Data-Architect Salesforce Certified Data Architect (SP25) Questions and Answers

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.

Leveraging duplicate rules in Salesforce to validate duplicates during the account creation process (option A) is the best option to implement to avoid duplicates, as it allows the sales associates to identify and merge duplicate accounts before they are saved. Developing an Apex class that searches for duplicates and removes them nightly (option B) is not a good option, as it may cause data loss or conflicts, and it does not prevent duplicates from being created in the first place. Implementing an MDM solution to validate the customer information before creating Salesforce (option C) is also not a good option, as it may introduce additional complexity and cost, and it does not address the issue of customers interacting with both the website and the store. Building a custom search functionality that allows sales associates to search for customer in real time upon visiting their retail stores (option D) is also not a good option, as it may not be reliable or user-friendly, and it does not leverage the existing Global Search feature.

Doing client-side validation of phone number and email field formats and preferring picklist form fields over free text fields, where possible, are two techniques that will help maintain a high level of data quality when designing forms that create Lead records in Salesforce using the REST API. Client-side validation can ensure that the input data is in the correct format and prevent errors or invalid values from being submitted. Picklist form fields can provide a predefined set of values for the users to choose from and avoid typos or inconsistencies in the data.

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.

 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.

Option D is correct because data flows should be reviewed with the business users to determine the system of record per object or field1. The system of record is the authoritative source of data for a given entity or attribute2. It may vary depending on the business context and requirements. Option A is not correct because account and opportunity data originates in Salesforce, but it may not be the system of record for all attributes or objects if they are updated by other systems2. Option B is not correct because whatever system updates the attribute or object may not be the system of record for that field or object if there are conflicting or overlapping updates from other systems2. Option C is not correct because whatever integration data flow runs last may not determine which system is the system of record if there are different business rules or logic applied by different systems2.

 Partner community license type is the best option for building a channel sales portal, as it allows external resellers to access lead, opportunity, and order data, as well as run reports and dashboards. Customer community and customer community plus license types are more suitable for customer service portals, while lightning external apps starter license type does not support reports and dashboards

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.

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.

A master-detail field on VTOTime__c to Project__c is the data relationship that the data architect should use to support the requirement when creating the custom VTOTime__c object. A master-detail relationship creates a parent-child relationship between two objects, where the master record controls certain behaviors of the detail record, such as security, ownership, deletion, and roll-up summary fields. By using a master-detail field on VTOTime__c to Project__c, you can ensure that the ability to view or edit the VTOTime__c object is the same as the Project__c record, and that managers can see the total hours volunteered while viewing the Project__c record using a roll-up summary field.

According to the Salesforce documentation3, data quality is the measure of how well the data in Salesforce meets the expectations and requirements of the users and stakeholders. Data quality can be affected by various factors, such as data entry errors, data duplication, data inconsistency, data incompleteness, data timeliness, etc. To address the issues with data quality that affect the reliability of executive dashboards, a data architect should recommend:

Building a sales data warehouse with purpose-built data marts for dashboards and senior management reporting (option B). This means creating a separate database or system that stores and organizes sales data from Salesforce and other sources for analytical purposes. A data warehouse can provide a single source of truth for sales data and enable faster and more accurate reporting and analysis. A data mart is a subset of a data warehouse that focuses on a specific subject or business area, such as sales performance, customer segmentation, product profitability, etc. A data mart can provide tailored and relevant data for different users or groups based on their needs and interests.

Exploring third-party data providers to enrich and augment information entered in Salesforce (option C). This means using external services or tools that can validate, correct, update, and enhance the data that is entered or imported into Salesforce. This can help improve data quality and accuracy, and reduce data duplication and incompleteness.

Leveraging Salesforce features, such as validation rules, to avoid incomplete and incorrect records (option D). This means using features that allow defining rules and criteria to validate the data that is entered or updated by the users or integrations. This can help prevent invalid or incorrect data from being saved, and trigger actions or alerts to correct or improve the data.

