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Developing Data Migrations and Integrations with Salesforce

Author : David Masri

Publisher : Apress

Page : 359 pages

File Size : 44,67 MB

Release : 2018-12-18

Category : Computers

ISBN : 1484242092

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Book Description

Migrate your data to Salesforce and build low-maintenance and high-performing data integrations to get the most out of Salesforce and make it a "go-to" place for all your organization's customer information. When companies choose to roll out Salesforce, users expect it to be the place to find any and all Information related to a customer—the coveted Client 360° view. On the day you go live, users expect to see all their accounts, contacts, and historical data in the system. They also expect that data entered in other systems will be exposed in Salesforce automatically and in a timely manner. This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems. As the Salesforce platform grows more powerful, it also grows in complexity. Whether you are migrating data to Salesforce, or integrating with Salesforce, it is important to understand how these complexities need to be reflected in your design. Developing Data Migrations and Integrations with Salesforce covers everything you need to know to migrate your data to Salesforce the right way, and how to design low-maintenance, high-performing data integrations with Salesforce. This book is written by a practicing Salesforce integration architect with dozens of Salesforce projects under his belt. The patterns and practices covered in this book are the results of the lessons learned during those projects. What You’ll Learn Know how Salesforce’s data engine is architected and why Use the Salesforce Data APIs to load and extract data Plan and execute your data migration to Salesforce Design low-maintenance, high-performing data integrations with Salesforce Understand common data integration patterns and the pros and cons of each Know real-time integration options for Salesforce Be aware of common pitfalls Build reusable transformation code covering commonly needed Salesforce transformation patterns Who This Book Is For Those tasked with migrating data to Salesforce or building ongoing data integrations with Salesforce, regardless of the ETL tool or middleware chosen; project sponsors or managers nervous about data tracks putting their projects at risk; aspiring Salesforce integration and/or migration specialists; Salesforce developers or architects looking to expand their skills and take on new challenges



Building a Data Integration Team

Author : Jarrett Goldfedder

Publisher : Apress

Page : 257 pages

File Size : 44,55 MB

Release : 2020-02-27

Category : Computers

ISBN : 1484256530

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Book Description

Find the right people with the right skills. This book clarifies best practices for creating high-functioning data integration teams, enabling you to understand the skills and requirements, documents, and solutions for planning, designing, and monitoring both one-time migration and daily integration systems. The growth of data is exploding. With multiple sources of information constantly arriving across enterprise systems, combining these systems into a single, cohesive, and documentable unit has become more important than ever. But the approach toward integration is much different than in other software disciplines, requiring the ability to code, collaborate, and disentangle complex business rules into a scalable model. Data migrations and integrations can be complicated. In many cases, project teams save the actual migration for the last weekend of the project, and any issues can lead to missed deadlines or, at worst, corrupted data that needs to be reconciled post-deployment. This book details how to plan strategically to avoid these last-minute risks as well as how to build the right solutions for future integration projects. What You Will Learn Understand the “language” of integrations and how they relate in terms of priority and ownershipCreate valuable documents that lead your team from discovery to deploymentResearch the most important integration tools in the market todayMonitor your error logs and see how the output increases the cycle of continuous improvementMarket across the enterprise to provide valuable integration solutions Who This Book Is For The executive and integration team leaders who are building the corresponding practice. It is also for integration architects, developers, and business analysts who need additional familiarity with ETL tools, integration processes, and associated project deliverables.



Salesforce Data Architecture and Management

Author : Ahsan Zafar

Publisher : Packt Publishing Ltd

Page : 376 pages

File Size : 25,4 MB

Release : 2021-07-30

Category : Computers

ISBN : 1801076901

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Book Description

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. 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. 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 you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.



Practical Data Migration

Author : Johny Morris

Publisher : BCS, The Chartered Institute

Page : 269 pages

File Size : 17,36 MB

Release : 2012

Category : Business & Economics

ISBN : 1906124841

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Book Description

This book is for executives and practitioners tasked with the movement of data from old systems to a new repository. It uses a series of steps developed in real life situations that will get the reader from an empty new system to one that is working and backed by the user population. Recent figures suggest that nearly 40% of Data Migration projects are over time, over budget or fail entirely. Using this proven methodology will vastly increase the chances of achieving a successful migration.



