Salesforce Data Architecture and Management

Salesforce Data Architecture and Management

by Ahsan Zafar
Released July 2021
Publisher(s): Packt Publishing
ISBN: 9781801073240

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Book description

Learn everything you need to become a successful data architect on the Salesforce platform

Key Features

  • Adopt best practices relating to data governance and learn how to implement them
  • Learn how to work with data in Salesforce while maintaining scalability and security of an instance
  • Gain insights into managing large data volumes in Salesforce

Book Description

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.

What you will learn

  • Understand the Salesforce data architecture
  • Explore various data backup and archival strategies
  • Understand how the Salesforce platform is designed and how it is different from other relational databases
  • Uncover tools that can help in data management that minimize data trust issues in your Salesforce org
  • Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers
  • Discover how Salesforce can be used for GDPR compliance
  • Measure and monitor the performance of your Salesforce org

Who this book is for

This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.

Table of contents

  1. Salesforce Data Architecture and Management
  2. Contributors
  3. About the author
  4. About the reviewers
  5. Preface
    1. Who this book is for
    2. What is this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
    8. Learn more on Discord
  6. Section 1: Data Architecture and Data Management Essentials
  7. Chapter 1:Data Architect Roles and Responsibilities
    1. Defining architecture
    2. Exploring architecture roles
      1. Business architect
      2. Data architect
      3. Solution architect
      4. Domain architects
    3. Why is data architecture important?
      1. The benefits of data architecture
    4. Data architect responsibilities
    5. Data architect skills
      1. Technical skills
      2. Soft skills
      3. Becoming a data architect
    6. A day in the life of a data architect
    7. Summary
    8. Questions
    9. Further reading
  8. Chapter 2: Understanding Salesforce Objects and Data Modeling
    1. Exploring data modeling
      1. What is a data model?
      2. Normalization
      3. Denormalization
      4. Design principles for data modeling
      5. Reviewing object relationships
      6. Differences between SQL and SOQL
    2. Understanding Salesforce architecture
      1. Multi-tenancy
      2. Metadata-driven architecture
      3. New releases
    3. Introducing Salesforce objects
      1. Standard objects
      2. Custom objects
      3. Big objects
      4. External objects
      5. Fields in Salesforce
    4. Summary
    5. Questions
    6. Further reading
  9. Chapter 3: Understanding Data Management
    1. What is data?
      1. Is data valuable?
    2. Introducing data management
      1. Benefits of data management
      2. Challenges of data management
    3. Introducing the data life cycle
      1. Data creation
      2. Storage
      3. Usage
      4. Archival
      5. Purge
      6. Data life cycle – A Salesforce example
    4. Data management operating models
      1. Centralized operating model
      2. Decentralized operating model
      3. Hybrid operating model
    5. Learning data management best practices
      1. Understanding data and metadata
    6. Introducing data backup and recovery
      1. Reasons to back up data
    7. Devising a strategy for data backup
      1. Costs
      2. Security
      3. Service levels
      4. Ease of use
      5. Solution comprehensiveness
      6. Performance
    8. Types of backup
    9. Restoring data
      1. Missing data
      2. Sandbox seeding
      3. Citizen development
      4. Nuances of the restore process
    10. Backup and recovery – tools of the trade
      1. Data Export Service
      2. Data Loader
      3. Odaseva
      4. OwnBackup
    11. Summary
    12. Questions
  10. Section 2: Salesforce Data Governance and Master Data Management
  11. Chapter 4: Making Sense of Master Data Management
    1. Understanding master data
      1. What is master data?
      2. The need for master data management
      3. Categories of data
      4. Solving problems via master data management
      5. Deciding what data is master data
