fields from the child object to the parent object. This means that the parent object can display aggregated information from the child records, such as count, sum, min, max, or average.

Master-detail relationship field on Account, related to Inventory__c (option A) is not a good solution, as it reverses the direction of the relationship. This means creating a field on the Account object that references the Inventory__c object as its parent. This is not possible, as a standard object cannot be on the detail side of a master-detail relationship. Indirect lookup relationship field on Account, related to Inventory__c (option C) is also not a good solution, as it is a special type of relationship field that allows linking a custom object to a standard object on an external system using an indirect reference. This is not applicable for this scenario, as both objects are in Salesforce and do not need an external reference. Lookup relationship field on Inventory__c related to Account (option D) is also not a good solution, as it establishes a looser relationship between two objects than a master-detail relationship. A lookup relationship field does not inherit sharing and security settings from the parent object to the child object, does not cascade delete from the parent object to the child object, and does not roll up summary fields from the child object to the parent object.

The data architect should choose to implement duplicate rules in SF (Salesforce) to validate duplicates during the account creation process. Duplicate rules are a feature in Salesforce that allow users to define criteria and actions for detecting and preventing duplicate records. By creating duplicate rules for accounts, the data architect can ensure that any leads from the website or customers from the retail stores that match existing accounts in Salesforce are flagged or blocked before they are created as new accounts. This will help avoid duplicate accounts in Salesforce and maintain data quality. Option B is incorrect because implementing a MDM (Master Data Management) solution to validate the customer information before creating accounts in SF will require additional infrastructure cost and maintenance effort. Option C is incorrect because building custom search based on fields on accounts which can be matched with customer when they visit the store will require additional development effort and may not be accurate or user-friendly. Option D is incorrect because customizing account creation process to search if customer exists before creating an account will require additional configuration effort and may not be consistent or scalable.

PK Chunking can resolve query timeout when running a bulk query on an object with more than 10 million records. PK Chunking is a feature of the Bulk API that splits a query into multiple batches based on the record IDs (primary keys) of the queried object. This can improve the query performance and avoid timeouts by reducing the number of records processed in each batch.

Using scheduled batch Apex to copy aggregate information into a custom object and delete the original records can improve the performance and reduce the data storage limits by removing unnecessary data and keeping only the summary data that is needed for reporting. Configuring the Salesforce Archiving feature to archive older records and remove them from the data storage limits can also help with performance and storage issues by moving historical data to a separate system that is still accessible but does not affect the operational data

 According to the Salesforce Connect Reporting blog post, one of the considerations for using Salesforce Connect for reporting is the OData callout limits per day. The blog post states that “Salesforce Connect has a limit of 100,000 callouts per day. This limit is shared across all external data sources in your org. If you exceed this limit, you will receive an error message and no more callouts will be allowed until the next day.” Therefore, a data architect should consider this limit before implementing Salesforce Connect for reporting.

Having each system pull the record changes from Salesforce using change data capture (option D) is the correct solution for ensuring all systems using customer data are kept up to date, as it allows the systems to subscribe to real-time events from Salesforce and receive notifications when customer records are created, updated, deleted, or undeleted. Sending customer data nightly to the system of truth in a scheduled batch job (option A) or sending customer record changes from Salesforce to each system in a nightly batch job (option B) are not good solutions, as they may cause data latency and inconsistency, and they do not provide real-time updates. Sending customer record changes from Salesforce to the system of truth in real time (option C) is also not a good solution, as it does not address how the other systems will receive the updates from the system of truth.

Implementing a Contact Conference junction object with master detail relationship to both contact and conference_c is the correct way to model the relationship between the contact and conference objects, as it allows a many-to-many relationship between them. This means that each contact can attend multiple conferences, and each conference can be related to multiple contacts. Creating a master detail relationship field on either the contact or the conference object would create a one-to-many relationship, which does not meet the requirements. Creating a lookup relationship field on contact object would also create a one-to-many relationship, and would not enforce referential integrity.

