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Developing Data Migrations and Integrations with Salesforce: Patterns and Best Practices 1st ed. Edition, Kindle Edition
Migrate your data to Salesforce and build low-maintenance and high-performing data integrations to get the most out of Salesforce and make it a "go-to" place for all your organization's customer information.
When companies choose to roll out Salesforce, users expect it to be the place to find any and all Information related to a customer—the coveted Client 360° view. On the day you go live, users expect to see all their accounts, contacts, and historical data in the system. They also expect that data entered in other systems will be exposed in Salesforce automatically and in a timely manner.
This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems. As the Salesforce platform grows more powerful, it also grows in complexity. Whether you are migrating data to Salesforce, or integrating with Salesforce, it is important to understand how these complexities need to be reflected in your design.Developing Data Migrations and Integrations with Salesforce covers everything you need to know to migrate your data to Salesforce the right way, and how to design low-maintenance, high-performing data integrations with Salesforce. This book is written by a practicing Salesforce integration architect with dozens of Salesforce projects under his belt. The patterns and practices covered in this book are the results of the lessons learned during those projects.
What You’ll Learn
- Know how Salesforce’s data engine is architected and why
- Use the Salesforce Data APIs to load and extract data
- Plan and execute your data migration to Salesforce
- Design low-maintenance, high-performing data integrations with Salesforce
- Understand common data integration patterns and the pros and cons of each
- Know real-time integration options for Salesforce
- Be aware of common pitfalls
- Build reusable transformation code covering commonly needed Salesforce transformation patterns
Who This Book Is For
Those tasked with migrating data to Salesforce or building ongoing data integrations with Salesforce, regardless of the ETL tool or middleware chosen; project sponsors or managers nervous about data tracks putting their projects at risk; aspiring Salesforce integration and/or migration specialists; Salesforce developers or architects looking to expand their skills and take on new challenges
- ISBN-13978-1484242094
- Edition1st ed.
- PublisherApress
- Publication dateDecember 18, 2018
- LanguageEnglish
- File size9.5 MB
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From the Back Cover
When companies choose to roll out Salesforce, users expect it to be the place to find any and all Information related to a customer―the coveted Client 360° view. On the day you go live, users expect to see all their accounts, contacts, and historical data in the system. They also expect that data entered in other systems will be exposed in Salesforce automatically and in a timely manner.
This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems. As the Salesforce platform grows more powerful, it also grows in complexity. Whether you are migrating data to Salesforce, or integrating with Salesforce, it is important to understand how these complexities need to be reflected in your design.Developing Data Migrations and Integrations with Salesforce covers everything you need to know to migrate your data to Salesforce the right way, and how to design low-maintenance, high-performing data integrations with Salesforce. This book is written by a practicing Salesforce integration architect with dozens of Salesforce projects under his belt. The patterns and practices covered in this book are the results of the lessons learned during those projects.
What You’ll Learn:
- Know how Salesforce’s data engine is architected and why
- Use the Salesforce Data APIs to load and extract data
- Plan and execute your data migration to Salesforce
- Design low-maintenance, high-performing data integrations with Salesforce
- Understand common data integration patterns and the pros and cons of each
- Know real-time integration options for Salesforce
- Be aware of common pitfalls
- Build reusable transformation code covering commonly needed Salesforce transformation patterns
About the Author
David is a lifelong New Yorker, born and raised in Brooklyn NY, where he currently lives with his loving wife Nancy and their kids Joey, Adam, Ally and Lilly. When he is not fighting with his kids over homework, he takes what little time he has left to sleep.
Product details
- ASIN : B07M933LZQ
- Publisher : Apress
- Accessibility : Learn more
- Publication date : December 18, 2018
- Edition : 1st ed.
- Language : English
- File size : 9.5 MB
- Screen Reader : Supported
- Enhanced typesetting : Enabled
- X-Ray : Not Enabled
- Word Wise : Not Enabled
- Print length : 475 pages
- ISBN-13 : 978-1484242094
- Page Flip : Enabled
- Best Sellers Rank: #1,154,435 in Kindle Store (See Top 100 in Kindle Store)
- #589 in Data Processing
- #684 in Enterprise Applications
- #796 in Business Software
- Customer Reviews:
About the author

David Masri founded Gluon Digital in 2020 with the goal of promoting data migration and integration best practices to the Salesforce Ohana. Prior to founding Gluon Digital, Dave has spent years working with data and with Salesforce. He has been involved in dozens of Salesforce data migration and integration projects and has used that experience to run numerous training programs for aspiring integration/migration specialists, and then ultimately authored his book on the subject.
