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Salesforce Data Architecture and Management
Salesforce Data Architecture and Management

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

Chapter 1:Data Architect Roles and Responsibilities

In this chapter, we will first define the term architecture in order to establish a baseline understanding of what the term means. This will help us to establish what it is, bring other stakeholders on the same page, and prevent scope creep in roles and responsibilities. We will then look at the types of architects, their roles, and why it's important for them to work together in order to both produce a cohesive architectural strategy and to deliver value to an enterprise. Often, people may mention needing a solution architect, but in reality, the work they need to do may be more suitable for a data architect because the skill set required is different. So, understanding the different types of architects is important.

In this chapter, we will also look at the responsibilities of a data architect and the soft and hard skills needed to be successful in the role. Covering these topics will help you to communicate with architects more effectively in order to engage the right resources for your project. Understanding this from the beginning will help you to see the overlap that sometimes exists between the skills that data architects and solution architects have and understand when a task may require the skills of one role more than the other.

We will conclude the chapter by discussing a typical day in the life of a data architect, which will allow us to understand the work they do and the potential challenges they face.

In particular, we will cover these topics:

  • 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

Defining architecture

Architecture is a broadly used term and can mean different things to different people. Therefore, it is important to first define it so that we can establish a common understanding of this term before proceeding further. The term architecture is defined as the practice of designing systems, buildings, or things. In the context of technology, it refers to the practice of designing structures or systems with individual components with the intention of optimizing the function, cost, and performance of the overall structure.

Thinking in physical terms, a construction architect designing a home will architect how large each room is going to be, as well as decide on the number of windows and their placement in the room. This may also include planning where each room should be located to maximize the use of space and what direction the windows should be facing to maximize sunlight. In a nutshell, a building architect aims to maximize the use of space while keeping optimal functionality and costs in mind.

Similarly, a technology architect designs solutions by making use of the available components, considering the pros and cons of each component, overall costs, and the overall performance of the system. Of course, the desired functionality needed from the overall system and its ability to meet the business objectives will also be a critical factor in determining what individual components to use for the system. The key difference between physical and technology architecture is that most technology architecture used to be based on the waterfall methodology and, as such, required extensive upfront planning, requirements gathering, and documentation. The waterfall methodology is a linear project methodology where a project is broken down into phases, and in most cases, the next phase cannot start until the previous phase has been completed with deliverables signed off. With the advent of Agile and other methodologies, the focus has now turned toward designing solutions that are scalable and can be quickly adapted to changing market conditions. This is important because in order for a business to stay competitive in the global economy, they cannot afford to spend weeks and months updating their systems.

For enterprises, architectural needs vary depending on the needs and stage of the issue the enterprise is trying to solve. Over several years, technology professionals have realized this and have delineated architecture into multiple domains. Since our discussion topic is the role of a data architect, it would be prudent to discuss the various domains of architecture because they are interlinked and exert constraints over each other.

In the subsequent sections, we will look at why data architecture is important as well as explore the different types of architects, their roles, and some of the deliverables they are responsible for producing and maintaining. This will give us a greater understanding of the differences in responsibilities and an appreciation of how the type of architect fits into the architectural puzzle of an enterprise.

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Key benefits

  • 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

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.

Who is this book 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.

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
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Jul 30, 2021
Length: 376 pages
Edition : 1st
Language : English
ISBN-13 : 9781801073240
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Length: 376 pages
Edition : 1st
Language : English
ISBN-13 : 9781801073240
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Salesforce B2C Solution Architect's Handbook
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Table of Contents