 A Sales KPI Dashboard is one reporting option that Get Cloudy Consulting should consider to understand key relevant performance figures and help managers take corrective actions where appropriate. A Sales KPI Dashboard can display various metrics that indicate the health and effectiveness of the sales team, such as quota attainment, pipeline value, win rate, average deal size, sales cycle length, and more. A Sales KPI Dashboard can also help identify trends, patterns, and areas for improvement.

According to the exam guide, one of the objectives is to "describe the use cases and considerations for using AppExchange apps and Wave Analytics"1. This implies that options A and B are both valid approaches to provide more analytical insights. Option C is not correct because weekly snapshots are used to track changes over time, not to provide advanced analytics3. Option D is not correct because setup audit trails are used to monitor changes in the setup menu, not to provide analytical insights.

Reviewing data quality reports and dashboards and installing and running data quality analysis dashboard app are two solutions that can help monitor and measure data quality. Data quality reports and dashboards can provide insights into the completeness, accuracy, and consistency of the data. Data quality analysis dashboard app is a free app from AppExchange that can help analyze and improve data quality by identifying duplicate, incomplete, or inaccurate records.

According to the exam guide, one of the objectives is to "describe the use cases and considerations for deferring sharing calculations"1. This implies that option A is the correct way to load large amounts of data into Salesforce without affecting performance and data integrity. Deferring sharing calculations allows the data to be loaded first and then the sharing rules to be applied later2. Option B is not correct because workflows are not recommended for calculating summary values, as they can cause performance issues and data skew3. Option C is not correct because triggers are also not recommended for calculating summary values, as they can cause governor limit errors and data inconsistency. Option D is not correct because external IDs are used to link records from different systems, not to improve data loading performance.

Creating a custom lookup field on the standard Product to reference the parent record in the hierarchy is the correct way to modify the standard Product object model to support a hierarchical data structure. This allows UC to create a self-relationship on the Product object and define parent-child relationships among products.

The two best practices that should be followed when using SOSL for searching are: Keep searches specific and avoid wildcards where possible. Use Find in “ALL FIELDS” for faster searches. These best practices are helpful because they optimize the search performance and relevance. For example, keeping searches specific and avoiding wildcards where possible can reduce the number of results returned and improve the search accuracy. Using Find in “ALL FIELDS” for faster searches can leverage Salesforce’s pre-defined indexes on common fields and return results more quickly than specifying individual fields.

When denormalizing a data model into a single object with a picklist field, the data architect should consider the Bulk API limitations on picklist fields and the standard list view in-line editing. The Bulk API has a limit of 1,000 distinct picklist values per file1, which could be an issue if there are more than 1,000 venues in the future. The standard list view in-line editing allows users to edit multiple records at once, which could introduce data quality issues if the venue picklist is not validated or restricted2. The other options are not relevant to denormalizing a data model.

Ordering batches by Auto-number field will ensure that the records are processed in a sequential order and avoid any locking issues that might occur when loading related records in parallel mode. Creating indexes, grouping batches by AccountId, or sorting batches by Name field values are not necessary or beneficial for loading Opportunity records using the Bulk API.

The best object model to configure within SF for migrating individual customers (B2C) data from legacy systems is to leverage person account object in Salesforce. Person accounts are a special type of accounts that store information about individual people by combining certain account and contact fields into a single record4. Person accounts are useful for B2C scenarios where there is no need to associate a company name with a contact. Person accounts also support standard Salesforce features and functionality, such as leads, campaigns, reports, dashboards, etc5. Leverage custom person account object in SF is not a good option because there is no such thing as a custom person account object. Leverage custom account and contact object in SF is not a good option because it would require creating and maintaining additional objects and fields that may not be necessary or compatible with standard Salesforce features. Leverage standard account and contact object in SF is not a good option because it would require filling in dummy values for the account name field, which is mandatory for standard accounts.

