KO_DA1 Flashcards
(60 cards)
Universal Containers (UC) is replacing a home grown CRM solution with Salesforce. UC has decided to migrate operational (open and active) records to Salesforce, while keeping historical records in legacy system. UC would like historical records to be available in Salesforce on an as needed basis.
Which solution should a data architect recommend to meet business requirement?
A. Leverage real-time integration to pull records into Salesforce.
B. Build a swivel chair solution to go into the legacy system and display records.
C. Leverage mashup to display historical records in Salesforce.
D. Bring all data in Salesforce, and delete it after a year.
C
Mashup is the Salesforce recommendation for an arrangement to display Salesforce-hosted data and externally hosted data. (A) is also not very clear due to the “pull records” intent.
A - doesn’t seem correct as there’s no need for real time. Mashup is most appropriate to host external info
Universal Containers has 30 million case records. The Case object has 80 fields. Agents are reporting performance Issues and time-outs while running case reports in the Salesforce org.
Which solution should a data architect recommend to improve reporting performance?
A. Contact Salesforce support to enable skinny table for cases.
B. Build reports using custom Lightning components.
C. Create a custom object to store aggregate data and run reports.
D. Move data off of the platform and run reporting outside Salesforce, and give access to reports.
A
A custom pricing engine for a Salesforce customer has to be decided by factors with the following hierarchy:
1. State in which the customer is located
2. City in which the customer is located if available
3. Zip code in which the customer is located if available
4. Changes to this information should have minimum code change
What should a data architect recommend to maintain this information for the custom pricing engine that is to be built in Salesforce?
A. Configure the pricing criteria in price books.
B. Maintain required pricing criteria in custom metadata types.
C. Assign the pricing criteria within custom pricing engine.
D. Create a custom object to maintain the pricing criteria.
B
A customer is operating in a highly regulated industry and is planning to implement Salesforce. The customer information maintained in Salesforce. includes the following:
1. Personally Identifiable information (PII)
2. IP restrictions on profiles organized by geographic location
3. Financial records that need to be private and accessible only by the assigned sales associate
Enterprise Security has mandated access to be restricted to users within a specific geography with detailed monitoring of user activity. Additionally, users should not be allowed to export information from Salesforce.
Which three Salesforce Shield capabilities should a data architect recommend? (Choose three.)
A. Event monitoring to monitor all user activity.
B. Encrypt sensitive customer information maintained in Salesforce.
C. Prevent sales users access to customer PII information.
D. Restrict access to Salesforce from users outside specific geography.
E. Transaction Security policies to prevent export of Salesforce data.
A B E
ABE. C is wrong because the details don’t say that sales users shouldn’t have access to PII. D is wrong because that’s not a Salesforce Shield feature, it’s a Network Services feature. Salesforce Shield contains 3 main services, 1) Platform Encryption, 2) Event Monitoring - with Transaction Security, which allows you to build customizable security policies, and 3) Field Audit Trail. Therefore, A is right (Event Monitoring), B is right (Shield Platform Encryption), and E is also right (Transaction Security policies are a part of Event Monitoring, and allow users to build policies).
Universal Containers (UC) is transitioning from Classic to Lightning Experience.
What does UC need to do to ensure users have access to its notes and attachments in Lightning Experience?
A. Manually upload Notes in Lightning Experience.
B. Manually upload Attachments in Lightning Experience.
C. Add Notes and Attachments Related Lists to Page Layouts in Lightning Experience.
D. Migrate Notes and Attachments to Enhanced Notes and Files using a migration tool.
D
Process of elimination. You can usually assume there’s going to be some kind of AppExchange app that will help with something so common as migrating notes, so A&B, which involve manual uploads are out. C also still sounds manual, so D would be a best guess, even if you didn’t know that the Magic Mover app existed.
Universal Containers has a Sales Cloud implementation for a sales team and an enterprise resource planning (ERP) as a customer master. Sales teams are complaining about duplicate account records and data quality issues with account data.
Which two solutions should a data architect recommend to resolve the complaints? (Choose two.)
