Salesforce Data Management25% of the exam
Internal, platform and Experience Cloud license mix
How to split a user population across Salesforce, Salesforce Platform, Lightning Platform, Knowledge Only, Integration and Experience Cloud licenses by the standard and custom objects each group needs, and what each choice does to roles, sharing, storage and API capacity.
Given a customer scenario, recommend appropriate combination of Salesforce license types to effectively leverage standard and custom objects to meet business needs.
~8 min read · 19 practice questions ·
What the exam expects
- Split internal users between Salesforce and Salesforce Platform licenses by whether they need standard CRM objects or only custom apps plus accounts, contacts and reports.
- Size Lightning Platform Starter, Plus, One App and App Subscription licenses against custom objects, API calls and account write access.
- Pick the specialist license: Knowledge Only User, Salesforce Integration, Identity Only.
- Choose Customer Community, Customer Community Plus, Partner Community or External Apps, member-based or login-based, and their record access (sharing sets, or roles with account role optimization).
- Predict the storage and API effect of a license mix.
Key terms: user license (the baseline a user can reach); permission set license (adds functionality beyond it); login-based license (a pool of daily unique logins); high-volume user (an external user with no role); account role optimization (ARO, delays account roles until a second user exists).
Key facts
Licenses per user
- Detail
- Exactly one user license; add more with permission set licenses
License change
- Detail
- Removes assigned permission sets and permission set licenses
Platform exclusions
- Detail
- No leads, opportunities, campaigns or forecasts
Starter vs Plus objects
- Detail
- 10 vs 110 custom objects per license
One App dashboards
- Detail
- Viewable only if the running user has the same license
Partner Community custom objects
- Detail
- 10 via PRM SKU, 100 via External Apps SKU
Portal role default
- Detail
- 50,000 roles across all sites
Platform Login capacity
- Detail
- No added data storage or API calls; org-level entitlements
ARO default
- Detail
- On for orgs created from Spring '22
- Why can a license change remove access users still need?
- When does an architect pick Customer Community Plus over Customer Community?
- Why can't a Lightning Platform - One App user see a dashboard built by a sales manager?
- Which license suits a middleware user that never logs in?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Data Architect pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 21 lessons of the Platform Data Architect guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (19 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams