Single customer view: person accounts and identity resolution
Ways to show one customer across many systems: person accounts and Contacts to Multiple Accounts inside the org, external objects for data left at the source, and Data 360 identity resolution rulesets, match rules and reconciliation rules that build unified profiles without overwriting sources.
Given a scenario with multiple systems of interaction, describe techniques to represent a single view of the customer on the Salesforce Platform.
~8 min read · 17 practice questions ·
What the exam expects
- Model individual consumers with person accounts and people who work with several companies with Contacts to Multiple Accounts, and know each one's limits.
- Show data that stays in another system on the customer record with external objects instead of copying it.
- Design Data 360 identity resolution: mapping before rulesets, the primary data model object, match rules and match options, reconciliation rules, household rulesets and trial rulesets.
- Contrast a Data 360 unified profile with an MDM golden record.
Key terms: unified profile (linked view of source records that overwrites nothing); golden record (one best value per attribute, written back by MDM); match rule (criteria that must all be met to link records); reconciliation rule (picks one value for a single-value unified field); unified link object (maps each source record to its unified record).
Key facts
- Detail
- Can't be in account hierarchies or parent accounts
IsDirect- Detail
- True only for the contact's primary account
- Detail
- Uses the primary account only
- Detail
- Mapping to data model objects completed first
- Detail
- Up to four characters, unchangeable, needed on one of two rulesets
- Detail
- Not reconciled; all values stay on the profile
- Detail
- Unified Link objects map source records to unified Ids
- Detail
- Needs an Individual ruleset run first
Sources for this section (7)
- Considerations for Using Person Accountshelp.salesforce.com (opens in a new tab)
- AccountContactRelationdeveloper.salesforce.com (opens in a new tab)
- Considerations for Relating a Contact to Multiple Accountshelp.salesforce.com (opens in a new tab)
- Unify Source Profileshelp.salesforce.com (opens in a new tab)
- Create Identity Resolution Rulesetshelp.salesforce.com (opens in a new tab)
- Reconciliation Ruleshelp.salesforce.com (opens in a new tab)
- Unified Link Objectshelp.salesforce.com (opens in a new tab)
- Why do unified profiles fit when business units can't agree which system owns each attribute?
- When should a custom match criterion use Case Sensitive?
- Which object lists every source record behind one unified individual?
- Why can't a duplicate rule compare contacts through their indirect accounts?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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