Given a Customer Scenario, Recommend an Approach for Optimizing Data Stewardship Engagement for Mitigating Duplicates in Matching and Merging of Records. Discuss Attribute Selection in Match and Merge, Criteria for Auto Merge, Manual Merge and Re-Parenting Considerations. Identify Options for Auto Merge Enablers Available on AppExchange. DATA-ARCHITECT Practice Questions (Page 2)

Questions 6–10

1. 6expert · hard

   A company is considering using an AppExchange tool for automated duplicate management. They have a large team of data stewards who are used to manual processes. They want to introduce automation gradually to gain user adoption. What is the best implementation strategy?

   • ADisable all manual merge capabilities to force stewards to use the tool.
   • BEnable the tool's full automation features immediately to show immediate results.
   • CStart with a pilot program in a sandbox, then roll out to a small group of stewards in production, and gradually expand.
   • DUse the tool only for reporting and continue manual merging.
   Reveal Solution Discussion Select an answer first
2. 7expert · hard

   A company is evaluating AppExchange tools for automated duplicate management. They have a complex data model with custom objects that have lookup relationships to accounts. They need a tool that can handle re-parenting of custom object records during merges. Which type of tool should they choose?

   • AA tool that requires manual re-parenting of custom objects after merge.
   • BA tool that provides reporting on duplicates but does not perform merges.
   • CA tool that only handles standard objects like accounts and contacts.
   • DA tool that supports custom object re-parenting and provides configurable merge rules.
   Reveal Solution Discussion Select an answer first
4. 8expert · hard

   A data steward is manually merging two account records. The winning account has a custom field 'Strategic Account' set to true, but the losing account has a more complete address. The steward wants to preserve the 'Strategic Account' flag and the complete address. What is the best approach?

   • ASelect the losing account as the winning record to preserve the complete address, and then manually set the 'Strategic Account' flag to true.
   • BSelect the winning account and manually copy the address from the losing account before finalizing the merge.
   • CKeep the winning account and do not change the address, as the winning record's values are authoritative.
   • DMerge the records and rely on Salesforce to automatically combine the best fields.
   Reveal Solution Discussion Select an answer first
5. 9application · medium

   A large enterprise has a team of data stewards who handle duplicate records. Currently, all merge requests are sent to a shared queue, and stewards pick tasks randomly. This has led to inconsistent decisions and some records being merged incorrectly. The company wants to improve stewardship engagement and consistency. What is the best approach?

   • AUse a single steward for all merges to ensure consistency.
   • BAutomate all merges without any steward involvement.
   • CAllow any steward to merge any record without review to speed up the process.
   • DAssign each steward a specific territory or record type and establish a review process for complex merges.
   Reveal Solution Discussion Select an answer first
6. 10application · medium

   A Salesforce admin is merging two account records that have related contacts, opportunities, and cases. The admin wants to ensure that all related records are preserved and correctly associated after the merge. What is the most important consideration during the merge process?

   • ADelete the losing account first, then create new relationships to the winning account.
   • BManually reassign each related record to the winning account before deleting the losing account.
   • CUse the standard merge function and select the winning account; Salesforce will automatically re-parent related records to the winning account.
   • DExport all related records, delete both accounts, and re-import the related records under the winning account.
   Reveal Solution Discussion Select an answer first