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Ahsan Zafar - Salesforce Data Architecture and Management: A pragmatic guide for aspiring Salesforce architects and developers to manage, govern, and secure their data effectively

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Ahsan Zafar Salesforce Data Architecture and Management: A pragmatic guide for aspiring Salesforce architects and developers to manage, govern, and secure their data effectively
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Salesforce Data Architecture and Management: A pragmatic guide for aspiring Salesforce architects and developers to manage, govern, and secure their data effectively: summary, description and annotation

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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.

Youll 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. Youll 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, youll explore examples and best practices for managing your data. Youll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, youll learn how to align your MDM and CRM strategy with a discussion on Salesforces Customer 360 and its key components. Youll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, youll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs.

By the end of this book, youll 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 youre preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.

Table of Contents
  1. Data Architect - Roles and Responsibilities
  2. Understanding Salesforce Objects and Data Modeling
  3. Understanding Data Management
  4. Making Sense of Master Data Management
  5. Implementing Data Governance
  6. Managing Performance
  7. Working with Large Volumes of Data
  8. Best Practices for General Data Migration

Ahsan Zafar: author's other books


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Salesforce Data Architecture and Management A pragmatic guide for aspiring - photo 1
Salesforce Data Architecture and Management

A pragmatic guide for aspiring Salesforce architects and developers to manage, govern, and secure their data effectively

Ahsan Zafar

BIRMINGHAMMUMBAI Salesforce Data Architecture and Management Copyright 2021 - photo 2

BIRMINGHAMMUMBAI

Salesforce Data Architecture and Management

Copyright 2021 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Group Product Manager: Alok Dhuri

Publishing Product Manager: Kunal Chaudhari

Senior Editor: Storm Mann

Content Development Editor: Nithya Sadanandan

Technical Editor: Pradeep Sahu

Language Support Editor: Safis Editing

Copy Editor: Safis Editing

Project Coordinator: Deeksha Thakkar

Proofreader: Safis Editing

Indexer: Pratik Shirodkar

Production Designer: Joshua Misquitta

First published: June 2021

Production reference: 1240621

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80107-324-0

To my parents for instilling the belief that I can do anything that I set my mind on, and to my wife for her immense support and keeping our young kids busy so that I could think and write uninterrupted.

- Ahsan Zafar

Contributors
About the author

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.

About the reviewers

Ali Najefi is an enterprise architect with 18 years of experience, of which 13 years has been in Salesforce. He is a Salesforce CTA with a track record for delivering complex digital transformation projects on the Salesforce platform.

Experienced in leading Salesforce architecture and design authority teams, he was responsible for ensuring all Salesforce delivery teams adhered to Salesforce's best architecture and design principles. He has a significant interest in cybersecurity, identity and access management, digital data management, MDM, analytics, and AI, where he has worked on several enterprise clients both directing the architectural domain and delivering solutions that have proven to be secure and scalable for millions of customers and thousands of enterprise users.

Ram Iyer is a certified Salesforce application architect and system architect with 20 years of overall experience in enterprise architecture, solution design, data architecture, business analysis, and project management. He has over 12 years of architecture, design, and development expertise in Salesforce.com, Lightning, and Einstein Analytics. Ram has been a guest speaker at Dreamforce (2016, 2017) and is an evangelist for enabling continuous integration and delivery capabilities in large organizations. Passionate about technology, Ram has worked extensively on API design, application integration, business intelligence, DevSecOps, Agile, and Waterfall models of software development, with proven leadership abilities in managing large, complex projects.

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