Universal Containers wants to develop a dashboard in Salesforce that will allow Sales Managers to do data exploration using their mobile device (i.e., drill down into sales-related data) and have the possibility of adding ad-hoc filters while on the move.
What is a recommended solution for building data exploration dashboards in Salesforce?
A. Create a Dashboard in an external reporting tool, export data to the tool, and add link to the dashboard in Salesforce. B. Create a Dashboard in an external reporting tool, export data to the tool, and embed the dashboard in Salesforce using the Canval toolkit. C. Create a standard Salesforce Dashboard and connect it to reports with the appropriate filters. D. Create a Dashboard using Analytics Cloud that will allow the user to create ad-hoc lenses and drill down.
D. Create a Dashboard using Analytics Cloud that will allow the user to create ad-hoc lenses and drill down.
Explanation
Creating a Dashboard using Analytics Cloud that will allow the user to create ad-hoc lenses and drill down is a recommended solution for building data exploration dashboards in Salesforce. Analytics Cloud is a powerful data analysis tool that enables users to explore data using interactive dashboards, charts, graphs, and tables on any device. Users can also create lenses, which are ad-hoc data queries that can be saved and reused, and drill down into data details using filters and facets. Creating a Dashboard in an external reporting tool, exporting data to the tool, and adding link to the dashboard in Salesforce will not provide a seamless user experience and may require additional data integration and security considerations. Creating a Dashboard in an external reporting tool, exporting data to the tool, and embedding the dashboard in Salesforce using the Canval toolkit will not provide a native Salesforce solution and may require additional data integration and security considerations. Creating a standard Salesforce Dashboard and connecting it to reports with the appropriate filters will not allow the user to create ad-hoc lenses and drill down into data details on their mobile device.
Question 222:
What 2 data management policies does the data classification feature allow customers to classify in salesforce? Choose 2 answers:
A. Reference data policy. B. Data governance policy. C. Data sensitivity level D. Compliance categorization policy.
C. Data sensitivity level D. Compliance categorization policy.
Explanation
The data classification feature allows customers to classify their data in Salesforce based on two policies: Data sensitivity level: This policy defines how sensitive the data is and what level of protection it requires. For example, high sensitivity data may require encryption or masking.
Compliance categorization policy: This policy defines how the data is regulated by various laws and standards. For example, GDPR or PCI DSS.
Question 223:
Universal Containers (UC) provides shipping services to its customers. They use Opportunities to track customer shipments. At any given time, shipping status can be one of the 10 values. UC has 200,000 Opportunity records.
When creating a new field to track shipping status on opportunity, what should the architect do to improve data quality and avoid data skew?
A. Create a picklist field, values sorted alphabetically. B. Create a Master -Detail to custom object ShippingStatus c. C. Create a Lookup to custom object ShippingStatus c. D. Create a text field and make it an external ID.
A. Create a picklist field, values sorted alphabetically.
Explanation
To improve data quality and avoid data skew, the data architect should create a picklist field with values sorted alphabetically for tracking shipping status on opportunity. A picklist field ensures that only valid values are entered and prevents typos or variations in spelling. Sorting the values alphabetically makes it easier for users to find and select the correct value. Data skew occurs when a large number of records are owned by a single user or have a single value for a field.
Creating a picklist field with a limited number of values does not cause data skew, as long as the distribution of values is balanced and not skewed towards one value.
Question 224:
Universal Containers would like to have a Service-Level Agreement (SLA) of 1 day for any data loss due to unintentional or malicious updates of records in Salesforce.
What approach should be suggested to address this requirement?
A. Build a daily extract job and extract data to on-premise systems for long-term backup and archival purposes. B. Schedule a Weekly Extract Service for key objects and extract data in XL sheets to on- premise systems. C. Store all data in shadow custom objects on any updates and deletes, and extract them as needed . D. Evaluate a third-party AppExchange app, such as OwnBackup or Spanning, etc., for backup and archival purposes.
