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

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.

Changing the opportunity amount field access to read only for sales users using field level security is the best way to address the overriding issue. This way, the sales users can still view the opportunity amount field but cannot edit it, and PPS can update it as the trusted source

A data dictionary is a document that describes the structure, format, and meaning of data entities and attributes. A common technique to build a data dictionary is to use an entity relationship diagram (ERD), which shows the logical relationships between objects and fields in a graphical way. Another technique is to use the Salesforce Metadata API, which allows you to retrieve and deploy the metadata that defines your Salesforce org

The correct answer is A. To provide additional guidance for users when they enter information in a standard field, a data architect should provide custom help text under field properties. This will display a help icon next to the field label that users can hover over to see the help text. Option B is incorrect because creating a custom page with help text for user guidance will require additional development effort and may not be easily accessible by users. Option C is incorrect because adding custom help text in default value for the field will overwrite the actual default value of the field and may confuse users. Option D is incorrect because adding a label field with help text adjacent to the custom field will clutter the page layout and may not be visible to users.

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

A data quality problem that could cause customers to be called by multiple Sales Reps is having duplicate Contact records in the system. Duplicate records can result from data entry errors, data imports, or integrations with other systems. Duplicate records can lead to confusion, inefficiency, and customer dissatisfaction

A master data management (MDM) strategy for customer data can help UC ensure that all systems have access to the same customer information, without loading or duplicating data in all systems. An MDM strategy can also help UC avoid data conflicts and inconsistencies that may arise from having multiple systems as owners of data.

Setting up a Validation Rule to prevent blank values and marking the field required in setup at the field level are two approaches that the Architect should take to ensure that the field always contains data coming from the source system. A Validation Rule can display an error message when a record is created or edited with a blank value for the field, and prevent it from being saved. Marking the field required in setup at the field level can enforce the requirement for all records, regardless of the page layout or the source system. The other options are not effective or recommended for ensuring data quality, as they would either not prevent blank values, not apply to all records, or not address the root cause of the problem

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.

Running a report that shows the last time the key fields were updated can help Get Cloudy Consulting identify stale or outdated data and prioritize data cleansing activities. Running a report that shows the percentage of blanks for the important fields can help Get Cloudy Consulting measure the completeness of their data and identify gaps or missing value