Periodically exporting data to cleanse data and import them back into Salesforce for executive reports (option A) is not a good solution, as it can be time-consuming, error-prone, and inefficient. It may also cause data inconsistency and synchronization issues between Salesforce and other systems. Designing and implementing data-quality dashboard to monitor and act on records that are incomplete or incorrect (option E) is also not a good solution, as it can be complex, costly, and difficult to maintain. It may also not address the root causes of data quality issues or prevent them from occurring in the first place.

Ask support to create a skinny table for Application with the necessary reporting fields. This is an option that can improve report performance by creating a custom table that contains frequently used fields and copies their values from standard or custom objects. Skinny tables are kept in sync with their source tables and are used in place of them for reports and queries4. Add custom indexes to the Date fields used for filtering the report. This is another option that can improve report performance by creating custom indexes on fields that are often used as filters or join conditions in reports and queries. Custom indexes can speed up data retrieval and reduce query execution time

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.

 Engaging with executive sponsorship to assess enterprise data strategy and goals, and engaging with business units and IT to assess current operational systems and data models are two first steps that would be appropriate for UC to initiate an assessment of data architecture. These steps will help to understand the current state of data management, the business needs and expectations, and the gaps and opportunities for improvement. Engaging with IT program managers to assess current velocity of projects in the pipeline, and engaging with database administrators to assess current database performance metrics are not relevant steps for assessing data architecture, as they are more related to project management and technical performance.

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.

The recommended approach to re-run the test is to refresh the full copy sandbox and re-run the data migration test. A full copy sandbox is a replica of the production Org, including all data, metadata, and attachments. Refreshing a full copy sandbox means creating a new copy of the production Org and replacing the existing sandbox. This would ensure that the test is run on a clean and up-to-date environment, without any leftover data or configuration from previous tests. Truncating or hard deleting objects would not be sufficient, because they would not remove all the data or metadata from the sandbox, and they could also affect other dependent objects or processes.

Using external objects to maintain Sales Order in Salesforce is the best recommendation for maintaining Sales Orders in Salesforce, as it allows users to access large volumes of data stored outside Salesforce without copying or synchronizing it. Using custom objects, custom big objects, or standard order object may not be feasible or optimal for storing more than 150 million records that will not be updated in Salesforce.

To build a custom big object to support storing more than 100 million records in Salesforce, a data architect should use Metadata API or Big Object in setup. Metadata API is an API that allows developers to create, retrieve, update, or delete metadata components in Salesforce programmatically. Big Object in setup is a user interface that allows admins to create big objects declaratively without writing code. Both tools can be used to define custom big objects and their fields, indexes, and relationships in Salesforce. Option A is incorrect because DX (Developer Experience) is a set of tools that allows developers to create and manage applications on Salesforce Platform, but it does not support creating big objects directly. Option D is incorrect because Object Manager in setup is a user interface that allows admins to create and manage standard and custom objects in Salesforce, but it does not support creating big objects declaratively.

To provide the sales team with the required functionality, a data architect should use a mashup page that will present the billing system records within Salesforce. A mashup page is a web page that combines data from multiple sources into a single integrated view. A mashup page can be created using Visualforce or Lightning Web Components, and can use Salesforce Connect or custom integrations to access external data from the on-premise web-based billing and invoice system. This will allow the sales team to pull a customer record and view their account status, invoice history, and opportunities without navigating outside of Salesforce. Option A is incorrect because creating a custom object and migrating the last 12 months of invoice data into Salesforce so it can be displayed on the account layout will consume a lot of storage space and may not reflect the latest data from the billing system. Option B is incorrect because writing an Apex callout and populating a related list to display on the account record will require additional development effort and may not be scalable or performant for large volumes of data. Option D is incorrect because creating a visual force tab with the billing system encapsulated within an iframe will not allow the sales team to view the billing system records within the customer record, but rather in a separate tab.