      6. Multi-org scenario
      7. Defining Master Data Management (MDM)
      8. Reviewing the basics of data quality
      9. Implementing MDM
      10. Considerations for selecting an MDM solution
    2. The Golden Record
      1. Why is the Golden Record important?
      2. Detractors of the Golden Record
    3. MDM and CRM strategy
    4. Customer 360
      1. Common Information Model (CIM)
    5. Summary
    6. Questions
  12. Chapter 5: Implementing Data Governance
    1. Enterprise data governance
      1. What is data governance?
      2. Understanding the need for data governance
      3. Benefits of data governance
      4. Understanding the difference between data governance and data management
      5. Metadata management
      6. Guiding principles for data governance programs
      7. The keys to the kingdom – making your data governance program successful
      8. Successfully governing Salesforce
      9. Technical change control
      10. Business backlog
    2. Assessing the current state of data governance
      1. Assessing the current landscape
      2. Need for data governance maturity models
    3. Data privacy and privacy laws
      1. Understanding the need for privacy laws
      2. Understanding the business risks
      3. Global Data Protection Regulation (GDPR)
      4. California Consumer Protection Act (CCPA)
      5. Salesforce tools for implementing privacy laws
    4. Putting it all together
      1. Problem
      2. The solution approach
    5. Summary
    6. Questions
    7. Further reading
  13. Chapter 6: Managing Performance
    1. Salesforce Platform performance
      1. Importance of performance monitoring
      2. Reasons for performance-related issues
    2. Performance tools
      1. URL suffixes
      2. Speedtest
      3. Salesforce Optimizer
      4. Salesforce Shield’s event monitoring
      5. Salesforce Page Optimizer
      6. Salesforce Lightning Inspector
      7. Salesforce reports
      8. Query Plan tool
    3. Improving performance
    4. Conducting performance testing in Salesforce
      1. Approaching performance testing in Salesforce
      2. Conducting a successful performance test
    5. Monitoring performance
      1. What to monitor?
    6. Summary
    7. Questions
    8. Further reading
  14. Section 3: Large Data Volumes (LDVs) and Data Migrations
  15. Chapter 7: Working with Large Volumes of Data
    1. Revisiting databases
      1. Relational databases
      2. Non-relational databases
    2. Large Data Volumes (LDVs)
      1. Knowing the implications of LDVs
      2. Multitenancy and search architecture
      3. Considerations for integrating or migrating LDVs
      4. Preventing LDV scenarios
      5. Optimizing LDV operations
    3. Salesforce Connect and external objects
      1. Ways to connect
    4. Introducing big objects
      1. Benefits of big objects
      2. Considerations for big objects
      3. Use cases for big objects
    5. Summary
    6. Questions
    7. Further reading
  16. Chapter 8: Best Practices for General Data Migration
    1. Assessing data
      1. Components of a data migration assessment
    2. The Preparation phase
      1. Best practices
    3. The Execution phase
      1. Best practices
    4. Tools for loading data into Salesforce
      1. Data Import Wizard (DIW)
      2. Salesforce Data loader
    5. Understanding APIs
      1. The SOAP API
      2. The Bulk API
      3. The REST API
      4. The Streaming API
    6. Summary
    7. Questions
    8. Further reading
  17. Assessments
    1. Chapter 1 – Data Architect Roles and Responsibilities
      1. Answers
    2. Chapter 2 – Understanding Salesforce Objects and Data Modeling
      1. Answers
    3. Chapter 3 – Understanding Data Management
      1. Answers
    4. Chapter 4 – Making Sense of Master Data Management
      1. Answers
    5. Chapter 5 – Implementing Data Governance
      1. Answers
    6. Chapter 6 – Managing Performance
      1. Answers
    7. Chapter 7 – Working with Large Volumes of Data
      1. Answers
    8. Chapter 8 – Best Practices for General Data Migration
      1. Answers
    9. Why subscribe?
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Product information

  • Title: Salesforce Data Architecture and Management
  • Author(s): Ahsan Zafar
  • Release date: July 2021
  • Publisher(s): Packt Publishing
  • ISBN: 9781801073240