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

Introducing Salesforce objects

In this section, we will look at the foundational data structure in Salesforce – objects. This includes looking at what Salesforce objects are, their properties, and their usage. I will be suggesting best practices and principles to keep in mind when working with both standard and custom objects and other types of objects available on the platform. Applying these best practices when working with objects will help us keep our organizations scalable for that next enhancement or major project and deliver increased usability for our end users. The intent here is to briefly review the different objects and field types in Salesforce before we go into a detailed discussion of data modeling. This will make it easier to understand and grasp the data model concepts and provide a good foundation as regards when to use the different relationship types.

We will start with standard objects, which are the most commonly used and familiar to us, and then review...