Salesforce Data Architect Certification Guide

Salesforce Data Architect Certification Guide

by Aaron Allport
Released November 2022
Publisher(s): Packt Publishing
ISBN: 9781801813556

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Book description

Learn data architecture essentials and prepare for the Salesforce Certified Data Architect exam with the help of tips and mock test questions

Key Features

  • Leverage data modelling, Salesforce database design, and techniques for effective data design
  • Learn master data management, Salesforce data management, and how to include considerations
  • Get to grips with large data volumes, performance tuning, and poor performance mitigation techniques

Book Description

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.

What you will learn

  • Understand the topics relevant to passing the Salesforce Data Architect exam
  • Explore specialist areas, such as large data volumes
  • Test your knowledge with the help of exam-like questions
  • Pick up useful tips and tricks that can be referred to time and again
  • Understand the reasons underlying the way Salesforce data management works
  • Discover the techniques that are available for loading massive amounts of data

Who this book is for

This book is for both aspiring Salesforce data architects and those already familiar with Salesforce data architecture who want to pass the exam and have a reference guide to revisit the material as part of their day-to-day job. Working knowledge of the Salesforce platform is assumed, alongside a clear understanding of Salesforce architectural concepts.

Table of contents

  1. Salesforce Data Architect Certification Guide
  2. Contributors
  3. About the author
  4. About the reviewer
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share your thoughts
    8. Download a free PDF copy of this book
  6. Section 1: Salesforce Data Architect Theory
  7. Chapter 1: Introducing the Salesforce Data Architect Journey
    1. What is the Data Architecture and Management credential?
    2. Introducing the exam
      1. Playground environments
      2. Documenting designs and design decisions
      3. Other Salesforce credentials in the Application Architect domain
    3. Profile of a Salesforce Data Architect
    4. Introducing the learning journey
    5. Summary
    6. Practice questions
    7. Further reading
  8. Chapter 2: Data Modeling and Database Design
    1. The Salesforce data model
    2. Understanding Salesforce sharing and security
      1. Organization-Wide Defaults
      2. Profiles and permission sets
      3. Role Hierarchy
      4. Sharing rules
      5. Manual sharing
      6. Team access
      7. Territory hierarchy access
      8. Programmatic sharing
      9. Restriction rules
    3. Exploring standard, custom, external, and big objects
      1. Standard objects
      2. Custom objects
      3. External objects
      4. Big objects
      5. Object relationship types
    4. Overcoming data skew
      1. Ownership skew
      2. Account skew
      3. Lookup skew
      4. Data skew summary
    5. Bringing it all together with data modeling
      1. Data modeling example and explanation
    6. Summary
    7. Practice questions
      1. Answers
    8. Further reading
  9. Chapter 3: Master Data Management
    1. Introducing MDM
      1. Key terms
    2. Implementing MDM
      1. Source of record
      2. Central registry
      3. Consolidated golden record
      4. Coexistence of the golden record
      5. Which implementation method is best?
      6. What has any of this got to do with Salesforce?
    3. The golden record
      1. What data should reside in the golden record?
      2. Salesforce holding the golden record associations
      3. Middleware holding the golden record associations
      4. A separate system holding the golden record associations
      5. Using Salesforce Connect to pull in data in real time for read-only purposes
    4. Consolidating data attributes from multiple sources
    5. Preserving traceability and business rule context
      1. Event Monitoring
      2. Setup Audit Trail
      3. Field History Tracking
      4. Field Audit Trail
      5. Custom metadata types and custom settings
    6. Summary
    7. Practice questions
      1. Answers
    8. Further reading
  10. Chapter 4: Salesforce Data Management
    1. Analyzing Salesforce license types and access to objects
      1. Standard platform licensing
      2. Experience Cloud licensing
      3. Licensing for Salesforce products not on the core platform
      4. Full products versus Salesforce-managed packages
      5. AppExchange and package licensing
    2. Persisting data
    3. Representing a single view of the customer on the Salesforce Platform
      1. Elements of the Customer 360 platform
    4. Pulling together data from multiple Salesforce instances
      1. Salesforce Connect
      2. Salesforce to Salesforce
      3. Bulk API
      4. Batch Apex
    5. Summary
    6. Practice questions
      1. Answers
    7. Further reading
  11. Chapter 5: Data Governance
    1. Considerations for implementing a compliant data model