D. Evaluate a third-party AppExchange app, such as OwnBackup or Spanning, etc., for backup and archival purposes.
Explanation
Evaluating a third-party AppExchange app, such as OwnBackup or Spanning, etc., for backup and archival purposes is the best approach to address the requirement of having a one-day SLA for any data loss. These apps can provide automated backups, granular restores, and compliance features that can help UC recover from any data loss or corruption scenarios.
Question 225:
Northern Trail Outfitters (NTO) has recently implemented Salesforce to track opportunities across all their regions. NTO sales teams across all regions have historically managed their sales process in Microsoft Excel. NTO sales teams are complaining that their data from the Excel files were not migrated as part of the implementation and NTO is now facing low Salesforce adoption.
What should a data architect recommend to increase Salesforce adoption?
A. Use the Excel connector to Salesforce to sync data from individual Excel files. B. Define a standard mapping and train sales users to import opportunity data. C. Load data in external database and provide access to database to sales users. D. Create a chatter group and upload all Excel files to the group.
B. Define a standard mapping and train sales users to import opportunity data.
Explanation
According to Trailhead2, one of the best practices to increase Salesforce adoption is to migrate existing data from legacy systems or spreadsheets into Salesforce, so that users can access all their data in one place and leverage the features and functionality of Salesforce. Option B is the correct answer because it suggests defining a standard mapping and training sales users to import opportunity data from Excel files into Salesforce, which can help them transition from their old process and increase their confidence and satisfaction with Salesforce. Option A is incorrect because using the Excel connector to Salesforce does not migrate the data into Salesforce, but only syncs it between Excel and Salesforce, which can cause data inconsistency and duplication issues. Option C is incorrect because loading data in an external database and providing access to it does not increase Salesforce adoption, but rather creates another system for users to manage and switch between. Option D is incorrect because creating a chatter group and uploading all Excel files to it does not migrate the data into Salesforce, but only stores it as attachments, which cannot be used for reporting or analysis purposes.
Question 226:
UC is trying to switch from legacy CRM to salesforce and wants to keep legacy CRM and salesforce in place till all the functionality is deployed in salesforce. The want to keep data in synch b/w Salesforce, legacy CRM and SAP.
What is the recommendation? Choose 2 answers
A. Integrate legacy CRM to salesforce and keep data in synch till new functionality is in place B. Do not integrate legacy CRM to Salesforce, but integrate salesforce to SAP C. Integrate SAP with Salesforce, SAP to legacy CRM but not legacy CRM to Salesforce D. Suggest MDM solution and link MDM to salesforce and SAP
C. Integrate SAP with Salesforce, SAP to legacy CRM but not legacy CRM to Salesforce D. Suggest MDM solution and link MDM to salesforce and SAP
Explanation
Integrate SAP with Salesforce, SAP to legacy CRM but not legacy CRM to Salesforce. This is a good recommendation because it allows both Salesforce and the legacy CRM to interact with the ERP system, which can be the source of truth for some data entities. However, it avoids creating a direct connection between Salesforce and the legacy CRM, which can cause data duplication and synchronization issues. Suggest MDM solution and link MDM to salesforce and SAP. This is another good recommendation because it can help manage the data lifecycle and quality across multiple systems, as well as provide a single view of the customer data
Question 227:
DreamHouse Realty has a Salesforce deployment that manages Sales, Support, and Marketing efforts in a multi-system ERP environment. The company recently reached the limits of native reports and dashboards and needs options for providing more analytical insights.
What are two approaches an Architect should recommend? (Choose two.)
A. Weekly Snapshots B. Einstein Analytics C. Setup Audit Trails D. AppExchange Apps
B. Einstein Analytics D. AppExchange Apps
Explanation
Einstein Analytics can provide more analytical insights than native reports and dashboards by allowing users to explore data from multiple sources, create interactive visualizations, and apply AI-powered features5. AppExchange Apps can also provide more analytical insights by offering pre-built solutions or integrations with external tools that can enhance the reporting and analytics capabilities of Salesforce6.
