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

Chapter 8: Best Practices for General Data Migration

Data migration is a common task that Salesforce admins, developers, and architects are asked to complete. Understanding best practices on how best to approach data migration will ensure that costly mistakes are avoided, and the data migration is complete and accurate.

In this chapter, we will discuss some of the tools available to us for data migration and their advantages and disadvantages. Most of the time, for large and complex data migrations, a third-party tool is used as the standard tools provided by Salesforce may be sufficient but not very efficient in terms of effort.

In the later part of the chapter, we will touch base on the different APIs that Salesforce provides in the context of data migration and integration. You will learn about the general architecture of the APIs as well as ideal use cases for the APIs. Since this book is about data and use cases for large volumes of data are becoming more common, I will...