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


  1. Precision Printers (PP) has multiple CRMs in each region and has decided to implement an MDM system to consolidate records and arrive at the Golden Record. The project team has decided to use survivorship rules for selecting the record that would need to be kept during the merge operation. What do the data architect and the project team need to consider in this scenario?

a) The team must define multiple survivorship rules, one for each system, to arrive at the Golden Record.

b) Survivorship rules cannot be used for this scenario because they are not intended for duplicate management.

c) The project team needs to define the specific criteria that can be used to arrive at the Golden Record.

d) The project team needs to set up probabilistic rules to determine the Golden Record.

  1. Alpha Big Box Inc. has multiple systems, each of which has been determined to be the system of record, having a portion of the master data related to accounts and contacts...