Salesforce Sales Cloud Consultant Part 8: Data Management

This topic includes the following objectives:

• Explain the use cases and considerations for data migration in Sales Cloud.

• Given a scenario, analyze the implications of large data sets, transaction volumes, integrations, and moving data between Salesforce and other systems.

Various integration options and patterns can be utilized for integrating Salesforce with third-party systems or services. An integration pattern is a specific design and approach for integrating Salesforce with external systems. The underlying strategies can be used for particular scenarios rather than specific implementations. Both data and business processes can be integrated with external systems using these integration options and patterns.

There are different aspects to consider with regards to the data migration process, data loading, and data migration order. The data migration process starts by selecting the data that needs to be migrated from the source system and exporting it. The appropriate data import tool must be determined. It can be a native tool or a programmatic option such as Bulk API. A third-party tool such as dataloader.io may also be utilized. Several considerations related to data loading and object relationships should be taken into account before data migration.

When there is a large amount of data in Salesforce, there may be an impact on several Salesforce features, including reports and dashboards, data import, search, sharing rules, and list views. Performance optimization measures such as avoiding data skew, deferring sharing recalculations, storing data externally, using filters, and archiving data may be utilized in order to improve performance.

There are different ways of integrating data between Salesforce orgs and integration helps in exchanging or surfacing data. Data can be integrated using approaches: data virtualization and data management. Features such as Salesforce Connect can be used to surface data in another Salesforce organization without transferring it. Salesforce to Salesforce allows sharing records with another Salesforce organization. REST or SOAP API can be used to transfer data from one Salesforce organization to another. Apex, Visualforce, and/or Lightning components can be used to facilitate the data transfer. It is also possible to integrate a Salesforce org with another using an external service or platform event.