Salesforce Data Architect Course

Explore core CRM objects: lead, account, contact, opportunity, and case, and their key features, including lead conversion and account hierarchies. Apply queues, omnichannel engagement, and case routing for efficient service.

Explore how data and file storage allocations work in Salesforce, including data vs. file storage, big objects, storage calculations, and ways to view and manage usage.

Explore data and file storage in Salesforce, view limits on a developer edition, monitor usage by object, and see how adding records or licenses updates storage asynchronously.

Learn about personal accounts, a hybrid of account and contact for individuals. Understand prerequisites, storage implications, sharing rules, and how to use the is person account indicator to distinguish records.

Explore Salesforce metadata and how XML files define configurations, from simple field definitions to complex profiles, and learn to retrieve and deploy with the metadata API.

Authorize an org, browse metadata with the org browser, retrieve objects and fields to a local folder, modify the metadata xml, and deploy changes back to the org with cli.

Explore Salesforce big objects for storing billions of records with standard APIs, including standard and custom types, indexing rules, and key use cases like transactions and archival analytics.

Showcases building a Salesforce big object named POS transaction, defining required fields and a multi-field index with an order, and using anonymous apex to seed data and test index-driven queries.

Explore data skew types in Salesforce, including account, lookup, and ownership skew—each linked to 10,000 records—and learn techniques to prevent locking, sharing recalculations, and performance issues.

Master data management creates a single master record for data elements across systems, enabling a trusted view, data governance, and a single source of truth to improve accuracy and reporting.

Explore four MDM implementation styles—registry, consolidation, coexistence, and centralized—showing how data is authored, cleansed, and distributed across systems and a central data warehouse.

Learn how systems of record differentiate CRM, ERP, and supply chain data. See how golden records and a single source of truth unify these elements through master data management.

Explore how to build a single source of truth using MDM, survival of the fittest and data survivorship rules to create a golden record from CRM, ERP, and SM data.

Learn about Salesforce additions and editions, and how standard, lightning platform, experience cloud, and charter user licenses, plus feature and permission set licenses, govern access across sales and service clouds.

Learn to keep Salesforce data persistent and consistent by using pick list fields, validation rules, lookup filters, formula fields, automation, duplicate management, and app exchange data solutions.

Learn the GDPR's core concepts, including data subject, personal data, data controller, data processor, and its six principles: valid purpose and consent, data minimization, accuracy, security, deletion, and accountability.

Explore how to add data classification to fields via the object manager, view data owner, usage, sensitivity, and compliance, and retrieve classifications with queries and reports.

Learn to protect data in Salesforce through sharing models, sharing hierarchy, field level security, and record types. Apply restriction rules and classic encryption to limit access and secure personal data.

Master data deletion techniques in Salesforce to comply with GDPR by removing personal data from accounts and contacts. Use manual deletion, mass delete records wizard, and data loader.

Develop a comprehensive data governance plan by defining data definitions, quality standards, roles and ownership, security and permissions, and a quality control process with retention metrics.

Implement your data governance plan by enabling easy data entry, standardizing fields, eliminating duplicates with Salesforce matching, and using dashboards, validation rules, and automated data cleansing.

Explore skinny tables that unify standard and custom fields into a single physical table for an org, enabling synchronized data access and faster reports on contacts, opportunities, leads, and cases.

Learn how Salesforce indexes fields on the appointment object, including name, owner, ID, created date, system mod stamp, and external ID and unique fields.

Explore selective filters—simple and composite—driven by index fields and thresholds, and learn which operators keep optimization or trigger full table scans for standard and custom index fields.

Learn to enable and use the Salesforce query plan tool, compare available plans by cost, and assess index usage and selectivity to optimize queries.

Explore the query plan tool by creating a custom appointment object, configuring indexed and non-indexed fields, and evaluating selectivity with index-based filters and table scans.

Archive and purge Salesforce data using big objects, data export service, data loader, etl tools, and AppExchange backups to protect records and maintain compliance.

Discover data virtualization with Salesforce Connect, accessing external data in real time via external objects, without data copies.

Learn how Salesforce Connect maps external data to external objects and how external and indirect lookups relate orders, order details, and accounts using external IDs.

Explore Salesforce Connect by accessing external data as external objects from a demo order db; create external data sources, validate, sync, and expose read-only order and order detail tabs.

Link external orders to accounts with an indirect lookup using a unique external ID field, then relate order details to orders via an external lookup, creating related lists on accounts.

Learn how data virtualization in Salesforce uses request and reply integration with SOAP and REST APIs to access external data without storing it in Salesforce.

Achieve high quality data quickly by using picklist fields, validation rules, automation, and duplicate management, and enrich data with lightning data from AppExchange.

Use bulk API to load millions of records with parallel or serial mode, optimize batch sizes, suspend deferred sharing calculations, and order child records by parent ID to reduce locking.