| Document Type
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BL
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| Record Number
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851233
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| Main Entry
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Masri, David
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| Title & Author
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Developing Data Migrations and Integrations with Salesforce : : Patterns and Best Practices /\ David Masri.
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| Publication Statement
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[Berkeley, CA] :: Apress L.P.,, [2019]
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| Page. NO
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1 online resource (359 pages)
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| ISBN
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1484242092
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: 1484242106
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: 1484247094
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: 9781484242094
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: 9781484242100
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: 9781484247099
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1484242084
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9781484242087
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| Notes
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Best Practice 8: Centralize Your Data Transformations
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| Contents
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Intro; Table of Contents; About the Author; About the Technical Reviewer; Acknowledgments; Introduction; Chapter 1: Relational Databases and Normalization; What Is a Relational Database?; Entity Relationship Diagrams; Trading Write Speed for Read Speed; Summary Tables; Structured Query Language; Relational Database Management Systems; The Binary Search Algorithm; Summary; Chapter 2: Understanding Salesforce's Data Architecture; Salesforce Database Access; SQL vs. SOQL and the Data APIs; DDL vs. Metadata API; Data Types for Type Enforcement and UI Rendering; Picklists vs. Reference Tables
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Log in SalesforceGenerate a Token; Download and Install Apex Data Loader; Apex Data Loader Settings/API Options; Create an External Id; Upsert Accounts; Upset Opportunities; Export Data; Browse through Your data with Workbench and SOQL; Summary; Chapter 4: The Six Attributes of a Good Data Migration; Attribute 1: Well Planned; Attribute 2: Automated (Redoable); Attribute 3: Controlled; Attribute 4: Reversible; Attribute 5: Repairable; Attribute 6: Testable; QA: Testing to Specification; UAT: Testing for Intent; Summary: A Reminder; Chapter 5: Attributes of a Good Data Integration
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Lookups and Master DetailStorage Costs; Rollups, Formula Fields, and Views; CRUD Fields; Triggers, Validation Rules, Workflows, and Process Builders; Record Locking; Indexes; Salesforce Data Types; Lookups/Master Detail; Lookup Relationship; Master-Detail Relationship; Record Types; Fifteen- and 18-Character Ids; AutoNumber; Check Box; Currency; Date; Date/Time; Time (Beta); E-mail; Geolocation; Name; Number; Percentage; Phone; Picklist; Multiselect Picklist; Text; Text Area; Text Area (Long); Text Area (Rich); Text Encrypted; URL; Formula Fields; Rollups; Owner Id; Address
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Revisiting our Superhero Data ModelSummary; Chapter 3: Working the Salesforce Data APIs; API Limits; Third-Party ETL Tools and Middleware; Apex Data Loader; Informatica; SQL Server Integration Services (SSIS); Azure Data Factory; MuleSoft; DBAmp; Relational Junction; Dell's Boomi; Jitterbit; dataloader.io; Scribe; Open Database Connectivity Drivers; The Salesforce Recycle Bin and Data Archiving; The Salesforce Recycle Bin; Data Archiving; API Operations; Export; Export All; Insert; Update; Upsert; Delete; Hard Delete; Undelete; Merge; Let's Give It a Try!; Developer Accounts and Sandboxes
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Self-repairingPlanning Differences; Deployment; Long-term Support; Summary; Chapter 6: Best Practices for Migrating and Integrating Your Data with Salesforce; Best Practice 1: Have a Plan; Best Practice 2: Review Your Charter and Understand Your Scope; Best Practice 3: Partner with Your PM; Best Practice 4: Start Early; Best Practice 5: Understand the Source Data, Ask Questions to Understand Intent, Analyze Data to Know the Reality; Best Practice 6: Understand the Salesforce Data Model and the Hierarchy; Best Practice 7: Document Your Transformations
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| Abstract
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Providing you with the skills and confidence to build a step-by-step migration plan, this book 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. --
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| Subject
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Database management.
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| Subject
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Salesforce (Online service)
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| Subject
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Database management.
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| Subject
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Salesforce (Online service)
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| Dewey Classification
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005.74
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| LC Classification
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QA76.76.A65M37 2019
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