Questions and Answers
What is Probabilistic Matching?
Uses a statistical approach to determine if two records represent the same piece of information.
What elements should be included in a data governance plan? (Select all that apply)
What is the difference between data governance and data stewardship?
Data governance establishes rules and policies while data stewardship implements tactical roles to support those policies.
What elements should be included in a data assessment?
Signup and view all the answers
What is a Salesforce Data Mask?
Signup and view all the answers
What user permission is needed to see decrypted data?
Signup and view all the answers
What are restrictions on encrypted text fields?
Signup and view all the answers
What is Enhanced Transaction Security?
Signup and view all the answers
Name the 4 types of security policies on the Security Center dashboard.
Signup and view all the answers
What does the Salesforce Privacy Center add-on do?
Signup and view all the answers
What is Consent Management for Sales Cloud?
Signup and view all the answers
Key areas to optimize data stewardship?
Signup and view all the answers
What is silo-in governance?
Signup and view all the answers
What is Einstein Data Detect?
Signup and view all the answers
What are CRM Analytics Mobile features?
Signup and view all the answers
What feature of Salesforce assists with classifying data?
Signup and view all the answers
What are Data Retention Policy considerations?
Signup and view all the answers
What is Enhanced Personal Information Management (EPIM)?
Signup and view all the answers
Name an AppExchange dashboard that displays closed sales.
Signup and view all the answers
What are the data classification metadata fields?
Signup and view all the answers
What questions should be asked before loading data into Salesforce?
Signup and view all the answers
What are Data Retention considerations?
Signup and view all the answers
What are the performance attributes commonly used in scalability testing?
Signup and view all the answers
What is load testing?
Signup and view all the answers
What is Salesforce Eagle Eyes?
Signup and view all the answers
Which lightning component allows merging duplicate records in LEX?
Signup and view all the answers
What features are available to protect data in Salesforce? (Select all that apply)
Signup and view all the answers
Define Personal Data.
Signup and view all the answers
What is Field Audit Trail?
Signup and view all the answers
What is D&B Optimizer used for?
Signup and view all the answers
What is Lightning Data used for?
Signup and view all the answers
In the Party subject area of the Customer 360 Data Model, which field is used as the primary key and unique identifier of a contact?
Signup and view all the answers
How many records can the Data Import Wizard import at a time?
Signup and view all the answers
How many records can Data Loader import at a time?
Signup and view all the answers
When should Dataloader.io be used?
Signup and view all the answers
What are the maximums for Custom Report Types?
Signup and view all the answers
What is Bulk API used for?
Signup and view all the answers
What is the difference between Bulk API 2.0 and Bulk API?
Signup and view all the answers
When should bulk calls be used?
Signup and view all the answers
How much data can be queried in a bulk query?
Signup and view all the answers
What happened to Data.com Prospector and Clean?
Signup and view all the answers
Name three types of data skew.
Signup and view all the answers
How can data skew be avoided?
Signup and view all the answers
What is an external object lookup?
Signup and view all the answers
What is an indirect lookup relationship?
Signup and view all the answers
What is the difference between SOQL and SOSL queries?
Signup and view all the answers
What is the best way to query and process large data sets up to 50 million records?
Signup and view all the answers
When to use bulk queries?
Signup and view all the answers
What are skinny tables?
Signup and view all the answers
What strategies should be considered for loading data lean?
Signup and view all the answers
What is the difference between Bulk API and SOAP API in data loading?
Signup and view all the answers
What are advantages of Bulk API?
Signup and view all the answers
What is the purpose of an MDM solution?
Signup and view all the answers
What is deterministic matching?
Signup and view all the answers
Study Notes
D&B Optimizer
- Updates addresses using D&B database information.
- Launched in April 2022, powered by D&B Data Cloud.
- Utilizes a 9-digit DUNS number, based on a commercial database of 280 million global records.
Lightning Data
- Offers packages via AppExchange to keep data current for sales teams.
- Enables integration of firmographic, industry, and regional data into accounts, contacts, or leads through activation rules.
Customer Data Platform
- Ingests data into the Customer 360 Data Model.
- Primary key for a contact in the Party subject area is the Party Identification ID.
Data Import Wizard
- Accessible in Setup for importing standard and custom objects.
- Capable of importing up to 50,000 records at a time with a user-friendly interface.
Data Loader
- Client application that imports up to five million records from files or databases.
- Operable via user interface or command line, allowing for automation through API.
Dataloader.io
- Cloud-based tool that varies in record limits by subscription plan, powered by Mulesoft.
