Data-Architect Sample Questions Answers

 Using a third-party data source to update contact information in Salesforce is the best solution to reduce the amount of returned mails. This way, the data architect can ensure that the contact information is accurate and up-to-date without relying on manual verification or deletion of contacts

 The best solution to make sure lead data has both profile and location information is to leverage external data providers to populate company profile and location data. This is because external data providers can enrich lead data with additional information from third-party sources, such as Dun & Bradstreet, ZoomInfo, or Clearbit. This can help improve lead quality, segmentation, and conversion. Salesforce supports integrating with external data providers using Data.com Clean or other AppExchange solutions2. Asking sales people to search for populating company profile and location data is inefficient and prone to errors. Running reports to identify records which do not have company profile and location data is useful, but does not solve the problem of how to populate the missing data. Exporting data out of Salesforce and sending to another team to populate company profile and location data is cumbersome and time-consuming.

Data integrity and data usability are two aspects of data that an Enterprise data governance program aims to improve. Data integrity refers to the accuracy, consistency, and validity of the data across the enterprise2. Data usability refers to the ease of access, analysis, and interpretation of the data by the end users

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.

Grouping batches by the AccountId field can improve the performance and avoid locking issues when loading Opportunity records using the Bulk API in parallel mode1. This is because the AccountId field is indexed and can be used to distribute the records evenly across batches

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.

Integrating with a third-party database or service for address validation and enrichment is a scalable strategy that can improve the quality of the Account addresses by comparing them with a reliable source of data1. Leveraging Data.com Clean to clean up Account address fields with the D&B database is another scalable strategy that can automatically update and enrich Account records with verified information from Data.com2.

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.

 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.

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.

 Ensuring validation rules, triggers and other automation tools are disabled is the best way to mitigate any unwanted results during the import, as it prevents any errors or conflicts that may occur due to the existing logic. Ensuring duplication and matching rules are defined may not be sufficient or relevant for preventing unwanted results. Importing the data in smaller batches over a 24-hour period may not be necessary or efficient. Bulkifying the trigger to handle import leads may not be possible or desirable if the triggers were not designed to run during a data load.

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

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 validation rules to mitigate this problem is the best option. Validation rules can help you prevent invalid data from being entered in your web order form. You can use validation rules to check for data quality, format, range, or consistency. For example, you can use validation rules to ensure that the order quantity is positive, the product code is valid, or the shipping address is complete.

The Individual object is a standard object that lets you store details about data privacy and protection preferences for person accounts, contacts, users, and leads. The Individual object can be used to implement a standard communication preference management model for NTO, with relationships to the other objects.

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.

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.

Custom metadata records are deployable using packages, which makes them easier to migrate from one environment to another. Custom settings records are not deployable using packages, and they are copied from production to sandbox. Custom metadata types are not available for reporting, and custom metadata records are not editable in Apex.

The two recommended options to assign Account ownership to mitigate potential performance problems are to let a “system user” own all the Account records without assigning any role to this user in Role Hierarchy, or to let a “system user” own the Account records and assign this user to the lowest-level role in the Role Hierarchy. This is because these options would reduce the number of sharing calculations and rules that need to be applied to the Account records, and improve the performance and scalability of the system34. The other options are not recommended, as they would increase the sharing complexity and overhead, and potentially expose sensitive data to unauthorized users.

The data architect should recommend building a batch job to move two-year-old records off platform, and delete records from Salesforce as an archiving solution. A batch job is a process that runs in the background and performs operations on large volumes of data in Salesforce. By building a batch job that moves two-year-old records off platform to an external storage system, such as Amazon S3 or Google Cloud Storage, and deletes them from Salesforce, the data architect can reduce the storage consumption and improve the performance of Salesforce org. Option A is incorrect because using a third-party backup solution to backup all data off platform will not free up any storage space in Salesforce, unless the data is also deleted from Salesforce after backup. Option B is incorrect because building a batch job to move all records off platform, and delete all records from Salesforce will result in losing all the current data in Salesforce, which may not be desirable or feasible. Option D is incorrect because building a batch job to move all restore off platform, and delete old records from Salesforce does not make sense, as restore implies restoring data back to Salesforce, not moving it off platform.

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

According to the Using Mashups article on Salesforce Developers, one of the techniques for deploying large data volumes is to use mashups to display historical records in Salesforce. The article states that “Mashups are a way to display data from an external system within a Salesforce page without copying or synchronizing the data. Mashups use a combination of Visualforce, Apex callouts, and JavaScript code that runs in the browser. Mashups are useful when you want to display large amounts of read-only data that is stored outside of Salesforce.” Therefore, a data architect should recommend this solution to meet the business requirement of UC.

