Salesforce Data Architect Flashcards

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)

Data Visualization Tools

Data Definitions (correct)

Roles & Ownership (correct)

Data Quality Standards (correct)

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?

Data Quality Measurement, Data Review, Segmentation. Signup and view all the answers

What is a Salesforce Data Mask?

A tool to mask sensitive data in partial or full sandbox environments. Signup and view all the answers

What user permission is needed to see decrypted data?

View Encrypted Data permission. Signup and view all the answers

What are restrictions on encrypted text fields?

They cannot be unique, have default values, or be used in filters or report criteria. Signup and view all the answers

What is Enhanced Transaction Security?

A framework that intercepts real-time events and applies appropriate actions. Signup and view all the answers

Name the 4 types of security policies on the Security Center dashboard.

Trusted IP Ranges, Health Check baseline, Password Configuration, Session Settings. Signup and view all the answers

What does the Salesforce Privacy Center add-on do?

Manages how long customer's PII is stored and allows creation of data retention policies. Signup and view all the answers

What is Consent Management for Sales Cloud?

Tracks and honors customer wishes to opt-out of data-sharing. Signup and view all the answers

Key areas to optimize data stewardship?

Redundant metadata, Sharing model, Required Fields & Validation Rules. Signup and view all the answers

What is silo-in governance?

A collaborative approach where representatives from multiple groups agree on governance policies. Signup and view all the answers

What is Einstein Data Detect?

A tool that identifies sensitive data within your org for protection. Signup and view all the answers

What are CRM Analytics Mobile features?

Fast insights discovery, ad-hoc filters, and data-driven dashboards. Signup and view all the answers

What feature of Salesforce assists with classifying data?

Data Classification Metadata Fields. Signup and view all the answers

What are Data Retention Policy considerations?

Type of data, business owner, purpose, how long kept, and deletion timing. Signup and view all the answers

What is Enhanced Personal Information Management (EPIM)?

Controls visibility of personal user information. Signup and view all the answers

Name an AppExchange dashboard that displays closed sales.

Sales KPI dashboard. Signup and view all the answers

What are the data classification metadata fields?

Compliance Categorization, Data Owner, Data Sensitivity Level, Field Usage. Signup and view all the answers

What questions should be asked before loading data into Salesforce?

Is Salesforce the system of record? Is this data required for key processes? Signup and view all the answers

What are Data Retention considerations?

Type of data, classification, purpose, how it is used, when to delete. Signup and view all the answers

What are the performance attributes commonly used in scalability testing?

Response time, Throughput, CPU Usage, Memory usage, Network usage. Signup and view all the answers

What is load testing?

Measures response time under increased user demand. Signup and view all the answers

What is Salesforce Eagle Eyes?

Provides insights into org and data performance for admins. Signup and view all the answers

Which lightning component allows merging duplicate records in LEX?

Potential Duplicates. Signup and view all the answers

What features are available to protect data in Salesforce? (Select all that apply)

Masking Signup and view all the answers

Define Personal Data.

Any data that can identify an individual. Signup and view all the answers

What is Field Audit Trail?

A policy to retain archived field history data for compliance. Signup and view all the answers

What is D&B Optimizer used for?

D&B Optimizer can be used to update addresses based on information from D&B databases. Signup and view all the answers

What is Lightning Data used for?

Lightning Data packages help keep data current and assist sales teams in finding prospects. 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?

Party Identification ID Signup and view all the answers

How many records can the Data Import Wizard import at a time?

Up to 50,000 records Signup and view all the answers

How many records can Data Loader import at a time?

Up to five million records Signup and view all the answers

When should Dataloader.io be used?

When dealing with a varying number of records based on the user's plan. Signup and view all the answers

What are the maximums for Custom Report Types?

Up to 4 object relationships and 60 object references Signup and view all the answers

What is Bulk API used for?

To insert, update, upsert, or delete many records asynchronously based on REST principles. Signup and view all the answers

What is the difference between Bulk API 2.0 and Bulk API?

Bulk API 2.0 has a more streamlined workflow compared to the older Bulk API. Signup and view all the answers

When should bulk calls be used?

When dealing with more than 2000 records, use REST asynchronous 'bulkified' requests. Signup and view all the answers

How much data can be queried in a bulk query?

Up to 15 GB of data, divided into 15 files of 1 GB each. Signup and view all the answers

What happened to Data.com Prospector and Clean?

Both tools were retired on 7/31/2020. Signup and view all the answers

Name three types of data skew.

Account Data Skew, Ownership Skew, Lookup Skew Signup and view all the answers

How can data skew be avoided?

By using External Objects mapped to data stored outside Salesforce. Signup and view all the answers

What is an external object lookup?

It links a child standard, custom, or external object to a parent external object. Signup and view all the answers

What is an indirect lookup relationship?

It links a child external object to a parent standard or custom object. Signup and view all the answers

What is the difference between SOQL and SOSL queries?

SOQL is a database query language, while SOSL is a full-text search language. Signup and view all the answers

What is the best way to query and process large data sets up to 50 million records?

Batch Apex Signup and view all the answers

When to use bulk queries?

When retrieving up to 15 GB of data through query and queryAll operations. Signup and view all the answers

What are skinny tables?

They do not include soft deleted rows and contain only a minimal set of fields. Signup and view all the answers

What strategies should be considered for loading data lean?

Load parent data before child data; avoid loading with owners in the role hierarchy. Signup and view all the answers

What is the difference between Bulk API and SOAP API in data loading?

SOAP API is optimized for real-time client applications, whereas Bulk API is for processing large datasets. Signup and view all the answers

What are advantages of Bulk API?

Super-fast processing speeds, reduced client-side programmatic language, easy-to-monitor job status. Signup and view all the answers

What is the purpose of an MDM solution?

Integrate data and resolve duplicates and discrepancies between Salesforce and other systems. Signup and view all the answers

What is deterministic matching?

It looks for an exact match between two records or pieces of data. 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.

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.

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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.