Creating customers as Contacts and relating them to Business and Residential Accounts using the Account Contact Relationships (option A) is the best option to recommend for a single view of these customers without creating multiple customer records, as it allows the data architect to model complex relationships between customers and accounts using native Salesforce features and tools. Creating customers as Person Accounts and relating them to Business and Residential Accounts using the Account Contact relationship (option B) is not a good option, as it may create data redundancy and inconsistency, and it does not leverage the existing Contact object. Creating customers as individual objects and relating them with Accounts for Business and Residence accounts (option C) is also not a good option, as it may require more customization and maintenance effort, and it does not leverage the existing Account and Contact objects. Creating customers as Accounts for Residence Account and using Parent Account to relate Business Account (option D) is also not a good option, as it may create confusion and complexity with the account hierarchy, and it does not leverage the existing Contact object.

Leverage an External ID from source system orders to import related order lines. This is the recommended solution because it allows you to use the upsert operation to match records based on the External ID field, which is indexed and unique. This avoids the need to query the parent order IDs in Salesforce before importing the order line items, which can cause time-out errors or long delays1.

To improve the dashboard performance, the data architect should use selective queries to reduce the amount of data being returned, de-normalize the data by reducing the number of joins, and reduce the amount of data queried by archiving unused opportunity records. These options will help optimize the query performance, reduce the query complexity, and free up storage space. Option C is incorrect because removing widgets from the dashboard to reduce the number of graphics loaded will not affect the dashboard performance significantly, and may reduce the usability and functionality of the dashboard. Option D is incorrect because running the dashboard for CEO and sending it via email will not improve the dashboard performance, but rather shift the burden to another user.

Creating a custom object to store a copy of the record when changed and creating a custom object to store the previous and new field values are two possible actions that an architect can perform to meet the requirement of tracking field history on 100 Opportunity fields. A custom object can store more fields and records than the standard field history tracking feature, which has a limit of 20 fields per object and 18 or 24 months of data retention. A custom object can also be used for reporting and analysis of field history data. The other options are not feasible or effective for meeting the requirement

Exporting in multiple batches and using PK Chunking are two steps that can help correct the issues with exporting large volumes of Order records using Informatica Cloud Loader. Exporting in multiple batches can reduce the load on the system and avoid timeouts or errors. Using PK Chunking can split a large data set into smaller chunks based on the record IDs and enable parallel processing of each chunk.

The recommended solution to address the requirements of Universal Containers (UC) is to roll-up discount request amount at the line-item-level and line-item-level summary discount at the opportunity level. This solution would allow UC to show all sums of discounts across line items at an opportunity level using standard roll-up summary fields. Since UC has a multi-level master-detail relationship for opportunities, a custom opportunity line item object, and a custom discount request object, they can use two levels of roll-up summary fields to aggregate the discount amounts from the child objects to the parent objects. For example, they can create a roll-up summary field on the custom line item object to sum up the discount request amounts from the custom discount request object. Then, they can create another roll-up summary field on the opportunity object to sum up the line-item-level summary discounts from the custom line item object.

 According to the Salesforce documentation1, ownership skew occurs when a large number of records (more than 10,000) are owned by a single user or queue. This can cause performance issues and lock contention when multiple users try to access or update those records. To prevent ownership skew, some of the recommended practices are:

Assign a default user as the owner of the records and do not assign any role to the default user (option C). This way, the records will not be visible to other users in the role hierarchy and will not cause sharing recalculations.

Keep users out of public groups that can be used as the source for sharing rules (option B). Sharing rules based on public groups can cause excessive sharing calculations and lock contention when many records are owned by a single user or queue.

Assign a default user as the owner of the records and assign the top most role in the hierarchy to the default user (option E). This way, the records will be visible to all users in the role hierarchy, but will not cause sharing recalculations or lock contention.

Assigning a default user as the owner of the records and assigning a role in the hierarchy (option A) is not a good practice, as it can cause sharing recalculations and lock contention when the role is updated or moved. Assigning “view all” permission on profile to give access to the records (option D) is also not a good practice, as it can bypass the security and sharing model and expose sensitive data to unauthorized users.

