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

What is data?

I have come across many projects where the terms data and information were used interchangeably, and this was fine in most cases, but in the same way that we established a common understanding of the term architecture, it would be prudent to do the same here.

Data is a representation of facts that are either stored digitally or on other media, such as physical photos or paper. It is important to acknowledge that not everything presented as data is factual, with factual here meaning that because it's the truth when seen in combination with other data elements, it will convey the full picture of the truth. Data shouldn't be reviewed without considering the context of the data, because data without context causes confusion and opens the door to misinterpretation. Consider how many ways there are in which dates can be presented. In fact, it is a common source of confusion when you see a date written like 12-09-2020. Are the first two characters representing the...