Salesforce Data Management

Question 1

Which license types support access for ‘Leads, Campaigns, Opportunities and Quotes” for experience cloud users?

Answer 1

Partner Community License and Channel Account License

Question 2

Partner Community License vs External Apps License

Answer 2

Both of these Experience Cloud licenses provide access to Sales objects and the ability to run reports and dashboards.
The External Apps licenses would only be required if additional data storage is required and / or the site needs to be highly customized with a large number of custom objects.

Question 3

Customer 360 Data Manager

Answer 3

Customer 360 Data Manager is a feature offered by Salesforce that allows consolidating data from multiple Salesforce orgs and clouds and creating a unified view of each customer using global profiles. Salesforce Identity can be used to allow customers to login once to access all the connected systems.

Question 4

Customer 360 Audiences

Answer 4

Customer 360 Audiences is a customer data platform for marketers that allow unifying customer data and creating unique audience segments for marketing.

Question 5

Salesforce Identity

Answer 5

Salesforce Identity can be utilsed to allow users to use the same login to access all the connected systems

Question 6

Global Profiles

Answer 6

A global profile is created for each customer. It includes the global party ID which uniquely identifies them.

Question 7

Heroku Connect

Answer 7

Heroku Connect is an add-on in the Heroku platform that enables bidirectional synchronization of data between a Salesforce org and a Postgres database.

Heroku Connect creates a table mapping of the standard and custom objects from a Salesforce org that has been authenticated with Heroku

Heroku Connect generates each database table in Heroku as an exact replica of its associated Salesforce object

Heroku Connect synchronizes data between the Postgres database table and all records of the object in the Salesforce org

Heroku Connect polls an org and synchronizes changes to the Postgres database only by default. Writing changes back to Salesforce for changes made in Heroku needs to be enabled in the Heroku Dashboard.

Question 8

Heroku

Answer 8

Heroku is a fully-managed Platform as a Service where application infrastructure is maintained by Heroku and a broad range of languages and frameworks is supported for building and running apps on the platform.

Question 9

Heroku Connect Polling

Answer 9

Polling Mode options:

• Standard Polling - Heroku Connect polls the Salesforce org for changes in intervals of two up to sixty minutes depending on the Heroku Connect plan or settings
• Accelerated Polling - Heroku uses Salesforce’s Streaming API to notify Heroku Connect when data changes are made in the mapped objects from Salesforce

Question 10

Customer 360 Data Manager

Answer 10

Customer 360 Data Manager can be used to access, connect and resolve a customer’s data across Salesforce and other systems.

Enterprise data from any system can be connected in a centralized hub using Customer 360 Data Manager.

Customer 360 Data Manager provides a global customer identity to ensure the accuracy of customer data and records.

It simplifies the creation and management of a unique customer profile that is a single source of truth.

Data from clouds or system schemas can be mapped to the Cloud Information Model. Data can also be translated through mappings

A consolidated view of each customer that represents the best data from the clouds can be created using configurable rules

Data sharing among various clouds and systems is facilitated using the hub-and-spoke design. Each spoke in the design represents a cloud or system.