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

The Execution phase

This is the phase where the rubber meets the road and all the work done in the previous phase gets tested. By this phase, you will have achieved a good understanding of the scope, the type of data, assumptions, and constraints you are dealing with. Let's discuss the best practices that can be applied in this phase.

Best practices

Your mapping document is ready and the tool that you will use along with any staging databases are all set and ready for that moment of truth. You are eager to click the Run button and see how the first dry run with some preliminary data goes. To be clear, the execution phase here refers to running your data loads in a sandbox environment and is not limited to production runs. We will discuss specific production environment runs in a later section. Here are some best practices that will increase your chances of success with this phase:

  • Start small: Start with small loads and iron out any issues before trying large loads...