Salesforce Certified Platform Data Architect Preparation Details
The Salesforce Certified Platform Data Architect exam validates the skills needed to design scalable, secure, and high performing data solutions on the Customer 360 Platform. This study guide maps every domain, task, and objective from the official exam guide to verified Salesforce documentation so you can prepare with confidence. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Platform Data Architect Materials
Data Modeling/Database Design: 25%
Compare and contrast various techniques and considerations for designing a data model for the Customer 360 Platform (for example, objects, fields & relationships, object features).
Object Relationships: Create & Manage
Given a scenario, recommend approaches and techniques to design a scalable data model that obeys the current security and sharing model.
Sharing and Record Access Features
Design Your Data Model for Large Data Volumes
Compare and contrast various techniques, approaches and considerations for capturing and managing business and technical metadata (for example, business dictionary, data lineage, taxonomy, data classification).
Data Classification Metadata Fields
Compare and contrast the different reasons for implementing big objects versus standard/custom objects within a production instance, alongside the unique pros and cons of utilizing big objects in a Salesforce data model.
Introduction to Big Objects in Salesforce Data Management
Given a customer scenario, recommend approaches and techniques to avoid data skew (record locking, sharing calculation issues, and excessive child to parent relationships).
Design Your Data Model for Large Data Volumes
Optimize Large Data Set Queries & Searches
Master Data Management: 5%
Compare and contrast the various techniques, approaches and considerations for implementing master data management (MDM) Solutions (for example, MDM implementation styles; harmonizing and consolidating data from multiple sources; establishing data survivorship rules, thresholds and weights; leveraging external reference data for enrichment; canonical modeling techniques, hierarchy management).
Default and Custom Match Rules
Identity Resolution Reconciliation Rules
Data Integration with Salesforce
Given a customer scenario, recommend and use techniques for establishing a “golden record” or “system of truth” for the customer domain in a single org.
Get Started with an Identity Resolution Ruleset
Unify Your Data with Effective Identity Resolution Strategies
Identity Resolution Reconciliation Rules
Given a customer scenario, recommend approaches and techniques for consolidating data attributes from multiple sources. Discuss criteria and methodology for picking the winning attributes.
Identity Resolution Reconciliation Rules
Default and Custom Match Rules
Given a customer scenario, recommend appropriate approaches and techniques to capture and maintain customer reference and metadata to preserve traceability and establish a common context for business rules.
Data Classification Metadata Fields
What Is Imported for Custom Objects?
External IDs for External Objects in Salesforce Connect
Salesforce Data Management: 25%
Given a customer scenario, recommend appropriate combination of Salesforce license types to effectively leverage standard and custom objects to meet business needs.
Given a customer scenario, recommend techniques to ensure data is persisted in a consistent manner.
What Is Imported for Custom Objects?
Data Classification Metadata Fields
Given a scenario with multiple systems of interaction, describe techniques to represent a single view of the customer on the Salesforce Platform.
Default and Custom Match Rules
Identity Resolution Reconciliation Rules
Given a customer scenario, recommend a design to effectively consolidate and/or leverage data from multiple Salesforce instances.
Data Integration with Salesforce
Data Governance: 10%
Given a customer scenario, recommend an approach for designing a General Data Protection Regulation (GDPR) compliant data model. Discuss the various options to identify, classify, and protect personal and sensitive information.
Data Classification Metadata Fields
Compare and contrast various approaches and considerations for designing and implementing an enterprise data governance program.
Sharing and Record Access Features
Large Data Volume Considerations: 20%
Given a customer scenario, design a data model that scales considering LDV and solution performance.
Design Your Data Model for Large Data Volumes
Optimize Large Data Set Queries & Searches
Given a customer scenario, recommend a data archiving and purging plan that is optimal for the customer’s data storage management needs.
Understanding Data Archiving with Archive Solution
Data Optimization and Archiving Strategies in Salesforce
Given a customer scenario, decide when to use virtualized data and describe virtualized data options.
Access External Data With Salesforce Connect
Data Migration: 15%
Given a customer scenario, recommend appropriate techniques and methods for ensuring high data quality at load time.
What Is Imported for Custom Objects?
Compare and contrast various techniques for improving performance when migrating LDVs into Salesforce.
Optimize Large Data Set Queries & Searches
Compare and contrast various techniques and considerations for exporting data from Salesforce.
Export Backup Data from Salesforce
Mass Transfer Records with Data Loader
Wrapping Up Salesforce Certified Platform Data Architect
This guide walked through every domain of the Salesforce Certified Platform Data Architect exam, from data modeling and master data management to large data volumes and data migration. Working through each objective alongside the linked Salesforce documentation will help you build the depth needed to design scalable, well-governed data solutions and pass with confidence. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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