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

The Golden Record

The Golden Record, sometimes referred to as the single customer view, is defined as that single data point that captures all the necessary information that we need to know regarding a data element. It is the most accurate source of truth that the organization has. For example, a customer record for Acme Inc. (a hypothetical company) may exist in multiple databases, and having that one record that is the most accurate and complete is what is sought after and desired in MDM.

A matching methodology based on business rules determines which record to keep and which ones to discard. Usually, three types of determining methods are used:

  • Most recent: In this method, the record with the most recent date stamp is considered the most accurate and considered the Golden Record.
  • Most frequent: This method defines that if the same information exists in more than one record, then that can be considered eligible as the survivor record.
  • Most complete: This method...