Ensuring the lead data is preprocessed for quality before loading into Salesforce is the best way to maintain data quality2. Activating validation rules after the load or developing a custom Apex batch process may not catch all the errors or may require additional time and resources. Allowing validation rules to be activated during the load may cause failures or delays.

An Outbound Message is a native Salesforce feature that allows sending data to an external system without code. It can be configured to include any fields from the source object3. A Field Set is a collection of fields that can be used in Visualforce pages or Apex classes to dynamically determine the fields to send in an HTTP callout. Both of these approaches meet the requirements of Cloud Kicks.

Storing the data in a staging database and de-duplicating identical records (option D) is the best solution for a successful migration to mitigate the pain point, as it allows the data architect to identify and merge duplicate customers before they are imported into Salesforce. Hiring an intern manually de-duplicate the records after migrating to Salesforce (option A) is not a good solution, as it may be time-consuming and error-prone, and it does not prevent duplicate records from being created in Salesforce. Migrating the data as is and using Salesforce’s de-duplicating feature (option B) is also not a good solution, as it may cause data quality issues and conflicts, and it does not address the root cause of the duplication. Having the users manually clean the data in the old system prior to migration (option C) is also not a good solution, as it may be unrealistic and impractical, and it does not leverage any automated tools or processes.

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 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.

  Master data management (MDM) is a solution that helps organizations manage their master data across multiple systems and ensure consistency and quality. An MDM solution can act as the customer master, with centralized integrations to other systems, to avoid data duplication and inconsistency.

 Changing the master-detail relationship to a lookup relationship is the best solution for allowing the creation of generic discount requests without the custom product object as its master record. A lookup relationship allows you to create child records without requiring a parent record. It also gives you more flexibility in defining the sharing and security settings for each object

Using Salesforce Bulk API in parallel mode can reduce the migration time by processing multiple batches of records simultaneously and leveraging the server resources more efficiently. The Bulk API is designed for loading large amounts of data into Salesforce

Pre-processing the data means transforming and cleansing the data before loading it into Salesforce. This can reduce the errors and conflicts that might occur during the data load. Using Data Loader with SOAP API to upsert with zip compression enabled can also improve the performance and efficiency of the data load by reducing the network bandwidth and avoiding duplication

Implementing duplicate rules (option D) is the best solution to remediate the duplication issue, as it allows the data architect to identify and merge duplicate accounts in Salesforce using native features and tools. Developing an ETL process that utilizes the merge API to merge the duplicate records (option A) is not a good solution, as it may require more coding and testing effort, and it does not prevent duplicates from being created in Salesforce. Utilizing a data warehouse as the system of truth (option B) is also not a good solution, as it may introduce additional complexity and cost, and it does not address the duplication issue in Salesforce. Extracting the data using data loader and using excel to merge the duplicate records (option C) is also not a good solution, as it may be time-consuming and error-prone, and it does not prevent duplicates from being created in Salesforce.

Lightning Platform Plus is the license type that best fits UC’s requirements, as it allows up to 50 custom objects and 40,000 API calls per user per 24-hour period4. Service Cloud does not provide enough custom objects or API calls. Lightning Platform Start only allows up to 10 custom objects and 5,000 API calls per user per 24-hour period. Lightning External Apps Start is for external users and does not provide enough API calls.

Using Weekly Export to extract transactional data to on-premise systems and using Event Monitoring to extract event data to on-premise systems are two recommended approaches that would address the security requirement of UC. Weekly Export is a built-in feature that allows UC to download a zip file of their Salesforce data on a weekly basis. Event Monitoring is a tool that allows UC to access detailed information about various events that occur in their Salesforce org, such as logins, logouts, file downloads, etc.

To recommend a clean migration, the data architect should set up a staging database, and define external IDs to merge, clean duplicate data, and load into Salesforce. This will allow the data architect to consolidate and deduplicate the data from two legacy systems before importing it into Salesforce using external IDs as unique identifiers. Option A is incorrect because defining external IDs for an object, migrating second database to first database, and loading into Salesforce will not ensure that the data is clean and duplicate-free. Option B is incorrect because defining duplicate rules in Salesforce, and loading data into Salesforce from both databases will not prevent the duplicate data from being imported into Salesforce. Option D is incorrect because defining external IDs for an object, inserting data from one database, and using upsert for a second database will not handle the duplicate data from both databases.

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.