A. Build a nightly batch job to de-dupe data, and merge account records.
B. Integrate Salesforce with ERP, and make ERP as system of truth.
C. Build a nightly sync job from ERP to Salesforce.
D. Implement a de-dupe solution and establish account ownership in Salesforce.
B D
B. Integrate Salesforce with ERP, and make ERP as system of truth. This would ensure that the data in Salesforce is always up-to-date and consistent with the data in the ERP system, which is the customer master.
D. Implement a de-dupe solution and establish account ownership in Salesforce. This would help to prevent the creation of duplicate account records in Salesforce and improve data quality. Establishing account ownership would also help to manage the account data more effectively.
These solutions would address both the issue of duplicate records and the data quality issues that the sales teams are experiencing Option C, “Build a nightly sync job from ERP to Salesforce,” could indeed be a part of the solution. However, it doesn’t address the issue of duplicate records already existing in the system.
On the other hand, option D, “Implement a de-dupe solution and establish account ownership in Salesforce,” directly addresses the problem of duplicate records. It suggests implementing a solution to identify and merge duplicates, and establishing clear ownership rules for accounts to prevent future duplicates.
Therefore, while both options could be part of a comprehensive solution, option D is more directly aligned with resolving the complaints of the sales team. It’s also important to note that a sync job (option C) would ideally be part of an overall integration strategy with the ERP system (option B), rather than a standalone solution.
Universal Containers (UC) has adopted Salesforce as its primary sales automation tool. UC has 100,000 customers with a growth rate of 10% a year. UC uses an on-premise web-based billing and invoice system that generates over 1 million invoices a year supporting a monthly billing cycle.
The UC sales team needs to be able to pull up a customer record and view their account status, invoice history, and open opportunities without navigating outside of Salesforce.
What should a data architect use to provide the sales team with the required functionality?
A. Create a visual force tab with the billing system encapsulated within an iframe.
B. Create a custom object and migrate the last 12 months of invoice data into Salesforce so it can be displayed on the Account layout.
C. Write an Apex callout and populate a related list to display on the account record.
D. Create a mashup page that will present the billing system records within Salesforce.
D
Universal Containers (UC) is in the process of migrating legacy inventory data from an enterprise resource planning (ERP) system into Sales Cloud with the following requirements:
1. Legacy inventory data will be stored in a custom child object called Inventory__c.
2. Inventory data should be related to the standard Account object.
3. The Inventory__c object should inherit the same sharing rules as the Account object.
4. Anytime an Account record is deleted in Salesforce. the related Inventory__c record(s) should be deleted as well.
What type of relationship field should a data architect recommend in this scenario?
A. Lookup relationship field on Inventory__c, related to Account
B. Indirect lookup relationship field on Account, related to Inventory__c
C. Master-detail relationship field on Inventory__c, related to Account
D. Master-detail relationship field on Account, related to Inventory__c
C
Northern Trail Outfitters has implemented Salesforce for its sales associates nationwide. Senior management is concerned that the executive dashboards are not reliable for their real-time decision-making. On analysis, the team found the following issues with data entered in
Salesforce:
1. Information in certain records is incomplete.
2. Incorrect entry in certain fields causes records to be excluded in report filters.
3. Duplicate entries cause incorrect counts.
Which three steps should a data architect recommend to address the issues? (Choose three.)
A. Explore third-party data providers to enrich and augment information entered in Salesforce.
B. Build a sales data warehouse with purpose-built data marts for dashboards and senior management reporting.
C. Design and implement data-quality dashboard to monitor and act on records that are incomplete or incorrect.
D. Periodically export data to cleanse data and import them back into Salesforce for executive reports.
E. Leverage Salesforce features, such as validation rules, to avoid incomplete and incorrect records.
A C E
Northern Trail Outfitters (NTO) has been using Salesforce for Sales and Service for 10 years. For the past two years, the marketing group has noticed a rise from 0% to 35% in returned mail when sending mail using the contact information stored in Salesforce.
Which solution should the data architect use to reduce the amount of returned mail?
