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


Data is becoming more and more valuable to organizations as they realize its true potential and how it can help them to achieve their business objectives. The reason for this is that data can be turned into actionable intelligence that organizations can leverage to keep their internal and external customers happy while maintaining their competitive edge.

The key here is actionable intelligence derived from data otherwise it takes up storage space and is an expense to the organization. The Salesforce Platform facilitates turning unactionable data into actionable intelligence, but for this to happen on an on going basis, the data architecture must be properly designed and allow scalability. Data modeling blunders include creating roll-up summary fields on an account record that have the year hard coded in them to show account revenue and require the roll-up summary filter to be updated every year. Blunders also include worse situations where a lookup relationship may have been used for an application, but a parent-child relationship was created, leading to a tightly coupled relationship. The sole reason for choosing this type of relationship would be due to it providing the roll-up summary field capability.

In this book, we will start with the very basics of understanding what data architects are expected to do and how you can be a successful Salesforce data architect. You will then learn about data modeling and data management. Once we have the basics covered, we will delve into master data management, data governance, and how we can ensure performance for our applications.

Data keeps on growing at a fast pace and knowing how to design solutions effectively involving large volumes of data is a crucial skill set. Therefore, we will extensively cover Large Data Volumes (LDVs) and what we can do as architects to effectively manage them while keeping scalability and Salesforce governor limits under consideration.

I have included questions at the end of each chapter to ensure you have clearly understood the concepts discussed in the chapter. Moreover, there are extensive examples and diagrams throughout the chapters to ensure that a firm understanding of the concepts is developed.

When all is said and done and you have reached the end of the book, you will have gained a solid understanding of data architectural skills and best practices that you can apply immediately within the context of Salesforce. The content covered in this book is also very relevant to the Data Architecture and Management Designer exam and the data architecture domain that is tested in the Salesforce Certified Technical Architect (CTA) exam (