Salesforce Certified Data Architecture and Management Designer
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
The Salesforce Certified Data Architecture and Management Designer has the following
background:
Data Architect
Technical Architect
Solution Architect
The Salesforce Certified Data Architecture and Management Designer candidate has the
experience, skills, and knowledge of:
Programming Language(s)
Prerequisite: None
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.
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.
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.
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%
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
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.
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