Salesforce Advance Administrator Notes (Data Strategy)

Data Strategy

Top data quality Steps

Step 1: Profile your data

Data profiling is all about understanding your data. You should know where your data comes from: spreadsheets, backend systems, or sticky notes all over reps’ desks.

Step 2: Control your data

Data control is about achieving data accuracy and ensuring the right users have access to the right information, which also means blocking access, as needed. To control your data, you first need to “clean” it by removing duplicates and errors, and then set up processes and use technologies to keep it clean.

Step 3: Integrate your data

Most organizations have data in more than one system. Whenever there’s duplicated data in several systems, it’s easy for information to get out of synch. One way to avoid this problem is to integrate your systems so that updates in one system automatically update the others, resulting in a single source of “truth” and making it easier for end users to access information.

Step 5: Monitor your data

Achieving high-quality data isn’t a one-shot effort, but requires ongoing vigilance. Establishing policies, processes, and tools for monitoring data is crucial to maintaining data quality.

Step 6: Assign ownership, train users, and commit to a data-quality process

Users need to know the importance of data integrity and how to do their part in any data-quality initiative. In training users, show them how data quality directly affects their work. It’s also a good idea to assign ultimate responsibility for each region’s data to a super user, geographic lead, or other business owner.

Salesforce.com offers native connectors to Oracle and  SAP systems for easy integration of customer-master records.

Metadata Migration Tool

The Force.com Migration Tool is a Java/Ant-based command-line utility for moving metadata between a local directory and

a Salesforce organization. You can use the Force.com Migration Tool to retrieve components, create scripted deployment and repeat deployment patterns. Migration can happen in two ways.

Manual migration—Changes to components that are not available in the Metadata API must be manually migrated in each environment. That is, you must repeat the exact same modifications in every production or development organization. Manual migration is made easier by diligently tracking changes.

Metadata migration—Components that are available in the Metadata API can be migrated using desktop tools or change sets.

Best Practices for Loading Data

  • Identify the data you want migrate.
  • Create templates for the data.
  • Populate the templates.
  • Migrate the data.
  • Validate the data.
  • Re-migrate or update data as needed.

Data Migration Tools

Salesforce.com is replacing individual import wizards for accounts, contacts, and other objects with the unified Data Import Wizard.

ToolEditions supportedNumber of records ImportExportAdditional information
Data Import Wizard (unified) All editions exceptDatabase.comUp to 50,000YesNoAn in-browser wizard that imports your organization’s accounts, contacts, leads, solutions, and custom objects.
Data LoaderEnterprise, Unlimited, Performance, Developer, and Database.com EditionsBetween 5,000 and 5 millionYesYesData Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records. Read more.
Import Wizard for Accounts and Contacts, Person AccountsLeads, SolutionCustom ObjectContact Manager, Group, Professional, Enterprise, Unlimited, Performance, and Developer EditionsUp to 500 records for an individual userUp to 50,000 records for multiple usersYesNoAn in-browser wizard that imports personal contacts and accounts from ACT! and Outlookor from other sources; or your organization’s business accounts and contacts.
Data ExportWeekly export available in Enterprise, Unlimited, and Performance, Editions. Monthly export available in all editions, except Database.comNo limitNoYesAn in-browser wizard that exports data in .zip files that are up to 128 MB each on a monthly or weekly basis.
Third-party tools in AppExchangeVariesOver 5 millionVariesVariesSee the AppExchange for available tools.
Jitterbit Data LoaderTM for Salesforce (third-party tool)All editionsOver 5 millionYesYesFree data migration tool offered by a salesforce.com, inc.partner.
WorkbenchEnterprise, Unlimited, Performance, Developer, and Database.com EditionsOne record at a time or a batch containing up to 10,000 recordsYesYesWorkbench is a free, open source, community-supported tool. Salesforce.com provides a hosted instance of Workbench for demonstration purposes only.  If you want to use Workbench for your production database, you can download, host, and configure it using your own resources.

Salesforce.com provides APIs that enable data integration with Salesforce. Use the table below to determine which API to use, based on how many records you need to import or export and the integration technologies required in your scenario.

APIEditions supportedNumber of records you can import or exportImportExport
REST / REST APIDeveloper, Enterprise, Unlimited, Performance, and Database.comIntegration scenarios where you have less than 200 recordsYesYes
Bulk APISame as above. API Enabled EditionsOver a millionYesYes

Workbench

Workbench is a powerful, web-based suite of tools designed for administrators and developers to interact with Salesforce.com organizations via the Force.com APIs.

Workbench includes robust support for the Force.com Partner, Bulk, Rest, Streaming, Metadata, and Apex APIs that allows users to describe, query, manipulate, and migrate both data and metadata in Salesforce.com organizations directly in their web browser with a simple and intuitive user interface.

Workbench also provides many advanced features for testing and trouble-shooting  the Force.com APIs, such as customizable SOAP headers, debug logs for API traffic, backward compatibility testing with previous API versions, and single sign-on integration within the Salesforce application.

Excel Connector

This Excel Add-in provides bi-directional access to the Force.com API via the Toolkit for Office, and is useful for cleaning and mass-updating salesforce.com-based data from within a spreadsheet.

This is an open source tool and it is not a supported product.

 Salesforce Advance Administrator Notes

Author: AJ

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