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 a large number of records in the Opportunity object and users have been complaining of reports taking a very long time to run, and list views taking even longer to load. What can the data architect suggest to improve the performance of these reports and list views? Choose two answers:

a) Ask the users to check their internet and upgrade to higher-speed connections.

b) Reduce the number of fields queried in the list views.

c) Schedule the reports to run automatically so users don’t have to wait for them to complete.

d) Analyze the reports to determine which fields are most commonly used in reports and list views. Contact Salesforce Customer Support and get a skinny table created on the Opportunity object.

  1. PP is deploying an application for its 50,000+ Salesforce user base. The architect assigned to the project has raised concerns that performance tests should be conducted before the application is rolled out in...