Developing Data Migrations and Integrations with Salesforce :
[Book]
Patterns and Best Practices /
David Masri.
[Berkeley, CA] :
Apress L.P.,
[2019]
1 online resource (359 pages)
Best Practice 8: Centralize Your Data Transformations
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
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
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
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
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
0
8
8
8
8
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. --
Springer Nature
com.springer.onix.9781484242094
Developing Data Migrations and Integrations with Salesforce : Patterns and Best Practices.