13 Chapters
Section 1: Data Architecture and Data Management Essentials Chevron down icon Chevron up icon
Chapter 1:Data Architect Roles and Responsibilities Chevron down icon Chevron up icon
Chapter 2: Understanding Salesforce Objects and Data Modeling Chevron down icon Chevron up icon
Chapter 3: Understanding Data Management Chevron down icon Chevron up icon
Section 2: Salesforce Data Governance and Master Data Management Chevron down icon Chevron up icon
Chapter 4: Making Sense of Master Data Management Chevron down icon Chevron up icon
Chapter 5: Implementing Data Governance Chevron down icon Chevron up icon
Chapter 6: Managing Performance Chevron down icon Chevron up icon
Section 3: Large Data Volumes (LDVs) and Data Migrations Chevron down icon Chevron up icon
Chapter 7: Working with Large Volumes of Data Chevron down icon Chevron up icon
Chapter 8: Best Practices for General Data Migration Chevron down icon Chevron up icon
Assessments Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.7
(16 Ratings)
5 star 75%
4 star 18.8%
3 star 6.3%
2 star 0%
1 star 0%
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CathyW Aug 01, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is an interesting and readable guide to data architecture and management. It is suitable for anyone with experience in the Salesforce ecosystem, especially those who work with large orgs or those interested in how and why Salesforce works the way it does.Every chapter is well-organized and absolutely packed with good information. The real-world examples and tips on how to approach problems -- such as performance issues -- are very useful. I know I will be referring to this book frequently.I highly recommend this book, particularly for people studying for the Data Architecture and Management Designer certification.This review is based on the print version, which I received from the publisher in exchange for a review.
Amazon Verified review Amazon
Sergey Makarov Oct 15, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
for developers I think these chapters are extremely valuableUnderstanding Salesforce architecture - great overview of SF architecture, helps you better understand why things work the way they doManaging Performance- extremely helpful chapter, I wasn't aware of speedtest and eps, definitely must read for any SF DevLarge Data Volumes- overall great readI recommended this book to our MDM team and SF DEVs in my org
Amazon Verified review Amazon
AmyFinds Aug 21, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I was provided a copy of this book for review by the publisher and I am so happy it is on my shelf. This book is a fantastic guide for anyone in the Salesforce ecosystem whether you are a developer, admin or choose to go the architect route. If you work on the platform this book is for you. The book very clearly defines the roles and responsibilities of a data architect but more importantly goes into a detailed explanation of Master data management, data governance and performance that most may not encounter or even consider during their Salesforce careers. Having this knowledge lays the foundation for you to fully understand the platform and it's capabilities/limitations, which will in turn make you a better admin/dev/ architect.
Amazon Verified review Amazon
Stuart Edeal Aug 14, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As a Salesforce Architect, I am making decisions about data on a daily basis. Where does data live, move, and how should it be formatted, translated and presented to the users?This book is a very good look at all sorts of topics around data management and governance. For example, I was happy to see the way the author approached difficult issues such as LDV by explaining large data volumes in Salesforce and ways to approach and manage difficult scenarios.I look forward to using this book in the future to help with data integration and performance strategies.
Amazon Verified review Amazon
JR Detroit Aug 23, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
If you thought that Data Architecture on the Salesforce platform was just about SOQL queries, then this is the book for you. Not only does the book cover the technical aspects of the discipline of Data Architecture, such as SOQL queries, LDV (Large Data Volumes), and more, but also about what careers in this area might look like.It is a very comprehensive look at everything related to the role of Data Architect, and specifically around the Salesforce platform.It is written in a way that makes it easy to understand and can be used as both a general information guide, as well as a reference book on the many topic areas surrounding data on the Salesforce platform.For Architects, the review of techniques for data modeling were great, as well as the chapter on Master Data Management. and if you are a developer, there are some interesting “Do’s and Don’ts” on implementing a DML strategy.If you are an internal Admin, or a Consultant, the sections on Data Governance regulations are invaluable, and the recommendations on Data Backup are a “must-read”.So, whether you are interested in a career as a Data Architect, a Salesforce Architect, Developer, Consultant or Administrator, this is the book for you.Lastly, I would highly recommend it if you are considering sitting for the Data Architecture and Management Designer and/or the CTA exam, this is a must-have for your set of research, review, and reference material library.
Amazon Verified review Amazon
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