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

Data management operating models

You cannot have an effective data management strategy implemented if there is a lack of ownership, decision-making, and oversight. Having an effective operating model helps in establishing roles and responsibilities and accountability from the point data is created to the point it is purged in an organization. The most common operating models are the following:

  • Centralized
  • Decentralized
  • Hybrid

We will review these models in the sub-sections below.


An operating model is a representation of how an organization operates. In the context of data management, it allows us to visually represent how an organization manages its data-related processes with appropriate checks and balances.

Centralized operating model

The centralized operating model is a formalized operating model that has a data management lead responsible for decision-making and providing vision and direction for the organization. Because there is...