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


  1. Precision Printing (PP) is implementing Salesforce and uses SAP's order management module for order fulfillment. Since the orders reside in SAP, the sales team has no access to order status data. What can the architect at PP recommend to meet this requirement? (Choose one answer.)

a) Implement a middleware tool that can update Salesforce with order status data whenever there is a change on the SAP side.

b) Develop a point-to-point integration that uses the Salesforce APIs and update the data whenever the order status changes in SAP.

c) Configure Salesforce Connect and use external objects to update data in Salesforce.

d) Hire a data entry clerk to enter data in Salesforce whenever there is a change in order status in SAP.

  1. PP started a new B2C division a few years ago and has a global customer base of more than 1,000,000 Account records. PP has a multitude of automation tools running on this object, including multiple triggers, process builders...