A. Email all customers and ask them to verify their information and to call NTO if their address is incorrect.
B. Delete contacts when the mail is returned to save postal costs for NTO.
C. Have the sales team call all existing customers and ask to verify the contact details.
D. Use a third-party data source to update the contact information in Salesforce.
D
Northern Trail Outfitters (NTO) runs its entire business out of an enterprise data warehouse (EDW). NTO’s sales team is starting to use Salesforce after a recent implementation, but currently lacks the data required to advance leads and opportunities to the next stage.
NTO’s management has researched Salesforce Connect and would like to use it to virtualize and report on data from the EOW within Salesforce. NTO will be running thousands of reports per day across 10 to 15 external objects.
What should a data architect consider before implementing Salesforce Connect for reporting?
A. Maximum page size for server-driven paging
B. Maximum external objects per org
C. OData callout limits per day
D. Maximum number of records returned
C
https://help.salesforce.com/s/articleView?id=sf.platform_connect_general_limits.htm&type=5
The data architect for Universal Containers has written a SOQL query that will return all records from the Task object that do not have a value in the whatID field:
SELECT ID, Description, subject FROM Task WHERE WhatID != NULL
When the data architect uses the query to select values for a process, a time-out error occurs.
What does the data architect need to change to make this query more performant?
A. Change the WHERE clause to filter by a deterministic defined value.
B. Change query to SOSL.
C. Remove description from the requested field set.
D. Add LIMIT 100 to the query.
A
Northern Trail Outfitters (NTO) has a variety of customers that include households, businesses, and individuals.
The following conditions exist within its system:
1. NTO has a total of five million customers.
2. Duplicate records exist, which is replicated across many systems, including Salesforce.
Given these conditions, there is a lack of consistent presentation and clear identification of a customer record.
Which three options should a data architect perform to resolve the Issues with the customer data? (Choose three.)
A. Invest in data duplication tool to de-dupe and merge duplicate records across all systems.
B. Use Salesforce CDC to sync customer data across all systems to keep customer record in sync.
C. Create a customer master database external to Salesforce as a system of truth and sync the customer data with all systems.
D. Create a unique global customer ID for each customer and store that in all systems for referential identity.
E. Duplicate customer records across the systems and provide a two-way sync of data between the systems.
A C D
Northern Trail Outfitters (NTO) wants to implement backup and restore for Salesforce data. Currently, it has data backup processes that runs weekly, which backs up all Salesforce data to an enterprise data warehouse (EDW). NTO wants to move to daily backups and provide restore capability to avoid any data loss in case of outage.
What should a data architect recommend for a daily backup and restore solution?
A. Change weekly backup process to daily backup, and implement a custom restore solution.
B. Use Bulk API to extract data on daily basis to EDW and REST API for restore.
C. Use ETL tool for backup and restore from EDW.
D. Use AppExchange package for backup and restore.
D
Northern Trail Outfitters (NTO) operates a majority of its business from a central Salesforce org. NTO also owns several secondary orgs that the service, finance, and marketing teams work out of. At the moment, there is no integration between central and secondary orgs, leading to data visibility issues.
Moving forward, NTO has identified that a hub-and-spoke model is the proper architecture to manage its data, where the central org is the hub and the secondary orgs are the spokes.
Which tool should a data architect use to orchestrate data between the hub org and spoke orgs?
A. A middleware solution that extracts and distributes data across both the hub and spokes.
B. Develop custom APIs to poll the spoke org for change data and push into the hub org.
C. Develop custom APIs to poll the hub org for change data and push into the spoke orgs.
D. A backup and archive solution that extracts and restores data across orgs.
A
A large retail B2C customer wants to build a 360-degree view of its customers for its call center agents. The customer information is currently maintained in the following systems:
1. Salesforce CRM
2. Custom billing solution
3. Customer master data management (MDM)
4. Contract management system
5. Marketing solution
What should a data architect recommend that would help uniquely identify the customer across multiple systems?
