Coexistence of the golden record Similar to the consolidated golden record implementation method briefly explained previously, MDM changes can happen in both the golden record system and any source system for master data. While this approach can take longer to implement, data can be mastered in the golden record system or any of the master […]

Hierarchy management This is a relatively simple conceptwhereby the hierarchy of various data records and elements is represented. For example, you may break company geographies or markets into EMEA (Europe, Middle East, and Africa), then by country. You may have account hierarchies represented as group accounts, then regional accounts, followed by local office accounts. Now […]

Key terms The following terms are used a lot in the field of MDM. When dealing with MDM situations as a Salesforce Data Architect, you may come across these. Harmonizing data Data harmonization is the practice of taking data from multiple sources and processing it (often through machine learning and automation) into a standard, accurate, […]

Next up in our learning journey is Master Data Management (MDM). As part of the exam curriculum, you should be able to understand how to effectively design and implement an MDM strategy on the Salesforce platform, so we’ll cover what MDM is and how to implement it. In addition, you will be able to articulate […]

Summary We’ve started our learning journey and begun with concepts around data modelling and design. We’ve covered sharing and security, delving into the various mechanisms available in Salesforce to control access to data. We’ve paid particular attention to how the OWDs and role hierarchy can have a profound impact on the data that your users […]

Bringing it all together with data modeling We’ve covered a lot in this chapter, but now it is time to put the theory into practice and produce something tangible in the form of a data model. Now we know the OWDs we can set, the relationships between objects we can influence, and the owners of […]

Account skew Some standard Salesforce objects maintain a special data relationship to facilitate record access under private sharing models. This is especially true of accounts and opportunities (and, in fact, is how account and opportunity teams are facilitated with regard to sharing and access to select records). Account skew is the result of an account […]

Hierarchical Only available on the user object, a hierarchical relationship is a special type of lookup to associate one user to another (where the record does not directly or indirectly refer to itself). Storing a users manager as a lookup to another user record is a common use-case for this functionality. Now we know the […]

Master/detail relationship A Master/detail relationship closely links two objects together, so much so that certain behavior of the child record is affected. This includes sharing, whereaccess to the Master (or parent) record gives access to the detail (or child) record. Master/detail relationships also support roll-up summaries. When Master records are deleted, all child records are […]

Custom objects Custom objects and their custom fields are all created in the Custom Objects/Custom Fields table in the underlying Salesforce database. Custom object data resides within the Salesforce database, and both custom objects and custom fields have a __c suffix. In the example of a SOQL query issued for data held in a custom […]