Architecting Salesforce Success
Architecting Salesforce Success

Author: Amit Chaudhary

Publisher: Packt Publishing Ltd

Published: 2024-06-21

Total Pages: 62

ISBN-13: 1804610844

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Accelerate your career by understanding what it takes to grow within the Salesforce ecosystem Key Features Find out what skills are required to become a Salesforce Architect Gain insights into the role of an architect and their day-to-day responsibilities Learn from best practices and find out how to avoid common mistakes to build a successful career Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionSalesforce stands as a leading cloud-based customer relationship management (CRM) platform with extensive support for businesses in managing their sales, marketing, customer service, and other critical activities. Becoming a Salesforce Architect opens doors to lucrative career opportunities in a thriving industry, given the high demand for skilled professionals. This guide offers expert insights and best practices for developers who want to ascend the Salesforce ladder, technical leads honing their prowess in Salesforce, and enthusiasts exploring the dynamic world of Salesforce architecture. Whether you’re seeking a roadmap to success as a Salesforce Architect or want to enhance your skills, this concise yet insightful report ensures your growth in the vibrant Salesforce community. This guide will help you change your mindset from developer to architect, highlighting key considerations when designing a solution for clients. By the end of this book, you’ll have gained a comprehensive understanding of the role of a Salesforce Architect and the prerequisites and essential soft skills necessary for success within the Salesforce ecosystem.What you will learn Build the soft skills necessary for success as a Salesforce Architect Develop an architectural mindset to approach projects effectively Avoid common mistakes made by Salesforce architects Master essential hacks and strategies used by for Salesforce Architects Leverage the tools, extensions, and plugins at your disposal Who this book is for If you’re a technical lead or developer looking to enhance your skills, or an enthusiast exploring architect roles within the Salesforce ecosystem, this book is for you.

Salesforce Architect's Handbook
Salesforce Architect's Handbook

Author: Dipanker Jyoti

Publisher: Apress

Published: 2021-01-08

Total Pages: 430

ISBN-13: 9781484266304

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Take a deep dive into the architectural approach, best practices, and key considerations needed to comprehend, evaluate, and design an efficient, scalable, and sustainable Salesforce-based solution. This book takes a comprehensive look at the seven architectural domains that must be considered when architecting a Salesforce-based solution and equips you to develop the artifacts needed for an end-to-end enterprise architecture blueprint for Salesforce implementation and DevOps. This must-have handbook helps Salesforce professionals implement and manage Salesforce in their organization. You will learn Salesforce architecture: solution architecture, data architecture, security architecture, integration architecture, identity and access management architecture, and strategies that can be used for Salesforce-based mobile applications. In addition to the main architecture concepts, the book also offers industry best practices and the recommended framework for approaching, managing, delivering, and continuously improving a Salesforce solution using its Salesforce Development & Deployment Lifecycle. What You Will Learn Get a detailed overview of the Salesforce multi-tenant, metadata-driven architectural framework and the under-the-hood technology stack that supports Salesforce Know the seven architecture domains, their intricacies, and the considerations needed within each when designing a Salesforce solution Have an architectural mindset and the artifacts needed to architect an end-to-end enterprise-level implementation of Salesforce Be familiar with the most common Salesforce products, licenses, AppExchange products, and the key considerations of using out-of-the-box declarative capabilities vs custom programmatic capabilities of Salesforce Understand data architecture design considerations that include data modeling in Salesforce, identifying and mitigating large data volume concerns, and the key considerations for data migration and data archiving strategies Understand security architecture considerations related to securing data within Salesforce and the various approaches to allow or restrict sharing and visibility from within Salesforce Understand integration architecture considerations that provide an overview of the integration patterns and the integrations solutions that can be used with Salesforce to connect Salesforce with a remote system hosted on-premises, on the cloud, or by third-party solution providers Understand identity and access management architectural considerations across the 9 stages of an identity and access management lifecycle Be aware of the strategies available to design mobile solutions with Salesforce and the options available for Salesforce mobile architecture Employ the principles of the DevOps & Development Lifecycle needed for an ideal state Salesforce implementation Who This Book Is For Professionals interested in implementing, optimizing, and architecting Salesforce solutions enterprise-wide; Salesforce implementation (SI) partners needing a detailed playbook for architecting and delivering successful Salesforce solutions; Salesforce admins, developers, and architects looking for a one-stop educational resource to mastering the Salesforce architect domains or those pursuing the Salesforce architecture domain certification exams, including the Salesforce Certified Technical Architect (CTA) board exam

