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Salesforce Certified Data Architecture and Management Designer

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146 views

Salesforce Certified Data Architecture and Management Designer

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robingrover
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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C ert i fi ca tion Ex am Gu id e

SALESFORCE CERTIFIED DATA


ARCHITECTURE AND
MANAGEMENT DESIGNER
Winter ‘19

© 2018 Salesforce.com, inc. All rights reserved.


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

CONTENTS
About the Salesforce Certified Data Architecture and Management Designer
Credential ..............................................................................................................................1
Section 1. Purpose of this Exam Guide .............................................................................2
Section 2. Audience Description: Salesforce Certified Data Architecture and
Management Designer ........................................................................................................3
Section 3. About the Exam .................................................................................................5
Section 4. Recommended Training and References .......................................................6
Section 5. Exam Outline .....................................................................................................7
Section 6. Sample Exam Questions ............................................................................... 10
Section 7. Answers to Sample Exam Questions ........................................................... 12
Section 8. Maintaining a Certification ............................................................................ 13

©Copyright 2018 Salesforce.com, inc. All rights reserved. i


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

ABOUT THE SALESFORCE CERTIFIED DATA ARCHITECTURE AND


MANAGEMENT DESIGNER CREDENTIAL
The Salesforce Certified Data Architecture and Management Designer credential is intended
for the designer who assesses the architecture environment and requirements and designs
sound, scalable, and performant solutions on the Lightning Platform. This credential will also
assess the designer’s ability to meet the requirements of large-data-volume enterprises, as
well as understands enterprise data management and stewardship concerns and
considerations in relation to projects. The credential is relevant to designers who have
experience communicating solutions and design trade-offs to business stakeholders.

©Copyright 2018 Salesforce.com, inc. All rights reserved. 1


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 1. PURPOSE OF THIS EXAM GUIDE


This exam guide is designed to help you evaluate your readiness to successfully complete the
Salesforce Certified Data Architecture and Management Designer certification exam. This
guide provides information about the target audience for the certification exam,
recommended training and documentation, and a complete list of exam objectives—all with
the intent of helping you achieve a passing score. Salesforce highly recommends a
combination of on-the-job experience, and self-study to maximize your chances of passing
the exam.

©Copyright 2018 Salesforce.com, inc. All rights reserved. 2


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 2. AUDIENCE DESCRIPTION: SALESFORCE CERTIFIED


DATA ARCHITECTURE AND MANAGEMENT DESIGNER
A Salesforce Certified Data Architecture and Management Designer assesses the architecture
environment and requirements and designs sound, scalable, and perform solutions on the
Lightning Platform as it pertains to enterprise data management. The candidate is
knowledgeable about information architecture frameworks covering major building blocks,
such as data sourcing, integration/movement, persistence, master data management,
metadata management and semantic reconciliation, data governance, security, and delivery.
The candidate also has experience assessing customers' requirements in regards to data
quality needs and creating solutions to ensure high quality data (e.g., no duplicates, correct
data) and can also recommend organizational changes to ensure proper data stewardship.
The candidate has experience communicating solutions and design trade-offs to business
stakeholders.

The Salesforce Certified Data Architecture and Management Designer has the following
background:

 One to two years in Salesforce technology

 Five to eight years of experience supporting or implementing data-centric initiatives

Typical job roles may include:

 Data Architect

 Technical Architect
 Solution Architect

The Salesforce Certified Data Architecture and Management Designer candidate has the
experience, skills, and knowledge of:

 Data modeling/Database Design


o Custom fields, master detail, lookup relationships
o Client requirements and mapping to database requirements
 Standard object structure for sales and service cloud
o Making best use of Salesforce standard and big objects

 Association between standard objects and Salesforce license types


 Large Data Volume considerations
o Indexing, LDV migrations, performance

 Salesforce Platform declarative and programming concepts

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SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

 Scripting using those tools (Data loader, ETL platforms)


 Data Stewardship
 Data Quality Skills (concerned with clean data)

A candidate for this exam is not expected to know:

 Non-Salesforce Technology/Database Concepts

 Configuration of Integration tools


 Experience with MDM Tools (Master Data Management)

 Lightning Development Experience/Expertise

 Programming Language(s)

©Copyright 2018 Salesforce.com, inc. All rights reserved. 4


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 3. ABOUT THE EXAM


The Salesforce Certified Data Architecture and Management Designer exam has the
following characteristics:

 Content: 60 multiple-choice/multiple-select questions


 Time allotted to complete the exam: 105 minutes (time allows for unscored
questions)

 Passing Score: 67%


 Registration fee: USD 400, plus applicable taxes as required per local law
 Retake fee: USD 200, plus applicable taxes as required per local law
 Delivery options: Proctored exam delivered onsite at a testing center or in an online
proctored environment. Click here for information on scheduling an exam.
 References: No hard-copy or online materials may be referenced during the exam.

