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Further Resources

During our learning journey, we have covered many different topics. However, there is still more you can learn to enhance your understanding of specific topics. In this chapter, additional resources and Salesforce official documentation (where available) will be highlighted.

Let’s start with Data modeling and database design.

Data modeling and database design

The following resources can be used to further explore topics we highlighted when we covered data modeling and database design:

• Data access in Salesforce: https://developer.salesforce.com/docs/atlas.en-us.dat.meta/dat/dat_components.htm
• Salesforce standard objects: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_list.htm
• Salesforce data model diagrams: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/data_model.htm
• Salesforce object relationships overview: https://help.salesforce.com/articleView?id=overview_of_custom_object_relationships.htm&type=0
• Restriction rules: https://help.salesforce.com/s/articleView?id=release-notes.rn_forcecom_sharing_restriction_rules.htm&type=5&release=234
• Data Modeling (Trailhead): https://trailhead.salesforce.com/content/learn/modules/data_modeling
• Salesforce Data Modeling 101: https://www.youtube.com/watch?v=2VGWIM4yMAs

Now, let’s move on to master data management.

Master data management

For further information on master data management, please refer to the following resources:

• Beginners Guide to MDM: https://www.dataqualitypro.com/blog/beginners-guide-to-mdm-master-data-management
• What is Master Data Management (MDM)?: https://www.mulesoft.com/resources/esb/what-is-master-data-management-mdm
• Salesforce Connect: https://developer.salesforce.com/docs/atlas.en-us.234.0.apexcode.meta/apexcode/platform_connect_about.htm
• Ask an Architect: 5 Steps to an Effective Salesforce Data Management Strategy (Part 1): https://www.salesforce.org/blog/ask-architect-5-steps-effective-salesforce-data-management-strategy/
• What is Master Data Management: https://www.youtube.com/watch?v=2vhArFG_eCo
• Master Data Management (MDM) & plm in context of enterprise product management: https://www.slideshare.net/tataconsultancyservices/master-data-management-mdm-plm-in-context-of-enterprise-product-management

Next, let’s move on to Salesforce data management.

Salesforce data management

For greater insights into Salesforce data management, please see the following resources:

• Salesforce Experience Cloud licensing: https://help.salesforce.com/s/articleView?id=users_license_types_communities.htm&type=5&language=en_US
• Setting up sharing sets: https://help.salesforce.com/s/articleView?id=sf.networks_setting_light_users.htm&type=5
• Salesforce data storage allocations: https://help.salesforce.com/s/articleView?id=sf.overview_storage.htm&type=5
• The Customer Data platform: https://www.salesforce.com/ap/solutions/customer-360/
• Salesforce to Salesforce: https://help.salesforce.com/s/articleView?id=sf.business_network_intro.htm&type=5
• Introduction to Bulk API 2.0: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm
• Apex Governor limits: https://developer.salesforce.com/docs/atlas.en-us.236.0.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_platform_apexgov.htm
• Data Management (Trailhead): https://trailhead.salesforce.com/content/learn/modules/lex_implementation_data_management?trailmix_creator_id=strailhead&trailmix_slug=architect-data-architecture-and-management

Next up is data governance.

Data governance

For more information on data governance, see the following resources:

• The Individual Object: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_individual.htm
• Salesforce Shield Encryption versus Salesforce Classic Encryption: https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/security_pe_vs_classic_encryption.htm
• Enabling Salesforce Shield event monitoring: https://help.salesforce.com/s/articleView?id=000339868&type=1
• Session security: https://help.salesforce.com/s/articleView?id=sf.admin_sessions.htm&type=5
• Field history tracking: https://help.salesforce.com/s/articleView?id=sf.tracking_field_history.htm&type=5
• Data Governance, Data Stewardship, Planning & Data Quality: https://www.youtube.com/watch?v=lA9i190y_0I

Next, let’s explore some resources applicable to large data volumes.

Large data volumes

More information on large data volumes can be found by checking out the following resources:

• Salesforce Trust: https://trust.salesforce.com
• Search Architecture: https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_concepts_search_architecture.htm
• Indexes: https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_infrastructure_indexes.htm
• Skinny tables: https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_infrastructure_skinny_tables.htm
• Salesforce Architects – Large Data Volumes: https://medium.com/salesforce-architects/tagged/large-data-volumes
• Big Objects: https://developer.salesforce.com/docs/atlas.en-us.236.0.bigobjects.meta/bigobjects/big_object.htm
• Best Practices for Deployments with Large Data Volumes: https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_introduction.htm
• Large Data Volume (LDV) Management in Salesforce: https://www.youtube.com/watch?v=TzrRZs2VQEU

Let’s now move on to data migration resources.