Previously Dave was the Director of Professional Services at Plative, a Salesforce Silver Partner. Before that he was the Technical Director of Data Strategy and Architecture for Capgemini Invent's Salesforce Practice. He has more than 20 years of hands-on experience building integrated ERP, BI, e-commerce, and CRM systems, and for the past seven years has worked exclusively with the Salesforce platform. Dave holds more than ten professional certifications, including nine Salesforce certifications, the PMP (Project Management Professional), and Google’s Data Engineer Certification.
David is a lifelong New Yorker, born and raised in Brooklyn NY, where he currently lives with his loving wife Nancy and their kids Joey, Adam, Ally and Lilly.
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Customers praise the book's content quality, with one noting it serves as an excellent reference for data migration efforts. The writing style receives positive feedback, with one customer describing it as wonderfully written.
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Customers find the content of the book excellent, with one customer noting it serves as a great quick reference on many topics, while another mentions it contains immediately usable information and provides the right balance of simplicity and complexity.
"This book is full of info you can use immediately. It contains stuff that would take years to learn the hard way. It is also written in a fun style...." Read more
"Just the right amount of simplicity and complexity to make this book excellent reference material for data migration efforts on the platform...." Read more
"I have been in the CRM space for 30 years now and this is the most comprehensive book I have found on the subject of data migrations and integrations..." Read more
"Incredible value in this book. Wonderfully written, clear and easy to understand and a great quick reference on many topics." Read more
Customers appreciate the writing style of the book.
"...It is also written in a fun style. Don't skip the footnotes!" Read more
"...This is a must read!" Read more
"Incredible value in this book. Wonderfully written, clear and easy to understand and a great quick reference on many topics." Read more
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Excellent.
Top reviews from the United States
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- Reviewed in the United States on January 15, 2024Format: KindleVerified PurchaseThis book is full of info you can use immediately. It contains stuff that would take years to learn the hard way. It is also written in a fun style. Don't skip the footnotes!
- Reviewed in the United States on May 3, 2020Format: PaperbackVerified PurchaseJust the right amount of simplicity and complexity to make this book excellent reference material for data migration efforts on the platform.
I really appreciate how it was crafted in a way to provide context with real world examples and the gotchas to avoid along the way. And the code samples and FAQ at the end were the icing on the cake.
- Reviewed in the United States on September 11, 2020Format: PaperbackVerified PurchaseMost of the book is decent general advice on doing data migrations and in particular with Salesforce, and will likely be of use to those who or new to doing migrations and Salesforce itself, But I bought it to get some real experience, which Chapter 7: Putting it All Together: A Sample Data Migration promised, but it discusses the steps necessary providing pages of T_SQL code for various activities, which is useless without the actual database being discussed, it is not provided. There is no reason for that, in fact, any of the Microsoft free sample/tutorial databases could have been used, even the ones he has you download for a brief example in an earlier chapter.
I felt the book falls short in its claim: "This book shows you how to migrate all your legacy data to Salesforce and then design integrations to your organization's mission-critical systems"
I sought to contact the author about the database issue above before writing this review using the contact information provided, but it requires yo to have a LinkedIn account, and a premium one at that.
I give the book three stars for what it provides, a good start, and hold bask two stars for it failure to provide a working example to bring it content together and really equip a person to migrate all their legacy data to Salesforce and then design integrations for one's organization's mission-critical systems.
- Reviewed in the United States on February 7, 2019Format: PaperbackVerified PurchaseI have been in the CRM space for 30 years now and this is the most comprehensive book I have found on the subject of data migrations and integrations. This is a must read!
- Reviewed in the United States on May 3, 2019Format: PaperbackVerified PurchaseIncredible value in this book. Wonderfully written, clear and easy to understand and a great quick reference on many topics.
- Reviewed in the United States on November 26, 2021Format: PaperbackVerified PurchaseMy go-to resource for Salesforce data migration and integration design...
My go-to resource for Salesforce data migration and integration design...
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- Reviewed in the United States on February 22, 2019Format: PaperbackVerified PurchaseExcellent guide and resource. Worth every penny.