 Prerequisite: None

©Copyright 2018 Salesforce.com, inc. All rights reserved. 5


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 4. RECOMMENDED TRAINING AND REFERENCES


As preparation for this exam, Salesforce recommends a combination of: hands-on
experience, training course completion, Trailhead trails, and self-study in the areas listed in
the Exam Outline section of this exam guide.

To enroll in instructor-led courses and launch online training from your Salesforce
application, click the Help & Training link in the upper right corner of the screen (requires
login) and search for the desired courses. Non-Salesforce customers can register for
instructor-led courses here.

To review online Documentation, Tip Sheets, and User Guides – search for the topics listed in
the Exam Outline section of the exam guide and study the information related to those
topics. Documentation, Tip Sheets, and User Guides can also be accessed through Help &
Training.

TRAILHEAD TRAILMIX
Check out the official Certification Trailmix for this credential. We have included essential
Trailhead learning specifically with you in mind.

©Copyright 2018 Salesforce.com, inc. All rights reserved. 6


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 5. EXAM OUTLINE


The Salesforce Certified Data Architecture and Management Designer exam measures a
candidate’s knowledge and skills related to the following objectives.

DATA MODELING
 Compare and contrast various techniques and considerations for designing
Lightning Platform data model (e.g., objects, fields & relationships, object
features). Weighting
 Given a customer scenario, design a data model that is scalable, supports all 20%
business processes with appropriate level of customizations (click vs. code),
while considering performance for large data volumes.

CONCEPTUAL DESIGN
 Given a customer scenario, identify the issues impacting data quality along key
dimensions (such as data duplication, completeness, accuracy, integrity, etc.).
 Given a customer scenario, recommend approaches for improving data quality Weighting
along key dimensions (e.g., data duplication, completeness, accuracy, integrity 15%
etc.) using various techniques (e.g., data assessment/profiling, cleansing,
standardization/normalization, matching & merging, declarative components)
in Salesforce (e.g., validation rules, visual indicators, dependent pick lists, etc.).
 Given a customer scenario, recommend appropriate techniques and tools to
monitor data quality on an ongoing basis (e.g., KPIs, data quality reports,
dashboards, metrics, third-party solutions).
 Given a customer scenario, recommend appropriate techniques and methods
for ensuring high data quality at the point of entry, such as client/server side
validation rules, workflows, approvals, data.com clean, duplicate prevention.

MASTER DATA MANAGEMENT


 Compare and contrast the various techniques, approaches and considerations
for implementing Master Data Management Solutions (e.g., MDM
Weighting
implementation styles, harmonizing and consolidating data from multiple
sources, establishing data survivorship rules, thresholds & weights, leveraging 10%
external reference data for enrichment, Canonical modeling techniques,
hierarchy management).
 Given a customer scenario, recommend and use techniques for establishing a
"golden source of truth"/"system of record" for the customer domain.
 Given a customer scenario, recommend approaches and techniques for
consolidating data attributes from multiple sources. Discuss criteria and
methodology for picking the winning attributes (data survivorship rules).

©Copyright 2018 Salesforce.com, inc. All rights reserved. 7


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

METADATA MANAGEMENT
 Compare and contrast various techniques, approaches and considerations for
capturing and managing business and technical metadata (e.g., business
dictionary, data lineage, taxonomy, data classification).
Weighting
 Given a customer scenario, recommend appropriate approaches and
techniques to capture and maintain customer metadata to preserve traceability
7%
and establish a common context for business rules (e.g., applying weights to
attributes used in matching process by their importance, data classification,
global/local attributes, field audit trails, etc.).

DATA ARCHIVING
 Compare and contrast various approaches and considerations for arriving
at a data archiving and purging plan. Discuss export mechanisms, restore
mechanisms, and merits of various options for archiving on Salesforce
platform vs. off-platform (e.g., Bulk API call with hard delete option,
triggers to copy aggregated data into a custom object, storing summarized
Weighting
data using analytic snapshots, and/or when to move data to an external
system and how to make it available to core CRM). 10%
 Given a customer scenario, recommend a data archiving and purging plan
that is optimal for customer's data storage management needs (e.g., large
data volumes, data storage governor limits, data archiving, restore
options, linking archived data to core CRM, on-platform vs off-platform
options, AppExchange enablers).

DATA GOVERNANCE
 Compare and contrast various approaches and considerations for designing
and implementing an enterprise data governance program while taking into
account framework for defining roles and responsibilities (e.g., stewardship,
data custodian, etc.), policies and standards, ownership and accountability, Weighting
data rules and definitions, monitoring, and measurement.
7%
 Given a customer scenario, recommend a data governance model in terms of
roles and responsibilities, processes for establishing data standards, metrics
and KPIs, classification of attributes by usage, identifying and prioritizing
attributes to be used in match and merge, setting attribute scores and weights.
 Given a customer scenario, recommend an approach for optimizing data
stewardship engagement for mitigating duplicates in matching and merging of
records. Discuss attribute selection in match and merge, criteria for auto
merge, manual merge and re-parenting considerations. Identify options for
auto merge enablers available on AppExchange.

