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 3)

Questions 11–15

1. 11application · medium

   A company has a small data stewardship team and a large backlog of duplicate records. They want to reduce the backlog quickly without sacrificing data quality. They are considering using an AppExchange tool that offers automated merging. What is the best way to implement this?

   • ARun the tool in a sandbox first to review its matching logic, then configure conservative auto-merge rules in production.
   • BTurn on auto-merge for all record types without any review.
   • CEnable the tool's auto-merge feature with the most aggressive settings to clear the backlog quickly.
   • DUse the tool to generate a report of duplicates, but continue manual merging.
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2. 12foundation · easy

   Which AppExchange solution is specifically designed to automate duplicate matching and merging in Salesforce?

   • ASalesforce Inbox
   • BDemandTools
   • CLightning Web Components
   • DEinstein Activity Capture
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4. 13expert · hard

   A company uses an AppExchange tool for automated duplicate merging. They have set up auto-merge rules that merge records when the confidence score is above 90%. However, they have noticed that some records are being merged incorrectly because the tool considers 'John Smith' and 'Jon Smith' as the same person, but they are actually different people in the same household. What is the best way to reduce these false positives?

   • ADisable auto-merge and rely on manual review for all potential duplicates.
   • BAdd a secondary matching criterion, such as email or phone, that must also match for the auto-merge to occur.
   • CIncrease the confidence threshold to 95%.
   • DUse a different AppExchange tool that has better fuzzy matching algorithms.
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5. 14application · medium

   A company wants to automate the merging of duplicate leads and contacts, but they have limited IT resources and prefer a solution that is easy to configure and maintain. They are evaluating AppExchange tools. Which type of tool is most appropriate for this need?

   • AAn external data cleansing service that exports and re-imports data.
   • BA native Salesforce AppExchange tool that provides point-and-click configuration for matching and merging.
   • CA manual process using Salesforce reports to identify duplicates and merge them one by one.
   • DA custom Apex trigger that performs matching and merging on every record save.
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6. 15foundation · easy

   When defining auto merge criteria, which scenario is most appropriate for automatic merging?

   • ATwo records have the same name but different owners
   • BTwo records have identical names and email addresses, and all other fields are the same
   • CTwo records have similar names but different phone numbers
   • DTwo records have the same name but different billing addresses
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