 Improving reporting performance by replacing the existing reports in Sales Cloud with new reports based on Analytics Cloud can avoid the time-out issues by leveraging the power and scalability of Analytics Cloud. Analytics Cloud can handle large volumes of data and provide faster and more interactive reports than Sales Cloud .

 Async SOQL with a custom object (option B) and Einstein Analytics (option D) are the two native tools that can be used to report on big object data. Async SOQL allows querying big object data and storing the results in a custom object, which can then be used for reporting. Einstein Analytics can connect to big object data sources and provide advanced analytics and visualization features. Standard reports and dashboards (option A) and standard SOQL queries (option C) cannot be used to report on big object data, as they do not support big object fields

 According to the Salesforce documentation1, the “UNABLE _TO_LOCK_ROW” error occurs when a record is being updated or created, and another operation tries to access or update the same record at the same time. This can cause lock contention and timeout issues. To resolve the error, some of the recommended solutions are:

Perform a batch job in serial mode and reduce the batch size (option B). This means running the batch job one at a time and processing fewer records per batch. This can reduce the chances of concurrent updates and lock contention on the same records.

Use the FOR UPDATE keyword to lock records in Apex code or API calls. This means explicitly locking the records that are being accessed or updated by a transaction, and preventing other transactions from modifying them until the lock is released. This can avoid conflicts and errors between concurrent operations on the same records2.

Defer rollup summary field calculation during data migration (option A). This means disabling the automatic calculation of rollup summary fields on the parent object when child records are inserted or updated. This can improve performance and avoid locking issues on the parent records. However, this option is only available for custom objects, not standard objects3.

Performing a batch job in parallel mode and reducing the batch size (option C) is not a good solution, as it can still cause lock contention and errors if multiple batches try to access or update the same records at the same time. Leveraging Data Loader’s platform API to load data (option D) is also not a good solution, as it can still encounter locking issues if other operations are modifying the same records at the same time.

Einstein Analytics can provide more analytical insights than native reports and dashboards by allowing users to explore data from multiple sources, create interactive visualizations, and apply AI-powered features5. AppExchange Apps can also provide more analytical insights by offering pre-built solutions or integrations with external tools that can enhance the reporting and analytics capabilities of Salesforce6.

Both A and B are automated approaches to purge detailed transactional records from Salesforce and aggregate them at a summary level1. You can use a third-party integration tool (ETL) or schedulable batch Apex to perform these tasks. Option C is not correct because a third-party business intelligence system does not purge data from Salesforce, but only analyzes it. Option D is not correct because Apex triggers are not automated, but execute when a record is inserted, updated, deleted, or undeleted.

Using a declarative approach by installing and configuring Data.com Clean to monitor Account data quality can help UC meet their requirement. Data.com Clean can enrich and cleanse data on an ongoing basis by comparing Salesforce records with Data.com records and providing suggestions for updates. Data.com Clean can also provide dashboards and reports to monitor key data quality metrics such as match rate, field fill rate, and record completeness

The three key steps that a data architect should take when merging data from multiple systems into Salesforce are:

Analyze each system’s data model and perform gap analysis. This step involves understanding the structure and meaning of the data in each system, identifying the common and unique data elements, and mapping the data fields between the systems. This step also involves assessing the quality and consistency of the data, and identifying any data cleansing or transformation needs.

Utilize an ETL tool to merge, transform, and de-duplicate data. This step involves using an ETL tool to connect to the source systems, extract the data, apply any data transformations or validations, and load the data into Salesforce. This step also involves applying de-duplication rules or algorithms to avoid creating duplicate records in Salesforce.

Work with stakeholders to define record and field survivorship rules. This step involves collaborating with the business users and owners of the data to determine which records and fields should be retained or overwritten in case of conflicts or discrepancies. This step also involves defining the criteria and logic for record and field survivorship, and implementing them in the ETL tool or in Salesforce.

