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.

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Table of Contents (14 chapters)
Preface
Preface
Who this book is for
What is this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Share Your Thoughts
Learn more on Discord
1
Section 1: Data Architecture and Data Management Essentials
Section 1: Data Architecture and Data Management Essentials
Free Chapter
2
Chapter 1:Data Architect Roles and Responsibilities
Chapter 1:Data Architect Roles and Responsibilities
Defining architecture
Exploring architecture roles
Why is data architecture important?
Data architect responsibilities
Data architect skills
A day in the life of a data architect
Summary
Questions
Further reading
3
Chapter 2: Understanding Salesforce Objects and Data Modeling
Chapter 2: Understanding Salesforce Objects and Data Modeling
Exploring data modeling
Understanding Salesforce architecture
Introducing Salesforce objects
Summary
Questions
Further reading
4
Chapter 3: Understanding Data Management
Chapter 3: Understanding Data Management
What is data?
Introducing data management
Introducing the data life cycle
Data management operating models
Learning data management best practices
Introducing data backup and recovery
Devising a strategy for data backup
Types of backup
Restoring data
Backup and recovery – tools of the trade
Summary
Questions
5
Section 2: Salesforce Data Governance and Master Data Management
Section 2: Salesforce Data Governance and Master Data Management
6
Chapter 4: Making Sense of Master Data Management
Chapter 4: Making Sense of Master Data Management
Understanding master data
The Golden Record
MDM and CRM strategy
Customer 360
Summary
Questions
7
Chapter 5: Implementing Data Governance
Chapter 5: Implementing Data Governance
Enterprise data governance
Assessing the current state of data governance
Data privacy and privacy laws
Putting it all together
Summary
Questions
Further reading
8
Chapter 6: Managing Performance
Chapter 6: Managing Performance
Salesforce Platform performance
Performance tools
Improving performance
Conducting performance testing in Salesforce
Monitoring performance
Summary
Questions
Further reading
9
Section 3: Large Data Volumes (LDVs) and Data Migrations
Section 3: Large Data Volumes (LDVs) and Data Migrations
10
Chapter 7: Working with Large Volumes of Data
Chapter 7: Working with Large Volumes of Data
Revisiting databases
Large Data Volumes (LDVs)
Salesforce Connect and external objects
Introducing big objects
Summary
Questions
Further reading
11
Chapter 8: Best Practices for General Data Migration
Chapter 8: Best Practices for General Data Migration
Assessing data
The Preparation phase
The Execution phase
Tools for loading data into Salesforce
Understanding APIs
Summary
Questions
Further reading
12
Assessments
Assessments
Chapter 1 – Data Architect Roles and Responsibilities
Chapter 2 – Understanding Salesforce Objects and Data Modeling
Chapter 3 – Understanding Data Management
Chapter 4 – Making Sense of Master Data Management
Chapter 5 – Implementing Data Governance
Chapter 6 – Managing Performance
Chapter 7 – Working with Large Volumes of Data
Chapter 8 – Best Practices for General Data Migration
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13
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Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Changing the criterion to LastModifiedDate will fix the issue."

A block of code is set as follows:

SELECT Id, Name, Description, LastRunDate, LastModifiedBy.Name
FROM Report
WHERE LastRunDate < 2019-06-01T00:00:00Z
ORDER BY LastRunDate DESC
LIMIT 50

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

SELECT Id, Name, Description, LastRunDate, LastModifiedBy.Name
FROM Report
WHERE LastRunDate < 2019-06-01T00:00:00Z
ORDER BY LastRunDate DESC
LIMIT 50

Any command-line input or output is written as follows:

ping -f -n 25 -l 1200 na111.salesforce.com
ping -f -n 25 -l 1300 na111.salesforce.com
ping -n 25 -l 1400 na111.salesforce.com

Bold: Indicates a new term, an important word, or words that you see onscreen. For instance, words in menus or dialog boxes appear in bold. Here is an example: "In Developer Console, click on the Logs tab."

Tips or important notes

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