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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Plat-Arch-201 |
| Exam Name: | Salesforce Certified Platform Data Architect |
| Exam Questions: | 257 |
| Last Updated: | July 10, 2026 |
| Related Certifications: | Salesforce Architect |
| Exam Tags: | Advanced Salesforce Advanced AdministratorSalesforce Data ArchitectSalesforce Advanced Platform Developer |
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A large retail B2C customer wants to build a 360 view of its customer for its call center agents. The customer interaction is currently maintained in the following system: 1. Salesforce CRM
3. Customer Master Data management (MDM)
4. Contract Management system
5. Marketing solution
What should a data architect recommend that would help upgrade uniquely identify customer across multiple systems:
To help uniquely identify customer across multiple systems, a data architect should recommend creating a custom field as external ID to maintain the customer ID from the MDM solution. An external ID is a custom field that has the ''External ID'' attribute enabled, which means that it contains unique record identifiers from a system outside of Salesforce. By using the customer ID from the MDM solution as an external ID in Salesforce CRM, Contract Management system, and Marketing solution, the data architect can ensure that each customer can be easily identified and integrated across these systems. Option A is incorrect because storing the Salesforce ID in all the solutions to identify the customer will not work if the customer records are created or updated in other systems besides Salesforce CRM. Option B is incorrect because creating a custom object that will serve as a cross reference for the customer ID will require additional configuration effort and may not be consistent with the actual customer records in each system. Option C is incorrect because creating a customer database and using this ID in all systems will require additional infrastructure cost and maintenance effort.
Universal Containers (UC) has several custom Visualforce applications have been developed in which users are able to edit Opportunity records. UC struggles with data completeness on their Opportunity records and has decided to make certain fields required that have not been in the past. The newly required fields are dependent on the Stage of the Opportunity, such that certain fields are only required once an Opportunity advances to later stages. There are two fields. What is the simplest approach to handle this new requirement?
Using a validation rule for each field that takes the Stage into consideration is the simplest approach to handle this new requirement. A validation rule can enforce the field requirements based on the logic and criteria that you define, and display an error message when users try to save a record that does not meet the requirements. Updating the Opportunity page layout to mark these fields as required will not work because page layouts do not support conditional field requirements. Updating these Opportunity field definitions in Setup to be required will not work because it will apply to all stages and records.Writing an Apex trigger that checks each field when records are saved is not the simplest approach because it requires coding and testing
NTO uses salesforce to manage relationships and track sales opportunities. It has 10 million customers and 100 million opportunities. The CEO has been complaining 10 minutes to run and sometimes failed to load, throwing a time out error.
Which 3 options should help improve the dashboard performance?
Choose 3 answers:
To improve the dashboard performance, the data architect should use selective queries to reduce the amount of data being returned, de-normalize the data by reducing the number of joins, and reduce the amount of data queried by archiving unused opportunity records. These options will help optimize the query performance, reduce the query complexity, and free up storage space. Option C is incorrect because removing widgets from the dashboard to reduce the number of graphics loaded will not affect the dashboard performance significantly, and may reduce the usability and functionality of the dashboard. Option D is incorrect because running the dashboard for CEO and sending it via email will not improve the dashboard performance, but rather shift the burden to another user.
UC has millions of Cases and are running out of storage. Some user groups need to have access to historical cases for up to 7 years.
Which 2 solutions should a data architect recommend in order to minimize performance and storage issues?
Choose 2 answers:
The correct answer is C and D. To minimize performance and storage issues, a data architect should recommend leveraging on premise data archival and building integration to view archived data, and leveraging big object to archive case data and lightning components to show archived data. These solutions will allow some user groups to access historical cases for up to 7 years without consuming too much storage space or affecting the performance of queries and reports. Option A is incorrect because exporting data out of salesforce and storing it in flat files on external system will make it difficult to access and query the data. Option B is incorrect because creating a custom object to store case history and run reports on it will still consume a lot of storage space and impact the performance of queries and reports.
Universal Containers is creating a new B2C service offering for consumers to ship goods across continents. This is in addition to their well-established B2B offering. Their current Salesforce org uses the standard Account object to track B2B customers. They are expecting to have over 50,000,000 consumers over the next five years across their 50 business regions. B2C customers will be individuals. Household data is not required to be stored. What is the recommended data model for consumer account data to be stored in Salesforce?
The recommended data model for consumer account data to be stored in Salesforce is to use the Account object with Person Accounts and a new B2C page layout.Person Accounts are a special type of accounts that allow you to store information about individual consumers who are not associated with a business account2.Person Accounts have the following advantages3:
They allow you to use the same standard objects and features that you use for business accounts, such as contacts, opportunities, cases, etc.
They enable you to create different page layouts and record types for B2C and B2B customers, which allows you to customize the user interface and business logic for each segment.
They support large data volumes and can scale up to 50 million records or more, which meets the expected growth of consumers over the next five years.
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