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

Understanding master data

In this section, we will first start with the definition of master data, the need to identify and manage master data, and the different types of master data. This is going to help us in our later discussion of the Golden Record and in the MDM and CRM strategy sections.

So, let's dive right in and define master data.

What is master data?

Master data can be defined as the data that describes the core entities of the business. This can include customers, suppliers, locations, leads, and so on. A good indication of whether a data element is master data is to review its use across multiple business functions, processes, or systems in the organization. For example, leads that funnel into the marketing team, once qualified, will flow down to the sales team. Once a deal has been won, the same lead, which is now a customer, will flow down to sales operations and in this instance, eventually into the ERP's contracts module as a customer. Sharing master...