Salesforce Certified Data Architecture Practice Test

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What should UC implement to maintain data quality with duplicate Accounts?

  1. Use a service to standardize Account addresses.

  2. Run a report to merge duplicate Accounts manually.

  3. Enable Account de-duplication with matching rules in Salesforce.

  4. Ask Account Owners to clean up their data before merging.

The correct answer is: Enable Account de-duplication with matching rules in Salesforce.

Enabling Account de-duplication with matching rules in Salesforce is an effective approach to maintaining data quality, particularly when it comes to managing duplicate Accounts. This method allows organizations to set specific criteria for identifying duplicates automatically based on fields such as Account name, email address, or other relevant attributes. By utilizing this feature, Salesforce can help streamline the process of detecting and managing duplicates, significantly reducing the chances of human error associated with manual processes. Furthermore, automatic de-duplication ensures that data remains clean and organized over time, as it continuously checks for duplicates as new records are created. This proactive measure is more sustainable in the long term because it integrates directly into the CRM workflow, allowing for a consistent data management strategy rather than relying solely on periodic manual reviews or user input. The other alternatives, while they may contribute to data quality efforts, do not provide the same level of systemic management and proactive prevention against duplicates. Standardizing addresses can improve data consistency but does not address duplicates. Running a report to merge duplicates manually can be inefficient and prone to oversight, especially in larger datasets. Asking Account Owners to clean up their data solely depends on individual efforts and may not yield reliable results across the organization.