Creating new fields to store additional values from all the systems is not a key step, but rather a possible outcome of the gap analysis. It may not be necessary or desirable to create new fields for every value from every system, as it may result in redundant or irrelevant data. Installing a 3rd party AppExchange tool to handle the merger is not a key step, but rather a possible option for choosing an ETL tool. It may not be the best option depending on the requirements, budget, and preferences of the organization.

According to Trailhead2, one of the best practices to increase Salesforce adoption is to migrate existing data from legacy systems or spreadsheets into Salesforce, so that users can access all their data in one place and leverage the features and functionality of Salesforce. Option B is the correct answer because it suggests defining a standard mapping and training sales users to import opportunity data from Excel files into Salesforce, which can help them transition from their old process and increase their confidence and satisfaction with Salesforce. Option A is incorrect because using the Excel connector to Salesforce does not migrate the data into Salesforce, but only syncs it between Excel and Salesforce, which can cause data inconsistency and duplication issues. Option C is incorrect because loading data in an external database and providing access to it does not increase Salesforce adoption, but rather creates another system for users to manage and switch between. Option D is incorrect because creating a chatter group and uploading all Excel files to it does not migrate the data into Salesforce, but only stores it as attachments, which cannot be used for reporting or analysis purposes.

The correct answer is C, implement shield platform encryption to encrypt standard and custom fields. Shield platform encryption is a feature that allows you to encrypt sensitive data at rest in Salesforce without affecting its functionality. You can encrypt both standard and custom fields using shield platform encryption. Using Apex Crypto Class, implementing classic encryption, or exporting data out of Salesforce are not recommended solutions, as they will either limit your functionality, require custom code, or compromise your data security.

The three considerations needed prior to a SF Connect implementation are to develop an object relationship strategy, identify the external tables to sync into external objects, and assess whether the external data source is reachable via an ODATA endpoint. SF Connect is a feature that allows integrating external data sources with Salesforce using external objects. External objects are similar to custom objects, but they store metadata only and not data. They enable on-demand access to external data via standard Salesforce APIs and user interfaces. To implement SF Connect, a data architect needs to consider how the external objects will relate to other objects in Salesforce, which external tables will be exposed as external objects, and whether the external data source supports ODATA protocol for data access.

According to the official Salesforce guide1, assigning leads to a single dummy user can cause performance issues and data skew, especially if the dummy user owns more than 10,000 records. Data skew occurs when a single user or a small number of users own a disproportionately large number of records, which can affect query performance and sharing calculations. Option B is the correct answer because it suggests creating multiple dummy users and assigning leads to them, which can distribute the load and reduce data skew. Option A is incorrect because assigning the dummy user to the last role in the role hierarchy does not affect the performance or data skew issues. Option C is incorrect because assigning the dummy user to the highest role in the role hierarchy can worsen the performance and data skew issues, as it will grant access to more users and records. Option D is incorrect because periodically deleting leads can cause data loss and does not address the root cause of the problem.

The best way to implement the storage of master key within Salesforce is to store it on the contact object as an external ID field for referential imports. This way, the data architect can use the master key as a unique identifier to match records from different systems and avoid duplicates. The other options are not feasible because they either require additional storage or do not support referential imports.

According to this article, person accounts are designed to store information about individual people by combining certain account and contact fields into a single record. This is suitable for a large B2C retailer that needs to model the consumer account structure in Salesforce.

According to the Data Modeling unit on Trailhead, some of the key actions that should be done when data modeling in Salesforce are identifying data elements, mapping legacy data, and implementing legacy data model. The unit states that “Before you start creating objects and fields in Salesforce, you need to identify the data elements that you want to store and work with. … Next, you need to map your legacy data to Salesforce objects and fields. … Finally, you need to implement your data model in Salesforce by creating custom objects and fields using declarative tools or Metadata API.” Therefore, these are the correct actions for migrating a legacy client server app to Salesforce.

According to the Salesforce documentation4, Marketing Cloud is a platform that allows creating and managing marketing campaigns across multiple channels, such as email, mobile, social media, web, etc. Marketing Cloud can integrate with Sales Cloud and other Salesforce products to share data and insights. One of the ways to integrate Marketing Cloud with Sales Cloud is using Marketing Cloud Connect5, which allows syncing data between the two platforms using synchronized data sources.

