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Data Models and Management25% of the exam

Data migration with imports, replication and bulk loads

How to move data into, out of and between B2C Commerce instances with import, export and replication, load historical orders and large record sets into the Salesforce org, and promote configuration between orgs and Marketing Cloud Engagement business units.

Official exam objective
Given a scenario that requires knowledge of common data migration strategies and standard Salesforce data migration tools, demonstrate best practices on how to transfer data between products and development environments.

~7 min read · 15 practice questions

What the exam expects

  • Choose between B2C Commerce import, export and data replication for a feed, an external system or a new instance.
  • Predict what MERGE, UPDATE, REPLACE and DELETE imports do to objects, attributes, lists and price books.
  • Sequence customer, order and custom-object migrations, and know what replication doesn't carry.
  • Plan historical Order Management loads and large Bulk API 2.0 loads, and move configuration with change sets and Engagement Package Manager.

Key terms: import mode (how a B2C Commerce import interprets a feed); data replication (copying data from staging to another B2C Commerce instance); delta feed (a feed with only the changes since the previous one); Unmanaged order (an order summary not processed by Order Management features); change set (a bundle of Setup customizations sent between related orgs).

Key facts

Replication scope
Detail
Between B2C Commerce instances only
Source
Import and Export (opens in a new tab)
Frequent feeds
Detail
Into Production and Staging together
Source
Import/Export Process (opens in a new tab)
Price book REPLACE
Detail
Replaces the entire price book
Source
Import Modes (opens in a new tab)
Active Data import
Detail
Always REPLACE
Source
Import Modes (opens in a new tab)
Duplicate customer number
Detail
Rejected by the customer import
Source
Customer List Import/Export (opens in a new tab)
Customer Lists task
Detail
No profiles or sequence numbers
Source
Data Replication Tasks (opens in a new tab)
Lifecycle type
Detail
Set at summary creation; can't change
Source
Importing Data into Order Management (opens in a new tab)
API limit increase
Detail
Allow at least 2 weeks
Source
Importing Data into Order Management (opens in a new tab)
Fastest bulk operation
Detail
Insert, then update, then upsert
Source
Loading Data from the API (opens in a new tab)
Change set contents
Detail
Metadata, not records
Source
Change Sets (opens in a new tab)
Sources for this section (8)

Check yourself

  • When should a load use Bulk API 2.0 rather than bulkified synchronous calls?
  • Why group child records by ParentId within the same batch?
  • Which B2C Commerce instances need a secure connection set up before import files are transferred to them?
  • Why leave users and permission settings out of a sandbox site export?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

Keep reading with the B2C Solution Architect pack

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  • All 20 lessons of the B2C Solution Architect guide, with reading progress
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