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


  1. Precision Printing (PP) has recently acquired another company and is looking to migrate CRM data into their main Salesforce instance and decommission the legacy CRM system. The legacy system has 7 million records. What API should be used to load this data into Salesforce? (Select one answer)


b) Streaming


d) Bulk

  1. The Salesforce team at Centauri Logistics is looking to integrate an external text messaging-based notification system with Salesforce. A text message will be sent to the customer as the shipment is received at a location. Drivers scan a location-specific barcode as they arrive at the location. The team anticipates other systems in the future may be interested in this data as well. Which API should be used for this integration? (Select one answer)

a) Streaming

b) Bulk


d) Metadata

  1. The team at PP has been hard at work and has designed a solution to load 7 million records into Salesforce. They...