Application Architect Data-Architect Release Date

According to the Salesforce documentation4, Marketing Cloud is a platform that allows creating and managing marketing campaigns across multiple channels, such as email, mobile, social media, web, etc. Marketing Cloud can integrate with Sales Cloud and other Salesforce products to share data and insights. One of the ways to integrate Marketing Cloud with Sales Cloud is using Marketing Cloud Connect5, which allows syncing data between the two platforms using synchronized data sources.

However, if UC occasionally gets a list of prospects from third-party sources as CSV files for marketing purposes, it may not be necessary or efficient to load them into Sales Cloud first and then sync them with Marketing Cloud. This can consume large amounts of storage in Sales Cloud, which has a limit based on the license type6. It can also cause data quality issues, such as duplicates or outdated information.

A better option for UC is to load the contacts directly to Marketing Cloud using Import Definition, which allows importing data from external files or databases into Marketing Cloud data extensions. Data extensions are custom tables that store marketing data in Marketing Cloud. This way, UC can avoid storage issues in Sales Cloud and optimize the marketing process by sending marketing communications directly from Marketing Cloud.

To track prospects that are converted to customers, UC can have a reconciliation process that compares the contacts in Marketing Cloud with the accounts or contacts in Sales Cloud. This can be done using SQL queries or API calls to access and compare data from both platforms. Alternatively, UC can use Marketing Cloud Connect to sync the converted contacts from Sales Cloud to Marketing Cloud using synchronized data sources.

Loading the CSV files in Einstein Analytics and syncing with Marketing Cloud prior to sending marketing communications (option A) is not a good option, as it can add unnecessary complexity and latency to the process. Einstein Analytics is a platform that allows creating and analyzing data using interactive dashboards and reports. It is not designed for importing and exporting data for marketing purposes.

Loading the CSV files in an external database and syncing with Marketing Cloud prior to sending marketing communications (option B) is also not a good option, as it can incur additional costs and maintenance for the external database. It can also introduce data security and privacy risks, as the data may not be encrypted or protected by Salesforce.

Continuing to use the existing process to use Lead object to sync with Marketing Cloud and delete Lead records from Sales after the sync is complete (option D) is not a good option, as it can cause performance issues and data loss. Deleting Lead records from Sales can affect reporting and auditing, as well as trigger workflows and validations that may not be intended. It can also cause data inconsistency and synchronization errors between Sales Cloud and Marketing Cloud.

Creating a unique global customer ID for each customer and storing that in all systems for referential identity (option A), investing in a data duplicate tool to de-dupe and merge duplicate records across all systems (option C), and creating a customer master database external to Salesforce as a system of truth and syncing the customer data with all systems (option E) are the three options that a data architect should perform to resolve the issues with the customer data. Option A ensures that each customer can be uniquely identified across different systems, option C eliminates duplicate records and improves data quality, and option E provides a consistent and reliable source of customer data for all systems. Using Salesforce CDC to sync customer data across all systems (option B) is not a good option, as it does not address the duplication or inconsistency issues. Duplicating customer records across the system and providing a two-way sync of data between the systems (option D) is also not a good option, as it may create more confusion and conflicts with customer data.

The best solution to assign opportunities based on zip code and sales area is to configure territory management feature to support opportunity assignment. Territory management is a feature that allows you to organize your sales team into territories based on criteria such as geography, industry, product line, or customer segment. You can assign accounts and opportunities to territories using assignment rules or manual sharing. You can also define forecast managers and roll up forecasts by territory45. Assign opportunities using list views using zip code is not a good solution because it is inefficient and does not support reporting by sales area. Add custom fields in opportunities for zip code and use assignment rules is not a good solution because it requires creating additional fields and does not support reporting by sales area. Allow sales users to manually assign opportunity ownership based on zip code is not a good solution because it is prone to errors and does not support reporting by sales area.

To build a custom big object to support storing more than 100 million records in Salesforce, a data architect should use Metadata API or Big Object in setup. Metadata API is an API that allows developers to create, retrieve, update, or delete metadata components in Salesforce programmatically. Big Object in setup is a user interface that allows admins to create big objects declaratively without writing code. Both tools can be used to define custom big objects and their fields, indexes, and relationships in Salesforce. Option A is incorrect because DX (Developer Experience) is a set of tools that allows developers to create and manage applications on Salesforce Platform, but it does not support creating big objects directly. Option D is incorrect because Object Manager in setup is a user interface that allows admins to create and manage standard and custom objects in Salesforce, but it does not support creating big objects declaratively.