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Universal Containers (UC) is migrating data from legacy system to Salesforce. During data analysis it was discovered that data types of fields being migrated do not match with Salesforce data types. Which solution should a data architect use to ensure successful data migrations?
Universal Containers (UC) is migrating from a legacy system to Salesforce CRM, UC is concerned about the quality of data being entered by users and through external integrations. Which two solutions should a data architect recommend to mitigate data quality issues?
DreamHouse Realty has a data model as shown in the image. The Project object has a private sharing model, and it has Roll-Up summary fields to calculate the number of resources assigned to the project, total hours for the project, and the number of work items associated to the project. There will be a large amount of time entry records to be loaded regularly from an external system into Salesforce. What should the Architect consider in this situation?
Universal Containers (UC) is implementing a formal, cross -business -unit data governance program As part of the program, UC will implement a team to make decisions on enterprise -wide data governance. Which two roles are appropriate as members of this team? Choose 2 answers
Get Cloud Consulting needs to integrate two different systems with customer records into the Salesforce Account object. So that no duplicate records are created in Salesforce, Master Data Management will be used. An Architect needs to determine which system is the system of record on a field level. What should the Architect do to achieve this goal?
A national nonprofit organization is using Salesforce to recruit members. The recruitment process requires a member to be matched with a volunteer opportunity. Given the following: 1. A record is created in Project__ c and used to track the project through completion. 2. The member may then start volunteering and is required to track their volunteer hours, which is stored in VTOTime_c object related to the project. 3. Ability to view or edit the VTOTime__c object needs to be the same as the Project__ c record. 4. Managers must see total hours volunteered while viewing the Project__ c record. Which data relationship should the data architect use to support this requirement when creating the custom VTOTime__c object?
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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 org: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 migrate will need occur within the next two month, prior to be split. Which migrate strategy should a data architect use to successfully migrate the date?
Universal Containers (UC) uses the following Salesforce products: Sales Cloud for customer management. Marketing Cloud for marketing. Einstein Analytics for business reporting. UC occasionally gets a list of prospects from third-party source as comma-separated values (CSV) files for marketing purposes. Historically, UC would load contact Lead object in Salesforce and sync to Marketing Cloud to send marketing communications. The number of records in the Lead object has grown over time and has been consuming large amounts of storage in Sales Cloud, UC is looking for recommendations to reduce the storage and advice on how to optimize the marketing Cloud to send marketing communications. The number of records in the Lead object has grown over time and has been consuming large amounts of storage in Sales Cloud, UC is looking for recommendations to reduce the storage and advice on how to optimize the marketing process. What should a data architect recommend to UC in order to immediately avoid storage issues in the future?
Universal Containers keeps its Account data in Salesforce and its Invoice data in a third -party ERP system. They have connected the Invoice data through a Salesforce external object. They want data from both Accounts and Invoices visible in one report in one place. What two approaches should an architect suggest for achieving this solution? Choose 2 answers

Question 182 - Certified Data Architect discussion

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A large insurance provider is looking to implement Salesforce. The following exist.

1. Multiple channel for lead acquisition

2. Duplication leads across channels

3. Poor customer experience and higher costs

On analysis, it found that there are duplicate leads that are resulting to mitigate the issues?

A.
Build process is manually search and merge duplicates.
Answers
A.
Build process is manually search and merge duplicates.
B.
Standard lead information across all channels.
Answers
B.
Standard lead information across all channels.
C.
Build a custom solution to identify and merge duplicate leads.
Answers
C.
Build a custom solution to identify and merge duplicate leads.
D.
Implement third-party solution to clean and event lead data.
Answers
D.
Implement third-party solution to clean and event lead data.
E.
Implement de-duplication strategy to prevent duplicate leads
Answers
E.
Implement de-duplication strategy to prevent duplicate leads
Suggested answer: B, D, E

Explanation:

According to the Salesforce documentation2, duplicate leads are leads that have the same or similar information as other leads in Salesforce. Duplicate leads can cause poor customer experience, higher costs, and inaccurate reporting. To mitigate the issues caused by duplicate leads, some of the recommended practices are:

Standardize lead information across all channels (option B). This means using consistent formats, values, and fields for capturing lead data from different sources, such as web forms, email campaigns, or third-party vendors. This can help reduce data quality issues and make it easier to identify and prevent duplicate leads.

Implement a third-party solution to clean and enrich lead data (option D). This means using an external service or tool that can validate, correct, update, and enhance lead data before or after importing it into Salesforce. This can help improve data quality and accuracy, and reduce duplicate leads.

Implement a de-duplication strategy to prevent duplicate leads (option E). This means using Salesforce features or custom solutions that can detect and block duplicate leads from being created or imported into Salesforce.For example, using Data.com Duplicate Management3, which allows defining matching rules and duplicate rules for leads and other objects.

Building a process to manually search and merge duplicates (option A) is not a good practice, as it can be time-consuming, error-prone, and inefficient. Building a custom solution to identify and merge duplicate leads (option C) is also not a good practice, as it can be complex, costly, and difficult to maintain. It is better to use existing Salesforce features or third-party solutions that can handle duplicate leads more effectively.

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asked 23/09/2024
Miroslav Burzinskij
36 questions
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