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

Tools for loading data into Salesforce

Tools are just that, tools, and there are a number of them that can be used to get the job done. Having the right tool for the job will make it smoother and easier to get the job done whereas using the wrong tool will lead to issues and will prolong the job. For example, using the standard Data Import Wizard (DIW), which is part of the standard CRM, for a complex data migration job that requires extensive transformation and error handling will not work and you will hit the limits of DIW very quickly.

These days, many third-party tools are available that have advanced capabilities such as a retry mechanism, error logging, and others. Modern middleware products usually have an Extract, Transform, Load (ETL) component to them and can be used to migrate data. In this section, however, we will discuss the standard DIW and the Data loader.

Data Import Wizard (DIW)

Salesforce provides a user interface-based tool called Data Import Wizard to...