Architecting AI Solutions on Salesforce
Architecting AI Solutions on Salesforce

Author: Lars Malmqvist

Publisher: Packt Publishing

Published: 2021-11-12

Total Pages: 340

ISBN-13: 9781801076012

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Use Salesforce's out-of-the-box and advanced integration-based AI capabilities to architect modern enterprise solutions on sales, service, marketing, and commerce clouds to drive digital innovation for your clients Key Features: Get up to speed with Salesforce's AI features and capabilities to meet ever-evolving client needs Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions Integrate third-party AI services into applications that modernize your solutions Book Description: The ever-increasing need for designing state-of-the-art solutions using AI features requires a sound understanding of a vast array of AI capabilities that help you to architect modern solutions. Salesforce Einstein is a set of services that allows seamless implementation of advanced artificial intelligence (AI) features while retaining the ability to cater to custom requirements for the business. This book will help you understand the business and technical benefits of building AI solutions and components available in Salesforce. As you work through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This Salesforce book concludes by taking you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to architect Salesforce AI solutions to meet various customer requirements confidently. What You Will Learn: Explore the AI components available in Salesforce and the architectural model for Salesforce Einstein Extend the out-of-the-box features using Einstein Services on major Salesforce clouds Use Einstein declarative features to create your custom solutions with the right approach Architect AI solutions on marketing, commerce, and industry clouds Use Salesforce Einstein Platform Services APIs to create custom AI solutions Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce Who this book is for: This book is for existing and aspiring technical and functional architects, technical decision-makers working on the Salesforce ecosystem, and those responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.

Becoming a Salesforce Certified Technical Architect
Becoming a Salesforce Certified Technical Architect

Author: Tameem Bahri

Publisher: Packt Publishing Ltd

Published: 2021-02-12

Total Pages: 629

ISBN-13: 1800565283

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Design and build high-performance, secure, and scalable Salesforce solutions to meet business demands and gain practical experience using real-world scenarios by creating engaging end-to-end solution presentations Key Features Learn common integration, data migration, and security patterns for designing scalable and reliable solutions on the Salesforce Lightning platform Build an end-to-end delivery framework pipeline for delivering successful projects within specified timelines Gain access to an exclusive book club of skilled Salesforce professionals, to discuss ideas, best practices, and share experiences of designing modern solutions using Salesforce Book DescriptionSalesforce Certified Technical Architect (CTA) is the ultimate certification to validate your knowledge and skills when it comes to designing and building high-performance technical solutions on the Salesforce platform. The CTA certificate is granted after successfully passing the CTA review board exam, which tests your platform expertise and soft skills for communicating your solutions and vision. You’ll start with the core concepts that every architect should master, including data lifecycle, integration, and security, and build your aptitude for creating high-level technical solutions. Using real-world examples, you’ll explore essential topics such as selecting systems or components for your solutions, designing scalable and secure Salesforce architecture, and planning the development lifecycle and deployments. Finally, you'll work on two full mock scenarios that simulate the review board exam, helping you learn how to identify requirements, create a draft solution, and combine all the elements together to create an engaging story to present in front of the board or to a client in real life. By the end of this Salesforce book, you’ll have gained the knowledge and skills required to pass the review board exam and implement architectural best practices and strategies in your day-to-day work.What you will learn Explore data lifecycle management and apply it effectively in the Salesforce ecosystem Design appropriate enterprise integration interfaces to build your connected solution Understand the essential concepts of identity and access management Develop scalable Salesforce data and system architecture Design the project environment and release strategy for your solution Articulate the benefits, limitations, and design considerations relating to your solution Discover tips, tricks, and strategies to prepare for the Salesforce CTA review board exam Who this book is for This book is for Salesforce architects who want to become certified technical architects by learning how to design secure and scalable technical solutions for their organizations. A solid understanding of the Salesforce platform is required, ideally combined with 3 to 5 years of practical experience as an application architect, system architect, enterprise architect, or solution architect.

Salesforce Data Architecture and Management
Salesforce Data Architecture and Management

Author: Ahsan Zafar

Publisher: Packt Publishing Ltd

Published: 2021-07-30

Total Pages: 376

ISBN-13: 1801076901

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Learn everything you need to become a successful data architect on the Salesforce platform Key Features Adopt best practices relating to data governance and learn how to implement them Learn how to work with data in Salesforce while maintaining scalability and security of an instance Gain insights into managing large data volumes in Salesforce Book Description As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You'll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You'll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you'll explore examples and best practices for managing your data. You'll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce's Customer 360 and its key components. You'll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you'll be well-versed with data management, data backup, storage, and archiving in Salesforce. What you will learn Understand the Salesforce data architecture Explore various data backup and archival strategies Understand how the Salesforce platform is designed and how it is different from other relational databases Uncover tools that can help in data management that minimize data trust issues in your Salesforce org Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers Discover how Salesforce can be used for GDPR compliance Measure and monitor the performance of your Salesforce org Who this book is for This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.