Creating a report in an external system combining Salesforce Account data and Invoice data from the ERP, and creating a Visualforce page combining Salesforce Account data and Invoice external object data are two approaches that an architect can suggest for achieving this solution. Both of these approaches can display data from both Accounts and Invoices in one place, using either an external reporting tool or a custom web page. Creating a report combining data from the Account standard object and the Invoices external object is not possible because Salesforce does not support reporting on external objects. Creating a separate Salesforce report for Accounts and Invoices and combining them in a dashboard is not ideal because it will not show the data in one report, but rather in two separate components.

Option A is correct because integrating Salesforce with the ERP environment is a technique to maintain data synchronization between systems1. Option C is correct because utilizing an MDM strategy to outline a single source of truth is another technique to ensure data quality and consistency across systems2. Option B is not correct because utilizing workbench to update files within systems is not a technique to maintain data synchronization, but a tool to perform data manipulation tasks3. Option D is not correct because building synchronization reports and dashboards is not a technique to maintain data synchronization, but a way to monitor and analyze data4.

 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

The issue that an architect will have when implementing the quarterly accounts receivable report in Salesforce is that Salesforce does not allow more than four objects in a single report type. A report type defines the set of records and fields available to a report based on the relationships between a primary object and up to four related objects. A report type has the following limitations:

It cannot include more than four objects in a single report type, which means that the report cannot compile data from five objects (Accounts, Contacts, Opportunities, Orders, and Order Line Items) at once.

It cannot include objects that are more than two relationships away from each other, which means that the report cannot access fields from Order Line Items through Opportunities and Orders.

It cannot include objects that have a many-to-many relationship with each other, which means that the report cannot access fields from Contacts and Opportunities through the junction object Opportunity Contact Role.

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.

The best Salesforce Shield capabilities for the customer are to restrict access to SF from users outside specific geography, implement transaction security policies to prevent export of SF data, and encrypt sensitive customer information maintained in SF. Salesforce Shield is a set of security features that help protect enterprise data on the Salesforce platform. It includes three components: Event Monitoring, Platform Encryption, and Field Audit Trail. Restricting access to SF from users outside specific geography can be done using network-based security features, such as IP whitelisting or VPN. Transaction security policies can be used to define actions or notifications based on user behavior patterns, such as exporting data or logging in from an unknown device. Platform Encryption can be used to encrypt data at rest using a tenant secret key that is controlled by the customer.

 To help uniquely identify customer across multiple systems, a data architect should recommend creating a custom field as external ID to maintain the customer ID from the MDM solution. An external ID is a custom field that has the “External ID” attribute enabled, which means that it contains unique record identifiers from a system outside of Salesforce. By using the customer ID from the MDM solution as an external ID in Salesforce CRM, Contract Management system, and Marketing solution, the data architect can ensure that each customer can be easily identified and integrated across these systems. Option A is incorrect because storing the Salesforce ID in all the solutions to identify the customer will not work if the customer records are created or updated in other systems besides Salesforce CRM. Option B is incorrect because creating a custom object that will serve as a cross reference for the customer ID will require additional configuration effort and may not be consistent with the actual customer records in each system. Option C is incorrect because creating a customer database and using this ID in all systems will require additional infrastructure cost and maintenance effort.

Integrating Salesforce with ERP and making ERP the system of truth (option B) and implementing a de-dupe solution and establishing account ownership in Salesforce (option D) are the two solutions that a data architect should recommend to resolve the complaints. Option B ensures that account data is consistent and accurate across both systems, while option D prevents duplicate records and clarifies who owns each account in Salesforce. Building a nightly batch job to de-dupe data and merge account records (option A) is not a good solution, as it does not address the root cause of the duplication and may result in data loss or conflicts. Building a nightly sync job from ERP to Salesforce (option C) is also not sufficient, as it does not prevent duplication or establish ownership in Salesforce.

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.

According to the Salesforce documentation, a hub-and-spoke model is an integration architecture pattern that allows connecting multiple Salesforce orgs using a central org (hub) and one or more secondary orgs (spokes). The hub org acts as the master data source and orchestrates the data flow between the spoke orgs. The spoke orgs act as the consumers or producers of the data and communicate with the hub org.

To orchestrate data between the hub org and spoke orgs, a data architect should use:

A middleware solution that extracts and distributes data across both the hub and spokes (option A). This means using an external service or tool that can connect to multiple Salesforce orgs using APIs or connectors, and perform data extraction, transformation, and distribution operations between the hub and spoke orgs. This can provide a scalable, flexible, and reliable way to orchestrate data across multiple orgs.

