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 Printers has an Applicant object that has many rows in it and users are reporting slow performance when running reports on this object. As the resident data architect, you have been asked to investigate this and suggest a solution. What can you suggest?

a) View the filters used in the report and tweak them to use indexes on the report.

b) Just create an index on the database table and use that in the report.

c) Do nothing; it's probably just a temporary issue and will go away by itself.

  1. Precision Printers has promoted a new integration to the production environment recently. It runs every 12 hours and transfers records from the Account object that have changed to an ERP system. The administrator is noticing that records are being transferred to the ERP even when there hasn't been an apparent change made on the record. What could be causing this problem?

a) No action is needed; the integration will correct itself and the...