2020年3月

[Salesforceデザイナー資格]Data Architecture and Management デザイナー

  • 2020.03.21

概要 本記事は、Salesforceのデザイナー資格であるData Architecture and Managementを受験するにあたって勉強した際の簡単なメモとなります。私が受験した時のバージョンはWinter’20でしたので、その時点での試験範囲に基づいております。 試験範囲 試験範囲については、リリースごとに変わる可能性があるので最新情報を確認する必要があります。詳細は下記から参照してください。http://tandc.salesforce.com/examguide_cert_data_archi_manage_designer.pdf 勉強内容 基本的な勉強方法は、上記の試験範囲に沿って必要な情報が公開されているヘルプサイトやブログ、Trailheadを参考にインプットをしました。 Data Modeling (20%) BigObject https://developer.salesforce.com/docs/atlas.en-us.bigobjects.meta/bigobjects/big_object.htm https://developer.salesforce.com/docs/atlas.en-us.bigobjects.meta/bigobjects/big_object_example_queueable.htm Roll up summary https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=5 https://help.salesforce.com/articleView?id=fields_defining_summary_fields.htm&type=5 Relation https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.htm&type=5 External Object https://help.salesforce.com/articleView?id=external_object_define.htm&type=5 https://help.salesforce.com/articleView?err=1&id=ext_data_sync_database.htm&type=5 Data Skew https://trailhead.salesforce.com/content/learn/modules/large-data-volumes/design-your-data-model Person Account https://help.salesforce.com/articleView?id=account_person.htm&type=5 Custom Index https://help.salesforce.com/articleView?id=000325247&language=en_US%C2%A0&type=1&mode=1 Data Archiving Strategy http://www.salesforce.org/ask-architect-5-steps-effective-salesforce-data-management-strategy/ Data Storage https://help.salesforce.com/articleView?id=overview_storage.htm&type=5 https://help.salesforce.com/articleView?id=000318951&type=1&mode=1 Set Audit Field https://help.salesforce.com/articleView?id=000334139&type=1&mode=1 Outbound Message https://help.salesforce.com/articleView?err=1&id=workflow_managing_outbound_messages.htm&type=5 Conceptual Design(15%) Lightning Data https://appexchange.salesforce.com/appxStore?type=Data Data.com vs Lightning Data Service https://help.salesforce.com/articleView?id=000317679&type=1&mode=1 Merge https://help.salesforce.com/articleView?id=contacts_merge_classic.htm&type=5 Data.com Prospector and Clean https://help.salesforce.com/articleView?id=000318293&type=1&mode=1 Duplicate Rule https://help.salesforce.com/articleView?id=duplicate_rules_map_of_reference.htm&type=5 Translation workbench https://help.salesforce.com/articleView?id=customize_wbench.htm&type=5 Mater Data Management(10%) 特に参考サイトなし・・・ Metadata Management(7%) Event monitoring https://trailhead.salesforce.com/en/content/learn/modules/event_monitoring/event_monitoring_intro Custom Metadata Types https://help.salesforce.com/articleView?id=custommetadatatypes_package_install.htm&type=5 Package Custom Metadata Types and Record https://help.salesforce.com/articleView?id=custommetadatatypes_package_install.htm&type=5 Define Custom Settings https://help.salesforce.com/articleView?id=custommetadatatypes_package_install.htm&type=5 Metadata API https://help.salesforce.com/articleView?id=custommetadatatypes_package_install.htm&type=5 Audit Trail https://help.salesforce.com/articleView?id=custommetadatatypes_package_install.htm&type=5 Data Archiving(10%) Export Buckup data from Salesforce https://help.salesforce.com/articleView?id=admin_exportdata.htm&type=5 https://developer.salesforce.com/blogs/2015/03/salesforce-backup-and-restore-essentials-part-1-backup-overview-api-options-and-performance.html Outbound Message Actions https://help.salesforce.com/articleView?id=workflow_managing_outbound_messages.htm&type=5 Field Set https://help.salesforce.com/articleView?id=fields_about_field_sets.htm&type=5 Buckup and restore https://developer.salesforce.com/blogs/2015/03/salesforce-backup-and-restore-essentials-part-1-backup-overview-api-options-and-performance.html PK Chunking https://developer.salesforce.com/blogs/engineering/2015/03/use-pk-chunking-extract-large-data-sets-salesforce.html Field History Tracking https://help.salesforce.com/articleView?id=tracking_field_history.htm&type=5 Suspend Event https://developer.salesforce.com/blogs/engineering/2013/05/extreme-force-com-data-loading-part-3-suspending-events-that-fire-on-insert.html Deferred Sharing Calculation https://developer.salesforce.com/blogs/engineering/2013/08/extreme-force-com-data-loading-part-6-taking-advantage-of-deferred-sharing-calculation.html Dataloader CLI https://help.salesforce.com/articleView?id=command_line_intro.htm&type=5 Data backup and recovery Best Practice https://help.salesforce.com/articleView?id=000334121&language=en_US&type=1&mode=1 Data Governance(7%) Data Covernance Best Practice https://www.salesforce.com/video/1779731/ Reporting and Analytics(10%) Performance Turning https://developer.salesforce.com/blogs/engineering/2013/03/long-and-short-term-approaches-for-tuning-force-com-performance.html Custom Index https://developer.salesforce.com/blogs/engineering/2015/06/know-thy-salesforce-field-indexes-fast-reports-list-views-soql.html Run Report Faster https://developer.salesforce.com/docs/atlas.en-us.salesforce_reportperformance_cheatsheet.meta/salesforce_reportperformance_cheatsheet/reportperformance_cheatsheet.htm Improve Report Performance https://help.salesforce.com/articleView?id=improving_report_performance.htm&type=5 Sales Dashboard https://www.salesforce.com/blog/2019/01/sales-management-dashboards.html Report Consideration https://help.salesforce.com/articleView?id=platform_connect_considerations_reports.htm&type=5 Schedule Dashboard https://help.salesforce.com/articleView?id=dashboards_schedule_refresh.htm&type=5 Limit of Custom ReportTypes https://help.salesforce.com/articleView?id=reports_report_type_guidelines.htm&type=5 Data Migration(10%) Duplicate Rules https://help.salesforce.com/articleView?id=duplicate_rules_map_of_reference.htm&type=5 Data loading https://developer.salesforce.com/blogs/engineering/2013/06/extreme-force-com-data-loading-part-4-sequencing-load-operations.html Data aggregation https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_case_studies_data_aggregation.htm  Limits and allocation […]