Custom Report Types
- Supports a maximum of four object relationships and 60 object references.
Bulk API
- Based on REST principles for large dataset operations.
- Enables asynchronous operations for inserting, updating, upserting, or deleting many records.
Bulk API 2.0
- Offers a streamlined workflow compared to the older Bulk API, simplifying data loading and build queries.
Bulk Calls Usage
- For fewer than 2,000 records, use REST/SOAP synchronously; for more than 2,000, use asynchronous bulk requests.
Bulk Query Capacity
- Can retrieve up to 15 GB of data, split into 15 one-GB files, supporting CSV, XML, and JSON formats.
Data.com Tools
- Retired on July 31, 2020; transitioned to AppExchange solutions like D&B Optimizer for real-time data cleansing.
Types of Data Skew
- Account Data Skew: high number of child records under a single parent record; can cause sharing and locking issues.
- Ownership Skew: too many records owned by a single user.
- Lookup Skew: excessive records associated with one record in a lookup object.
Avoiding Data Skew
- Occurs with over 10,000 child records linked to a parent; can be mitigated using External Objects mapped to external data sources.
External Object Lookup
- Connects child external objects to parent external objects through an external lookup relationship.
Indirect Lookup Relationship
- Links child external objects to standard/custom parent objects when external data lacks Salesforce IDs.
SOQL vs. SOSL
- SOQL: Force.com database query language with a limit of 50,000 records per transaction.
- SOSL: Force.com full-text search language with a limit of 2,000 records per transaction.
Batch Apex
- Best method for querying and processing large data sets up to 50 million records asynchronously.
Bulk Queries
- Retrieve up to 15 GB data with both query and queryAll operations, using specified content types.
Skinny Tables
- Optimize query speeds with limits on rows, avoiding soft deleted entries, and minimizing joins.
Loading Lean Techniques
- Prioritize loading parent records before child records, delay lookups, and turn off workflows and triggers for efficient data loading.
Bulk API vs. SOAP API
- SOAP API: designed for real-time updates of a few records.
- Bulk API: ideal for processing large datasets efficiently.
Benefits of Bulk API
- Features super-fast processing, job status monitoring, auto retries for failed records, and support for parallel processing.
Data Integrity vs. Loading Lean
- Consider pre-load data cleansing and post-load enrichment to ensure data quality without triggers or validation rules.
Bulk API for Deletion
- Capable of hard deleting over one million records; should be enabled by an administrator.
Managing Bulk API Queries
- Use chunkSize header to manage record retrieval sizes, balancing between batch size and performance.
PK Chunking
- Handles extracts of over 10 million records by splitting queries based on primary keys, supported for various standard objects.
Truncation of Custom Objects
- Fast method to permanently delete all records in custom objects, erasing history and related data. Action is irreversible.
Big Objects
- Designed to manage massive data volumes with consistent performance regardless of scale, suitable for archiving and analytics.
Types of Big Objects
- Standard: predefined by Salesforce, like FieldHistoryArchive.
- Custom: created to meet unique organizational needs.
Big Objects vs. Other Objects
- They function as a non-transactional database with limited support for standard sharing rules and Salesforce features.
Mashups
- Integrate external datasets into Salesforce quickly for reduced data storage needs but limited functionality for reporting.
Lightning Platform Query Optimizer
- Enhances performance of automatically generated queries to minimize costs and improve efficiency in data access.
Data vs. Metadata
- Data comprises records and files, while metadata includes configuration settings and custom code.
Data Backup Methods
- Data Export Service for manual/scheduled exports.
- Data Loader for on-demand exports via API.
- Report Export for on-demand exports via reports.
Metadata Backup Methods
- Change Sets for metadata copying between orgs.
- Sandbox Refresh for automatic metadata duplication.
- Force.com Migration Tool for moving metadata using a Java/Ant command-line utility.
APIs for Data Backup
- REST, SOAP, Bulk, and Metadata APIs.
- Be aware of governor limits and object support.
MDM Implementation Styles
- Registry: assigns unique identifiers with no central hub.
- Consolidation: uses a central hub for cleaned master records.
- Coexistence: stores master data centrally but allows source updates.
- Transactional: central hub with control over master data attributes.
Purpose of MDM Solution
- Integrates and resolves discrepancies between Salesforce and other systems, focusing on harmonization and becoming a system of record.
Deterministic Matching
- Exact matching approach, ideal when data is perfect, though rarely practical.
Probabilistic Matching
- Uses statistical methods with various data elements to assess matching likelihood, suitable for MDM implementations.
