Salesforce Architect's Handbook

A Comprehensive End-to-End Solutions Guide
1. Auflage 2021
ISBN: 978-1-4842-6630-4
Verlag: Apress

Buch, Englisch, 383 Seiten, Paperback, Format (B × H): 178 mm x 254 mm, Gewicht: 771 g

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

Zielgruppe

Professional/practitioner

Autoren/Hrsg.

Hutcherson, James A.

Jyoti, Dipanker

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Wirtschaftsinformatik, SAP, IT-Management
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware
• Mathematik | Informatik EDV | Informatik Angewandte Informatik Wirtschaftsinformatik

Inhaltsverzeichnis

Chapter 1: Key Components of Architecting with Salesforce

Introduce the 7 architecture domains that needs to be considered when architecting with Salesforce.

Introduce the key artifacts that assists an architect in visualizing, designing and presenting the end-to-end Architecture of a Salesforce base solution.

Define the approach and interdependency between the Architecture Domains when Architecting with Salesforce.com

Key considerations and limitations when architecting with Salesforce.com

Sample Case study to illustrate the various contents of this book



Chapter 2: Salesforce Software as a Service (SaaS) Architecture

Provide an overview of the Salesforce Software as a Service (SAAS) Architecture and the key components that empowers the Salesforce SaaS Model.

Provide an overview of the most common SaaS offerings available with salesforce including Sales Cloud, Service Cloud, CPQ, Marketing Cloud, Einstein Analytics and more

Explain “When-to-Use-What” standard features of salesforce and the considerations, limitations and tradeoffs of declarative Vs programmatic configurations

Explain the AppExchange Marketplace and the significance of considering 3rd party AppExchange products

Explain the considerations, limitations and tradeoffs between declarative and programmatic design on the salesforce platform



Chapter 3: Salesforce Data Architecture

Provides an overview of the Salesforce platform architecture considerations when working with large data volumes.

Understand the Object-oriented data modeling concepts within salesforce and key considerations in designing the right salesforce object model.

Understand the data migration strategy, considerations, and appropriate tools to use.



Chapter 4: Salesforce Security Model Architecture

Understand the “Who Sees What and How” within Salesforce

Architect a solution that utilizes the appropriate platform security mechanisms.

Design a secure salesforce community portal architecture including access by both internal and external users.

Identify declarative platform security features that can be used to meet record-level security requirements.

Identify the programmatic platform security features that can be used to meet security requirements.

Describe how to incorporate the platform security features into a solution.



Chapter 5: Salesforce Integration Architecture

Understand and evaluate the integration strategy for cloud-to-cloud, cloud-to-On-premise and Multi-Salesforce Org Integration scenarios

Understand when to use canvas apps vs integrating with Heroku apps vs integrating using Salesforce connect Vs Integrating using a middleware such as MuleSoft

Understand the various integration patterns and justify their use as part of the overall integration architecture.

Recommend and justify the appropriate integration strategy and integration patterns.

Recommend the appropriate platform-specific integration technology.



Chapter 6: Salesforce Identity and Access Management Architecture

Understand the concepts of Identity Provider initiated and Service Provider Initiated Protocols

Understand the out of the box declarative capabilities to configure Single-Sign-On (SSO)

Understand the capabilities of integrated apps and ODATA integrations

Understand the benefits, considerations, and trade-offs of incorporating external applications.

Understand the considerations, trade-offs and benefits of using Middleware Solutions Vs Salesforce Identity



Chapter 7: Mobile Architecture

Understand the concepts of Mobile Device Management (MDM) and Mobile Device Federation (MDF)

Understand the considerations for a Mobile platform strategy.

Understand the Salesforce mobile architecture options, design trade-offs and benefits

Understand the design approaches of architecting a Salesforce mobile solution using Mobile SDK or Salesforce1 Mobile App or Field Service Lightning app

Understand the capabilities of the Salesforce Mobile SDK

Understand the strategies and use cases for wearables and connected devices and the appropriate architecture patterns.



Chapter 8: Salesforce Development & Deployment Lifecycle

Understand the Salesforce Development Lifecycle Methodology (SDLM)

Learn to evaluate and mitigate Salesforce implementation risks, dependencies and constraints

Understand the Key Stakeholders needed for any Salesforce Projects and understanding their roles & responsibilities

Understand the best practices for setting up a Center Of Excellences and a Salesforce Governance Model.

Identify the appropriate test strategy and user acceptance strategy for salesforce implementations

Learn to evaluate and use the appropriate tools for salesforce project management, Business Requirements management, Testing and Release Management

Understand benefits, and bets practices for using source control and continuous integration for salesforce release management.



Chapter 9: Architectural Artefacts and Enterprise Blueprint for Salesforce

Consolidates the analysis from earlier chapters into an organized set of architectural artefacts

Learn to develop a Role Hierarchy and Sharing Settings Blueprint

Learn to develop a Data Model with various object modeling options and including Cardinality, Relationship types, ownership and Large Data Volume identification

Learn to develop an Enterprise System Landscape including a mix of On-premise and On-Cloud solution design options

Learn to develop a DevOps architecture including Continuous Integration & Continuous Deployment (CI/CD ) plan, Sandbox Strategy, testing Strategy and Release Management Plan

Über Autor(innen)

Dipanker “DJ” Jyoti is an industry veteran with over two decades of experience in managing digital transformation engagements with Fortune 500 companies. He holds a total of 23 industry certifications (13 in Salesforce), including Salesforce Certified System Architect and Salesforce Certified Architect. Some of his other architect-level certifications include AWS Certified Solutions Architect-Professional, Google Cloud Certified Professional Architect, Microsoft Certified Azure Solutions Architect, and Certified Blockchain Expert.

DJ currently works for IBM as an Associate Partner, managing IBM’s Global Salesforce Assets. Previous to IBM, he held executive positions at Capgemini, Accenture, and Citibank. His involvement with Salesforce began a decade ago as part of a strategic business transformation engagement, where he built a Salesforce proof of concept to demonstrate the capabilities of using a low-code/no-code CRM solution. He fell in love with Salesforce and has continued his journey to grow and share his knowledge among his peers and the cloud community. He currently manages an online blog on cloud architecture concepts (cloudmixdj). He lives with his wife, Junko, and two sons Kazuya and Ouji, in Rockville, Maryland. In his free time, he enjoys cooking for his family and watching premier-league soccer.

James A. Hutcherson is a seasoned business leader with more than 40 years of technology experience. His first Salesforce project was implemented in 2004 where he started his Salesforce journey. During this time, he has taken every opportunity to grow his Salesforce knowledge. He holds 17 Salesforce certifications, including Certified Salesforce Application Architect and Certified Salesforce System Architect. He is an avid educator and has hosted several no-cost Salesforce training sessions over the last few years to give back and grow the Salesforce ecosystem.

Jim is currently a Principal and the Chief Technical Architect at Capgemini Government Solutions where he leads the Salesforce Practice, delivering enterprise-class solutions to US federal government customers. He earned an MBA from Baldwin-Wallace College, an MSCIS from the University of Phoenix, and a BA from Southern Illinois University-Carbondale. He and his wife, Sherry, live in Orlando, Florida, where they enjoy spending time with their family and four wonderful grandchildren.