The correct answer is A, B, and D. To maintain the relationship hierarchy during migration, a data architect should use data loader to export the data from source org and then import or upsert into the target org in sequential order, create an external ID field for each object in the target org and map source record IDs to this field, and replace source record IDs with new record IDs from the target org in the import file. These steps will ensure that the records are linked correctly and the relationships are preserved. Option C is incorrect because redefining the master detail relationship fields to lookup relationship fields in the target org will change the behavior and security of the data model. Option E is incorrect because keeping the relationship fields populated with the source record IDs in the import file will cause errors and prevent the records from being imported.

Enabling field history tracking on the Case object is the first step to implement a reporting solution to measure the support reps case closure rates. Field history tracking allows you to track changes to certain fields on the Case object, such as Status, Owner, or Priority. You can then create reports based on the field history data to analyze how long it took to close a case, how many times the case owner changed, or how many cases were escalated.

The recommended solution to ensure long-term performance for the customer categorization process is to implement a new picklist custom field in the Account object with Gold, Silver, and Bronze values. A picklist field is a simple and efficient way to store a predefined set of values for a record. A picklist field has the following benefits:

It allows you to easily filter, sort, and group records by their category values, which can help you analyze and segment your customers.

It does not require creating any additional objects or relationships, which can reduce the data model complexity and maintenance overhead.

It supports large data volumes and can handle millions of records without affecting performance or scalability.

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.

The correct answer is B, data export wizard. The data export wizard is a tool that allows you to export your data in CSV format, schedule the export process to run once per week, and configure the export settings through the Salesforce UI. The data export wizard can handle up to 51 million records per export. The bulk API, third-party ETL tools, and data loader are also tools that can export data, but they are not as simple or user-friendly as the data export wizard.

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.

Using the Consent Management Feature to validate consent provided under the person Account and Contact that is provided by the customer (option C) is the best option to implement these requirements, as it allows UC to store and manage consent preferences for Person Accounts and Contacts using native Salesforce features and tools. Configuring custom fields in Person Account and Contact to store consent provided by customers and validate consent against the fields (option A) or building Custom object to store consent information in Person Account and Contact and validate against this object before contacting customers (option B) are not good options, as they may require more customization and maintenance effort, and they do not leverage the existing Data Protection and Privacy feature. Deleting contact information from customers who have declined consent to be contacted (option D) is also not a good option, as it may cause data loss or compliance issues, and it does not allow UC to track or update consent preferences.

 Implementing a custom big object to store the data is the best recommendation to reduce the performance degradation of the platform, as it allows storing large volumes of data that do not need real-time access or reporting. Custom big objects can be defined using metadata API or developer console, and support up to 1 billion records per object. Creating a custom object or using the standard order object would consume a lot of storage space and impact the performance of queries and reports. Using a standard big object defined by salesforce would not be applicable for order records, as standard big objects are predefined for specific use cases such as audit trails or field history.

Using Duplicate Management and Data.com Clean are two recommended approaches for UC to avoid duplicate data and increase the level of data quality. Duplicate Management can prevent or alert users when they try to create or edit records that are duplicates of existing records. Data.com Clean can compare Salesforce records with Data.com records and provide suggestions for updates or removals of duplicate records.

 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.

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.

The correct answer is A. To migrate the data to Salesforce, the data architect should create custom objects to store agent relationships. This will allow the data architect to replicate the look-up table structure from the legacy CRM system and maintain the relationship data in Salesforce. Option B is incorrect because migrating to Salesforce without a record owner will cause errors and prevent the data from being imported. Option C is incorrect because assigning record owner based on relationship will not preserve the agent relationships from the legacy CRM system. Option D is incorrect because migrating the data and assigning to a non-person system user will not allow the users to access and modify the data.

Key stakeholders from both systems should collaborate with the Architect to determine which system is the system of record on a field level is what the Architect should do to achieve this goal of integrating two different systems with customer records into the Salesforce Account object using Master Data Management. The system of record is the authoritative source of truth for a given entity or field in a given context. Different systems may have different levels of accuracy, completeness, timeliness, or relevance for different fields. Therefore, it is important to involve key stakeholders from both systems who have knowledge and expertise about their data quality and business needs to decide which system should be the system of record for each field. The Architect should facilitate this collaboration and document the decisions and rationale for each field. The other options are not correct or feasible, as they would either delegate or abdicate the responsibility of determining the system of record, ignore or disregard the input from key stakeholders, or assume or impose a default system of record without considering the data quality and business needs.

