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

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.

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

According to the Salesforce documentation1, 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 mitigate data quality issues, some of the recommended solutions are:

Leverage picklist and lookup fields where possible (option A). This means using fields that restrict the values or references that can be entered by the users or integrations. This can help reduce data entry errors, enforce data consistency, and improve data accuracy.

Leverage validation rules and workflows (option C). 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.

Leveraging Apex to validate the format of data being entered via a mobile device (option B) is not a good solution, as it can be complex, costly, and difficult to maintain. It is better to use standard features or declarative tools that can handle data validation more effectively. Leveraging third-party AppExchange tools (option D) is also not a good solution, as it can incur additional costs and dependencies. It is better to use native Salesforce features or custom solutions that can handle data quality more efficiently.

  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.

Using third-party AppExchange tools to monitor and measure data quality can address the requirement of UC executives by providing features such as data cleansing, deduplication, validation, enrichment, and scoring. These tools can help improve the accuracy, completeness, and consistency of the data entered by sales reps .

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.

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

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.

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.

Enabling granular locking (option A) is the best recommendation to mitigate these errors, as it allows finer control over how records are locked during automated or manual processes, and reduces the chances of lock contention or deadlock. Removing SOQL statements from Apex Loops (option B) is a good practice for improving performance and avoiding governor limits, but it does not directly address the lock errors issue. Enabling sharing recalculations (option C) is also not relevant for this issue, as it is used to update sharing rules and recalculate access for records. Asking Salesforce support for additional CPU power (option D) is also not a viable solution, as it does not solve the root cause of the lock errors.