Salesforce Data-Architect - Salesforce Certified Data Architect (SP25)

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.

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

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.

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

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.

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

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

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

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

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

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 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.

 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.