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

Understanding APIs

A salient feature of Salesforce is that it takes an API-first approach. What that means is that Salesforce internal teams focus on building a rich set of functionalities into the API before designing and developing the user interface. The reason this is important is that it gives Salesforce customers the flexibility in using a custom-developed user interface should they desire. This is pretty common in Salesforce Experience Cloud where some customers tend to use the standard templates provided by Salesforce to provide a self-service experience to their customers and partners, whereas others build entirely custom frontends that are powered by Salesforce user interfaces.

Salesforce provides a variety of APIs meant for different purposes, such as manipulating page layouts, deploying code, querying Einstein Analytics data, or general-purpose APIs that are used to manipulate data. In this section, we will discuss the four main APIs that pertain to data manipulation...