Developing custom APIs to poll the hub org for change data and push into the spoke orgs (option B) is not a good solution, as it can be complex, costly, and difficult to maintain. It may also not be able to handle large volumes of data or complex transformations efficiently. Developing custom APIs to poll the spoke orgs for change data and push into the hub org (option C) is also not a good solution, as it can have the same drawbacks as option B. It may also not be able to handle conflicts or errors effectively. Using a backup and archive solution that extracts and restores data across orgs (option D) is also not a good solution, as it can incur additional costs and dependencies. It may also not be able to handle real-time or near-real-time data orchestration requirements.

Changing Opportunity Amount field access to Read Only for sales users field-level security (option C) is the best way to address the overwriting issue, as it prevents sales users from updating the field that is controlled by PPS, and ensures data consistency and accuracy. Creating a custom field for Opportunity amount that PSS updates separating the field sales user updates (option A) or creating a custom field for Opportunity amount that sales users update separating the field that PPS updates (option D) are not good solutions, as they may create confusion and inconsistency with the Opportunity Forecast feature. Changing PSS integration to update only Opportunity Amount field when the value is null (option B) is also not a good solution, as it may cause data loss or conflicts with the sales users’ inputs.

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.

According to the exam guide, one of the objectives is to "describe the use cases and considerations for using various tools and techniques for data migration (for example, Data Loader, Bulk API)"1. This implies that option B is the correct way to extract large volumes of data from Salesforce. The Bulk API is designed to handle large-scale data operations and avoid timeouts. Option A is not correct because the SOAP API is not optimized for large data sets and may encounter limits. Option C is not correct because GZIP compression does not prevent timeouts, but rather reduces the size of the data transferred. Option D is not correct because Batch Apex is used to process records asynchronously in Salesforce, not to export data to an external system.

The two solutions that a data architect should recommend to preserve the date timestamps and ownership on records being migrated are:

Enable update records with Inactive Owners Permission: This permission allows users to update record owner and sharing-based records with inactive owners. This can help preserve the original ownership of records that belong to users who are no longer active in Salesforce8.

Enable Set Audit fields upon Record Creation Permission: This permission allows users to set audit fields (such as Created By or Last Modified By) when they create a record via API importing tools like Data Loader. This can help preserve the original date timestamps of records that were created or modified in another system9.

Log a case with SF to update these fields is not a good solution because it is not necessary or feasible to ask Salesforce support to update these fields manually or programmatically. Enable modify all and view all permission is not a good solution because it does not affect the ability to preserve the date timestamps and ownership on records, but rather grants users access to all records regardless of sharing settings

 A sound data archiving strategy is essential for ensuring scalability and performance of any application that deals with large volumes of data. You need to consider factors like data retention policies, storage limits, backup and recovery options, and data access requirements when designing a data archiving solution2. You can use tools like OwnBackup, Odaseva, or ArchiveIt to archive your data from Salesforce to external systems

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.

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 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.

 According to the How to avoid row lock or race condition in Apex blog post, one of the ways to prevent race condition in Apex is to use the FOR UPDATE keyword in SOQL statements. The blog post states that “We need to lock the records on which we are working such that other batches or threads will not be having any effect on them. How can we lock a record, then? We need to make use of FOR UPDATE keyword in the SOQL query.” Therefore, a data architect should recommend this solution to guarantee that records are not being updated at the same time by different processes.

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 the Salesforce documentation1, reporting performance can be affected by various factors, such as the volume and complexity of data, the design and configuration of reports and dashboards, the number and type of users accessing the reports, etc. To improve reporting performance, some of the recommended solutions are:

Move data off of the platform and run reporting outside Salesforce, and give access to reports (option C). This means using an external service or tool that can extract, transform, and load (ETL) data from Salesforce to another system or database, such as a data warehouse or a business intelligence platform. This can improve reporting performance by reducing the load and latency on Salesforce, and enabling faster and more flexible reporting and analysis on the external system. Users can access the reports from the external system using a link or an embedded component in Salesforce.

Contact Salesforce support to enable skinny table for cases (option B). This means requesting Salesforce to create a custom table that contains a subset of fields from the Case object that are frequently used or queried. A skinny table can improve reporting performance by avoiding joins between standard and custom fields, omitting soft-deleted records, and leveraging indexes on the fields2.

Create a custom object to store aggregate data and run reports (option A). This means creating a custom object that contains summary or calculated data from the Case object, such as counts, sums, averages, etc. A custom object can improve reporting performance by reducing the number of records and fields that need to be queried and displayed.

Build reports using custom Lightning components (option D). This means creating custom components that use Lightning Web Components or Aura Components frameworks to display report data in Salesforce. A custom component can improve reporting performance by using client-side caching, pagination, lazy loading, or other techniques to optimize data rendering and interaction.

