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

Restoring data

We have discussed the considerations and the types of backup, but without an effective recovery strategy, your data backup is of little use. There are different options when restoring data and you will need to determine which restore approach is the most appropriate for your use case. For example, if data on the Contact object became partially corrupted on a certain date, you don't need to do a full data restore for that. Instead, you could just do a partial restore from your backup of that date.

Let's first look at some use cases of when a data restore can be handy.

Missing data

This is the most obvious use case for data recovery. When your data gets corrupted and you need to restore it, data recovery will be handy. Some tools will allow you to go back in your backup versions, pick the date of the backup, and simply restore the data from that date. This can be really handy when data has been incorrectly updated or deleted.

Sandbox seeding

During...