Book Image

Salesforce Data Architecture and Management

By : Ahsan Zafar
Book Image

Salesforce Data Architecture and Management

By: Ahsan Zafar

Overview of this book

As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You’ll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You’ll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you’ll explore examples and best practices for managing your data. You’ll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce’s Customer 360 and its key components. You’ll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you’ll be well-versed with data management, data backup, storage, and archiving in Salesforce.
Table of Contents (14 chapters)
1
Section 1: Data Architecture and Data Management Essentials
5
Section 2: Salesforce Data Governance and Master Data Management
9
Section 3: Large Data Volumes (LDVs) and Data Migrations

Section 1: Data Architecture and Data Management Essentials

By the end of this section, you will have understood the role of a data architect and the skills that are required to be successful in the role. You will understand what data modeling is, how to apply data modeling concepts in Salesforce, and how they relate to objects and fields in Salesforce. Concepts related to data management and the different aspects of data management will be discussed. Backup and archiving strategies and some tools to use to manage data will also be discussed with hands-on exercises.

In this section, there are the following chapters:

  • Chapter 1, Data Architect – Roles and Responsibilities
  • Chapter 2, Understanding Salesforce Objects and Data Modeling
  • Chapter 3, Understanding Data Management