Application Architect Data-Architect Salesforce Study Notes

Changing Opportunity Amount field access to Read Only for sales users field-level security (option C) is the best way to address the overwriting issue, as it prevents sales users from updating the field that is controlled by PPS, and ensures data consistency and accuracy. Creating a custom field for Opportunity amount that PSS updates separating the field sales user updates (option A) or creating a custom field for Opportunity amount that sales users update separating the field that PPS updates (option D) are not good solutions, as they may create confusion and inconsistency with the Opportunity Forecast feature. Changing PSS integration to update only Opportunity Amount field when the value is null (option B) is also not a good solution, as it may cause data loss or conflicts with the sales users’ inputs.

Exporting in multiple batches and using PK Chunking are two steps that can help correct the issues with exporting large volumes of Order records using Informatica Cloud Loader. Exporting in multiple batches can reduce the load on the system and avoid timeouts or errors. Using PK Chunking can split a large data set into smaller chunks based on the record IDs and enable parallel processing of each chunk.

The three questions that should be considered when designing an appropriate archiving strategy are: If reporting is necessary, can the information be aggregated into fewer, summary records? Will the data being archived need to be reported on or accessed in any way in the future? Are there any regulatory restrictions that will influence the archiving and purging plans? These questions are important because they help determine the scope, frequency, and method of archiving and purging data from Salesforce. For example, if reporting is necessary, then summary records or analytics snapshots can be used to store aggregated data and reduce the number of records that need to be archived1. If the data being archived needs to be accessed in the future, then offsite storage or external objects can be used to retain the data and make it available on demand2. If there are any regulatory restrictions, such as GDPR or HIPAA, then the archiving and purging plans need to comply with them and ensure data security and privacy

  IP restrictions can be used to prevent users from accessing Salesforce from outside the company network or VPN. According to this article, sharing settings can be used to control access to customer information based on record ownership. According to this article, custom Apex can be used to support customer requests for removal of their information from Salesforce.