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

Salesforce Connect and external objects

We briefly discussed external objects in the LDV section, but let's take a deeper dive in this section. Salesforce Connect is a point-and-click solution to integrate external systems with Salesforce without the need for writing complex code or requiring a middleware to move data across the systems. Data is queried from the external system on demand and made available to users in Salesforce. This way, you can easily integrate ERPs such as Oracle, SAP, or Microsoft, along with several other systems that support the OData protocol.

OData protocol

Short for Open Data Protocol, OData is a standard that's used for integrating disparate systems or databases. The OData protocol allows for the easy consumption of the interoperable RESTful (REST) APIs. The standardization of OData is its advantage given that you don't have to worry about the formats of different systems. Since both source and destination systems support the OData protocol...