Pass the Salesforce Application Architect Data-Architect Questions and answers with ValidTests

The correct answer is A, B, and D. To maintain the relationship hierarchy during migration, a data architect should use data loader to export the data from source org and then import or upsert into the target org in sequential order, create an external ID field for each object in the target org and map source record IDs to this field, and replace source record IDs with new record IDs from the target org in the import file. These steps will ensure that the records are linked correctly and the relationships are preserved. Option C is incorrect because redefining the master detail relationship fields to lookup relationship fields in the target org will change the behavior and security of the data model. Option E is incorrect because keeping the relationship fields populated with the source record IDs in the import file will cause errors and prevent the records from being imported.

The recommended course of action to appropriately integrate the new Opportunity engagement system with Salesforce is to bring the stakeholders together to discuss the appropriate data strategy moving forward. This is because there may be valuable data in both systems that need to be reconciled and harmonized, and the Master Data Management (MDM) strategy may need to be revised or updated to accommodate the new system. The other options are not recommended, as they may result in data loss, inconsistency, or duplication

Option A is correct because RecordType is a valid metadata type that should be included in documenting the data architecture of a Salesforce organization1. RecordType defines different business processes, picklist values, and page layouts for different users2. Option C is correct because CustomField is another valid metadata type that should be included in documenting the data architecture of a Salesforce organization1. CustomField defines custom attributes for standard or custom objects3. Option B is not correct because Document is not a valid metadata type, but a standard object that stores documents in folders4. Option D is not correct because SecuritySettings is not a valid metadata type, but a setup menu that allows administrators to configure various security features such as password policies, network access, session settings, etc.

According to the Get Started with Big Objects unit on Trailhead, one of the use cases for custom big objects is to store and manage loyalty program data for customers. The unit states that “From loyalty programs to transactions, order, and billing information, use a custom big object to keep track of every detail.” Therefore, a custom big object can be used to capture the reward program data and display it on the contact record. Additionally, according to the Big Objects Implementation Guide, big objects can handle massive amounts of data (up to billions of records) and can be updated nightly from external systems using Bulk API or batch Apex. Therefore, a custom big object can meet the requirements of NTO’s loyalty program scenario.

Exploring external data sources in Salesforce to build a 360 degree view of the customer (option A) is the best strategy to satisfy this requirement, as it allows customer service agents to view the activities from all four systems in real time without storing or replicating the data in Salesforce. Using a customer data mart to create the 360 degree view of the customer (option B) is not a good strategy, as it may introduce additional complexity and cost, and it does not leverage the native Salesforce features. Periodically uploading summary information in Salesforce to build a 360 degree view (option C) is also not a good strategy, as it may cause data latency and inconsistency, and it does not provide real-time information. Migrating customer activities from all four systems into Salesforce (option D) is also not a good strategy, as it may cause data redundancy and conflicts, and it does not scale well with large volumes of data.

 Specify the legacy CRM as the system of record during transition until it is removed from operation and fully replaced by Salesforce. This is a good technique to ensure data consistency and avoid conflicts between the two systems. Work with stakeholders to establish a Master Data Management plan for the system of record for specific objects, records, and fields. This is another good technique to define the data governance and stewardship policies and processes for managing data quality and integrity across multiple systems

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

 According to this article, migrating the legacy data leveraging an ETL tool to transform data types and load data into Salesforce can be a way to ensure successful data migrations. The article states that ETL tools can help with data cleansing, mapping, transformation, and loading, and that they can handle different data types and formats. The article also provides some best practices for data migration, such as identifying the data to migrate, creating templates for the data, preparing the destination org, and validating the data.

 Salesforce allows up to four objects in a single report type. This means that if an architect wants to create a report that compiles data from Accounts, Contacts, Opportunities, Orders, and Order Line Items, they will run into a difficulty because that would require five objects in a single report type. To overcome this limitation, the architect can either create two separate report types and join them in a joined report, or use an external reporting tool that can access data from multiple objects.

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.