A. Store the Salesforce ID in all the solutions to identify the customer.
B. Create a custom field as external ID to maintain the customer ID from the MDM solution.
C. Create a custom object that will serve as a cross-reference for the customer ID.
D. Create a customer database, and use this ID in all systems.
B
Northern Trail Outfitters (NTO) is in the process of evaluating big objects to store large amounts of asset data from an external system. NTO will need to report on this asset data weekly.
Which two native tools should a data architect recommend to achieve this reporting requirement? (Choose two.)
A. Standard SOQL queries
B. Async SOQL with a custom object
C. Standard reports and dashboards
D. Einstein Analytics
B D
Universal Containers (UC) is in the process of implementing an enterprise data warehouse (EDW). UC needs to extract 100 million records from Salesforce for migration to the EDW.
What data extraction strategy should a data architect use for maximum performance?
A. Utilize PK Chunking with the Bulk API.
B. Install a third-party AppExchange tool.
C. Use the Bulk API in parallel mode.
D. Call the REST API in successive queries.
A
To address different compliance requirements such as General Data Protection Regulation (GDPR), personally identifiable information (PII), Health Insurance Portability and Accountability Act (HIPPA) and others, a Salesforce customer decided to categorize each data element in Salesforce with the following:
1. Data owner
2. Security level (i.e. confidential)
3. Compliance type (i.e. GDPR. PII, HIPAA)
A compliance audit would require Salesforce admins to generate reports to manage compliance.
What should a data architect recommend to address this requirement?
A. Build reports for field Information, then export the information to classify and report for audits.
B. Create a custom object and field to capture necessary compliance information and build custom reports.
C. Use the Metadata API to extract field attribute information and use the extract to classify and build reports.
D. Use field metadata attributes for compliance categorization, data owner, and data sensitivity level.
D
Northern Trail Outfitters (NTO) has the following systems:
Customer master—source of truth for customer information
Service cloud—customer support -
Marketing cloud—marketing communications
Enterprise data warehouse-business reporting
The customer data is duplicated across all these systems and are not kept in sync. Customers are also complaining that they get repeated marketing emails and have to call in to update their information.
NTO is planning to implement a master data management (MDM) solution across the enterprise.
Which three data issues will an MDM tool solve? (Choose three.)
A. Data loss and recovery
B. Data accuracy and quality
C. Data completeness
D. Data duplication
E. Data standardization
B D E
Universal Containers has a legacy client server app that has a relational database that needs to be migrated to Salesforce.
What are the three key actions that should be done when data modeling in Salesforce? (Choose three.)
A. Work with legacy application owner to analyze the legacy data model.
B. Map legacy data to Salesforce objects.
C. Implement the legacy data model within Salesforce using custom fields.
D. Identify data elements to be persisted in Salesforce.
E. Map legacy data to custom metadata types.
A B D
A customer wants to maintain geographic location information including latitude and longitude in a custom object.
What should a data architect recommend to satisfy this requirement?
A. Create formula fields with geolocation functions for this requirement.
B. Create custom fields to maintain latitude and longitude information.
C. Create a geolocation custom field to maintain this requirement.
D. Recommend AppExchange packages to support this requirement.
C
Universal Containers (UC) is in the process of selling half of its company. As part of this split, UC’s main Salesforce org will be divided into two orgs: Org A and Org B. UC has delivered these requirements to its data architect:
1. The data model for Org B will drastically change with different objects, fields, and picklist values.
2. Three million records will need to be migrated from Org A to Org B for compliance reasons.
3. The migration will need occur within the next two months, prior to the spilt.
Which migration strategy should a data architect use to successfully migrate the data?
A. Use an ETL tool to orchestrate the migration.
B. Write a script to use the Bulk API.
C. Use the Salesforce CLI to query, export, and import.
D. Use Data Loader for export and Data Import Wizard for import.
A
Universal Containers has a requirement to store more than 100 million records in Salesforce and needs to create a custom big object to support this business requirement.
Which two tools should a data architect use to build custom big object? (Choose two.)
A. Go to Big Object in Setup and select new to create big object.
B. Use Metadata API to create big object.
C. Go to Object Manager in Setup and select new to create big object.
D. Use DX to create big object.
A B