Be able to design an MDM approach that picks the right system of record, syncs Salesforce with external systems, and enforces matching, cleansing, and survivorship. The single most important thing: define which system owns the golden record and how conflicts resolve.
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Domain overview
Master Data Management on the Salesforce Data Architecture and Management Designer exam covers keeping a single trusted customer or account record consistent between Salesforce and external systems like SAP. Questions test integration patterns, matching and survivorship rules, data cleansing before migration, and recognizing MDM failure symptoms such as duplicate or conflicting records.
Exam objectives
Selecting integration patterns (e.g., Salesforce Connect, middleware, or batch sync) to keep Salesforce and SAP master data consistent.
Using Duplicate Management with matching rules and duplicate rules to detect and block duplicate records.
Applying Data.com or third-party cleansing and standardization before loading records into a master system.
Defining survivorship rules to determine which source system value wins when records conflict.
Treating MDM as a one-time migration instead of ongoing governance, so duplicates and conflicts reappear after go-live.
Assuming Salesforce is always the master; in SAP-centric organizations the ERP often owns the golden record.
Skipping cleansing before migration, which loads dirty data into the master and corrupts survivorship decisions.
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A global organization uses Salesforce as its CRM and SAP as its ERP. They need to ensure that customer data remains consistent across both systems. Which approach best supports a Master Data Management strategy for this landscape?
2A company is implementing a Customer Data Platform (CDP) to consolidate data from Salesforce, a web store, and an email marketing tool. Which TWO steps are critical for successful identity resolution?
3A large enterprise discovers duplicate accounts across Salesforce and their legacy system. Before importing data, they decide to implement a 'Data Stewardship' program. What is the primary role of a data steward in this context?
4A company is planning to migrate legacy customer data into Salesforce. Before the load, the data architect recommends data profiling. Why is this activity mandatory for a successful MDM project?
5An organization wants to improve their data quality within Salesforce. Which THREE actions should they prioritize to establish a robust Data Governance framework?
6When designing a master data management solution in Salesforce, what is the significance of the 'Survivorship' rules?
7Which of the following is an example of 'Probabilistic Matching' in the context of an MDM solution?
8Why should an organization perform 'Data Cleansing' before migrating data into a master record system?
9Which of the following is a classic symptom of poor Master Data Management in a Salesforce ecosystem?
10Universal Containers maintains customer master data in Salesforce and in a legacy Oracle billing system. The data architect must define a survivorship strategy that resolves field-level conflicts when the same customer is updated in both systems during the same nightly integration window. Business rules state that the most recently modified value from the system of record for that attribute should win, and that billing-related attributes must always originate from Oracle. Which approach should the architect implement to satisfy these requirements?
11Northern Trail Outfitters uses Salesforce as its system of entry for customer records, but the ERP remains the system of record for billing addresses. A data architect must design the MDM integration so that when a billing address changes in the ERP, Salesforce is updated, but address edits made in Salesforce do not flow back to the ERP. Which MDM pattern should the architect implement?
12A data architect at a global manufacturer is defining the match strategy for a new MDM hub. Legal names vary widely across regions, so the architect needs a technique that will correctly link records such as 'Acme Corp.' and 'Acme Corporation Ltd.' even though the strings differ. Which matching approach best satisfies this requirement?
13A Salesforce data architect is asked to recommend a native capability for detecting and merging duplicate person accounts created by multiple intake channels. Which Salesforce feature should the architect recommend as the primary tool?
14A data architect is designing a data governance program for a Salesforce MDM implementation that spans Sales Cloud, Service Cloud, and an external data warehouse. Which two capabilities are essential to include in the governance model? (Choose two.)
15A multinational retailer is consolidating customer master data from eleven country-level Salesforce orgs into a single global org. Each country org has its own account numbering scheme, and legal entities must remain distinguishable for tax reporting. Which MDM design should the architect recommend to reconcile the identifiers while preserving legal-entity separation?
16A Salesforce data architect at a global manufacturer is defining the master data domain for 'Customer'. The company has separate business units that each maintain their own customer records. The architect must ensure that a single, authoritative Customer record exists and is referenced by all transactional systems. Which approach best achieves this?
17Universal Containers uses Salesforce Sales Cloud as its CRM and a legacy AS/400 system for order fulfillment. Customer records exist in both systems but are keyed differently: Salesforce uses the Account ID (15-character), while the AS/400 uses a legacy customer number. The data architect must enable ongoing synchronization of customer master data between the two systems without creating duplicate records. Which approach should be used?
18A data architect at a financial services company is designing a master data management solution for 'Product' data. The company has multiple source systems: Salesforce, a legacy ERP, and a product information management (PIM) system. The architect must ensure that the golden record for each product is always the most trusted version. Which factor is most critical when defining survivorship rules for product attributes?
19Universal Containers maintains customer master data in Salesforce and a legacy ERP. The data architect needs to ensure that when a customer's address is updated in Salesforce, the change is automatically reflected in the ERP within 15 minutes. The ERP does not support outbound calls. Which Salesforce feature should be used to achieve this near real-time synchronization?
20A data architect at Northern Trail Outfitters is designing a master data management solution where customer records from Salesforce and a legacy ERP must be consolidated into a single golden record. The architect must ensure that the most recent address is always used, but if the most recent address is from the legacy ERP, it should only be used if it has been verified. Which MDM concept should be implemented to achieve this?
21A data architect is designing a master data management solution where customer records from Salesforce and a legacy system must be merged into a single golden record. The legacy system uses a customer ID that is a 10-digit number, while Salesforce uses a 15-character ID. The architect needs to create a unique cross-system identifier. Which approach best ensures uniqueness and traceability?
22A Salesforce data architect is explaining the concept of a 'golden record' to business stakeholders. Which statement best describes a golden record in a master data management context?
23Northern Trail Outfitters uses Salesforce as its system of entry for accounts and has a legacy ERP that remains the system of record for billing. The data architect must ensure that when an account's billing address changes in Salesforce, the ERP is updated within near real time, and when the ERP changes a credit limit, Salesforce reflects it within the same window. No middleware is currently in place. Which approach should the architect recommend?
24A data architect at a global manufacturer is designing a master data management solution in Salesforce for customer accounts sourced from Salesforce, a legacy mainframe, and a partner portal. The business requires that the golden record reflect the most trusted source per attribute and that conflicts be resolved deterministically. Which two capabilities should the architect implement to meet these requirements? (Choose two.)
25A Salesforce data architect is asked to ensure that account records created by the sales team always include a valid 15-character or 18-character Salesforce ID in a custom external identifier field used by an ERP integration. The ERP rejects records without a valid ID. Which Salesforce feature should the architect use to enforce this at the point of data entry?
26A global retailer is consolidating customer master data from Salesforce, a legacy loyalty system, and an e-commerce platform. The data architect must design a matching strategy that minimizes false positives while still identifying the same customer across sources where names are spelled differently and addresses vary. Which matching approach should the architect recommend?
27A data architect is designing a master data management strategy for customer data in Salesforce. The company wants to ensure data quality and consistency across systems. Which two practices should the architect recommend to maintain a single source of truth? (Choose two.)
Be able to design an MDM approach that picks the right system of record, syncs Salesforce with external systems, and enforces matching, cleansing, and survivorship. The single most important thing: define which system owns the golden record and how conflicts resolve.
The Courseiva SF-Data-Arch question bank contains 27 questions in the Master Data Management domain. Click any question to see the full explanation and answer breakdown.
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