Learn data architecture essentials and prepare for the Salesforce Certified Data Architect exam with the help of tips and mock test questions
Key Features
• Leverage data modelling, Salesforce database design, and techniques for effective data design
• Learn master data management, Salesforce data management, and how to include considerations
• Get to grips with large data volumes, performance tuning, and poor performance mitigation techniques
Book Description
The Salesforce Data Architect is a prerequisite exam for the Application Architect half of the Salesforce Certified Technical Architect credential. This book offers complete, up-to-date coverage of the Salesforce Data Architect exam so you can take it with confidence.
The book is written in a clear, succinct way with self-assessment and practice exam questions, covering all the topics necessary to help you pass the exam with ease. You'll understand the theory around Salesforce data modeling, database design, master data management (MDM), Salesforce data management (SDM), and data governance. Additionally, performance considerations associated with large data volumes will be covered. You'll also get to grips with data migration and understand the supporting theory needed to achieve Salesforce Data Architect certification.
By the end of this Salesforce book, you'll have covered everything you need to know to pass the Salesforce Data Architect certification exam and have a handy, on-the-job desktop reference guide to re-visit the concepts.
What you will learn
• Understand the topics relevant to passing the Salesforce Data Architect exam
• Explore specialist areas, such as large data volumes
• Test your knowledge with the help of exam-like questions
• Pick up useful tips and tricks that can be referred to time and again
• Understand the reasons underlying the way Salesforce data management works
• Discover the techniques that are available for loading massive amounts of data
Who this book is for
This book is for both aspiring Salesforce data architects and those already familiar with Salesforce data architecture who want to pass the exam and have a reference guide to revisit the material as part of their day-to-day job. Working knowledge of the Salesforce platform is assumed, alongside a clear understanding of Salesforce architectural concepts.
Author(s): Aaron Allport
Edition: 1
Publisher: Packt Publishing
Year: 2022
Language: English
Commentary: Publisher's PDF
Pages: 254
City: Birmingham, UK
Tags: Database Design; Data Modeling; Performance; Backups; Data Management; Certification; Data Architecture; Salesforce; Apex
Cover
Title Page
Copyright
Contributors
Table of Contents
Preface
Section 1: Salesforce Data Architect Theory
Chapter 1: Introducing the Salesforce Data Architect Journey
What is the Data Architecture and Management credential?
Introducing the exam
Playground environments
Documenting designs and design decisions
Other Salesforce credentials in the Application Architect domain
Profile of a Salesforce Data Architect
Introducing the learning journey
Summary
Practice questions
Further reading
Chapter 2: Data Modeling and Database Design
The Salesforce data model
Understanding Salesforce sharing and security
Organization-Wide Defaults (OWD)
Profiles and permission sets
Role Hierarchy
Sharing rules
Manual sharing
Team access
Territory hierarchy access
Programmatic sharing
Restriction rules
Exploring standard, custom, external, and big objects
Standard objects
Custom objects
External objects
Big objects
Object relationship types
Overcoming data skew
Ownership skew
Account skew
Lookup skew
Data skew summary
Bringing it all together with data modeling
Data modeling example and explanation
Summary
Practice questions
Answers
Further reading
Chapter 3: Master Data Management
Introducing MDM
Key terms
Implementing MDM
Source of record
Central registry
Consolidated golden record
Coexistence of the golden record
Which implementation method is best?
What has any of this got to do with Salesforce?
The golden record
What data should reside in the golden record?
