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Salesforce Certified Platform Data Architect Exam Guide

Contents

About the Salesforce Certified Platform Data Architect Exam
Audience Description: Salesforce Certified Platform Data Architect
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

 

About the Salesforce Certified Platform Data Architect Exam

The Salesforce Certified Platform Data Architect Exam is intended for the architect who assesses the architecture environment and requirements; and designs sound, scalable, and performant solutions on the Customer 360 Platform. The Architect will also have experience working with the following:

  • Data Modeling & Database Design
  • Master Data Management
  • Salesforce Data Management
  • Data Governance
  • Large Data Volume Considerations
  • Data Migration

The Architect has experience communicating solutions and design trade-offs to business and IT stakeholders.

 

Audience Description: Salesforce Certified Platform Data Architect

A Salesforce Certified Platform Data Architect assesses the architecture environment and requirements and designs sound, scalable, and performant solutions on the Customer 360 Platform as it pertains to enterprise data management. The candidate is knowledgeable about information architecture frameworks covering major building blocks, such as data sourcing, integration/movement, persistence, master data management, metadata management and semantic reconciliation, data governance, security, and delivery. 

The candidate also has experience assessing customers' requirements in regards to data quality needs and creating solutions to ensure high-quality data (for example, no duplicates, correct data) and can also recommend organizational changes to ensure proper data stewardship. The candidate has experience communicating solutions and design trade-offs to business stakeholders.


The Salesforce Certified Platform Data Architect has the following background. 

  • 2 to 3 years of Salesforce experience
  • 5+ years of experience supporting or implementing data-centric solutions

Typical job roles may include:

  • Advanced Administrator
  • Data Architect
  • Technical/Solution Architect
  • Advanced Platform Developer

The Salesforce Certified Platform Data Architect candidate has the experience, skills, and knowledge of the following.

  • Data modeling/database design
  • Custom fields, master detail, lookup relationships
  • Client requirements and mapping to database requirements
  • Standard object structure for Sales and Service Cloud
  • Making best use of Salesforce standard and big objects
  • Association between standard objects and Salesforce license types
  • Large data volume (LDV) considerations
  • Indexing, LDV migrations, performance
  • Salesforce Platform declarative and programming concepts
  • Scripting using those tools (Data Loader, ETL platforms)
  • Data stewardship
  • Data quality skills (concerned with clean data)

 

A candidate for this exam is not expected to know the following.

  • Non-Salesforce technology/database concepts
  • Configuration of integration tools
  • Experience with master data management (MDM) tools
  • Lightning development experience/expertise
  • Programming language(s)

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Platform Data Architect Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam. 

 

About the Exam    

Here are details about the Salesforce Certified Platform Data Architect Exam.

  • Content: 60 multiple-choice questions and up to five unscored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 58%
  • Version: Exam questions align to the Spring '23 release
  • Registration fee: US$400, JPY¥60,000, plus applicable taxes as required per local law
  • Retake fee: US$200, JPY¥60,000, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

 

Exam Outline

The Salesforce Certified Platform Data Architect Exam measures a candidate’s knowledge and skills related to the following objectives.

Data Modeling/Database Design: 25%

  • Compare and contrast various techniques and considerations for designing a data model for the Customer 360 Platform. (for example, objects, fields & relationships, object features).
  • Given a scenario, recommend approaches and techniques to design a scalable data model that obeys the current security and sharing model.
  • Compare and contrast various techniques, approaches and considerations for capturing and managing business and technical metadata (for example, business dictionary, data lineage, taxonomy, data classification).
  • Compare and contrast the different reasons for implementing big objects versus standard/custom objects within a production instance, alongside the unique pros and cons of utilizing big objects in a Salesforce data model.
  • Given a customer scenario, recommend approaches and techniques to avoid data skew (record locking, sharing calculation issues, and excessive child to parent relationships).

 

Master Data Management: 5%
  • Compare and contrast the various techniques, approaches and considerations for implementing master data management (MDM) Solutions (for example, MDM implementation styles; harmonizing and consolidating data from multiple sources; establishing data survivorship rules, thresholds and weights; leveraging external reference data for enrichment; canonical modeling techniques, hierarchy management).
  • 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.
  • Given a customer scenario, recommend approaches and techniques for consolidating data attributes from multiple sources. Discuss criteria and methodology for picking the winning attributes.
  • Given a customer scenario, recommend appropriate approaches and techniques to capture and maintain customer reference and metadata to preserve traceability and establish a common context for business rules.

 

Salesforce Data Management: 25%
  • Given a customer scenario, recommend appropriate combination of Salesforce license types to effectively leverage standard and custom objects to meet business needs.
  • Given a customer scenario, recommend techniques to ensure data is persisted in a consistent manner. 
  • Given a scenario with multiple systems of interaction, describe techniques to represent a single view of the customer on the Salesforce Platform.
  • Given a customer scenario, recommend a design to effectively consolidate and/or leverage data from multiple Salesforce instances.

 

Data Governance: 10%
  • Given a customer scenario, recommend an approach for designing a General Data Protection Regulation (GDPR) compliant data model. Discuss the various options to identify, classify, and protect personal and sensitive information. 
  • Compare and contrast various approaches and considerations for designing and implementing an enterprise data governance program. 

 

Large Data Volume Considerations: 20%
  • Given a customer scenario, design a data model that scales considering LDV and solution performance.
  • Given a customer scenario, recommend a data archiving and purging plan that is optimal for the customer's data storage management needs.
  • Given a customer scenario, decide when to use virtualized data and describe virtualized data options.

 

Data Migration: 15%
  • Given a customer scenario, recommend appropriate techniques and methods for ensuring high data quality at load time. 
  • Compare and contrast various techniques for improving performance when migrating LDVs into Salesforce.
  • Compare and contrast various techniques and considerations for exporting data from Salesforce.

 

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

To continue developing your Salesforce skill set, visit Trailhead Academy to enroll in expert-led courses. 

The courses recommended for this exam include:

The certifications recommended (not required) for this exam include:

  • Salesforce Certified Platform App Builder
  • Platform Developer
  • Platform Developer II

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics. 

 

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

 

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Platform Data Architect certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire. 

Bookmark these useful resources for maintaining your certifications.

 
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