Mastering Salesforce DevOps

Author : Andrew Davis

Publisher : Apress

Page : 464 pages

File Size : 50,54 MB

Release : 2019-10-29

Category : Computers

ISBN : 1484254732

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Book Description

This practical guide brings DevOps principles to Salesforce development. It fits together two major movements within the IT world: the movement to Software/Platform as a Service (SaaS/PaaS), and the DevOps movement. While SaaS and PaaS allow companies to invest in their core competencies rather than maintain their own infrastructure, the goal of DevOps is to optimize the process of delivering software innovation and value. The release of Salesforce DX in late 2017 unlocks the possibility of a true DevOps workflow on Salesforce. But DevOps is new to the Salesforce world and there is not a widespread understanding of its goals and methods, and so adoption of Salesforce DX is still in the early stages. Mastering Salesforce DevOps explains how to build a powerful and comprehensive DevOps workflow for Salesforce—allowing you to finally deploy the world's most innovative platform using the world's most effective and efficient techniques. It addresses the need for a comprehensive guide to DevOps for Salesforce, allowing teams to bring proven practices from the IT world to resolve the hardest problems facing Salesforce developers today. What You Will Learn Improve company performance and software delivery performance using Salesforce DX Translate DevOps concepts into the unique language and practices of Salesforce Understand why and how you can implement Salesforce DX to achieve greater productivity and innovation Enable continuous delivery on Salesforce Build packages and architect code so it can be deployed easilyAllow admins to participate in what has traditionally been a developer workflow Know the techniques for reducing the stress and risk of deploymentApply the full range of automated tests that can be used on Salesforce Who This Book Is for Salesforce developers, release managers, and those managing Salesforce development teams who need a guide to DevOps, and DevOps specialists who need to apply familiar concepts to Salesforce



Salesforce Service Cloud For Dummies

Author : Jon Paz

Publisher : John Wiley & Sons

Page : 384 pages

File Size : 24,76 MB

Release : 2015-03-23

Category : Business & Economics

ISBN : 1119010683

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Book Description

Learn how to provide top-grade customer service anywhere, anytime with Salesforce Service Cloud Salesforce Service Cloud empowers your service organization to interact with customers through any channel and provide an individualized experience that will be worth sharing—for your customers and for your company. Salesforce Service Cloud For Dummies is one the first books to focus specifically on Salesforce Service Cloud software. With it, you'll discover how to set up a sophisticated support center for your business in a matter of a few hours. Whether you're a service executive, manager, support agent, or system administrator, you will discover how to maximize usage of Service Cloud through best practices and step-by-step guidelines. This book will help your customer service departments gain a holistic view of the customers they serve, and provide your customers with meaningful, efficient interactions. Examines how to enable your agents to provide efficient service Discusses how to interact with customers through any channel Offers insights on improving internal communication and collaboration Shows how to resolve customer's questions in a timely manner Take advantage of this opportunity to be heard above your competition with the help of Salesforce Service Cloud For Dummies.



Accelerating Modernization with Agile Integration

Author : Adeline SE Chun

Publisher : IBM Redbooks

Page : 650 pages

File Size : 47,37 MB

Release : 2020-07-01

Category : Computers

ISBN : 0738458368

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Book Description

The organization pursuing digital transformation must embrace new ways to use and deploy integration technologies, so they can move quickly in a manner appropriate to the goals of multicloud, decentralization, and microservices. The integration layer must transform to allow organizations to move boldly in building new customer experiences, rather than forcing models for architecture and development that pull away from maximizing the organization's productivity. Many organizations have started embracing agile application techniques, such as microservice architecture, and are now seeing the benefits of that shift. This approach complements and accelerates an enterprise's API strategy. Businesses should also seek to use this approach to modernize their existing integration and messaging infrastructure to achieve more effective ways to manage and operate their integration services in their private or public cloud. This IBM® Redbooks® publication explores the merits of what we refer to as agile integration; a container-based, decentralized, and microservice-aligned approach for integration solutions that meets the demands of agility, scalability, and resilience required by digital transformation. It also discusses how the IBM Cloud Pak for Integration marks a significant leap forward in integration technology by embracing both a cloud-native approach and container technology to achieve the goals of agile integration. The target audiences for this book are cloud integration architects, IT specialists, and application developers.



