data architecture and management designer

Data Architecture and Management Designer Study Guide

The Salesforce architect exams are some of the most rewarding and interesting exams to get. I really enjoy them because they offer a rare chance to dive very deep into a specific area of the platform. These can expand your capabilities within Salesforce, and provide you valuable understanding as you progress your career towards Technical Architect. This is the study guide for the Data Architecture and Management Designer certification exam.

Each of these exams has a study guide (like all other certifications), as well as a resource guide which has linked articles, Trailhead modules, documentation and more. To get the most out of those guides, I have written down some important areas to study and understand. If you understand the concepts below, you’ll do well on your exam.

Data Architecture and Management Designer

The Salesforce Data Architecture and Management Designer exam focuses on your ability to understand Salesforce data architecture, particularly as that applies to large data volumes (LDV). Your comprehension of best practices will help you make good recommendations to designing a Salesforce org that can handle millions of records without hitting limits or issues.

Key Topics

Large Data Volumes

This is central to the exam, so make sure you understand the impacts of LDV. Watch this video for a description of scenarios, patterns and solutions around LDV. I found that understanding the concepts there was extremely helpful.

Make sure you understand skinny tables and indexed fields, and when you would recommend using them.

Query & Search Optimization

In order to effectively use your data, you need to optimize your queries. This cheatsheet is a great resource for understanding how to optimize your queries.

Using the Bulk API

Salesforce released a 6-part series of articles on data loading for LDV. There are some great recommendations and considerations in those articles. Make sure you also understand record locking and concurrency, and how that should be considered.

As part of this, make sure you understand how serialization, sharing calculations, and indexed fields affect data loading.

Master Data Management (MDM)

You want to understand the considerations and ideas behind MDM. Which system should be the system of record? Why? How do we advise a client on an MDM solution?

Data Governance

What tools are available to ensure data quality? What should we consider for data backup or data archiving? What data storage limits might an organization hit, and how do you mitigate/plan for that?


I am a 24x Salesforce certified consultant. I am passionate about Salesforce, and I enjoy the friendly ecosystem that is filled with talented, intelligent professionals.
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7 thoughts on “Data Architecture and Management Designer Study Guide

  1. Hi Chris,

    Link to LDV is not working and it says video is private.

    Can you please check on that?

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