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

Assessing data

In any business, data is key, and it grows fast, resulting in the use of various databases and data stores that are used to securely store that data. Sometimes the data is in different formats, and it needs to be worked on to bring it into the same format to avoid confusion. But before we go into a deep discussion on data, let's first understand the differences between data migration, conversion, and integration:

  • Data migration: Data migration is the process of moving data from one system or application to another. This is usually the result of retiring a system to upgrade to a new system that provides improved business functionality. As more businesses move from on-premises systems to cloud infrastructure, they realize that the data must be moved alongside the application for continued business operations.
  • Data conversion: Conversion is the process of transforming data from one format into another. Each application has its own set of standards it follows...