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Question 171 - Certified Data Architect discussion

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A large Automobile company has implemented SF for its Sales Associates. Leads flow from its website to SF using a batch integration in SF. The Batch job connects the leads to Accounts in SF. Customer visiting their retail stores are also created in SF as Accounts.

The company has noticed a large number of duplicate accounts in SF. On analysis, it was found that certain customers could interact with its website and also visit the store. The Sales associates use Global Search to search for customers in Salesforce before they create the customers.

Which scalable option should a data Architect choose to implement to avoid duplicates?

A.
Create duplicate rules in SF to validate duplicates during the account creation process
Answers
A.
Create duplicate rules in SF to validate duplicates during the account creation process
B.
Implement a MDM solution to validate the customer information before creating Accounts in SF.
Answers
B.
Implement a MDM solution to validate the customer information before creating Accounts in SF.
C.
Build Custom search based on fields on Accounts which can be matched with customer when they visit the store
Answers
C.
Build Custom search based on fields on Accounts which can be matched with customer when they visit the store
D.
Customize Account creation process to search if customer exists before creating an Account.
Answers
D.
Customize Account creation process to search if customer exists before creating an Account.
Suggested answer: A

Explanation:

The data architect should choose to implement duplicate rules in SF (Salesforce) to validate duplicates during the account creation process. Duplicate rules are a feature in Salesforce that allow users to define criteria and actions for detecting and preventing duplicate records. By creating duplicate rules for accounts, the data architect can ensure that any leads from the website or customers from the retail stores that match existing accounts in Salesforce are flagged or blocked before they are created as new accounts. This will help avoid duplicate accounts in Salesforce and maintain data quality. Option B is incorrect because implementing a MDM (Master Data Management) solution to validate the customer information before creating accounts in SF will require additional infrastructure cost and maintenance effort. Option C is incorrect because building custom search based on fields on accounts which can be matched with customer when they visit the store will require additional development effort and may not be accurate or user-friendly. Option D is incorrect because customizing account creation process to search if customer exists before creating an account will require additional configuration effort and may not be consistent or scalable.

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asked 23/09/2024
andrea rosi
44 questions
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