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 4)

Questions 16–20

1. 16application · medium

   A data steward is manually merging two contact records. The winning record has a complete phone number, while the losing record has a more recent email address. The steward wants to preserve the most accurate data. What should the steward do?

   • AMerge the records and rely on Salesforce to automatically choose the best field values.
   • BAlways keep the record that was created first as the winner.
   • CDelete the losing record and keep only the winning record as is.
   • DSelect the winning record and manually copy the email address from the losing record before completing the merge.
   Reveal Solution Discussion Select an answer first
2. 17foundation · easy

   When configuring matching rules for duplicate detection in Salesforce, which attribute is generally the most reliable for identifying duplicate person accounts?

   • AFirst name
   • BPhone number
   • CMailing address
   • DEmail address
   Reveal Solution Discussion Select an answer first
4. 18foundation · easy

   In a Salesforce organization, duplicate records are being created at a high volume. To optimize the data steward's engagement in managing these duplicates, which approach is most appropriate?

   • ADisabling duplicate rules to reduce the number of duplicate records
   • BAssigning duplicate review to a single administrator who also handles other tasks
   • CHaving the system automatically merge all duplicates without any steward review
   • DCreating a queue for duplicate review and assigning it to a group of stewards with defined ownership
   Reveal Solution Discussion Select an answer first
5. 19foundation · easy

   A data steward is responsible for managing duplicate records in Salesforce. To optimize their engagement, which strategy is most effective for ensuring that duplicate management tasks are handled efficiently and consistently?

   • AEliminating the need for data stewards by relying entirely on automated duplicate rules
   • BDefining clear roles, workflows, and escalation paths for duplicate management
   • CHaving all users merge duplicates directly without steward review
   • DAssigning all duplicate management tasks to a single data steward to maintain consistency
   Reveal Solution Discussion Select an answer first
6. 20expert · hard

   A company has a Salesforce org with duplicate contact records. They want to merge contacts, but they have a custom object 'Membership' that has a lookup to Contact. Some contacts have multiple membership records. They want to ensure that after merging, all membership records are preserved and associated with the winning contact. What is the best approach?

   • AExport all membership records, merge the contacts, and then re-import the membership records.
   • BUse the standard merge function, which automatically re-parents custom object records to the winning contact.
   • CManually update each membership record's lookup field to the winning contact before merging.
   • DDelete the losing contact and then recreate the membership records under the winning contact.
   Reveal Solution Discussion Select an answer first