Publishing my notes that I took while studying for Data Architecture and Management Designer Certification.

1. Data Architecture and Management Designer Study Material
I usedbelowlinkstolearnandgethandson exposure ondifferentDataArchitecture Concepts.Iwas
able to clearthe certificationbyusingbelow materials.
1. Data Modeling- 20%
a. https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.h
tm&type=5
b. LDV - https://trailhead.salesforce.com/content/learn/modules/large-data-
volumes/design-your-data-model
2. Conceptual Design:15%
a. Data Quality
https://trailhead.salesforce.com/content/learn/modules/data_quality/data_quality_imp
rove_quality
b. ValidationRules:
https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic/
validation_rules
https://resources.docs.salesforce.com/204/latest/enus/sfdc/pdf/salesforce_useful_valid
ation_formulas.pdf
c. Duplicate JobsinLightning:
https://help.salesforce.com/articleView?id=duplicate_jobs_run_and_manage.htm&type
=5
d. Mass Deletes:
https://help.salesforce.com/articleView?id=performing_mass_deletes.htm&type=5
e. Merge Duplicate Accounts,ContactsandLeads
https://help.salesforce.com/articleView?id=account_merge.htm&type=5
https://help.salesforce.com/articleView?id=contacts_merge.htm&type=5
https://help.salesforce.com/articleView?id=leads_merge.htm&type=5
f. Data.com
https://help.salesforce.com/articleView?id=data_dot_com_clean_understanding_clean_
status.htm&type=5
g. LightningData: https://www.salesforce.com/blog/2018/01/introducing-lightning-
data.html
3. Master Data Management: 10%
a. https://www.slideshare.net/tataconsultancyservices/master-data-management-mdm-
plm-in-context-of-enterprise-product-management
b. Systemof RecordVS Source of Truth : https://www.quora.com/What-is-the-difference-
Between-System-of-Record-and-Source-of-Truth
c. SurvivorField:
4. Metadata Management: 7%

2. a. CustomMetadata Types:
https://help.salesforce.com/articleView?id=custommetadatatypes_about.htm&type=5
b. CustomSettings :https://help.salesforce.com/articleView?id=cs_define.htm&type=5
c. MonitoringOrganisation:
https://help.salesforce.com/articleView?id=monitoring_admin.htm&type=5
5. Data Archiving : 10%
a. https://www.salesforce.com/video/193688/
b. BEST PRACTICES:Data backup andrecoverybestpractices
https://help.salesforce.com/articleView?id=000334121&type=1&language=en_US&mod
e=1
c. Recoveror restore lostor deletedrecordsanddata
https://help.salesforce.com/articleView?id=000321526&type=1&mode=1
d. Data Recoveryservice andcosts
https://help.salesforce.com/articleView?id=000322731&type=1&mode=1
e. Data Archiving:Why ?
i. RetentionandCompliance
ii. Protectand Optimize AppPerformance
iii. RetainManagedand Secure Access
iv. Positionforfuture DataAnalytics
v. Reduce Appcosts
6. Data Governance and Stewardship7%
a. https://a.sfdcstatic.com/content/dam/www/ocmsbackup/assets/pdf/misc/data_Gov
ernance_Stewardship_ebook.pdf
b. http://www.oracle.com/us/products/middleware/data-integration/odi-ingredients-
for-success-1380930.pdf
c. FewImportant pointsbelow
i. Data Governance Plan:Data Definitions,DataQualityStandards,DataControl
Process,Roles&Ownership,Security&Permissions.
ii. OptimisingDataStewardshipengagement: RedundantMetadata,SharingModel,
RequiredfieldsandValidationRules.
iii. https://www.salesforce.com/video/1779731/
iv. MeasuringYour Data QualityReview andsegmentdata(Partof Data Assessment)
basedon the followingattributesthatdetermine qualityandusefulness:
1. Age:Time elapsedsince date lastmodified
2. Completeness:Percentageof recordsthatinclude keydatafields
3. Usage: Time since lastusedinreportsor otherapplications
4. Accuracy: Matches againsta trustedsource
5. Consistency:Fieldformattingandspellingisthe same acrossrecords (state
or province,phone,country,andsoon)
6. Duplication:Amountof identical orverysimilarrecordsthatvaryinquality.
v. RolesandResponsibilities
1. Responsible
2. Accountable
3. Consulted
4. Informed
7. Businessintelligence,Reportsand Dashboards 10%

3. a. ReportingPerformance : https://developer.salesforce.com/docs/atlas.en-
us.salesforce_reportperformance_cheatsheet.meta/salesforce_reportperformance_che
atsheet/reportperformance_cheatsheet.htm
b. https://trailhead.salesforce.com/en/users/ea-trails/trailmixes/einstein-analytics-
beginner-trailmix
c. Importantfeaturesof EinsteinAnalytics
i. App
ii. Dashboards
iii. Stories
iv. Lenses
v. Dataset
8. Data Migration 10%
a. Loadingintoa Lean Salesforce Configuration
https://developer.salesforce.com/blogs/engineering/2013/04/extreme-force-com-data-
loading-part-2-load-into-a-lean-salesforce-configuration.html
b. https://help.salesforce.com/articleView?id=000326326&type=1&mode=1
c. https://hub.appirio.com/tech-blog/salesforce-data-migration-best-practices
9. Performance Tuning 11%
a. Performance tuningwithLDVs:
https://trailhead.salesforce.com/content/learn/modules/large-data-volumes/conduct-
data-queries-and-searches
b. PK Chunking:https://developer.salesforce.com/blogs/engineering/2015/03/use-pk-
chunking-extract-large-data-sets-salesforce.html
c. SkinnyTables:
Picklistfieldsare available onSkinnyTables.
Lookupfieldsare notavailable
d. Objectsthatcan use skinnytables(max 100 columns)?
Custom,Account,Contact,Opportunity,Lead,andCase.
e. Performance of belowfeaturescanbe enhancedthroughthe use of skinnytables.
Reports,Listviews,andSOQL.
f. Indexation:
g. Data Typesthat cannot be indexed:
1.) TextArea(Long)
2.) TextArea(Rich)
3.) Multi-SelectPicklist
4.) Non-DeterministicFormulas
5.) EncryptedText
h. IndexesMaintained
RecordTypeID,Division,CreatedDate,Systemmodstamp(LastModifiedDate),Name,
Email (forcontacts and leads),Foreignkeyrelationships(lookupsandmaster-detail),
Salesforce recordid.
i. External Id: Fieldtype isautomaticallyindexedwhencreated.
j. Data Typesthat can be External Ids: Text,Email,Auto-Number,Number
At the end,I wentthroughfewquizlets(https://quizlet.com/452017379/learn) to refreshmy
memoryonstudiedtopics.
All the bestand letme knowif youhave any queries.
Thanks,

4. Vish