Salesforce Certified Data Architecture Practice Test

What is the recommended approach for an Account plan object that needs different accessibility from the Account object?

1. Create a custom account plan object as detail with Account as master

2. Create a custom account plan object with additional sharing rules to allow access

3. Create an account plan object with a lookup relationship to Account without validation rules

4. Create an account plan object with a lookup relationship to Account with validation rules to enforce the association

The correct answer is: Create an account plan object with a lookup relationship to Account with validation rules to enforce the association

The recommended approach of creating an account plan object with a lookup relationship to Account and implementing validation rules to enforce the association is beneficial for several reasons. Establishing a lookup relationship allows the account plan object to be linked to the account object, ensuring that there is a clear reference between the two entities. This relationship facilitates data integration and reporting, making it easier to manage the connection between accounts and their respective plans. Incorporating validation rules helps maintain data integrity by enforcing specific criteria for creating or modifying records in the account plan object. For example, you can ensure that every account plan is associated with a valid account, preventing orphaned records and ensuring that all account plans are connected to existing accounts, which is vital for reliable business operations and accurate reporting. This method balances accessibility with data governance, allowing for different levels of access and operations on the account plan while maintaining a structured relationship with the account. It ensures that users must adhere to defined business rules when interacting with the account plan data, thereby promoting consistency and reliability across the system.