Play by Play: Salesforce Data Management & Integration Practices

In this course, you'll learn about some Salesforce platform features and techniques for the migration and management of large volumes of data into and out of Salesforce orgs, as well as some declarative and programmatic mechanisms to control the visibility of that data whether stored on or off the platform.

Play by Play is a series in which top technologists work through a problem in real time, unrehearsed, and unscripted. In this course, Play by Play: Salesforce Data Management & Integration Practices, Matthew Morris and Don Robins discuss techniques for classifying, importing, displaying, archiving, and ultimately disposing of data on the Salesforce platform. Along the way, we look at the use of data classification to determine the level of user access and the retention period for business data, how to assess the storage capacity available within our Salesforce Standard and Custom objects, and the declarative and programmatic techniques which can be used to move data to alternate data stores while still providing visibility to the data for your users.

• Course Overview 2mins
• Introduction and Setting the Stage 3mins
• Let’s Put It All on Salesforce - NOT 21mins
• Storing Archived Data on Salesforce 23mins
• Accessing Off-platform Data: Declarative 13mins
• Accessing Off-platform Data: Programmatic 18mins
• Summary and Recap 5mins