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.

To capture and report on any changes made to ten text fields on the Contact object for the past 3 months, the data architect should write an Apex trigger on Contact after insert and after update events and store the old values in another custom object, or turn on field Contact object history tracking for these ten fields and create reports on contact history. An Apex trigger can capture the old and new values of the fields, as well as the user and time of the change, and store them in a custom object that can be used for reporting. Field history tracking can also track the changes to the fields and store them in a history table that can be used for reporting. However, field history tracking only retains data for up to 18 months or 24 months with an extension, so it may not be suitable for longer-term reporting needs. The other options are not feasible or effective for capturing and reporting on field data changes.

PK Chunking is a feature of the Bulk API that allows splitting a large query into smaller batches based on the primary key of the object. This can improve the performance and avoid query timeouts when querying large data sets

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.

Virtualizing the remaining set of data with salesforce connect and external objects is the best way to meet the requirements with minimal effort, as it allows salesforce to access data stored in Heroku Postgres without storing it in salesforce. This reduces the storage limitations and avoids data duplication. Heroku connect can bi-directionally sync data between systems, but it requires more configuration and maintenance. Making callouts to Heroku Postgres and persisting the data in salesforce may not be feasible for 1 billion records. Migrating the data to big objects may incur additional costs and require custom code to use async SOQL

Using an ETL tool to orchestrate the migration is the best strategy for this scenario, as it can handle the data model changes, the large volume of records, and the tight timeline. Writing a script to use the Bulk API (option C) is also possible, but it would require more coding and testing effort. Using Data Loader and Data Import Wizard (option B) is not suitable for migrating three million records, as they have limitations on the batch size and the number of records per operation. Using Salesforce CLI (option D) is also not recommended for large data migration, as it is mainly designed for development and testing purposes

The recommended data model for consumer account data to be stored in Salesforce is to use the Account object with Person Accounts and a new B2C page layout. Person Accounts are a special type of accounts that allow you to store information about individual consumers who are not associated with a business account2. Person Accounts have the following advantages3:

They allow you to use the same standard objects and features that you use for business accounts, such as contacts, opportunities, cases, etc.

They enable you to create different page layouts and record types for B2C and B2B customers, which allows you to customize the user interface and business logic for each segment.

They support large data volumes and can scale up to 50 million records or more, which meets the expected growth of consumers over the next five years.

Creating an aggregate custom object that summarizes the monthly and yearly values into the required format for the required reports (option D) is the fastest and most effective way for a data architect to solve the time-out issue, as it reduces the amount of data that needs to be queried and processed by the reports. Creating custom fields on opportunity and copying data from order into those custom fields (option A) is not a good solution, as it may create data redundancy and inconsistency, and it does not address the large volume of data. Extracting opportunity and order data from Salesforce and using a third-party reporting tool (option B) is also not a good solution, as it may introduce additional complexity and cost, and it does not leverage the native reporting features of Salesforce. Creating a skinny table in Salesforce and copying order and opportunity fields into it (option C) is also not a good solution, as it may not support all the reporting requirements, and it does not reduce the number of records.

Exploring external data sources in Salesforce to build 360 view of customer is the best strategy to satisfy the requirement, as it allows real-time access to data from other systems without storing it in Salesforce3. Using a customer data mart may not provide real-time information or may require additional integration efforts. Migrating customer activities from all 4 systems into Salesforce may exceed the storage limits or cause data quality issues. Periodically uploading summary information in Salesforce may not provide current or detailed information.

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.

