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 have discussed a lot of topics in this chapter. We started off with enterprise data governance and explained what it is and what's different about it with respect to data management. My hope is that our discussion on data governance benefits and the risks of not having it provided you with a deep understanding and appreciation of its importance to any organization regardless of its size. We also highlighted why metadata management, an essential component of data governance, is important and how not having effective governance around metadata management can hinder our ability to govern data efficiently.

Once we understood the importance of data governance, the next logical step was where we go from there and that's what was covered: assessing your current state of data governance. We discussed some challenges with current state assessments, and I provided practical steps that you can take to conduct a successful assessment exercise. We ended the section by discussing...