Data-Architect Exam Dumps : Salesforce Certified Platform Data Architect (Plat-Arch-201)

According to the Salesforce documentation4, Marketing Cloud is a platform that allows creating and managing marketing campaigns across multiple channels, such as email, mobile, social media, web, etc. Marketing Cloud can integrate with Sales Cloud and other Salesforce products to share data and insights. One of the ways to integrate Marketing Cloud with Sales Cloud is using Marketing Cloud Connect5, which allows syncing data between the two platforms using synchronized data sources.

However, if UC occasionally gets a list of prospects from third-party sources as CSV files for marketing purposes, it may not be necessary or efficient to load them into Sales Cloud first and then sync them with Marketing Cloud. This can consume large amounts of storage in Sales Cloud, which has a limit based on the license type6. It can also cause data quality issues, such as duplicates or outdated information.

A better option for UC is to load the contacts directly to Marketing Cloud using Import Definition, which allows importing data from external files or databases into Marketing Cloud data extensions. Data extensions are custom tables that store marketing data in Marketing Cloud. This way, UC can avoid storage issues in Sales Cloud and optimize the marketing process by sending marketing communications directly from Marketing Cloud.

To track prospects that are converted to customers, UC can have a reconciliation process that compares the contacts in Marketing Cloud with the accounts or contacts in Sales Cloud. This can be done using SQL queries or API calls to access and compare data from both platforms. Alternatively, UC can use Marketing Cloud Connect to sync the converted contacts from Sales Cloud to Marketing Cloud using synchronized data sources.

Loading the CSV files in Einstein Analytics and syncing with Marketing Cloud prior to sending marketing communications (option A) is not a good option, as it can add unnecessary complexity and latency to the process. Einstein Analytics is a platform that allows creating and analyzing data using interactive dashboards and reports. It is not designed for importing and exporting data for marketing purposes.

Loading the CSV files in an external database and syncing with Marketing Cloud prior to sending marketing communications (option B) is also not a good option, as it can incur additional costs and maintenance for the external database. It can also introduce data security and privacy risks, as the data may not be encrypted or protected by Salesforce.

Continuing to use the existing process to use Lead object to sync with Marketing Cloud and delete Lead records from Sales after the sync is complete (option D) is not a good option, as it can cause performance issues and data loss. Deleting Lead records from Sales can affect reporting and auditing, as well as trigger workflows and validations that may not be intended. It can also cause data inconsistency and synchronization errors between Sales Cloud and Marketing Cloud.

Before replicating the data from Heroku Postgres to Salesforce, the data architect should consider the following factors:

Whether the data is a driver of key processes implemented within Salesforce. For example, if the data is used for workflows, triggers, or validation rules, it should be replicated to Salesforce.

Whether there is a tight relationship between order data and an enterprise resource planning (ERP) application. For example, if the order data needs to be synchronized with the ERP system, it should be replicated to Salesforce.

The selection of the tool required to replicate the data. For example, Heroku Connect can be used to bi-directionally sync data between Heroku Postgres and Salesforce

According to Trailhead2, one of the best practices to increase Salesforce adoption is to migrate existing data from legacy systems or spreadsheets into Salesforce, so that users can access all their data in one place and leverage the features and functionality of Salesforce. Option B is the correct answer because it suggests defining a standard mapping and training sales users to import opportunity data from Excel files into Salesforce, which can help them transition from their old process and increase their confidence and satisfaction with Salesforce. Option A is incorrect because using the Excel connector to Salesforce does not migrate the data into Salesforce, but only syncs it between Excel and Salesforce, which can cause data inconsistency and duplication issues. Option C is incorrect because loading data in an external database and providing access to it does not increase Salesforce adoption, but rather creates another system for users to manage and switch between. Option D is incorrect because creating a chatter group and uploading all Excel files to it does not migrate the data into Salesforce, but only stores it as attachments, which cannot be used for reporting or analysis purposes.