Salesforce B2C Solution Architect's Handbook
Salesforce B2C Solution Architect's Handbook

Author: Mike King

Publisher: Packt Publishing Ltd

Published: 2021-11-19

Total Pages: 458

ISBN-13: 180181130X

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The ultimate handbook for new and seasoned Salesforce B2C Solution Architects who want to design seamless B2C solutions across the Salesforce Customer 360 ecosystem – including B2C Commerce, Service Cloud, and Marketing Cloud Key Features Give your customers a frictionless experience by creating a unified view of all their interactions Get your architectural design right the first time and avoid costly reworks Prepare for the B2C Solution Architect exam and Salesforce certification with practical scenarios following Salesforce best practices Book DescriptionThere’s a huge demand on the market for Salesforce professionals who can create a single view of the customer across the Salesforce Customer 360 platform and leverage data into actionable insights. With Salesforce B2C Solution Architect's Handbook, you’ll gain a deeper understanding of the integration options and products that help you deliver value for organizations. While this book will help you prepare for the B2C Solution Architect exam, its true value lies in setting you up for success afterwards. The first few chapters will help you develop a solid understanding of the capabilities of each component in the Customer 360 ecosystem, their data models, and governance. As you progress, you'll explore the role of a B2C solution architect in planning critical requirements and implementation sequences to avoid costly reworks and unnecessary delays. You’ll learn about the available options for integrating products with the Salesforce ecosystem and demonstrate best practices for data modeling across Salesforce products and beyond. Once you’ve mastered the core knowledge, you'll also learn about tools, techniques, and certification scenarios in preparation for the B2C Solution Architect exam. By the end of this book, you’ll have the skills to design scalable, secure, and future-proof solutions supporting critical business demands.What you will learn Explore key Customer 360 products and their integration options Choose the optimum integration architecture to unify data and experiences Architect a single view of the customer to support service, marketing, and commerce Plan for critical requirements, design decisions, and implementation sequences to avoid sub-optimal solutions Integrate Customer 360 solutions into a single-source-of-truth solution such as a master data model Support business needs that require functionality from more than one component by orchestrating data and user flows Who this book is for This book is for professionals in high-level job roles that heavily rely on Salesforce proficiency. It’s primarily written for B2C commerce architects, application architects, integration architects, as well as system architects, enterprise architects, Salesforce architects, and CTO teams looking to benefit from a deeper understanding of this platform. Before you get started, you’ll need a solid understanding of data integration, APIs, and connected systems, along with knowledge of the fundamentals of business-to-consumer (B2C) customer experiences.

The Architect Mindset
The Architect Mindset

Author: Chris Gardner

Publisher:

Published: 2021-07-02

Total Pages: 168

ISBN-13:

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One of my favorite parts of working in the Salesforce ecosystem is the opportunity to work with many incredibly talented admins, analysts, consultants, developers, project managers, and architects. As I grew in my Salesforce consulting career, I started to see a pattern. There were specific individuals that consistently delivered successful projects. Some were project managers, others were architects, and others were consultants or developers. And their success didn't really depend on the project size, industry, or team. These "Rockstar" team members each possessed their own unique mix of skills. I surveyed colleagues and clients to help identify the skills that help someone succeed. The survey identified six specific skills that were found in top performers. Each one provides benefits to any Salesforce role. But the combination of multiple skills shapes the way one approaches problems. I call this combination of skills "The Architect Mindset". It provides a framework to tackle problems, work with stakeholders and achieve successful Salesforce projects. In this book, we'll be diving deep into each of the six skills outlined by the survey. Where appropriate, I'll share real-world examples and scenarios that I've encountered. First, we'll discuss the process of setting expectations. In my opinion, this is the most critical factor in the success or failure of a Salesforce project. If expectations aren't set and maintained, projects are at great risk. Next, we'll dive into database architecture. Knowing how databases are constructed, and how that translates to Salesforce provides crucial context for design decisions. This foundational knowledge informs the logic behind Salesforce best practices and limits. With that background, we will talk about balancing technical debt in chapter 4. Every customization in Salesforce carries some debt, so it is crucial to understand the impacts. You'll learn how to merge processes and systems in the best way possible. Understanding the impact of debt will often require you to deny requests. So, in chapter 5, we'll discuss the importance of saying "no, but...". You need to protect the org, but present alternatives to keep things moving forward. In chapter 6, we'll talk about the importance of designing for your end users. Adoption is a key metric in any Salesforce project. An incredible solution that goes unused is just wasted effort. So, go directly to the source when you try to solve a problem. Finally, we'll talk about the importance of documentation. From project documents, to internal Salesforce documentation, making things accessible and useful for your audience will reduce rework and issues.

