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 Salesforce architecture

Since we are going to be talking about Salesforce, let's try to understand the Salesforce architecture as that will help us think in the correct context and understand why things are done the way they are in Salesforce.

Trust is the number one value at Salesforce and can be seen in the way the core architecture of Salesforce has been designed. Considering that there are billions of transactions happening on the platform, it is no small task to ensure that customer data is properly secured and protected from numerous attack vectors used by bad actors.

In this section, we will be familiarizing ourselves with the salient features of the Salesforce platform, such as multi-tenancy and major releases. Then we will review in more detail the major components of the platform that form the engine behind it. Let's start with multi-tenancy and dig deeper into what it is and how it benefits users.


Salesforce works on a SaaS...