Contacting Salesforce to enable Defer Sharing Rules is the feature that would ensure that performance, when moving Sales Reps between regions, remains adequate while meeting existing requirements. Defer Sharing Rules allows you to defer sharing rule recalculation when you make changes to public groups or roles that are used in sharing rules. This can improve performance and avoid locking issues when you move users between groups or roles2. Implementing data archiving for old Shipment records will not help with the performance issue related to sharing rules. Contacting Salesforce to create Skinny tables on Shipment will not help with the performance issue related to sharing rules. Configuring shipment OWD to Public Read/Write will not meet the existing requirements of having a Private sharing model.

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.

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

 According to this article, big objects can store and manage massive amounts of data on the Salesforce platform. This can help UC to archive records from other objects or bring massive datasets from outside systems into a big object. According to this article, Einstein Analytics can be used to create dashboards and lenses to analyze big object data and get insights from advanced AI-driven analytics.

The two tasks required to define the data archive strategy are to identify how the archive data will be accessed and used, and identify the data retention requirements. Data archiving is the process of moving infrequently used or historical data from active storage to a separate storage location for long-term retention. Data archiving can improve performance, reduce storage costs, and comply with legal or regulatory obligations. To define a data archive strategy, a data architect needs to consider how the archived data will be accessed and used by different users or processes in Salesforce or outside Salesforce, and how long the archived data needs to be retained based on business or legal requirements.

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.

The number of joins used in report query and the number of records returned by report query are two key considerations to make sure the performance of the report is not degraded due to large data volume. The number of joins used in report query affects the complexity and execution time of the query, especially when joining multiple large objects4. The number of records returned by report query affects the amount of data that needs to be processed and displayed by the report engine.

 Loading all data after deferring sharing calculations can improve the performance and avoid locking issues when loading a large amount of time entry records into Salesforce.com. This is because deferring sharing calculations can temporarily suspend the calculation of sharing rules until all the data is loaded, and then recalculate them in one operation

 According to the exam guide, one of the objectives is to "describe how to use queryAll() or ALL ROWS keywords to access deleted records in Apex and SOQL"1. This implies that option C is the correct way to access deleted records in Salesforce. Option D is not correct because sending data to a data warehouse does not maintain the data in Salesforce. Options A and B are not correct because they do not apply to deleted records2.

 Exporting the setup audit trail can provide information about who is creating, changing, or deleting certain fields within the past four months. The setup audit trail tracks the recent setup changes that administrators and other users have made to the organization. The setup audit trail history shows up to 20 most recent changes in the Setup area, but administrators can download a report (in CSV format) of up to six months of setup history.

  IP restrictions can be used to prevent users from accessing Salesforce from outside the company network or VPN. According to this article, sharing settings can be used to control access to customer information based on record ownership. According to this article, custom Apex can be used to support customer requests for removal of their information from Salesforce.

Loading new records via the Insert operation and existing records via the Update operation will allow using the external ID field as a unique identifier and avoid any duplication or overwriting of records. This is faster and safer than deleting all existing records or using the Upsert operation, which might cause conflicts or errors .

 Using hard delete in Bulk API, identifying records that have not been modified or used in last 3 years, and archiving the records in EDW before deleting from Salesforce are all good recommendations to reduce the number of records from the org1. Using hard delete in batch Apex or Rest API may not be as efficient or scalable as Bulk API

According to Trailhead2, record types are a feature that allows administrators to create different business processes, page layouts, and picklist values for different types of records within an object. Record types can be used to maintain different dealer types in Salesforce by creating record types for each of the dealer types and assigning them appropriate attributes, processes, and rules. Option A is the correct answer because it suggests using Accounts for dealers, and creating record types for each of the dealer types. Option B is incorrect because creating dealers as Accounts, and building custom views for each of the dealer types does not allow CRM users to enter only attributes related to the customer types, nor does it enable different processes and business rules for each of the customer types. Option C is incorrect because using Accounts for dealers and custom picklist field for each of the dealer types does not allow CRM users to enter only attributes related to the customer types, nor does it enable different processes and business rules for each of the customer types. Option D is incorrect because creating Custom objects for each dealer types and custom fields for dealer attributes can be unnecessary and complex, as it requires creating multiple objects and relationships instead of using the standard Account object.

