SF-Data-Arch Master Data Management — 10 Questions

Question 1

Refer to the exhibit. The Data Architect is implementing a validation policy for incoming master data. What does this specific JSON policy achieve?

Accepted Answer

It rejects any record where the BillingCountry does not match the two-letter ISO code.. This policy implements a strict format validation for the BillingCountry field. By using a regex pattern requiring exactly two uppercase letters, it enforces ISO country code standards at the point of ingestion. This ensures data consistency for reporting and downstream integrations, preventing dirty data from polluting the CRM and avoiding errors in systems that rely on standardized country formats for tax or shipping calculations.

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It converts all incoming country names to a two-letter format.

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It automatically updates the BillingCountry to the correct value if an error is found.

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It allows any country code but logs it for later manual review by a steward.

Question 2

Universal Containers is implementing a master data management strategy in Salesforce. The data architect needs to ensure that when customer information is updated in the master system, it is propagated to all downstream systems within 15 minutes. Which Salesforce feature should the architect use to achieve this near real-time synchronization?

Accepted Answer

Platform Events. Platform Events provide a scalable, event-driven mechanism to publish master data changes and have downstream systems subscribe and react in near real-time. This meets the 15-minute synchronization requirement while decoupling systems. Other options either lack real-time capability or are limited to Salesforce-internal changes.

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Outbound Messaging

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Change Data Capture

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Scheduled Batch Apex

Question 3

A global financial services company uses Salesforce as its CRM and has multiple business units that each maintain their own customer data. The data architect needs to implement a master data management strategy that provides a single view of the customer while respecting data residency requirements that prohibit certain customer data from leaving the EU. Which Salesforce feature should be used to meet these requirements?

Accepted Answer

Salesforce Hyperforce with a data residency policy that pins data storage to the EU region.. Hyperforce allows organizations to select the region where their Salesforce data is stored and processed. By choosing an EU region and configuring data residency, the company ensures that customer data never leaves the EU. This satisfies regulatory requirements while still enabling a single view of the customer across business units within that region.

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Salesforce Shield Platform Encryption with a tenant secret stored in a Hardware Security Module (HSM) in the EU region.

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Salesforce Multi-Org strategy with separate orgs for each business unit and a master org for consolidation.

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Salesforce Connect to external data sources hosted in the EU, using cross-org adapters to unify customer records.

Question 4

A Salesforce data architect is implementing a master data management solution for 'Supplier' data. The company wants to ensure that the golden record is consistently maintained and trusted across the organization. Which two practices are essential for effective master data governance? (Choose two.)

Accepted Answer

Define and enforce data quality metrics and thresholds.. Effective master data governance requires data stewards to own data quality and resolve issues, and defined data quality metrics to measure and enforce standards. These practices ensure the golden record remains accurate and trusted. A single source system or per-business-unit versions are not governance best practices; they can undermine the master data approach.

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Store all master data in a legacy system and replicate to Salesforce.

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Allow each business unit to maintain its own version of the golden record.

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Implement a single source system for all master data attributes.

Question 5

A company uses Salesforce as its CRM and has a custom object 'Product__c' that stores product master data. The data architect needs to ensure that product records are only created or updated by a trusted external system via API. Which Salesforce feature should be used to enforce this requirement?

Accepted Answer

Create a validation rule that checks the running user's profile and only allows updates if the user is the integration user. A validation rule that checks the running user's identity against a designated integration user is the most precise way to restrict record modifications to that external system. It is declarative, easy to maintain, and applies consistently across all entry points. Other options either block all users or do not fully prevent unauthorized changes.

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Set the object's organization-wide default to Private and remove all profiles' create/edit permissions

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Use a before trigger to check the user's profile and throw an error if not the integration user

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Enable field-level security to make all fields read-only for all profiles except the integration user

Question 6

A Salesforce data architect is designing an MDM solution that must support real-time access to golden records for a customer service application. The source systems include Salesforce, a legacy mainframe, and a cloud ERP. The architect must choose an integration pattern that ensures low latency and data consistency. Which pattern is most appropriate?

Accepted Answer

Virtual MDM with real-time data federation from source systems.. Virtual MDM with real-time data federation queries source systems on demand, providing the lowest latency and ensuring data consistency by always reflecting current source values. Batch ETL and manual entry introduce delays, while physical replication can have lag. For real-time customer service access, federation is the most appropriate pattern.

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Physical MDM hub with real-time replication from all source systems.

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Manual data entry into a single Salesforce org as the master.

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Batch ETL to a physical MDM hub, with nightly synchronization to Salesforce.

Question 7

A data architect is implementing a master data management solution for customer data. The company wants to ensure that when a customer record is updated in the master system (Salesforce), the change is propagated to downstream systems (ERP, marketing automation) within 5 minutes. The downstream systems can consume REST APIs but cannot be called by Salesforce. Which integration pattern should the architect use?

Accepted Answer

Use Change Data Capture; a middleware subscribes to the change event stream and updates downstream systems via their REST APIs. Change Data Capture with a middleware subscriber is the best fit. It provides near real-time events, and the middleware can use the downstream systems' REST APIs to push updates. This avoids direct Salesforce-to-downstream calls and meets the tight time window. Other patterns either require unsupported protocols, introduce latency, or add unnecessary complexity.

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Schedule a batch job in Salesforce that exports changed records to a file; downstream systems poll the file every 10 minutes

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Salesforce calls a middleware REST endpoint on customer update; middleware then updates downstream systems

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Salesforce publishes a Platform Event on customer update; downstream systems subscribe via CometD

Question 8

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?

Accepted Answer

Implement a centralized MDM hub to mediate data exchanges and manage the golden record.. Establishing a centralized hub or golden record strategy is critical for large enterprises. By defining a source of truth for specific data attributes and orchestrating updates through an integration layer, organizations prevent data drift. This approach ensures that downstream systems consume validated, reliable data, which is essential for maintaining compliance, improving reporting accuracy, and providing a unified customer experience across disparate business units and global regions.

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Perform nightly batch updates from Salesforce to SAP using flat files.

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Allow bi-directional synchronization between Salesforce and SAP without a mediation layer.

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Migrate all customer data from SAP into Salesforce to eliminate the need for an external hub.

Question 9

A 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?

Accepted Answer

Define deterministic and probabilistic matching rules.. Identity resolution is the process of linking data points from disparate sources to create a unified profile. By defining clear matching rules and prioritizing data attributes, the CDP can accurately identify unique individuals even when they use different identifiers across channels. This is vital for personalized marketing and accurate customer analytics, ensuring that the organization does not treat the same individual as multiple distinct records.

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Migrate all Salesforce CRM data into the marketing tool's database.

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Remove all personally identifiable information from the incoming data streams.

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Automate the deletion of all records that do not contain a phone number.

Question 10

A 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?

Accepted Answer

Managing data quality, including defining rules and resolving data conflicts.. Data stewards bridge the gap between IT and business by overseeing the quality and lifecycle of master data. They define policies, resolve data conflicts, and ensure compliance with governance standards. This role is crucial because technical solutions alone cannot solve issues stemming from inconsistent business processes or ambiguous data definitions, requiring human oversight to make final decisions on data accuracy and business logic interpretation.

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Writing custom Apex code to automate the merging of all duplicate accounts.

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Performing daily backups of the Salesforce database to ensure disaster recovery.

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Configuring Salesforce sharing rules to restrict access to sensitive account data.