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 data management

Data management is the discipline of collecting, storing, and using data effectively and in a cost-effective manner. The key goal of data management is to put in measures to ensure that data remains viable and fit for its intended purpose and that when it has ceased to be useful, it is appropriately discarded or archived. Earlier, we established that data is a valuable resource and an asset to any company, but let's look at some of the benefits of data management.

Benefits of data management

Data is critical to businesses regardless of their size, revenue, or industry. From a small mom-and-pop donut shop that serves locally to very large businesses that serve millions of customers every day, proper data management practices, processes, and tools are essential. Of course, a small business will not need to implement a Master Data Management (MDM) solution to manage its data, but a large organization will not be able to operate efficiently without...