 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

To allow only the owner of a contact record to delete that contact, the data architect should create a “before delete” trigger to check if the current user is not the owner. The trigger can use the UserInfo.getUserId() method to get the current user’s ID and compare it with the OwnerId field of the contact record. If they are not equal, the trigger can add an error to the record and prevent it from being deleted. The other options are not suitable for meeting the requirements, as they would either restrict the edit access or delete access for all users, regardless of ownership.

 creating multiple similar products and distributing the skew across those products can be a way to mitigate issues related to lookup skew. The article explains that lookup skew happens when a very large number of records are associated with a single record in the lookup object, and this can cause record locking and performance issues. The article suggests creating multiple copies of the same product record and assigning different child records to each copy, so that the number of child records per parent record is reduced.

Using an AppExchange package for Data Quality is a good way to match Salesforce data against a trusted source, such as an MDM system. You can use tools like Cloudingo, DupeCatcher, or DemandTools to identify and merge duplicate records, standardize data formats, and enrich data with external sources

The Sforce-Enable-PKChunking header enables you to extract large data sets from Salesforce by using a technique called primary key (PK) chunking. PK chunking splits your query into multiple queries based on the record IDs of the queried object. This reduces the query time and avoids the query timeout issues that can occur with large data volumes

 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.

 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.

Enabling granular locking allows concurrent sharing rule calculations and group membership updates to run without locking each other1. This can help resolve the group membership locking issues that UC is experiencing.

Building a customer view in Service Console with components that show website data and marketing data as mashup is the best option to fulfill the requirement with minimum development effort in Salesforce. A mashup is a technique that combines data from different sources into a single user interface. You can use Visualforce pages or Lightning components to create mashups that display data from external systems such as your website and marketing system. This way, you can provide your contact center agents with a comprehensive view of the customer information they need.

The best solution to extract 50 million records from a custom object everyday from Salesforce org without facing query timeout issues is to use an ETL tool for extraction of records. ETL stands for extract, transform, and load, and it refers to a process of moving data from one system to another. An ETL tool is a software application that can connect to various data sources, perform data transformations, and load data into a target destination. ETL tools can handle large volumes of data efficiently and reliably, and they often provide features such as scheduling, monitoring, error handling, and logging5. Using a custom auto number and formula field and use that to chunk records while extracting data is a possible workaround, but it requires creating additional fields and writing complex queries. The REST API can extract data as it automatically chunks records by 200, but it has some limitations, such as a maximum of 50 million records per query job6. Asking SF support to increase the query timeout value is not feasible because query timeout values are not configurable

 Setting Customer-Reference_c as an External ID (unique) is the recommended solution to ensure that support agents using global search and reports can quickly find shipment records. This is because external ID fields are indexed and can be used as filters in reports and list views4. Making the field unique also ensures that there are no duplicate values that could confuse the search results.

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.

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.

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.

Persistence is the data pattern that will allow a data architect to satisfy the requirements, while also keeping limits in mind. Persistence means storing data from external sources in Salesforce objects, either standard or custom. This allows you to access the data within Salesforce and use it for reporting, analytics, workflows, and other features. Persistence also helps you avoid hitting API limits or performance issues when accessing large volumes of data from external systems. You can use various tools such as Data Loader, Bulk API, or Platform Events to persist IoT data from connected devices to a cloud database in Salesforce.

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.

According to the Salesforce documentation1, the query plan tool is a tool that can be enabled and used in the developer console to analyze the performance of a SOQL query. The query plan tool shows the cost, cardinality, sObject type, and relative cost of each query plan that Salesforce considers for a query. The relative cost indicates how expensive a query plan is compared to the Force.com query optimizer threshold. A query plan with a relative cost above 1.0 is likely to cause a time-out error.

To identify why the query is taking too long, a data architect should use the query plan tool in the developer console (option B). This way, the data architect can see which query plan is chosen by Salesforce and how it affects the performance of the query. The data architect can also use the query plan tool to optimize the query by adding indexes, filters, or limits to reduce the cost and improve the efficiency of the query.

Using Splunk to query the system logs looking for transaction time and CPU usage (option A) is not a good solution, as it can be complex, costly, and difficult to integrate with Salesforce. It may also not provide enough information or insights to identify and optimize the query performance. Using Salesforce’s query optimizer to analyze the query in the developer console (option C) is also not a good solution, as it is not a separate tool that can be used in the developer console. The query optimizer is a feature that runs automatically when a SOQL query is executed and chooses the best query plan based on various factors2. Opening a ticket with Salesforce support to retrieve transaction logs to be analyzed for processing time (option D) is also not a good solution, as it can be time-consuming, dependent, and inefficient. It may also not provide enough information or insights to identify and optimize the query performance.