Salesforce Data Architect Certification Guide: Comprehensive coverage of the Salesforce Data Architect exam content to help you pass on the first attempt

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