Mastering Salesforce DevOps
Mastering Salesforce DevOps

Author: Andrew Davis

Publisher: Apress

Published: 2019-10-29

Total Pages: 464

ISBN-13: 1484254732

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This practical guide brings DevOps principles to Salesforce development. It fits together two major movements within the IT world: the movement to Software/Platform as a Service (SaaS/PaaS), and the DevOps movement. While SaaS and PaaS allow companies to invest in their core competencies rather than maintain their own infrastructure, the goal of DevOps is to optimize the process of delivering software innovation and value. The release of Salesforce DX in late 2017 unlocks the possibility of a true DevOps workflow on Salesforce. But DevOps is new to the Salesforce world and there is not a widespread understanding of its goals and methods, and so adoption of Salesforce DX is still in the early stages. Mastering Salesforce DevOps explains how to build a powerful and comprehensive DevOps workflow for Salesforce—allowing you to finally deploy the world's most innovative platform using the world's most effective and efficient techniques. It addresses the need for a comprehensive guide to DevOps for Salesforce, allowing teams to bring proven practices from the IT world to resolve the hardest problems facing Salesforce developers today. What You Will Learn Improve company performance and software delivery performance using Salesforce DX Translate DevOps concepts into the unique language and practices of Salesforce Understand why and how you can implement Salesforce DX to achieve greater productivity and innovation Enable continuous delivery on Salesforce Build packages and architect code so it can be deployed easilyAllow admins to participate in what has traditionally been a developer workflow Know the techniques for reducing the stress and risk of deploymentApply the full range of automated tests that can be used on Salesforce Who This Book Is for Salesforce developers, release managers, and those managing Salesforce development teams who need a guide to DevOps, and DevOps specialists who need to apply familiar concepts to Salesforce

Force.com Enterprise Architecture
Force.com Enterprise Architecture

Author: Andrew Fawcett

Publisher: Packt Publishing Ltd

Published: 2014-09-25

Total Pages: 579

ISBN-13: 1782173005

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This book is for advanced Force.com developers and architects who need to understand the Salesforce platform from the perspective of enterprise-level requirements. You should have an existing understanding of Apex and Visualforce. Those familiar with other enterprise software ecosystems will also find this book ideal as they adopt Force.com.

Salesforce Lightning Platform Enterprise Architecture
Salesforce Lightning Platform Enterprise Architecture

Author: Andrew Fawcett

Publisher: Packt Publishing Ltd

Published: 2019-11-04

Total Pages: 637

ISBN-13: 1789953669

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Key Features Use the Lightning Platform to build integrated, scalable, and robust apps focused on enterprise-level customer demands Use the Lightning Component framework to deliver modern and responsive user experiences targeting multiple devices through Lightning Experience and Salesforce Mobile Extend your application with access to external services and AI Book DescriptionSalesforce Lightning provides a secure and scalable platform to build, deploy, customize, and upgrade applications. This book will take you through the architecture of building an application on the Lightning platform to help you understand its features and best practices, and ensure that your app keeps up with your customers’ increasing needs as well as the innovations on the platform. This book guides you in working with the popular aPaaS offering from Salesforce, the Lightning Platform. You’ll see how to build and ship enterprise-grade apps that not only leverage the platform's many productivity features, but also prepare your app to harness its extensibility and customization capabilities. You'll even get to grips with advanced application architectural design patterns such as Separation of Concerns, Unit Testing and Dependency Integration. You will learn to use Apex and JavaScript with Lightning Web Components, Platform Events, among others, with the help of a sample app illustrating patterns that will ensure your own applications endure and evolve with the platform. Finally, you will become familiar with using Salesforce DX to develop, publish, and monitor a sample app and experience standard application life cycle processes along with tools such as Jenkins to implement CI/CD. By the end of this book, you will have learned how to develop effective business apps and be ready to explore innovative ways to meet customer demands.What you will learn Create and deploy AppExchange packages and manage upgrades Understand Enterprise Application Architecture patterns Customize mobile and desktop user experience with Lightning Web Components Manage large data volumes with asynchronous processing and big data strategies Implement Source Control and Continuous Integration Add AI to your application with Einstein Use Lightning External Services to integrate external code and data with your Lightning Application Who this book is for This book is for Lightning platform developers who want to discover the true potential of the platform to develop complex scalable applications for use in enterprise businesses.