- Reviewed in the United States on December 15, 2019Format: PaperbackThe topic of migrations and integrations with the Salesforce platform is not at all a saturated space, so I wasn't sure what to expect. Often, the quality, breadth, and depth of entry pieces leaves audiences wanting more, with subsequent offerings building on the past and eventually reaching a critical mass of value. David Masri is to be strongly commended here for not adding a throwaway title to the rapidly growing inventory of Salesforce books. Not only is the topic being covered of great importance, the content itself is extremely useful. Sure, other general migration and integration books are out there and there's no doubt they will be useful for those activities on the Salesforce platform, but David adds a very Salesforce-specific perspective that is practical, not just theoretical. He defines what good migrations and integrations are in a way that opens our eyes to a rigorous, disciplined approach vs. falling into the mistake of misinterpreting the ease of building on Salesforce with the lack of need for preparation. He also defines a series of best practices that are true nuggets for real-world use. He provides relevant screenshots, diagrams, and tables. Most importantly, David writes well. He takes a very technical topic and presents it conversationally, which makes it considerably easier to consume the material. Highly recommended.
Top reviews from other countries
- AGRSReviewed in the United Kingdom on August 8, 2019
5.0 out of 5 stars Very useful resource!
Format: PaperbackVerified PurchaseThe book outlines the main attributes of successful Salesforce data migrations/integrations, as well as outlining 40 best practices and taking you through a *useful* sample migration (plus a whole chapter of reusable code). Very comprehensive, would highly recommend for those looking to sense-check existing plans or use as a reference, and also for those new to Salesforce migrations and integrations as a learning guide.
- GeffReviewed in Germany on March 4, 2019
1.0 out of 5 stars Low information content and Misinformation
Format: PaperbackVerified PurchaseI went into this book expecting something I could use to teach my juniors about Data Migrations.
After all, why have long classes on a subject when there is a great book on the subject!
But this book isn't it.
Chapters 1 through 3 try to give an overview of the Salesforce platform data structure in general.
The fact that they are not relevant to me are not a problem per se, but the fact that it contains wrong information (o sometimes word that convey no information) was a bad surprise.
The author got the record Lock part of his book partially right, but forgot to mention record locking due to permission recalculation, which is the biggest pain point you'll have if you load large data sets. He then actually gives correct information in chap. 8, though, to his credit.
The author then proceeds to describe field types, in which he writes that owner fields "may or may not exist on objects, and are used by people for things". I am only slightly paraphrasing here.
In Chap 8, the author references validation rules, forgo-ing to highlight that the best practice is to use a bypass to deactivate them all before loading legacy data in something like 99% of cases.
There are a LOT of other examples but I'll stop here.
Some parts of the books are dedicated to tools to do the job. The author goes into length about three of these tools, writes one line about others, and then in a section about how to do transformation, highlights that the "Apex Data Loader is NOT the right tool for serious migration work". While we all agree, it could have been nice to highlight or cross-reference, there, tools that actually do these. I am disregarding Chap 3 as it is pretty much a name dump with little to no highlight of which tool is useful where.
Author also confuses, or inadvertently confuses, transformation tools and loading tools. Dataloader can do no transformations (and Jitterbit can do only a select few in the free version) but scripting in any language you are familiar with to do transformations and then loads is a completely valid way to go, especially if you're loading the data into a temp SQL table to do your transformations.
Now on to the Migrations part. The book contains at least some misinformation. It tells you to use UPSERT in all possible cases...
Except anyone who's done a lot of big migrations will tell you that is a bad idea.
UPSERT is the slowest possible operation and will cause data lock issues for bigger loads. it is best practice to load the ExternalID, as the author suggests, and then resolve the mappings locally, for anything that is considered LDV:
https://resources.docs.salesforce.com/sfdc/pdf/salesforce_large_data_volumes_bp.pdf
I'll be honest after getting to page 150 or so I started skimming so I won't have much more examples.
It also has some chapters that were obviously added for padding (Chapter 11 is basically information-less on most subjects, where it simply gives the name of something like Platform Events, and then moves on).
That said everything isn't bad - chapters 4, 5 and 13.a contain some valuable information that apply to all migrations in general.
To sum up I would say that the author knows quite a lot of things about data migrations in general, as shown in the chapters I recommended, but that either they haven't looked at Salesforce as a target/source for a while, or that their editor blew the pooch on this one and didn't correct obvious approximations and/or mistakes.
Definitely not worth 40 bucks.