Salesforce holding the golden record associations
Middleware holding the golden record associations
A separate system holding the golden record associations
Using Salesforce Connect to pull in data in real time for read-only purposes
Consolidating data attributes from multiple sources
Preserving traceability and business rule context
Event Monitoring
Setup Audit Trail
Field History Tracking
Field Audit Trail
Custom metadata types and custom settings
Summary
Practice questions
Answers
Further reading
Chapter 4: Salesforce Data Management
Analyzing Salesforce license types and access to objects
Standard platform licensing
Experience Cloud licensing
Licensing for Salesforce products not on the core platform
Full products versus Salesforce-managed packages
AppExchange and package licensing
Persisting data
Representing a single view of the customer on the Salesforce Platform
Elements of the Customer 360 platform
Pulling together data from multiple Salesforce instances
Salesforce Connect
Salesforce to Salesforce
Bulk API
Batch Apex
Summary
Practice questions
Answers
Further reading
Chapter 5: Data Governance
Considerations for implementing a compliant data model
Enterprise data governance
Roles and responsibilities
Summary
Practice questions
Answers
Further reading
Chapter 6: Understanding Large Data Volumes
Designing a scalable data model
Searching for Salesforce data
Data skew and its impacts on performance
Data virtualization
LDV performance mitigation strategies
Custom indexes
Skinny tables
Selective filter conditions
Divisions
Data archiving strategies
Big objects
Data Loader
ETL
Summary
Practice questions
Answers
Further reading
Chapter 7: Data Migration
Understanding data movement and its considerations
Defining a process for migrating data
Define
Clean
Extract
Transform
Load
Test
De-duplicate
Enrich
Maintain
Loading high-quality data
Migrating Large Data Volumes to Salesforce
Exporting data from Salesforce
Data Export
Bulk API
PK chunking
Summary
Practice questions
Answers
Further reading
Section 2: Salesforce Data Architect Design
Chapter 8: Accounts and Contacts
Understanding the Account and Contact model
Account Hierarchies
Introducing Person Accounts
Exploring the Contacts to multiple Accounts feature
Exploring objects associated with Accounts and Contacts
AccountContactRelation
AccountContactRole
Account Teams
Putting it all together
Revisiting Account Skew
Mitigating Account Skew
Summary
Practice questions
Answers
Further reading
Chapter 9: Data APIs and Apex
How to call an API
Lightning Platform Data APIs
REST API
SOAP API
Bulk API
Apex Database operations
Batch Apex
Asynchronous Apex
Summary
Practice questions
Answers
Further reading
Chapter 10: Tuning Performance
Skinny tables and other LDV mitigation techniques
Selective filter conditions
Divisions
Query and search optimization
Task locks
PK chunking to improve performance
Loading massive amounts of data
Summary
Practice questions
Answers
Further reading
Chapter 11: Backup and Restore
Methods for backing up and restoring data on the Salesforce Lightning Platform
Introduction to metadata
What is data?
Why back up data and metadata?
Backing up data
Importing data
Backing up metadata
Importing metadata
AppExchange and external software that facilitates data backup and restoration
Summary
Practice questions
Answers
Further reading
Chapter 12: Territory Management
Enterprise territory management overview
Territory
Territory Type
Territory Type Priority
Territory Model
Territory Model State
Territory Hierarchy
Implications of territory management on data model design and sharing records
Summary
Practice questions
Answers
Further reading
Section 3: Applying What We've Learned – Practice Questions and Revision Aids
Chapter 13: Practice Exam Questions
Practice questions 1-20
Practice questions 21-40
Practice questions 41-60
Practice questions 61-80
Practice questions 81-100
Summary
Chapter 14: Cheat Sheets
Database modeling and database design
Master data management
Salesforce data management
Data governance
Large data volumes
Data migration
Accounts and contacts
Summary
Chapter 15: Further Resources
Data modeling and database design
Master data management
Salesforce data management
Data governance
Large data volumes
Data migration
Accounts and contacts
Data APIs and Apex
Tuning performance
Backup and restore
Territory management
Summary
Chapter 16: How to Take the Exam
Webassessor
Signing up for a Webassessor account
Taking the exam in person
Taking the exam virtually
The result
Summary
Chapter 17: Answers to Practice Questions
Answers for question set 1-20
Answers for question set 21-40
Answers for question set 41-60
Answers for question set 61-80
Answers for question set 81-100
Index
About Packt
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