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

Chapter 4: Making Sense of Master Data Management

In the last chapter, we looked at data management, its importance, and the different aspects of data management. There are many types of data and not all of them are treated the same way. This is especially true now, given that sources of data have been increasing steadily over the last few years. Earlier data was mostly structured and easily manageable, but with social data, machine-generated Internet of Things (IoT) data, sound and video data, and much more, it is becoming increasingly important to ensure that the data that is core to your business is identified and managed properly. In this chapter, we will discuss Master Data Management (MDM), different types of MDM data, its attributes, and why MDM is important.

We will also be discussing the Golden Record – the much sought-after record that accurately and comprehensively provides a single customer view. Next up will be the MDM and CRM strategy and the different ways...