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 started the chapter by discussing the importance of why we should be concerned with performance in the first place. I hope that this will give you food for thought regarding why it’s a bad idea to start developing a solution in Salesforce without properly thinking through design and architectural considerations. The Salesforce Platform is powerful and allows customers to build applications that shorten the software development life cycle time, but that strength turns into a weakness when solutions are haphazardly put together.

Our discussion of the reasons why performance issues happen in the first place is hopefully a checklist that you can use to ensure that the applications or integrations you are building don’t have those problems. A challenge with performance issues is that they show up over time, but knowing why they happen will let you avoid most of them in the first place.

We extensively discussed a variety of tools that are available to us for...