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

MDM and CRM strategy

The MDM and CRM strategy should be considered hand in hand because CRM is typically the entry point for customer data. Large companies also have multiple CRMs and there is usually an overlap of customer data within these systems. There is also the need to manage customer hierarchies and typical CRMs are not optimized to manage hierarchies.

Some of the specific challenges include the following:

  • Multiple versions of the truth with no rules for matching and merging. As mentioned, CRMs are not optimized for hierarchy management and multiple records for a customer in a CRM system with no standardized hierarchies makes reporting a challenge.
  • With mergers and acquisitions (M&A), multiple copies of customer records can exist in many CRMs, resulting in multiple versions of the truth with no rules for matching and merging, nor a clear identification of the source of specific data elements.
  • Multiple systems of record also result in the duplication of...