However, if UC occasionally gets a list of prospects from third-party sources as CSV files for marketing purposes, it may not be necessary or efficient to load them into Sales Cloud first and then sync them with Marketing Cloud. This can consume large amounts of storage in Sales Cloud, which has a limit based on the license type6. It can also cause data quality issues, such as duplicates or outdated information.

A better option for UC is to load the contacts directly to Marketing Cloud using Import Definition, which allows importing data from external files or databases into Marketing Cloud data extensions. Data extensions are custom tables that store marketing data in Marketing Cloud. This way, UC can avoid storage issues in Sales Cloud and optimize the marketing process by sending marketing communications directly from Marketing Cloud.

To track prospects that are converted to customers, UC can have a reconciliation process that compares the contacts in Marketing Cloud with the accounts or contacts in Sales Cloud. This can be done using SQL queries or API calls to access and compare data from both platforms. Alternatively, UC can use Marketing Cloud Connect to sync the converted contacts from Sales Cloud to Marketing Cloud using synchronized data sources.

Loading the CSV files in Einstein Analytics and syncing with Marketing Cloud prior to sending marketing communications (option A) is not a good option, as it can add unnecessary complexity and latency to the process. Einstein Analytics is a platform that allows creating and analyzing data using interactive dashboards and reports. It is not designed for importing and exporting data for marketing purposes.

Loading the CSV files in an external database and syncing with Marketing Cloud prior to sending marketing communications (option B) is also not a good option, as it can incur additional costs and maintenance for the external database. It can also introduce data security and privacy risks, as the data may not be encrypted or protected by Salesforce.

Continuing to use the existing process to use Lead object to sync with Marketing Cloud and delete Lead records from Sales after the sync is complete (option D) is not a good option, as it can cause performance issues and data loss. Deleting Lead records from Sales can affect reporting and auditing, as well as trigger workflows and validations that may not be intended. It can also cause data inconsistency and synchronization errors between Sales Cloud and Marketing Cloud.

Implementing a workflow rule that sends Opportunity data through Outbound Messaging is the optimal real-time approach that achieves the solution of copying Opportunity records to the ERP once they reach a Closed/Won Stage. A workflow rule can trigger an Outbound Message when an Opportunity record meets certain criteria, such as having a Closed/Won Stage. An Outbound Message can send data from Salesforce to an external system via SOAP API, without requiring any code. The external system can then process the data and create a read-only record in the ERP system. The other options are not optimal or real-time, as they would either require additional systems or tools, not provide real-time data synchronization, or not meet the frequency requirement

The best solution to assign opportunities based on zip code and sales area is to configure territory management feature to support opportunity assignment. Territory management is a feature that allows you to organize your sales team into territories based on criteria such as geography, industry, product line, or customer segment. You can assign accounts and opportunities to territories using assignment rules or manual sharing. You can also define forecast managers and roll up forecasts by territory45. Assign opportunities using list views using zip code is not a good solution because it is inefficient and does not support reporting by sales area. Add custom fields in opportunities for zip code and use assignment rules is not a good solution because it requires creating additional fields and does not support reporting by sales area. Allow sales users to manually assign opportunity ownership based on zip code is not a good solution because it is prone to errors and does not support reporting by sales area.

According to the Salesforce documentation, an opportunity is a standard object that represents a potential sale or deal with an account or contact. An opportunity can have products and prices associated with it using price books. A price book is a standard object that contains a list of products and their prices for different regions, currencies, segments, etc. A price book can be shared with different users or groups based on their visibility and access settings.

To model the requirement of implementing a distributor management application in Salesforce, where distributors create sales orders based on product prices applicable to their region, and sales orders are closed once they are fulfilled, a data architect should:

Configure price books for each region and share with distributors (option B). This means creating different price books for different regions with the appropriate products and prices, and sharing them with the distributors who belong to those regions. This way, distributors can create sales orders (opportunities) using the price books that are relevant to their region.