Question 228:
A national nonprofit organization is using Salesforce to recruit members. The recruitment process requires a member to be matched with a volunteer opportunity. Given the following:
1. A record is created in Project__ c and used to track the project through completion.
2. The member may then start volunteering and is required to track their volunteer hours, which is stored in VTOTime_c object related to the project.
3. Ability to view or edit the VTOTime__c object needs to be the same as the Project__ c record.
4. Managers must see total hours volunteered while viewing the Project__ c record.
Which data relationship should the data architect use to support this requirement when creating the custom VTOTime__c object?
A. Lookup Field on Project_c to VTOTime_c displaying a list of VTOTime__c in a related list. B. Lookup field on VTOTime_c to Project_c with formula filed on Project__ c showing Sum of hours from VTOTime__c records. C. Master Detail Field on VTOTime_ c to Project_c with rollup summary field on Project __c showing sum of hours from VTOTime_c records. D. Master Detail field on Project _c to VTOTime _c showing a list of VTOTime_c Records in a related list.
C. Master Detail Field on VTOTime_ c to Project_c with rollup summary field on Project __c showing sum of hours from VTOTime_c records.
Explanation
A master-detail field on VTOTime__c to Project__c is the data relationship that the data architect should use to support the requirement when creating the custom VTOTime__c object. A master-detail relationship creates a parent-child relationship between two objects, where the master record controls certain behaviors of the detail record, such as security, ownership, deletion, and roll-up summary fields. By using a master-detail field on VTOTime__c to Project__c, you can ensure that the ability to view or edit the VTOTime__c object is the same as the Project__c record, and that managers can see the total hours volunteered while viewing the Project__c record using a roll-up summary field.
Question 229:
Universal Containers has two systems. Salesforce and an on -premise ERP system. An architect has been tasked with copying Opportunity records to the ERP once they reach a Closed/Won Stage. The Opportunity record in the ERP system will be read-only for all fields copied in from Salesforce.
What is the optimal real-time approach that achieves this solution?
A. Implement a Master Data Management system to determine system of record. B. Implement a workflow rule that sends Opportunity data through Outbound Messaging. C. Have the ERP poll Salesforce nightly and bring in the desired Opportunities. D. Implement an hourly integration to send Salesforce Opportunities to the ERP system.
B. Implement a workflow rule that sends Opportunity data through Outbound Messaging.
Explanation
Implementing a workflow rule that sends Opportunity data through Outbound Messaging is the optimal real-time approach that achieves the solution of copying Opportunity records to the ERP once they reach a Closed/Won Stage. A workflow rule can trigger an Outbound Message when an Opportunity record meets certain criteria, such as having a Closed/Won Stage. An Outbound Message can send data from Salesforce to an external system via SOAP API, without requiring any code. The external system can then process the data and create a read-only record in the ERP system. The other options are not optimal or real-time, as they would either require additional systems or tools, not provide real-time data synchronization, or not meet the frequency requirement
Question 230:
UC has large amount of orders coming in from its online portal. Historically all order are assigned to a generic user.
Which 2 measures should data architect recommend to avoid any performance issues while working with large number of order records? Choose 2 answers:
A. Clear the role field in the generic user record. B. Salesforce handles the assignment of orders automatically and there is no performance impact. C. Create a role at top of role hierarchy and assign the role to the generic user. D. Create a pool of generic users and distribute the assignment of memory to the pool of users.
A. Clear the role field in the generic user record. C. Create a role at top of role hierarchy and assign the role to the generic user.
Explanation
Clearing the role field in the generic user record and creating a role at the top of the role hierarchy and assigning it to the generic user are two measures that can help avoid performance issues while working with large number of order records. These measures can prevent data skew and lock contention that may occur when a single user owns or shares a large number of records
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