Data Management

Question 1

The sales director of Cosmic Supermarket is considering the use of Salesforce Connect for integrating multiple Salesforce organizations utilized by the company. What should a Sales Cloud Consultant recommend with regard to the use of Salesforce Connect? (3)

Answer 1

1. Salesforce Connect can be used when another Salesforce org has a large amount of data that cannot be migrated.
2. Salesforce Connect is an ideal solution when users require on-demand and real-time access to external data.
3. Salesforce Connect can be used when users require access to small amounts of external data at a specific time.

Question 2

What type of objects are used to surface data with Salesforce Connect?

Answer 2

External objects

Question 3

What are 2 ways to handle reporting on high data volumes?

Answer 3

1. Aggregate the data into a third custom object as it is created and report on the custom object.
2. Extract the data to a data warehouse and report on it there.

Question 4

How do partner organizations receive shared records using Salesforce to Salesforce integration?

Answer 4

A partner organization must first subscribe to an object to accept its records from a connected organization.

Question 5

What objects can be published with Salesforce to Salesforce?

Answer 5

Deployed custom objects, Accounts, Contacts, Leads, Opportunities, Cases

Question 6

What is the main difference between Salesforce to Salesforce and Salesforce Connect.

Answer 6

Salesforce to Salesforce can perform data transfers. Salesforce Connect just makes external data visiable (cannot be edited in the viewing org)

Question 7

In situations where there are more than 10,000 records associated with a single user, how can performance be improved?

Answer 7

Have the user outside the role hierarchy either by putting the user at the top of the hierarchy or leaving the role blank for that user.

Question 8

Compare and Contrast Salesforce Connect and Salesforce to Salesforce

Answer 8

Salesforce Connect :
- CANNOT be used to share specific records.
- Data is surfaced in another org but remains stored in the source org but users can view and edit records in the target org.
- Good for on-demand, real-time access

Salesforce to Salesforce:
- Allows sharing of specific records.
- Records exist in both orgs and an update on either record is reflected in the other org

Question 9

What are 3 ways to reduce the number of records to process in Salesforce when deploying data and updates?

Answer 9

1. Use selective queries
2. Keep the recycle bin empty
3. Archive data regularly.