Enforcing critical business processes by using Workflow, Validation Rules, and Apex code can help ensure data quality and consistency by applying rules and logic to the data entry and update3. Scheduling a weekly dashboard displaying records that are missing information to be sent to managers for review can help identify and fix data quality issues by providing visibility and accountability4.

The data architect should recommend Lighting platform plus license type for the finance team that best meets the requirements. This license type allows users to access custom objects and run reports and dashboards on them, without accessing any sales objects. Option A is incorrect because Service Cloud license type is more suitable for customer service users who need to access cases, knowledge, and other service objects. Option B is incorrect because Sales Cloud license type is more suitable for sales users who need to access accounts, contacts, opportunities, and other sales objects. Option C is incorrect because Light Platform Start license type does not allow users to run reports and dashboards on custom objects.

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.

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.

According to the Salesforce documentation2, duplicate leads are leads that have the same or similar information as other leads in Salesforce. Duplicate leads can cause poor customer experience, higher costs, and inaccurate reporting. To mitigate the issues caused by duplicate leads, some of the recommended practices are:

Standardize lead information across all channels (option B). This means using consistent formats, values, and fields for capturing lead data from different sources, such as web forms, email campaigns, or third-party vendors. This can help reduce data quality issues and make it easier to identify and prevent duplicate leads.

Implement a third-party solution to clean and enrich lead data (option D). This means using an external service or tool that can validate, correct, update, and enhance lead data before or after importing it into Salesforce. This can help improve data quality and accuracy, and reduce duplicate leads.

Implement a de-duplication strategy to prevent duplicate leads (option E). This means using Salesforce features or custom solutions that can detect and block duplicate leads from being created or imported into Salesforce. For example, using Data.com Duplicate Management3, which allows defining matching rules and duplicate rules for leads and other objects.

Building a process to manually search and merge duplicates (option A) is not a good practice, as it can be time-consuming, error-prone, and inefficient. Building a custom solution to identify and merge duplicate leads (option C) is also not a good practice, as it can be complex, costly, and difficult to maintain. It is better to use existing Salesforce features or third-party solutions that can handle duplicate leads more effectively.

Creating a trigger on Contact and adding an error to the record with a custom label allows the architect to use the translation workbench to translate the error message based on the user’s language. Creating a validation rule and translating the error message with translation workbench also achieves the same result. The other options would either not provide translation functionality or not display an error message

Shield platform encryption is the recommended solution for encrypting sensitive patient records stored in files, as it provides encryption at rest for files and attachments, as well as standard and custom fields. Classic encryption only supports text fields with a maximum length of 175 characters, and does not encrypt files. Third-party App Exchange apps may not provide the same level of security and compliance as shield platform encryption. Storing files outside of salesforce may introduce additional complexity and latency

Data skew occurs when a large number of child records are associated with a single parent record, or when a single user owns a large number of records. This can cause performance issues and lock contention. To avoid data skew, the data architect should limit assigning one user 10,000 records ownership, limit associating 10,000 opportunities to one account, and limit associating 10,000 records looking up to the same record

Leveraging Heroku Connect and Heroku Postgres, middleware tools, or Salesforce Connect and the cross-org adapter are all viable options to share data between Org A and Org B in near-real time3. Installing a 3rd party AppExchange tool may not provide bidirectional sync or may have additional costs. Developing an Apex class that pushes opportunity data between orgs daily via the Apex schedule may not meet the near-real time requirement.

 Data storage limits and API request limits are two important factors that affect the data integration and storage in Salesforce. Data storage limits determine how much data can be stored in Salesforce, and API request limits determine how many API calls can be made to Salesforce in a 24-hour period. Both of these limits depend on the edition and license type of the Salesforce org. Workflow rule limits and webservice callout limits are not directly related to data integration and storage, but rather to business logic and external services.

