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Salesforce Data-Cloud-Consultant Exam Syllabus Topics:
Topic
Details
Topic 1
- Data Cloud Overview: This topic covers Data Cloud's function, key terminology, business value, typical use cases, the Data Cloud lifecycle, dependencies, and principles of data ethics. These sub-topics provide an overview of Data Cloud's capabilities and applications.
Topic 2
- Data Cloud Setup and Administration: This topic includes applying Data Cloud permissions, permission sets, org-wide settings. It describes and configures data stream types, and data bundles. Moreover, it discusses use cases for data spaces, creating data spaces, managing and administering Data Cloud using reports, dashboards, flows, packaging, data kits, diagnosing and exploring data using Data Explorer, Profile Explorer, and APIs.
Topic 3
- Data Ingestion and Modeling: This topic covers the different transformation capabilities within Data Cloud. It includes describing processes and considerations for data ingestion from various sources, defining, mapping, and modeling data using best practices aligned with identity resolution. Lastly, it discusses using available tools to inspect and validate ingested and modeled data.
Topic 4
- Act on Data: This topic defines activations and their basic use cases, using attributes and related attributes, identifying and analyzing timing dependencies affecting the Data Cloud lifecycle. Additionally it focuses on troubleshooting common problems with activations, and using data actions, including their requirements and intended use cases.
Topic 5
- Identity Resolution: It describes matching and how its rule sets are applied. Furthermore, it discusses reconciling data and its rule sets, the results of identity resolution, and use cases.
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Salesforce Certified Data Cloud Consultant Sample Questions (Q43-Q48):
NEW QUESTION # 43
A Data Cloud consultant recently discovered that their identity resolution process is matching individuals that share email addresses or phone numbers, but are not actually the same individual.
What should the consultant do to address this issue?
- A. Modify the existing ruleset with stricter matching criteria, compare the two rulesets to review and verify the results, and then migrate to the new ruleset once approved.
- B. Modify the existing ruleset with stricter matching criteria, run the ruleset and review the updated results, then adjust as needed until the individuals are matching correctly.
- C. Create and run a new ruleset with stricter matching criteria, compare the two rulesets to review and verify the results, and then migrate to the new ruleset once approved.
- D. Create and run a new rules fewer matching rules, compare the two rulesets to review and verify the results, and then migrate to the new ruleset once approved.
Answer: C
Explanation:
Identity resolution is the process of linking source profiles from different data sources into unified individual profiles based on match and reconciliation rules. If the identity resolution process is matching individuals that share email addresses or phone numbers, but are not actually the same individual, it means that the match rules are too loose and need to be refined. The best way to address this issue is to create and run a new ruleset with stricter matching criteria, such as adding more attributes or increasing the match score threshold. Then, the consultant can compare the two rulesets to review and verify the results, and see if the new ruleset reduces the false positives and improves the accuracy of the identity resolution. Once the new ruleset is approved, the consultant can migrate to the new ruleset and delete the old one. The other options are incorrect because modifying the existing ruleset can affect the existing unified profiles and cause data loss or inconsistency. Creating and running a new ruleset with fewer matching rules can increase the false negatives and reduce the coverage of the identity resolution. References: Create Unified Individual Profiles, AI-based Identity Resolution: Linking Diverse Customer Data, Data Cloud Identiy Resolution.
NEW QUESTION # 44
A customer needs to integrate in real time with Salesforce CRM.
Which feature accomplishes this requirement?
- A. Data actions and Lightning web components
- B. Sales and Service bundle
- C. Data model triggers
- D. Streaming transforms
Answer: D
Explanation:
The correct answer is A. Streaming transforms. Streaming transforms are a feature of Data Cloud that allows real-time data integration with Salesforce CRM. Streaming transforms use the Data Cloud Streaming API to synchronize micro-batches of updates between the CRM data source and Data Cloud in near-real time1. Streaming transforms enable Data Cloud to have the most current and accurate CRM data for segmentation and activation2.
The other options are incorrect for the following reasons:
* B. Data model triggers. Data model triggers are a feature of Data Cloud that allows custom logic to be executed when data model objects are created, updated, or deleted3. Data model triggers do not integrate data with Salesforce CRM, but rather manipulate data within Data Cloud.
* C. Sales and Service bundle. Sales and Service bundle is a feature of Data Cloud that allows pre-built data streams, data model objects, segments, and activations for Sales Cloud and Service Cloud data
* sources4. Sales and Service bundle does not integrate data in real time with Salesforce CRM, but rather ingests data at scheduled intervals.
* D. Data actions and Lightning web components. Data actions and Lightning web components are features of Data Cloud that allow custom user interfaces and workflows to be built and embedded in Salesforce applications5. Data actions and Lightning web components do not integrate data with Salesforce CRM, but rather display and interact with data within Salesforce applications.