Creating a lookup to Custom Price object and sharing with distributors (option A) is not a good solution, as it can introduce unnecessary complexity and redundancy to the data model. It is better to use standard objects and features that are designed for managing products and prices in Salesforce. Manually updating opportunities with prices applicable to distributors (option C) is also not a good solution, as it can be time-consuming, error-prone, and inefficient. It is better to use automation tools or features that can update prices based on predefined criteria or logic. Adding custom fields in opportunity and using triggers to update prices (option D) is also not a good solution, as it can be complex, costly, and difficult to maintain. It is better to use standard fields and features that can handle prices more effectively.

To improve the performance of SOQL queries that retrieve data from the Order_c object, the data architect should work with Salesforce Support to enable Skinny Tables and make the queries more selective using indexed fields. Skinny Tables are custom tables that contain frequently used fields and are kept in sync with the base tables3. They can improve performance by reducing the number of table joins and using indexes. Making the queries more selective using indexed fields can also improve performance by reducing the query execution time and avoiding query timeouts4. The other options are not effective or recommended for improving SOQL performance.

The three characteristics of a Skinny table that help improve report and query performance are: Skinny tables can contain frequently used fields and thereby help avoid joins. Skinny tables are kept in sync with changes to data in the source tables. Skinny tables do not include records that are available in the recycle bin. These characteristics are beneficial because they reduce the query complexity and execution time, and improve the data accuracy and freshness. For example, skinny tables can contain frequently used fields from multiple objects, such as Account and Contact, and thereby help avoid joins that can slow down queries4. Skinny tables are updated automatically when the source tables are modified, so they always reflect the latest data5. Skinny tables do not include records that are available in the recycle bin, so they only contain active records that are relevant for reports and queries.

 Clearing the role field in the generic user record and creating a role at the top of the role hierarchy and assigning it to the generic user are two measures that can help avoid performance issues while working with large number of order records. These measures can prevent data skew and lock contention that may occur when a single user owns or shares a large number of records

Implementing a Master Data Management strategy to reconcile Leads, Accounts, and Contacts is the approach that the architect should suggest so that the requirements are met for UC. A Master Data Management strategy can provide a consistent and unified view of data across multiple systems, by defining and enforcing rules for data quality, governance, and integration. A Master Data Management strategy can also handle complex scenarios where different systems have different systems of record for different entities or fields, and where data can be modified in different systems with different values. A Master Data Management strategy can also provide a consolidated data store that links referenced records across systems and enables cross-system reporting and analysis. The other options are not suitable or sufficient for meeting the requirements, as they would either not provide a consolidated data store, not handle different systems of record, or not allow data modification in different system

The Authorization Form Consent object is a standard object that allows you to capture customer consent for marketing purposes. It has fields such as Consent Captured Date, Consent Captured Source, Consent Description, and Consent Status. You can use this object to create consent forms and track customer responses. This is the best option to fulfill the requirement, as it does not require any custom development or external solution.

 Specify the legacy CRM as the system of record during transition until it is removed from operation and fully replaced by Salesforce. This is a good technique to ensure data consistency and avoid conflicts between the two systems. Work with stakeholders to establish a Master Data Management plan for the system of record for specific objects, records, and fields. This is another good technique to define the data governance and stewardship policies and processes for managing data quality and integrity across multiple systems

The best solution to comply with the DR policy is to leverage a 3rd party tool that extract Salesforce data/metadata and stores the information in an external protected system. This solution can help create a backup of Salesforce data and metadata in case of a disaster or data loss event. It can also help restore data from the backup system to Salesforce if needed. There are various 3rd party tools available in the AppExchange or online that offer data backup and recovery services for Salesforce67. Leverage Salesforce weekly exports and store data in flat files on a protected system is not a good solution because it does not include metadata backup and it does not allow granular or automated data recovery. Utilize an ETL tool to migrate data to an on-premise archive solution is not a good solution because it does not include metadata backup and it may require complex data transformations and synchronizations. Write a custom batch job to extract data changes nightly and store in an external protected system is not a good solution because it does not include metadata backup and it may have performance or reliability issues.

