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)
Section 1: Data Architecture and Data Management Essentials
Section 2: Salesforce Data Governance and Master Data Management
Section 3: Large Data Volumes (LDVs) and Data Migrations

Large Data Volumes (LDVs)

LDVs in Salesforce don't have a strict formal definition, and if you ask an experienced architect what constitutes an LDV scenario, more than likely the answer you will get will be, It depends. The reason is that you could have an LDV scenario even with a much lower number of records than the general guideline that Salesforce provides. The general guideline is that once you have more than 1 million records in any object, you have an LDV scenario and you may start seeing the implications of LDVs.

Although the number of records is a consideration in determining whether an LDV scenario exists, that is not the only consideration. There could be several other factors that could create an LDV scenario even when the number of records is less than the generally recommended threshold, which is more than 1 million records. These factors include the following:

  • Transaction volume and complexity: This is related to how much data is moving in and out of...