Data migration

Additional resources on data migration are listed as follows:

• Data export options from Salesforce: https://trailhead.salesforce.com/content/learn/modules/lex_implementation_data_management/lex_implementation_data_export
• PK chunking in Salesforce: https://developer.salesforce.com/docs/atlas.en-us.234.0.api_asynch.meta/api_asynch/async_api_headers_enable_pk_chunking.htm
• Data allocation and storage limits: https://help.salesforce.com/s/articleView?id=sf.overview_storage.htm&type=5
• Bulk API query: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_bulk_query_intro.htm
• Best practices when you migrate data: https://help.salesforce.com/s/articleView?id=000326326&type=1
• Data Import: Best Practices for Importing Data | Salesforce: https://www.youtube.com/watch?v=GgBtfffWqw0

Accounts and contacts resources are next.

Accounts and contacts

For more information on accounts and contacts, please see these additional resources:

• The Account object API documentation: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm
• The Contact object API documentation: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm
• Enable person accounts: https://help.salesforce.com/s/articleView?id=sf.account_person_enable.htm&type=5
• Enable contacts to multiple accounts: https://help.salesforce.com/s/articleView?id=sf.shared_contacts_set_up.htm&type=5
• Comparing contacts to multiple accounts to other options: https://help.salesforce.com/s/articleView?id=sf.shared_contacts_comparison.htm&type=5
• AccountContactRelation API documentation: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountcontactrelation.htm
• AccountContactRole API documentation: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountcontactrole.htm
• AccountTeamMember API documentation: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_accountteammember.htm
• Considerations for accounts and contacts in Sales Cloud: https://www.youtube.com/watch?v=ZXceWxOTNmQ

Let’s now turn to resources for data APIs and Apex.

Data APIs and Apex

Further information relating to data APIs and Apex can be found here:

• OAuth 2.0 with Salesforce: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_oauth_and_connected_apps.htm
• Batch API: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm
• Bulk API 2.0 – How requests are processed: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/how_requests_are_processed.htm
• Batch Apex: https://developer.salesforce.com/docs/atlas.en-us.222.0.apexcode.meta/apexcode/apex_batch_interface.htm
• Executing Batch Apex: https://help.salesforce.com/s/articleView?id=000328480&type=1
• The Apex Batchable Interface: https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_interface_database_batchable.htm#apex_Database_Batchable_execute
• The Apex Schedulable class: https://developer.salesforce.com/docs/atlas.en-us.222.0.apexcode.meta/apexcode/apex_scheduler.htm
• Future methods in Apex: https://developer.salesforce.com/docs/atlas.en-us.222.0.apexcode.meta/apexcode/apex_invoking_future_methods.htm
• The Apex Database class: https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_database.htm
• Fast Parallel Data Loading with the Bulk API: https://www.youtube.com/watch?v=OiOHST8SZ7A&t=1962s

With data APIs and Apex resources now highlighted, let’s now move on to tuning performance.

Tuning performance

For further resources on tuning performance, please see the following links:

• PK chunking: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/async_api_headers_enable_pk_chunking.htm
• Skinny tables: https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_infrastructure_skinny_tables.htm
• Techniques for optimizing performance: https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_techniques_for_performance.htm
• Salesforce Data Architecture Designer Series – Session 6 PERFORMANCE TUNING: https://www.youtube.com/watch?v=-QTDZObPOac

Let’s now move on to backup and restore resources.

Backup and restore

Check out the following for more information on backup and restore:

• Best practices to backup Salesforce data: https://help.salesforce.com/s/articleView?id=000334121&type=1
• Export data using data loader: https://help.salesforce.com/s/articleView?id=sf.exporting_data.htm&type=5
• Export data using report exports: https://help.salesforce.com/s/articleView?id=sf.reports_export.htm&type=5
• Export data using weekly backups: https://help.salesforce.com/s/articleView?id=sf.admin_exportdata.htm&type=5
• Creating a sandbox environment: https://help.salesforce.com/s/articleView?id=sf.data_sandbox_create.htm&type=5
• Ant migration tool: https://developer.salesforce.com/docs/atlas.en-us.daas.meta/daas/meta_development.htm
• SFDX: https://developer.salesforce.com/tools/sfdxcli
• Salesforce Backup and Restore: https://www.youtube.com/watch?v=znfkpQDOpyw

Next up is territory management.

Territory management

Reference materials for territory management for additional learning can be found here:

• Territory management implementation guide: https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_implementing_territory_mgmt2_guide.pdf
• Get Started with Enterprise Territory Management: https://trailhead.salesforce.com/content/learn/modules/territory-management-basics/get-started-with-enterprise-territory-management
• Automating with Territory Management: https://www.youtube.com/watch?v=upFY2uMvCIY

Let’s now summarize what we’ve covered in this chapter.

Summary

In this chapter, we’ve introduced many additional resources that you can use to further enhance your understanding of various topic areas.

In the next chapter, we’ll look at how to sign up for and take the Salesforce Certified Data Architect exam.