Developing Data Migrations and Integrations with Salesforce: Patterns and Best Practices

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 Front Matter ....Pages i-xxvii Relational Databases and Normalization (David Masri)....Pages 1-11 Understanding Salesforce’s Data Architecture (David Masri)....Pages 13-35 Working the Salesforce Data APIs (David Masri)....Pages 37-73 The Six Attributes of a Good Data Migration (David Masri)....Pages 75-84 Attributes of a Good Data Integration (David Masri)....Pages 85-88 Best Practices for Migrating and Integrating Your Data with Salesforce (David Masri)....Pages 89-119 Putting It All Together: A Sample Data Migration (David Masri)....Pages 121-168 Error Handling and Performance Tuning (David Masri)....Pages 169-180 Data Synchronization Patterns (David Masri)....Pages 181-202 Other Integration Patterns (David Masri)....Pages 203-217 Real-Time Data and UI Integrations (David Masri)....Pages 219-240 A Library of Reusable Code (David Masri)....Pages 241-271 FAQs (aka Frequently Asked Questions) (David Masri)....Pages 273-285 Back Matter ....Pages 287-343