Data Layer23% of the exam
Data Manager connections, data sync and direct data
How Data Manager brings data in: its tabs, SFDC_LOCAL and Edit Objects, external and remote connections with their per-object sync limits, direct data, enabling data sync in older orgs, dataflow digest and edgemart inputs, and Jobs Monitor logs.
Given data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets.
~8 min read · 11 practice questions ·
What the exam expects
- Send each task to the right Data Manager tab.
- Add local objects to SFDC_LOCAL and sync one object or the whole connection.
- Connect another org or a warehouse, and fix a sync over a connector limit.
- Choose between direct data and connected objects for a recipe input, and set the dataset grain with the base input.
- Enable data sync in an older org and predict its effect; pick digest or edgemart.
- Find old or failed jobs in Jobs Monitor and know who can read their logs.
Key terms: connected object (a synced copy of a source object that recipes read); SFDC_LOCAL (the default connection to the org's own Salesforce data); direct data (an unsynced object a recipe queries at run time); data sync (scheduled extraction that runs before recipes and dataflows); grain (what one row of a dataset represents).
Key facts
Default local connection
- Detail
- SFDC_LOCAL; add objects with Edit Objects
Run Now vs Run Data Sync
- Detail
- Connection syncs all its objects; object menu syncs one
Direct data
- Detail
- Stores nothing, not in SFDC_Local; under 200,000 rows; preview 2,000 rows
Snowflake Input, Amazon Redshift
- Detail
- Up to 100 million rows or 50 GB per object per sync job
External Data API load
- Detail
- No metadata file: every column is Text
Row storage
- Detail
- Plus 10 billion, Growth 100 million (licence overview still says 1 billion)
Data sync default
- Detail
- On if CRM Analytics was turned on after Winter '20; enabling needs Customize Application
Data sync objects
- Detail
- Up to 100; more than 100 extracted objects means contact Support first
Job log access
- Detail
- Owner, or Edit CRM Analytics Dataflows, Edit Dataset Recipes, Manage CRM Analytics, View All Data
Sources for this section (9)
- Add and Remove Local Objectshelp.salesforce.com (opens in a new tab)
- Extract Salesforce Datatrailhead.salesforce.com (opens in a new tab)
- Pull Data Directly into Recipeshelp.salesforce.com (opens in a new tab)
- CRM Analytics Limitshelp.salesforce.com (opens in a new tab)
- External Data APIhelp.salesforce.com (opens in a new tab)
- Platform Licenseshelp.salesforce.com (opens in a new tab)
- Enable Data Sync and Connectionshelp.salesforce.com (opens in a new tab)
- Data Sync Limitshelp.salesforce.com (opens in a new tab)
- Data Managerhelp.salesforce.com (opens in a new tab)
- When should a recipe input be a connected object rather than direct data?
- Why can deleting a field that is selected for sync break the nightly job?
- What happens to a push-down filter on a direct data input when the object is added to data sync?
- When two scheduled dataflows give the same field different attributes, which wins on enabling sync?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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