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


In this chapter, we started off by defining data and information, understanding why data is valuable, and then the benefits of data management. We took a deep dive into understanding how increasingly valuable data is becoming for organizations with the advent of machine learning and AI. We looked at some of the challenges associated with data management. This should have given you an appreciation of why data is critical and managing it effectively is an essential element for the continued success of an organization.

Next, we reviewed the data life cycle and an example within the context of Salesforce and the various operating models that are in use today to facilitate data management. We also discussed best practices associated with managing data and metadata in the context of Salesforce and what steps we can take as data architects to make data management easier. Equipped with this knowledge, you can start to gradually implement best practices and avoid the pitfalls that...