Practical Salesforce Development Without Code

Author : Philip Weinmeister

Publisher : Apress

Page : 532 pages

File Size : 11,39 MB

Release : 2019-06-04

Category : Computers

ISBN : 1484248716

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Book Description

Use this hands-on guide to build powerful solutions on the Salesforce platform without using a single line of code. This revised and expanded second edition includes Process Builder, Flow Builder, Lightning App Builder, Lightning Bolt Solutions, and more. Practical Salesforce Development Without Code shows you how to unlock the power of the Salesforce platform to solve real business problems. Adhering to Salesforce's "clicks, not code" mantra, Salesforce expert Phil Weinmeister walks Salesforce newcomers and veterans through different business problems and identifies effective—and proven—approaches to solutions using the platform's declarative framework. By adopting this book as your guide, you will learn how to deliver business solutions within Salesforce by combining analysis, creativity, and logic with core elements such as validation rules, workflow rules, processes, flows, formula fields, and Lightning apps. In addition, Weinmeister dissects and explains the most useful functions and features for declarative developers and shows you how to use them. Best of all, Weinmeister uses real-life business scenarios and visuals. Applying the lessons learned from this how-to guide will ultimately save you time and ensure that your clients or internal customers are enabled, equipped, and empowered. What You'll Learn Build objects, fields, and relationships to establish a sensible data model Automate business processes by using Workflow, Process Builder, and Flow Utilize functions and develop formulas effectively for a variety of business needs Develop approval processes to handle exception scenarios Employ actions to easily create efficient and relevant user experiences Manage your environments and deploy your solutions Who This Book Is for Business analysts, Salesforce administrators, and Salesforce developers



Database Reliability Engineering

Author : Laine Campbell

Publisher : "O'Reilly Media, Inc."

Page : 309 pages

File Size : 43,11 MB

Release : 2017-10-26

Category : Computers

ISBN : 149192621X

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Book Description

The infrastructure-as-code revolution in IT is also affecting database administration. With this practical book, developers, system administrators, and junior to mid-level DBAs will learn how the modern practice of site reliability engineering applies to the craft of database architecture and operations. Authors Laine Campbell and Charity Majors provide a framework for professionals looking to join the ranks of today’s database reliability engineers (DBRE). You’ll begin by exploring core operational concepts that DBREs need to master. Then you’ll examine a wide range of database persistence options, including how to implement key technologies to provide resilient, scalable, and performant data storage and retrieval. With a firm foundation in database reliability engineering, you’ll be ready to dive into the architecture and operations of any modern database. This book covers: Service-level requirements and risk management Building and evolving an architecture for operational visibility Infrastructure engineering and infrastructure management How to facilitate the release management process Data storage, indexing, and replication Identifying datastore characteristics and best use cases Datastore architectural components and data-driven architectures



Salesforce Architect's Handbook

Author : Dipanker Jyoti

Publisher : Apress

Page : 430 pages

File Size : 32,40 MB

Release : 2021-01-08

Category : Computers

ISBN : 9781484266304

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Book Description

Take a deep dive into the architectural approach, best practices, and key considerations needed to comprehend, evaluate, and design an efficient, scalable, and sustainable Salesforce-based solution. This book takes a comprehensive look at the seven architectural domains that must be considered when architecting a Salesforce-based solution and equips you to develop the artifacts needed for an end-to-end enterprise architecture blueprint for Salesforce implementation and DevOps. This must-have handbook helps Salesforce professionals implement and manage Salesforce in their organization. You will learn Salesforce architecture: solution architecture, data architecture, security architecture, integration architecture, identity and access management architecture, and strategies that can be used for Salesforce-based mobile applications. In addition to the main architecture concepts, the book also offers industry best practices and the recommended framework for approaching, managing, delivering, and continuously improving a Salesforce solution using its Salesforce Development & Deployment Lifecycle. What You Will Learn Get a detailed overview of the Salesforce multi-tenant, metadata-driven architectural framework and the under-the-hood technology stack that supports Salesforce Know the seven architecture domains, their intricacies, and the considerations needed within each when designing a Salesforce solution Have an architectural mindset and the artifacts needed to architect an end-to-end enterprise-level implementation of Salesforce Be familiar with the most common Salesforce products, licenses, AppExchange products, and the key considerations of using out-of-the-box declarative capabilities vs custom programmatic capabilities of Salesforce Understand data architecture design considerations that include data modeling in Salesforce, identifying and mitigating large data volume concerns, and the key considerations for data migration and data archiving strategies Understand security architecture considerations related to securing data within Salesforce and the various approaches to allow or restrict sharing and visibility from within Salesforce Understand integration architecture considerations that provide an overview of the integration patterns and the integrations solutions that can be used with Salesforce to connect Salesforce with a remote system hosted on-premises, on the cloud, or by third-party solution providers Understand identity and access management architectural considerations across the 9 stages of an identity and access management lifecycle Be aware of the strategies available to design mobile solutions with Salesforce and the options available for Salesforce mobile architecture Employ the principles of the DevOps & Development Lifecycle needed for an ideal state Salesforce implementation Who This Book Is For Professionals interested in implementing, optimizing, and architecting Salesforce solutions enterprise-wide; Salesforce implementation (SI) partners needing a detailed playbook for architecting and delivering successful Salesforce solutions; Salesforce admins, developers, and architects looking for a one-stop educational resource to mastering the Salesforce architect domains or those pursuing the Salesforce architecture domain certification exams, including the Salesforce Certified Technical Architect (CTA) board exam