Book Image

Salesforce Data Architect Certification Guide

By : Aaron Allport
Book Image

Salesforce Data Architect Certification Guide

By: Aaron Allport

Overview of this book

The Salesforce Data Architect is a prerequisite exam for the Application Architect half of the Salesforce Certified Technical Architect credential. This book offers complete, up-to-date coverage of the Salesforce Data Architect exam so you can take it with confidence. The book is written in a clear, succinct way with self-assessment and practice exam questions, covering all the topics necessary to help you pass the exam with ease. You’ll understand the theory around Salesforce data modeling, database design, master data management (MDM), Salesforce data management (SDM), and data governance. Additionally, performance considerations associated with large data volumes will be covered. You’ll also get to grips with data migration and understand the supporting theory needed to achieve Salesforce Data Architect certification. By the end of this Salesforce book, you'll have covered everything you need to know to pass the Salesforce Data Architect certification exam and have a handy, on-the-job desktop reference guide to re-visit the concepts.

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Table of Contents (23 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
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Conventions used
Get in touch
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1
Section 1: Salesforce Data Architect Theory
Section 1: Salesforce Data Architect Theory
Free Chapter
2
Chapter 1: Introducing the Salesforce Data Architect Journey
Chapter 1: Introducing the Salesforce Data Architect Journey
What is the Data Architecture and Management credential?
Introducing the exam
Profile of a Salesforce Data Architect
Introducing the learning journey
Summary
Practice questions
Further reading
3
Chapter 2: Data Modeling and Database Design
Chapter 2: Data Modeling and Database Design
The Salesforce data model
Understanding Salesforce sharing and security
Exploring standard, custom, external, and big objects
Overcoming data skew
Bringing it all together with data modeling
Summary
Practice questions
Further reading
4
Chapter 3: Master Data Management
Chapter 3: Master Data Management
Introducing MDM
Implementing MDM
The golden record
Consolidating data attributes from multiple sources
Preserving traceability and business rule context
Summary
Practice questions
Further reading
5
Chapter 4: Salesforce Data Management
Chapter 4: Salesforce Data Management
Analyzing Salesforce license types and access to objects
Persisting data
Representing a single view of the customer on the Salesforce Platform
Pulling together data from multiple Salesforce instances
Summary
Practice questions
Further reading
6
Chapter 5: Data Governance
Chapter 5: Data Governance
Considerations for implementing a compliant data model
Enterprise data governance
Summary
Practice questions
Further reading
7
Chapter 6: Understanding Large Data Volumes
Chapter 6: Understanding Large Data Volumes
Designing a scalable data model
LDV performance mitigation strategies
Data archiving strategies
Summary
Practice questions
Further reading
8
Chapter 7: Data Migration
Chapter 7: Data Migration
Understanding data movement and its considerations
Loading high-quality data
Migrating Large Data Volumes to Salesforce
Exporting data from Salesforce
Summary
Practice questions
Further reading
9
Section 2: Salesforce Data Architect Design
Section 2: Salesforce Data Architect Design
10
Chapter 8: Accounts and Contacts
Chapter 8: Accounts and Contacts
Understanding the Account and Contact model
Introducing Person Accounts
Exploring the Contacts to multiple Accounts feature
Exploring objects associated with Accounts and Contacts
Putting it all together
Revisiting Account Skew
Summary
Practice questions
Further reading
11
Chapter 9: Data APIs and Apex
Chapter 9: Data APIs and Apex
How to call an API
Lightning Platform Data APIs
Apex Database operations
Batch Apex
Asynchronous Apex
Summary
Practice questions
Further reading
12
Chapter 10: Tuning Performance
Chapter 10: Tuning Performance
Skinny tables and other LDV mitigation techniques
Query and search optimization
Task locks
PK chunking to improve performance
Loading massive amounts of data
Summary
Practice questions
Further reading
13
Chapter 11: Backup and Restore
Chapter 11: Backup and Restore
Methods for backing up and restoring data on the Salesforce Lightning Platform
AppExchange and external software that facilitates data backup and restoration
Summary
Practice questions
Further reading
14
Chapter 12: Territory Management
Chapter 12: Territory Management
Enterprise territory management overview
Implications of territory management on data model design and sharing records
Summary
Practice questions
Further reading
15
Section 3: Applying What We've Learned – Practice Questions and Revision Aids
Section 3: Applying What We've Learned – Practice Questions and Revision Aids
16
Chapter 13: Practice Exam Questions
Chapter 13: Practice Exam Questions
Practice questions 1-20
Practice questions 21-40
Practice questions 41-60
Practice questions 61-80
Practice questions 81-100
Summary
17
Chapter 14: Cheat Sheets
Chapter 14: Cheat Sheets
Database modeling and database design
Master data management
Salesforce data management
Data governance
Large data volumes
Data migration
Accounts and contacts
Summary
18
Chapter 15: Further Resources
Chapter 15: Further Resources
Data modeling and database design
Master data management
Salesforce data management
Data governance
Large data volumes
Data migration
Accounts and contacts
Data APIs and Apex
Tuning performance
Backup and restore
Territory management
Summary
19
Chapter 16: How to Take the Exam
Chapter 16: How to Take the Exam
Webassessor
Taking the exam in person
Taking the exam virtually
The result
Summary
20
Chapter 17: Answers to Practice Questions
Chapter 17: Answers to Practice Questions
Answers for question set 1-20
Answers for question set 21-40
Answers for question set 41-60
Answers for question set 61-80
Answers for question set 81-100
21
Index
Index
Why subscribe?
22
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Other Books You May Enjoy
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Task locks

When loading data, record locking can occur due to several issues. When dealing with tasks, it’s worth noting a few conditions where records associated with the task records are locked. Specifically, these are as follows:

  • When a task is inserted, the Account record, along with the records referenced by the WhoId and WhatId fields, is locked, but only if the status of the task record is not Completed, and the activity date is set (it’s not equal to null).
  • When a task is updated, the Account record, along with the records referenced by the WhoId and WhatId fields, is locked, irrespective of task record values.
  • When a task is deleted, the Account record, along with the records referenced by the WhoId and WhatId fields, is locked, irrespective of task record values.

When we break down the record associations available for a task record, there are two main fields in play—namely, the WhoId and WhatId fields. WhoId is a Contact or a Lead...

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