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 Printing (PP) has been having severe data problems and they have recently hired a data architect to help them clean up their sales master data. The architect ran reports and after analyzing the data, presented a report that pointed out major problems with the data. Thousands of records were identified as duplicate or incomplete. What steps can the data architect recommend to clean up the data and maintain it in a good state? (Choose three answers)

a) Hire interns and task them with identifying duplicate records and deleting them manually.

b) Use a third-party tool to validate the data.

c) Implement duplicate management rules to detect duplicates and present warning or error messages to the user.

d) Evaluate the security design and adjust the sharing rules, if needed.

  1. Frugal Budgets is a global clothing company and has decided to implement a data governance plan to monitor and improve data quality. What steps can the data architect recommend...