References:
* 1: Load Data into Data Cloud
* 2: [Data Streams in Data Cloud]
* 3: [Data Model Triggers in Data Cloud] unit on Trailhead
* 4: [Sales and Service Bundle in Data Cloud] unit on Trailhead
* 5: [Data Actions and Lightning Web Components in Data Cloud] unit on Trailhead
* : [Data Model in Data Cloud] unit on Trailhead
* : [Create a Data Model Object] article on Salesforce Help
* : [Data Sources in Data Cloud] unit on Trailhead
* : [Connect and Ingest Data in Data Cloud] article on Salesforce Help
* : [Data Spaces in Data Cloud] unit on Trailhead
* : [Create a Data Space] article on Salesforce Help
* : [Segments in Data Cloud] unit on Trailhead
* : [Create a Segment] article on Salesforce Help
* : [Activations in Data Cloud] unit on Trailhead
* : [Create an Activation] article on Salesforce Help
NEW QUESTION # 45
A customer has two Data Cloud orgs. A new configuration has been completed and tested for an Amazon S3 data stream and its mappings in one of the Data Cloud orgs.
What is recommended to package and promote this configuration to the customer's second org?
- A. Use the Salesforce CRM connector.
- B. Package as an AppExchange application.
- C. Use the Metadata API.
- D. Create a data kit.
Answer: D
Explanation:
* Data Cloud Configuration Promotion: When managing configurations across multiple Salesforce Data Cloud orgs, it's essential to use tools that ensure consistency and accuracy in the promotion process.
* Data Kits: Salesforce Data Cloud allows users to package and promote configurations using data kits. These kits encapsulate data stream definitions, mappings, and other configuration elements into a portable format.
* Process:
Create a data kit in the source org that includes the Amazon S3 data stream configuration and mappings.
Export the data kit from the source org.
Import the data kit into the target org, ensuring that all configurations are transferred accurately.
* Advantages: Using data kits simplifies the migration process, reduces the risk of configuration errors, and ensures that all settings and mappings are consistently applied in the new org.
* Reference:
Salesforce Data Cloud Developer Guide
Salesforce Data Cloud Packaging
NEW QUESTION # 46
A consultant is planning the ingestion of a data stream that has profile information including a mobile phone number.
To ensure that the phone number can be used for future SMS campaigns, they need to confirm the phone number field is in the proper E164 Phone Number format. However, the phone numbers in the file appear to be in varying formats.
What is the most efficient way to guarantee that the various phone number formats are standardized?
- A. Create a formula field to standardize the format.
- B. Create a calculated insight after ingestion.
- C. Assign the PhoneNumber field type when creating the data stream.
- D. Edit and update the data in the source system prior to sending to Data Cloud.
Answer: C
Explanation:
The most efficient way to guarantee that the various phone number formats are standardized is to assign the PhoneNumber field type when creating the data stream. The PhoneNumber field type is a special field type that automatically converts phone numbers into the E164 format, which is the international standard for phone numbers. The E164 format consists of a plus sign (+), the country code, and the national number. For example, +1-202-555-1234 is the E164 format for a US phone number. By using the PhoneNumber field type, the consultant can ensure that the phone numbers are consistent and can be used for future SMS campaigns. The other options are either more time-consuming, require manual intervention, or do not address the formatting issue. Reference: Data Stream Field Types, E164 Phone Number Format, Salesforce Data Cloud Exam Questions
NEW QUESTION # 47
Which two requirements must be met for a calculated insight to appear in the segmentation canvas?
Choose 2 answers
- A. The primary key of the segmented table must be a dimension in the calculated insight.
- B. The calculated insight must contain a dimension including the Individual or Unified Individual Id.
- C. The primary key of the segmented table must be a metric in the calculated insight.
- D. The metrics of the calculated insights must only contain numeric values.
Answer: A,B
Explanation:
Explanation
A calculated insight is a custom metric or measure that is derived from one or more data model objects or data lake objects in Data Cloud. A calculated insight can be used in segmentation to filter or group the data based on the calculated value. However, not all calculated insights can appear in the segmentation canvas. There are two requirements that must be met for a calculated insight to appear in the segmentation canvas:
* The calculated insight must contain a dimension including the Individual or Unified Individual Id. A dimension is a field that can be used to categorize or group the data, such as name, gender, or location.
The Individual or Unified Individual Id is a unique identifier for each individual profile in Data Cloud.
The calculated insight must include this dimension to link the calculated value to the individual profile and to enable segmentation based on the individual profile attributes.
* The primary key of the segmented table must be a dimension in the calculated insight. The primary key is a field that uniquely identifies each record in a table. The segmented table is the table that contains the data that is being segmented, such as the Customer or the Order table. The calculated insight must include the primary key of the segmented table as a dimension to ensure that the calculated value is associated with the correct record in the segmented table and to avoid duplication or inconsistency in the segmentation results.
References: Create a Calculated Insight, Use Insights in Data Cloud, Segmentation
NEW QUESTION # 48
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