©Copyright 2018 Salesforce.com, inc. All rights reserved. 8


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

BUSINESS INTELLIGENCE, REPORTING & ANALYTICS


 Compare and contrast approaches and techniques for creating analytical
reports and dashboards, discuss Salesforce offerings such as Wave, options
available on AppExchange for exposing data quality metrics, adoption metrics,
etc.
Weighting
 Given a customer scenario, recommend approaches for leveraging Salesforce
(and partner) analytics offerings to enhance/optimize customer's enterprise
10%
analytics capabilities as well as recommending techniques to maintain the
desired performance level (SOQL queries, reports) given customer's large data
volumes.

DATA MIGRATION
 Compare and contrast various techniques and considerations for importing
data into and exporting data out of Salesforce (e.g., serial load, parallel load,
deferred sharing, managing locks, handling hierarchical relationships, Bulk load
API limits). Weighting
Weighting
 Given a customer scenario, recommend an optimal data migration plan taking 7%
10%
into account parallelism, managing locks, and handling sharing rules.

PERFORMANCE TUNING
 Compare and contrast various techniques for improving performance when
migrating large data volumes into Salesforce, generating reports and
Weighting
dashboards, and querying large data sets in Salesforce.
11%

©Copyright 2018 Salesforce.com, inc. All rights reserved. 9


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 6. SAMPLE EXAM QUESTIONS


The following questions are representative of those on the Salesforce Certified Data
Architecture and Management Designer exam. These questions are not designed to test your
readiness to successfully complete the certification exam, but should be used to become
familiar with the types of questions on the exam. The actual exam questions may be more or
less difficult than this set of questions.

1. What are three recommended methods for downloading data for a backup or archive?
Choose three answers
A. Schedule a weekly export from the system.
B. Use the Dataloader to download the data.
C. Schedule a report to email the Admin.
D. Configure outbound messages for all objects.
E. Use an Extract Transform Load (ETL) tool.

2. In the context of a formal data governance program, which two activities are the
responsibility of the Data Architect?
Choose two answers
A. Create and maintain database backups.
B. Translate business requirements into data models.
C. Maintain data architecture metadata repository.
D. Manage the data governance program.

3. Universal Containers would like to import over 1 million Lead records into Salesforce.
What API should be used for optimal performance during the data load?
Choose one answer
A. Soap API
B. Bulk API in serial mode
C. Streaming API
D. Bulk API in parallel mode

©Copyright 2018 Salesforce.com, inc. All rights reserved. 10


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

4. Universal Containers (UC) has a set of integrations that execute sequentially. Salesforce is
the final downstream system for the integrations. Management is complaining that data is
taking too long to appear in Salesforce.
Which two approaches should the data architect use to diagnose the issue?
Choose two answers
A. Document the data flow within each system and through each integration.
B. Add CPU and memory to the integration platform hardware.
C. Confirm that network bandwidth and latency are within expected parameters.
D. Increase the number of parallel integration processes that are running.

5. Universal Containers (UC) has two existing Salesforce orgs used for Sales and Service. UC
plans to merge one of the Salesforce orgs (the source) into the other org (the target).
Which two tasks should be completed first to document the target data architecture?
Choose two answers
A. Analyze the source and target Salesforce orgs to identify data model conflicts and
gaps.
B. Gather and analyze the system audit logs from each org to reconcile the metadata
change history.
C. Gather and analyze the new business requirements for the combined Salesforce orgs.
D. Deploy all customizations and data as-is from the source org to the target org to
identify conflicts.

©Copyright 2018 Salesforce.com, inc. All rights reserved. 11


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 7. ANSWERS TO SAMPLE EXAM QUESTIONS


1. A, B, E
2. B, C
3. D
4. A, C
5. A, C

©Copyright 2018 Salesforce.com, inc. All rights reserved. 12


SALESFORCE CERTIFIED DATA ARCHITECTURE AND MANAGEMENT
DESIGNER

SECTION 8. MAINTAINING A CERTIFICATION


One of the benefits of holding a Salesforce credential is always being up to date on new
product releases. Our release exams are designed to ensure you have the latest information
you need to be a successful Salesforce Certified expert.

Bookmark these useful resources for maintaining your credentials:

 Maintenance Exam Due Dates


 Verify Your Certification Status
 Overall Maintenance Requirements

Don’t let your hard-earned credential expire! Once you earn the credential, if you do not
complete all maintenance requirements by the due date, your credential will expire, or in
some cases, become suspended. For more information, click here.

ABOUT TRAILHEAD

Trailhead is your path into the Salesforce economy. It’s the fun way to learn the skills you need to transform your company,
earn credentials that grow your career, and connect with a global movement of Trailblazers to continue learning together.

 Copyright 2018 salesforce.com, inc. All rights reserved

©Copyright 2018 Salesforce.com, inc. All rights reserved. 13

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