    2. Enterprise data governance
      1. Roles and responsibilities
    3. Summary
    4. Practice questions
      1. Answers
    5. Further reading
  12. Chapter 6: Understanding Large Data Volumes
    1. Designing a scalable data model
      1. Searching for Salesforce data
      2. Data skew and its impacts on performance
      3. Data virtualization
    2. LDV performance mitigation strategies
      1. Custom indexes
      2. Skinny tables
      3. Selective filter conditions
      4. Divisions
    3. Data archiving strategies
      1. Big objects
      2. Data Loader
      3. ETL
    4. Summary
    5. Practice questions
      1. Answers
    6. Further reading
  13. Chapter 7: Data Migration
    1. Understanding data movement and its considerations
      1. Defining a process for migrating data
      2. Define
      3. Clean
      4. Extract
      5. Transform
      6. Load
      7. Test
      8. De-duplicate
      9. Enrich
      10. Maintain
    2. Loading high-quality data
    3. Migrating Large Data Volumes to Salesforce
    4. Exporting data from Salesforce
      1. Data Export
      2. Bulk API
      3. PK chunking
    5. Summary
    6. Practice questions
      1. Answers
    7. Further reading
  14. Section 2: Salesforce Data Architect Design
  15. Chapter 8: Accounts and Contacts
    1. Understanding the Account and Contact model
      1. Account Hierarchies
    2. Introducing Person Accounts
    3. Exploring the Contacts to multiple Accounts feature
    4. Exploring objects associated with Accounts and Contacts
      1. AccountContactRelation
      2. AccountContactRole
      3. Account Teams
    5. Putting it all together
    6. Revisiting Account Skew
      1. Mitigating Account Skew
    7. Summary
    8. Practice questions
      1. Answers
    9. Further reading
  16. Chapter 9: Data APIs and Apex
    1. How to call an API
    2. Lightning Platform Data APIs
      1. REST API
      2. SOAP API
      3. Bulk API
    3. Apex Database operations
    4. Batch Apex
    5. Asynchronous Apex
    6. Summary
    7. Practice questions
      1. Answers
    8. Further reading
  17. Chapter 10: Tuning Performance
    1. Skinny tables and other LDV mitigation techniques
      1. Selective filter conditions
      2. Divisions
    2. Query and search optimization
    3. Task locks
    4. PK chunking to improve performance
    5. Loading massive amounts of data
    6. Summary
    7. Practice questions
      1. Answers
    8. Further reading
  18. Chapter 11: Backup and Restore
    1. Methods for backing up and restoring data on the Salesforce Lightning Platform
      1. Introduction to metadata
      2. What is data?
      3. Why back up data and metadata?
      4. Backing up data
      5. Importing data
      6. Backing up metadata
      7. Importing metadata
    2. AppExchange and external software that facilitates data backup and restoration
    3. Summary
    4. Practice questions
      1. Answers
    5. Further reading
  19. Chapter 12: Territory Management
    1. Enterprise territory management overview
      1. Territory
      2. Territory Type
      3. Territory Type Priority
      4. Territory Model
      5. Territory Model State
      6. Territory Hierarchy
    2. Implications of territory management on data model design and sharing records
    3. Summary
    4. Practice questions
      1. Answers
    5. Further reading
  20. Section 3: Applying What We've Learned – Practice Questions and Revision Aids
  21. Chapter 13: Practice Exam Questions
    1. Practice questions 1-20
    2. Practice questions 21-40
    3. Practice questions 41-60
    4. Practice questions 61-80
    5. Practice questions 81-100
    6. Summary
  22. Chapter 14: Cheat Sheets
    1. Database modeling and database design
    2. Master data management
    3. Salesforce data management
    4. Data governance
    5. Large data volumes
    6. Data migration
    7. Accounts and contacts
    8. Summary
  23. Chapter 15: Further Resources
    1. Data modeling and database design
    2. Master data management
    3. Salesforce data management
    4. Data governance
    5. Large data volumes
    6. Data migration
    7. Accounts and contacts
    8. Data APIs and Apex
    9. Tuning performance
    10. Backup and restore
    11. Territory management
    12. Summary
  24. Chapter 16: How to Take the Exam
    1. Webassessor
      1. Signing up for a Webassessor account
    2. Taking the exam in person
    3. Taking the exam virtually
    4. The result
    5. Summary
  25. Chapter 17: Answers to Practice Questions
    1. Answers for question set 1-20
    2. Answers for question set 21-40
    3. Answers for question set 41-60
    4. Answers for question set 61-80
    5. Answers for question set 81-100
  26. Index
    1. Why subscribe?
  27. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share your thoughts
    3. Download a free PDF copy of this book

Product information

  • Title: Salesforce Data Architect Certification Guide
  • Author(s): Aaron Allport
  • Release date: November 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781801813556