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)
1
Section 1: Data Architecture and Data Management Essentials
5
Section 2: Salesforce Data Governance and Master Data Management
9
Section 3: Large Data Volumes (LDVs) and Data Migrations

Summary

Data migration is an exciting topic because regardless of whether you are migrating 1,000 records or 1,000,000 records, there are certain things that you must keep in mind for smooth data migration. Best practices related to the different phases of data migration that you learned will help you to conduct a successful migration without running into any major obstacles. The key thing is to spend time doing proper analysis before jumping into the execution phase of the data migration. That will save you a lot of headaches and wasted effort down the road.

You also learned about the standard Salesforce tools available to us for data migration along with their constraints. As mentioned earlier, for simple migrations, these may be sufficient, but for complex migrations, more sophisticated third-party tools are available that make the job much easier and smoother.

We concluded the chapter by discussing APIs that are provided by Salesforce. Although there are a lot of other APIs...