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

Backup and recovery – tools of the trade

In this section, we will discuss some tools that are widely used for backing up and restoring data. As you will see, some of these are native and free from Salesforce, while others are third-party AppExchange applications. These are just a handful of tools and the list is not exhaustive by any means, nor is it an endorsement of any one tool. We have already discussed factors that may influence your decision-making, including costs, and those should be used as a guide to determine the most optimal tool for your organization. Note that I didn't say best or cheapest, but rather optimal, which means balancing the needs of your organization with practical constraints such as costs, the nature and size of your business, and data volumes.

Let's start with the native tools from Salesforce.

Data Export Service

This is a UI-based tool within Setup that allows you to either schedule or manually run backups of your data. It allows...