CERTIFIED-DATA-360-CONSULTANT: Salesforce Certified Data 360 ConsultantDemo

By Salesforce · Question Mode

QuestionQ32

Harmonization and Unification

A Data 360 Consultant must unify records from a legacy billing system and a CRM. The systems use different internal IDs, but each stores the same Customer_Tax_ID.

How should the consultant make sure these records can be matched in an identity resolution ruleset?

  • A Map the Customer_Tax_ID from both systems to the Party Identification object with a consistent Identification Name.
  • B Create a reconciliation rule that gives the CRM data stream a higher priority than the billing system.
  • C Map both the billing ID and CRM ID to the Individual Primary Key field.
  • D Configure a fuzzy match rule on the Individual object using the Customer_Tax_ID attribute.
Explanation

Data 360 can match a shared unique identifier through the Party Identification object. Party-identifier matching uses the Identification Number together with its Identification Name and type; mapping Customer_Tax_ID from both sources to that object with a consistent Identification Name places both values in the same identifier namespace for exact matching. Reconciliation rules select a surviving field value only after profiles have been matched.

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