Utilizing a Validation Rule with a REGEX operator on Postal Code and utilizing a Validation Rule with a CONTAINS operator on address fields are two actions that Cloud Kicks should take to improve data quality for their Invoice records. A Validation Rule with a REGEX operator can check if the Postal Code field matches a specific pattern or format, such as a five-digit number or a combination of letters and numbers. A Validation Rule with a CONTAINS operator can check if the address fields contain certain values, such as valid state abbreviations or country names. These Validation Rules can prevent users from saving invalid or incomplete data and display error messages to guide them to correct the data. The other options are not effective or recommended for improving data quality, as they would either require additional customization, not enforce data standards, or not address the specific issues of missing states and incorrectly formatted postal codes

The data classification feature allows customers to classify their data in Salesforce based on two policies:

Data sensitivity level: This policy defines how sensitive the data is and what level of protection it requires. For example, high sensitivity data may require encryption or masking.

Compliance categorization policy: This policy defines how the data is regulated by various laws and standards. For example, GDPR or PCI DSS.

Archiving and purging old data from Salesforce on a monthly basis is a good strategy to improve the user experience for the Sales Reps, as it will reduce the clutter and improve the search performance. Creating a permission set or setting data access to private are not effective ways to hide old data from Sales Reps, as they will still consume data storage and affect search results. Using Batch Apex to archive old data on a rolling nightly basis is also not a good option, as it will consume API requests and processing time, and may not comply with the data retention policy.

Using an indexed data field with bounded data filters can improve the report performance by making the query more selective and reducing the number of records to scan. Using formula fields to surface information from related entities on the report can also enhance the report performance by avoiding joins and complex calculations

The recommended solution for the Cloud Kicks Data Architect to address the requirements is to create a custom object to track shipment requests and a child custom object to track shipment items. Implement an archiving process that moves data off-platform after three years. This solution would allow Cloud Kicks to store and manage their shipment data on Salesforce, and use Salesforce reports to analyze it. However, since Cloud Kicks expects a large volume of data over time, they should implement an archiving process that moves data off-platform after three years to avoid hitting the Org data storage limit and maintain optimal performance3. External objects are not a good option for this scenario, because they are stored off-platform in an external system, such as Heroku’s Postgres database, and they have limited functionality and performance compared to custom objects

According to the official Salesforce guide1, big objects are designed to store and manage massive data volumes within Salesforce without affecting performance. They can be queried by using Async SOQL or standard SOQL, and they can be accessed by using Apex, Visualforce, Lightning components, or APIs. Big objects are ideal for storing data that is used for analytics or reporting purposes, such as the reward program data. Option A is the correct answer because it allows NTO to create a custom big object in Salesforce that can store the reward program data and make it available for consumption by Einstein Analytics and Discovery. Option B is incorrect because Einstein cannot connect directly to the point of sales system to capture the reward program data. Option C is incorrect because Einstein Analytics does not support creating big objects. Option D is incorrect because custom objects are not suitable for storing large volumes of data.

According to Trailhead2, Salesforce Connect is a feature that allows administrators to integrate external data sources with Salesforce without copying or synchronizing the data. Salesforce Connect can use external objects to display the external data in Salesforce as if it were stored in Salesforce objects, enabling seamless user experience and real-time access. Option B is the correct answer because it suggests using Salesforce Connect and an external object to display the order history in Salesforce. Option A is incorrect because using an Apex callout to populate a text area field for displaying the order history can be inefficient and unreliable, as it requires making an HTTP request for each customer record and storing the order history as unstructured text. Option C is incorrect because importing the order history into a custom Salesforce object, update nightly can consume a lot of storage space and cause data latency, as the order history may change more frequently than once a night. Option D is incorrect because embedding the ERP system in an iframe and displaying on a custom tab can degrade the user experience and security, as it requires switching between tabs and authenticating with another system.

Pre-go-live automated page-load testing against the Salesforce Full sandbox can help identify and resolve any performance bottlenecks or issues before deploying the solution to production. The Full sandbox is an ideal environment for performance testing as it replicates the production org in terms of data, metadata, and integrations. Stress testing against the web services hosted by the integration middleware can also help evaluate the scalability and reliability of the integration solution under high load conditions.