The best API for retrieving Salesforce org metadata programmatically is the Metadata API. The Metadata API provides access to the metadata that defines the structure and configuration of an org, such as custom objects, fields, workflows, security settings, etc. It also supports deploying, retrieving, creating, updating, and deleting metadata components. The Metadata API can be used with various tools, such as Ant, Workbench, or IDEs.

The correct answer is A, enable defer sharing calculations, and suspend sharing rule calculations. Defer sharing calculations and suspend sharing rule calculations are features that allow you to temporarily disable the automatic recalculation of sharing rules when you load large volumes of data. This can improve the performance and speed of your data load process by avoiding unnecessary system calculations. Loading the data through data loader, leveraging the bulk API, or enabling granular locking are also options that can help with data load times, but they do not directly address the system calculations issue.

A performance test plan is required for any Force.com application that has highly customized code or large volumes of data. You need to create and submit a performance test plan to Salesforce customer support before conducting any performance testing in your sandbox or production org2. Applications with highly customized code or large volumes of data should be performance tested to ensure they meet the expected response time and throughput

According to the Get Started with Custom Metadata Types unit on Trailhead, one of the use cases for custom metadata types is to define custom charges for an accounting app. The unit states that “Say that your org uses a standard accounting app. You can create a custom metadata type that defines custom charges, like duties and VAT rates. Then you can write some Apex code that calculates the total amount due for each invoice by using the metadata from your custom metadata type.” Therefore, a similar approach can be used to maintain the pricing criteria for a custom pricing engine in Salesforce.

According to this article, Einstein Analytics for multi-org can help UC to report on accounts and opportunities from each org in one place. It can also provide advanced AI-driven analytics on the dataset using Einstein Discovery.

Removing custom indexes on the data being loaded will prevent unnecessary index maintenance and improve the data load speed. Deferring sharing calculations of the Salesforce Org will avoid frequent sharing rule evaluations and reduce the load time. Deactivating approval processes and workflow rules will prevent triggering any automation logic that might slow down or fail the data load.

 Creating a custom object related to the Invoice object with a picklist field for the Type allows the architect to categorize the attachments and report on them by Type. The standard Attachment object does not have a ContentType picklist field, and adding a custom picklist field to it would not be best practice.

 Salesforce allows up to four objects in a single report type. This means that if an architect wants to create a report that compiles data from Accounts, Contacts, Opportunities, Orders, and Order Line Items, they will run into a difficulty because that would require five objects in a single report type. To overcome this limitation, the architect can either create two separate report types and join them in a joined report, or use an external reporting tool that can access data from multiple objects.

The correct answer is C, leverage Salesforce Connect to bring the order line item from the legacy system to Salesforce. Salesforce Connect is a feature that allows you to integrate external data sources with Salesforce and access them in real time without copying or synchronizing the data. This way, the sales team can view the order status from the ERP system without having access to it. Leveraging Canvas, building batch jobs, or building real-time integration are also possible solutions, but they are more complex and costly than using Salesforce Connect.

Creating a unique global customer ID for each customer and storing that in all systems for referential identity (option A), investing in a data duplicate tool to de-dupe and merge duplicate records across all systems (option C), and creating a customer master database external to Salesforce as a system of truth and syncing the customer data with all systems (option E) are the three options that a data architect should perform to resolve the issues with the customer data. Option A ensures that each customer can be uniquely identified across different systems, option C eliminates duplicate records and improves data quality, and option E provides a consistent and reliable source of customer data for all systems. Using Salesforce CDC to sync customer data across all systems (option B) is not a good option, as it does not address the duplication or inconsistency issues. Duplicating customer records across the system and providing a two-way sync of data between the systems (option D) is also not a good option, as it may create more confusion and conflicts with customer data.