Salesforce Certified Data Architecture Practice Test

What is the best method for migrating agent relationship data from a legacy CRM to Salesforce?

1. Create custom objects to store agent relationships.

2. Migrate to Salesforce without a record owner.

3. Assign record owner based on relationship.

4. Migrate the data and assign to a non-person system user.

The correct answer is: Create custom objects to store agent relationships.

Creating custom objects to store agent relationships is the best method for migrating agent relationship data from a legacy CRM to Salesforce because it allows for a tailored solution that accommodates the specific needs of the business. Custom objects can be designed to reflect the unique characteristics and relationships that exist in agent data, thus providing greater flexibility in data structure and organization. This approach ensures that data integrity is maintained during the migration process, as the custom objects can be configured with specific fields and relationships relevant to the organization’s agent data. Additionally, using custom objects allows for the implementation of processes such as validations, triggers, and workflows that are essential to managing agent-related tasks within Salesforce. Furthermore, relying on custom objects facilitates better reporting and analytics, enabling businesses to leverage Salesforce's powerful CRM capabilities effectively. It helps to create a user-friendly interface for data management, ensuring that users can interact with the data in an intuitive manner. The other options do not provide the same level of customization or organization, which can lead to challenges in managing agent relationships effectively within Salesforce. For instance, not having a record owner complicates accountabilities within the system, while using a non-person system user might obscure the visibility of relationships that require specific ownership for better management. Assigning record owners based on relationships could