Data Governance Plan Elements
- Data definitions, quality standards, control processes, roles, security, archiving protocols, and data growth strategies.
Data Governance vs. Stewardship
- Governance establishes rules and policies, while stewardship involves tactical activities supporting adherence to these rules.
Data Assessment Elements
- Measures quality, conducts reviews, and oversees segmentation efforts.
Salesforce Data Mask
- Used in sandboxes to protect sensitive data, irreversibly replacing it using random characters or libraries.
Permission for Decrypted Data
- Users need "View Encrypted Data" permission to access decrypted information.
Restrictions on Encrypted Text Fields
- (Information not provided in original text.)### General Constraints on Fields
- Fields cannot be unique or have default values.
- Limited to 175 characters due to algorithm constraints.
- Ineligible for use in filters for list views, reports, and roll-up summary fields.
- Cannot be utilized in report criteria; they are non-searchable but can appear in search results.
- Incompatible with Workflow Rules, formulas, and Web-to-lead features.
Enhanced Transaction Security
- Framework that monitors and controls user activity by intercepting real-time events.
- Policies can enforce actions such as blocking access, multi-factor authentication, and sending notifications.
Types of Security Policies
- Trusted IP Ranges
- Health Check Baseline
- Password Configuration
- Session Settings
Salesforce Privacy Center
- Manages the retention of customer's Personally Identifiable Information (PII).
- Enables creation of policies for data retention, deletion, anonymization, and distribution.
Consent Management
- Tracks customer preferences regarding data sharing and honors opt-out requests.
Optimizing Data Stewardship
- Redundant metadata reduces overall data quality.
- Sharing model impacts data duplication; private Organization-Wide Defaults (OWD) are more likely to create duplicates.
- Required fields and validation rules must be enforced before saving records.
Silo-in Governance
- Involves multiple group representatives collectively agreeing on data governance policies and procedures.
Einstein Data Detect
- Identifies sensitive data within an organization, enhancing data protection efforts.
- Utilizes native platform technology; no reliance on third-party services required.
- Requires Salesforce Shield add-on subscription for access.
CRM Analytics Mobile Features
- Provides quick, fluid access to data insights and visualization sharing on mobile devices.
- Allows the creation of ad-hoc queries and filters; however, Lightning Experience does not support ad-hoc queries.
Data Classification Metadata Fields
- Fields include:
- Compliance Categorization
- Data Owner
- Data Sensitivity Level: Public, Internal, Confidential, Restricted, Mission Critical
- Field Usage: Active, Deprecate, Hidden
Data Retention Policy Considerations
- Considers type of data, business owner, purpose, usage, classification level, retention duration, and conditions for deletion/archiving.
Enhanced Personal Information Management (EPIM)
- Introduces security settings to control the visibility of personal user data for external users.
- Utilizes special field sets to designate which fields are classified and concealed as personal information.
Salesforce AppExchange Dashboard
- Sales KPI dashboard displays metrics such as total closed sales this year and closed sales segmented by industry.
Questions for Data Loading into Salesforce
- Is Salesforce the primary information storage for this data?
- Will the data be vital for business processes on Salesforce?
- Are there automation needs tied to changes in this data?
- Will there be reports, dashboards, or KPIs linked to this data?
- Do users require interactions (tasks, activities, threads) about this data?
Scalability Testing Attributes
- Key performance attributes include response time, throughput, CPU usage, memory usage, and network usage.
Load Testing
- Evaluates user experience under increased demand, focusing on peak performance, server throughput, and response times.
- Monitors hardware robustness and user application capacity without performance degradation.
Salesforce Eagle Eyes
- Provides admins insights into organization and data performance through Einstein Analytics and Event Monitoring.
- Generates a detailed performance overview dashboard with metrics such as run-time, number of requests, callout time, and average database blocks.
Lightning Component for Duplicate Merging
- Potential Duplicates component allows the merging of duplicate records in Lightning Experience.
Data Protection Features in Salesforce
- Features include encryption, data masking, event monitoring, sharing model configurations, field-level security (FLS), and session settings.
Personal Data Definition
- Encompasses any data that can identify an individual.
Field Audit Trail
- Defines policies for retaining archived field history data.
- Supports compliance with industry regulations regarding audit capabilities and data retention, archiving field history into the FieldHistoryArchive big object.
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Description
Test your knowledge of Salesforce Data Architect concepts with these flashcards. This quiz focuses on the D&B Optimizer, its uses, and features within the context of Salesforce data management. Gain insights into how D&B databases can enhance data quality and accuracy.