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)
1
Section 1: Data Architecture and Data Management Essentials
5
Section 2: Salesforce Data Governance and Master Data Management
9
Section 3: Large Data Volumes (LDVs) and Data Migrations

Chapter 3: Understanding Data Management

In this chapter, we will look at the importance of managing data and the risk and challenges related to data management. We will also discuss some principles of data management, the different types of data, the data life cycle, and the relationship between data management and data governance. This is going to provide you with a foundational understanding of why it is critical to manage data and some of the challenges that you will come across when managing your data. We will look at some strategies on how to overcome those challenges by applying some commonly used principles.

We will also review best practices related to data management, where we will discuss strategies related to managing data and metadata. Learning these best practices will allow you to use these in your organization to implement tools and processes that will enable optimal data management and efficient use of resources. We will also review backup and restore strategies...