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

Monitoring performance

In this section, we will discuss the tools that we can use to monitor our Salesforce orgs proactively. Remember our discussion from Chapter 3, Understanding Data Management: preventing a problem from happening costs $1 compared to remediating it once it has materialized, which costs $10. If the remediation doesn’t happen in time and a failure happens, it could cost $100 to fix. In the next section, we will discuss what to monitor, and in the subsequent sections, we’ll look at some of the tools that are available for monitoring your Salesforce org.

What to monitor?

There are tens of benchmarks to measure, but are there a few that we can measure that will provide the most value to us? The short answer is yes; you can track and monitor performance on the following metrics. For some of these, you will need to consult your networking team to suggest the best tools available for the job. Be prepared to explain how Salesforce works, its multitenant...