Master Data Management5% of the exam

Survivorship rules for winning attribute values

How to pick the value that survives when sources disagree: trust, recency, completeness and frequency as criteria, Data 360 reconciliation rules (Source Priority, Most Frequent, Last Updated, Ignore Empty Values, object defaults and field overrides, tie-breakers), and what a Salesforce merge decides for you through the principal record.

Official exam objective
Given a customer scenario, recommend approaches and techniques for consolidating data attributes from multiple sources. Discuss criteria and methodology for picking the winning attributes.

~6 min read · 6 practice questions ·

What the exam expects

  • Pick the survivorship criterion (source trust, recency, completeness, frequency) that fits each attribute, and explain thresholds and weights as a methodology.
  • Configure Data 360 reconciliation rules: Source Priority, Most Frequent, Last Updated, Ignore Empty Values, object defaults and field overrides, and their tie-breakers.
  • State what reconciliation does not do: change sources, reconcile contact points or pick a value for every application.
  • Choose the principal record in a Salesforce merge for the values users can't pick.

Key terms: survivorship (rules that decide which source value a consolidated record keeps); reconciliation rule (the Data 360 rule that picks one value for a single-value unified field); Source Priority (ranks data lake objects from most to least preferred); Ignore Empty Values (skips nulls when picking); principal record (the merge survivor whose hidden and read-only values are kept).

Key facts

Rule scope
Detail
Object-level default, overridable per field
Last Updated
Detail
Needs Last Modified Date mapped; ties alphabetical
Most Frequent tie
Detail
Last updated value wins
Source Priority, same source twice
Detail
Last updated value wins
Ignore Empty Values
Detail
Nulls never selected
Source systems
Detail
Never updated by reconciliation
Contact points
Detail
Not reconciled; all stay on the profile
Merge audit fields
Detail
Created By and Created Date from the oldest record
Site users
Detail
Account with site users must be principal to keep them
Sources for this section (2)
  • When is Last Updated not available as a reconciliation rule?
  • When does a Source Priority field rule fall back to recency?
  • Why does choosing the principal still matter if users pick field values during a merge?
  • What does Ignore Empty Values change for Source Priority?

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

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