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 backup and recovery

Backing up your data should be a critical part of your business continuity plan. In the Salesforce ecosystems, many organizations don't have consistent backup processes and tools implemented. The thinking usually goes that Salesforce is backing up my data, so I don't have to. This is a myth because Salesforce doesn't provide data backup and recovery services. I believe some people confuse Salesforce's near real-time data replication with providing backup services. Real-time replication is Salesforce's way of ensuring high availability for customers, and for maintenance and compliance purposes due to hardware failures or power outages.

When you log in to Salesforce, your instance is actively served from a location referred to as the active site. At the same time, any transactions that are happening are replicated to another instance in real time, but at a completely different physical location. This instance is referred...