Play by Play: Salesforce Data Management & Integration Practices

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.
Course info
Level
Intermediate
Updated
May 23, 2019
Duration
1h 28m
Table of contents
Description
Course info
Level
Intermediate
Updated
May 23, 2019
Duration
1h 28m
Description

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 author
About the author

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.

More from the author
More courses by Don Robins
About the author

Matthew Morris is a Salesforce MVP, user group leader, conference speaker, and podcaster who has been working with the Salesforce platform since 2009.

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Play By Play: Diagramming Salesforce Solutions
Intermediate
2h 2m
Jan 19, 2018
Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
(Music) Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series where we sit down with Salesforce experts, such as MVPs, consultants, developers, and architects to discuss common challenges faced every day by Salesforce customers. In this course, we challenge Matthew Morris, Salesforce technical architect, to help us understand both strategies and features that support the creation of a complex and scalable data management solution that requires the transfer and archival of data between multiple external systems and an enterprise Salesforce system. First, Matt introduces a real-world use case and describes the current and target future system landscape. You'll watch as he shares his thought process to identify data access and visibility requirements and explores data volumes, data classification, and storage capacity for both standard and custom objects required to guide implementation decisions. Next, he digs into some of the options available for archiving data, both on and off platform, and reviews approaches and important considerations for migrating and loading data into Salesforce from multiple external systems. Along the way, he dissects and demos alternate technical approaches, utilizing big objects, Salesforce Connect, and external objects, and explores both declarative and programmatic solutions for controlling data visibility of data stored off platform inside Salesforce. By the time we're done, you'll have a solid understanding of options and strategies available to choose from to apply to your own complex data management challenges. So whether you're a Salesforce developer, architect, business analyst, or administrator, please join us for Salesforce Data Management and Integration Practices. We hope you enjoy it.