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

Chapter 2: Understanding Salesforce Objects and Data Modeling

In this chapter, we will look at data modeling and the concept of normalization. This will give us a foundation for understanding how Salesforce is different from conventional relational databases that we may have experience of working with in the past. We will review why Salesforce goes against the convention of data normalization and why data is de-normalized, along with the benefits of doing that on the Salesforce Platform. We will also cover the different types of relationships in Salesforce and other features of Salesforce that are associated with data modeling. Having a solid understanding will lay the foundation for upcoming chapters when we discuss APIs and Large Data Volumes (LDVs).

Salesforce Platform

Throughout this book, at various places I will be referring to Salesforce as the Salesforce Platform or Platform. When I do that, I am referring to the core Salesforce services including hardware and software...