Salesforce data architecture and management : a pragmatic guide for aspiring Salesforce architects and developers to manage, govern, and secure their data effectively / Ahsan Zafar.

Format:

Book

Author/Creator:

Zafar, Ahsan, author.

Language:

English

Subjects (All):

Salesforce (Online service).

Physical Description:

1 online resource (376 pages)

Place of Publication:

Birmingham, England ; Mumbai : Packt, [2021]

Biography/History:

Zafar Ahsan: Ahsan Zafar is Salesforce Technical Architect. He is 15x Salesforce certified and is a Salesforce Certified Technical Architect (CTA) candidate. He has spent around two decades working with different aspects of data, including data architecture, master data management, and data migrations. Ahsan has also had stints as a Business Analyst, Project Manager, and Salesforce consultant on various projects that gave him a unique understanding of how data is perceived by different roles. He has also worked as a developer and as a technical lead, spending almost a decade implementing Oracle ERP systems that typically involved migrating significant volumes of data from legacy systems.

Summary:

Learn everything you need to become a successful data architect on the Salesforce platformKey FeaturesAdopt best practices relating to data governance and learn how to implement themLearn how to work with data in Salesforce while maintaining scalability and security of an instanceGain insights into managing large data volumes in SalesforceBook DescriptionAs 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 learnUnderstand the Salesforce data architectureExplore various data backup and archival strategiesUnderstand how the Salesforce platform is designed and how it is different from other relational databasesUncover tools that can help in data management that minimize data trust issues in your Salesforce orgFocus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customersDiscover how Salesforce can be used for GDPR complianceMeasure and monitor the performance of your Salesforce orgWho this book is forThis 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.

Contents:

Cover

Title Page

Copyright and Credits

Dedication

Contributors

Table of Contents

Preface

Section 1: Data Architecture and Data Management Essentials

Chapter 1: Data Architect Roles and Responsibilities

Defining architecture

Exploring architecture roles

Business architect

Data architect

Solution architect

Domain architects

Why is data architecture important?

The benefits of data architecture

Data architect responsibilities

Data architect skills

Technical skills

Soft skills

Becoming a data architect

A day in the life of a data architect

Summary

Questions

Further reading

Chapter 2: Understanding Salesforce Objects and Data Modeling

Exploring data modeling

What is a data model?

Normalization

Denormalization

Design principles for data modeling

Reviewing object relationships

Differences between SQL and SOQL

Understanding Salesforce architecture

Multi-tenancy

Metadata-driven architecture

New releases

Introducing Salesforce objects

Standard objects

Custom objects

Big objects

External objects

Fields in Salesforce

Chapter 3: Understanding Data Management

What is data?

Is data valuable?

Introducing data management

Benefits of data management

Challenges of data management

Introducing the data life cycle

Data creation

Storage

Usage

Archival

Purge

Data life cycle - A Salesforce example

Data management operating models

Centralized operating model

Decentralized operating model

Hybrid operating model

Learning data management best practices

Understanding data and metadata

Introducing data backup and recovery

Reasons to back up data

Devising a strategy for data backup

Costs

Security

Service levels

Ease of use.

Solution comprehensiveness

Performance

Types of backup

Restoring data

Missing data

Sandbox seeding

Citizen development

Nuances of the restore process

Backup and recovery - tools of the trade

Data Export Service

Data Loader

Odaseva

OwnBackup

Section 2: Salesforce Data Governance and Master Data Management

Chapter 4: Making Sense of Master Data Management

Understanding master data

What is master data?

The need for master data management

Categories of data

Solving problems via master data management

Deciding what data is master data

Multi-org scenario

Defining Master Data Management (MDM)

Reviewing the basics of data quality

Implementing MDM

Considerations for selecting an MDM solution

The Golden Record

Why is the Golden Record important?

Detractors of the Golden Record

MDM and CRM strategy

Customer 360

Common Information Model (CIM)

Chapter 5: Implementing Data Governance

Enterprise data governance

What is data governance?

Understanding the need for data governance

Benefits of data governance

Understanding the difference between data governance and data management

Metadata management

Guiding principles for data governance programs

The keys to the kingdom - making your data governance program successful

Successfully governing Salesforce

Technical change control

Business backlog

Assessing the current state of data governance

Assessing the current landscape

Need for data governance maturity models

Data privacy and privacy laws

Understanding the need for privacy laws

Understanding the business risks

Global Data Protection Regulation (GDPR)

California Consumer Protection Act (CCPA)

Salesforce tools for implementing privacy laws

Putting it all together.

Problem

The solution approach

Chapter 6: Managing Performance

Salesforce Platform performance

Importance of performance monitoring

Reasons for performance-related issues

Performance tools

URL suffixes

Speedtest

Salesforce Optimizer

Salesforce Shield's event monitoring

Salesforce Page Optimizer

Salesforce Lightning Inspector

Salesforce reports

Query Plan tool

Improving performance

Conducting performance testing in Salesforce

Approaching performance testing in Salesforce

Conducting a successful performance test

Monitoring performance

What to monitor?

Section 3: Large Data Volumes (LDVs) and Data Migrations

Chapter 7: Working with Large Volumes of Data

Revisiting databases

Relational databases

Non-relational databases

Large Data Volumes (LDVs)

Knowing the implications of LDVs

Multitenancy and search architecture

Considerations for integrating or migrating LDVs

Preventing LDV scenarios

Optimizing LDV operations

Salesforce Connect and external objects

Ways to connect

Introducing big objects

Benefits of big objects

Considerations for big objects

Use cases for big objects

Chapter 8: Best Practices for General Data Migration

Assessing data

Components of a data migration assessment

The Preparation phase

Best practices

The Execution phase

Tools for loading data into Salesforce

Data Import Wizard (DIW)

Salesforce Data loader

Understanding APIs

The SOAP API

The Bulk API

The REST API

The Streaming API

Assessments

Chapter 1 - Data Architect Roles and Responsibilities

Answers.

Chapter 2 - Understanding Salesforce Objects and Data Modeling

Answers

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

About PACKT

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Index.

Notes:

Includes index.

Description based on print version record.

ISBN:

1-80107-690-1

OCLC:

1260344782