DATA ARCHITECTURE AND MANAGEMENT DESIGNER STUDY GUIDE

Compare and contrast various techniques and considerations for designing a data model for the Customer 360 platform. (e.g. objects, fields & relationships, object features).

• Data Modeling (45 mins) 
• Customer 360 Data Manager (10 mins)
• Customer 360 Video (4 mins)

Given a scenario, recommend approaches and techniques to design a scalable data model that obeys the current security and sharing model.

• Data Modeling for Scalability (15 mins)
• Two Steps to Optimize Your Data Model (10 mins) 

Compare and contrast various techniques, approaches and considerations for capturing and managing business and technical metadata (e.g. business dictionary, data lineage, taxonomy, data classification).

• What is Salesforce Metadata? (15 mins) 
• Custom Metadata Types Basics (70 mins)
• Business Metadata (5 mins)

Compare and contrast the different reasons for implementing Big Objects vs Standard/Custom objects within a production instance, alongside the unique pros and cons of utilizing Big Objects in a Salesforce data model.

• Big Objects Video Presentation (22 mins) 
• Big Object Basics Trailhead (60 mins)

Given a customer scenario, recommend approaches and techniques to avoid data skew (record locking, sharing calculation issues, and excessive child to parent relationships).

• Avoid Data Skew for Performance (5 mins) 
• Four Effective Ways to Avoid Data Skew (10 mins)

Compare and contrast the various techniques, approaches and considerations for implementing Master Data Management Solutions (e.g. MDM implementation styles, harmonizing & consolidating data from multiple sources, establishing data survivorship rules, thresholds & weights, leveraging external reference data for enrichment, Canonical modeling techniques, hierarchy management.)

• ASU's Master Data Management Strategy ( 20 mins)

Given a customer scenario, recommend and use techniques for establishing a "golden record" or "system of truth" for the customer domain in a Single Org

• Build a Single Source of Truth (SSoT) for Customer Data ( 20 mins)
• Golden Record (10 mins)

Given a customer scenario, recommend approaches and techniques for consolidating data attributes from multiple sources. Discuss criteria and methodology for picking the winning attributes.

• Data Model ( 20 mins)
• Customize Your Data Model (60 mins)
• Tune Your Data Model (20 mins)

Given a customer scenario, recommend appropriate approaches and techniques to capture and maintain customer reference & metadata to preserve traceability and establish a common context for business rules 

• Data Governance and Stewardship ( 70  mins)

Given a customer scenario, recommend appropriate combination of Salesforce license types to effectively leverage standard and custom objects to meet business needs.

• Design Record Access (30 mins)
• Hands-on Activities (3 hrs)
• Person Accounts (20 mins) 
• Manage Products (10 mins)

Given a customer scenario, recommend techniques to ensure data is persisted in a consistent manner. 

• Data Management Module (40 mins)
• Implementing State and Country Picklists  (20 mins) 

Given a scenario with multiple systems of interaction, describe techniques to represent a single view of the customer on the Salesforce platform.

• Contacts to Multiple Accounts (10 mins) 

Given a customer scenario, recommend a design to effectively consolidate and/or leverage data from multiple Salesforce instances.

• Reference to Data Management Concepts (10 mins) 
• Salesforce Anti-Patterns (20 mins)

Given a customer scenario, recommend an approach for designing a GDPR compliant data model. Discuss the various options to identify, classify and protect personal and sensitive information. 

• Agile Data Governance (45 mins)

Compare and contrast various approaches and considerations for designing and implementing an enterprise data governance program.

• Best Practices for Data Governance and Stewardship (90 mins)

Given a customer scenario, design a data model that scales considering large data volume and solution performance.

• Large Data Volumes Module (80 mins)
• Extracting LDV (20 mins)

Given a customer scenario, recommend a data archiving and purging plan that is optimal for customer's data storage management needs.

• Best Practices for Deployments with LDV (30 mins)

Given a customer scenario, decide when to use virtualized data and describe virtualized data options.

• Introduction to Bulk API (35 mins)

Given a customer scenario, recommend appropriate techniques and methods for ensuring high data quality at load time. 

• Getting Data Right (42 mins)

Compare and contrast various techniques for improving performance when migrating large data volumes into Salesforce.

• PK Chunking (15 mins) 

Compare and contrast various techniques and considerations for exporting data from Salesforce.

• Exporting Data from Heroku (20 mins) 
• Managing Task Locks (15 mins)