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

Putting it all together

Let's put all the learnings of this chapter in a case study and see how these learnings would be practically applied. We are working with a hypothetical company called, Alpha Mobility Services (AMS), which is a large global telecommunications company providing mobile and internet services to both B2B and B2C customers in 31 countries.

AMS has grown naturally as well as via acquisitions, resulting in a multitude of CRM, marketing, and ERP systems within its technology landscape. The data architect team has worked to consolidate the various CRMs into Salesforce and Salesforce is now globally used. The company uses multiple web-to-lead forms to capture data from prospects and create lead records in Salesforce. A team of Sales Development Representatives (SDRs) also creates leads in the system and routes them to the sales team.

AMS has upward of 3 million leads and 1 million opportunities in its system. For support purposes, AMS has implemented Service...