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


We started off with the basics and reviewed master data and its importance in any organization, whether small or large. We reviewed the different types of data, especially comparing master data and reference data in the context of Salesforce. When most people talk about master data, they are usually referring to both these categories under the master data umbrella. We discussed at length what data is master data and the business problems that it helps us to solve. This should have provided you with an appreciation of why adequate resources and time should be spent in identifying master data with a solid plan to manage it properly for smooth and ongoing business operations.

We discussed Master Data Management (MDM), starting with its definition to establish a baseline understanding of the term, and then briefly discussed how an MDM program can be implemented. The discussion around different styles of implementing MDM provided a good understanding of which style would be appropriate...