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

Chapter 5: Implementing Data Governance

In this chapter, we will do a detailed review of data governance: the need for it and the risks associated with improper data governance. You will learn the differences between data governance and management. You will also learn the key principles for a successful data governance program and some key steps that you can take to ensure your initiative is successful. We will then get more specific and discuss what we can do to govern data in Salesforce.

We will learn about doing a current state assessment so next time you are tasked with one, you can easily assess the current state and make recommendations to rectify any problems or improve the current state. You will also learn about relevant metrics that can be put in place to ensure that you are tracking progress.

Data privacy is a topic that's gaining more and more visibility as regulatory bodies around the world enact laws to protect personal data. There is a slew of regulatory laws...