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Salesforce Data Architecture and Management

You're reading from   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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Product type Paperback
Published in Jul 2021
Publisher Packt
ISBN-13 9781801073240
Length 376 pages
Edition 1st Edition
Concepts
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Author (1):
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Ahsan Zafar Ahsan Zafar
Author Profile Icon Ahsan Zafar
Ahsan Zafar
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Table of Contents (14) Chapters Close

Preface 1. Section 1: Data Architecture and Data Management Essentials
2. Chapter 1:Data Architect Roles and Responsibilities FREE CHAPTER 3. Chapter 2: Understanding Salesforce Objects and Data Modeling 4. Chapter 3: Understanding Data Management 5. Section 2: Salesforce Data Governance and Master Data Management
6. Chapter 4: Making Sense of Master Data Management 7. Chapter 5: Implementing Data Governance 8. Chapter 6: Managing Performance 9. Section 3: Large Data Volumes (LDVs) and Data Migrations
10. Chapter 7: Working with Large Volumes of Data 11. Chapter 8: Best Practices for General Data Migration 12. Assessments 13. Other Books You May Enjoy

The Preparation phase

In this phase, you are prepping everything that's needed for the next phase, which is the execution phase. Armed with the trove of information that was gathered in the previous phase, you are set to act on it and prep for successful data migration.

Let's discuss the best practices that apply to this phase.

Best practices

You have developed a sound understanding of the current landscape along with understanding the type of data that is in scope, the source systems and their constraints, and the business requirements of the data migration. Now it's time to put all of this into action by following the best practices described as follows:

  • Analysis: Carefully analyze the result of the exercise from the assessment phase. Seemingly minor details that are skipped during analysis can cause a lot of rework sometimes down the road. For example, assuming that a legacy system has good data quality; without vetting this assumption with the users...
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