Data migration, quality and large data volumes
Plan a service data migration (load order, External IDs, Bulk API, full-sandbox rehearsal, lean loading and deferred sharing), avoid ownership and lookup skew, keep millions of cases fast with selective queries and archiving, and protect quality and sensitive data with duplicate rules and governance.
Explain the considerations and implications for data migration, data quality, data governance, and large data volumes.
~8 min read · 14 practice questions ·
What the exam expects
- Sequence a service data migration, relate records with External IDs, and pick the load tool by volume.
- Speed up large loads: Bulk API, parallel versus serial, suspending automation, deferring sharing calculations.
- Recognize ownership skew, account data skew and lookup skew, and fix each.
- Keep large case volumes fast with selective, indexed filters, reporting snapshots and archiving.
- Protect data quality (cleansing, duplicate and matching rules) and set up governance and sensitive-data handling.
Key terms: LDV (large data volumes: millions of records); data skew (more than 10,000 child records on one parent); External ID (a field holding the record's key from another system); selective query (a filter on an indexed field that returns a small share of rows); data steward (the person responsible for data quality).
Key facts
- Detail
- Parents first, then children; order by parent ID to avoid locking
- Detail
- Import Wizard up to 50,000; Data Loader 50,000 to 5 million; LDV via Bulk API
- Detail
- Up to 25 per object; used to update or upsert via the API
- Detail
- Up to 10,000 records; parallel or serial
- Detail
- Off by default; enable via Customer Support; resume and fully recalculate
- Detail
- More than 10,000 children on one parent
- Detail
- Give the skewed owner no role
- Detail
- Can't be modified after insert
- Detail
- Alert or block; standard rules active for accounts, contacts, leads
- Detail
- Schedules report results into a custom object for trends
Sources for this section (8)
- Manage Data at Scaletrailhead.salesforce.com (opens in a new tab)
- Custom Field Attributeshelp.salesforce.com (opens in a new tab)
- Load Your Datatrailhead.salesforce.com (opens in a new tab)
- Defer Sharing Calculationshelp.salesforce.com (opens in a new tab)
- Design Your Data Modeltrailhead.salesforce.com (opens in a new tab)
- Resource and Cost Optimizationarchitect.salesforce.com (opens in a new tab)
- Stop Users from Creating Duplicate Recordshelp.salesforce.com (opens in a new tab)
- Reporting Snapshotshelp.salesforce.com (opens in a new tab)
- Why load accounts before cases?
- When should a consultant request a custom index?
- What does an External ID field let a migration do?
- Which two stewardship roles support a governance plan?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Service Consultant pack
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