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Play by Play: Salesforce Data Management & Integration Practices

by Don Robins and Matthew Morris

In this course, you'll learn about some Salesforce platform features and techniques for the migration and management of large volumes of data into and out of Salesforce orgs, as well as some declarative and programmatic mechanisms to control the visibility of that data whether stored on or off the platform.

What you'll learn

Play by Play is a series in which top technologists work through a problem in real time, unrehearsed, and unscripted. In this course, Play by Play: Salesforce Data Management & Integration Practices, Matthew Morris and Don Robins discuss techniques for classifying, importing, displaying, archiving, and ultimately disposing of data on the Salesforce platform. Along the way, we look at the use of data classification to determine the level of user access and the retention period for business data, how to assess the storage capacity available within our Salesforce Standard and Custom objects, and the declarative and programmatic techniques which can be used to move data to alternate data stores while still providing visibility to the data for your users.

About the authors

Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing. Certified as a Platform II Developer and an award winning Salesforce Instructor, he's presented and taught at annual Dreamforce conferences since 2010. He delivers Salesforce developer classes and workshops around the US and abroad, and manages a team of instructors ... more

Matthew Morris is a Salesforce MVP, user group leader, conference speaker, and podcaster who has been working with the Salesforce platform since 2009. He holds multiple Salesforce certifications including consultant, system architect, and application architect. Drawing on his experience in software development and consulting dating back to the mid-nineties, Matthew now spends most of his time in the architect role for large-scale digital transformation projects using Salesforce CRM.

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