AppExchange and package licensing Depending on the licensing requirements of an AppExchange, managed, or unmanaged package, permission set licenses are the typical method of licensing paid packages. As you’ll already know, when installing a package from AppExchange (or directly from Salesforce, in the case of an offering such as Financial Services Cloud), users will need […]

Experience Cloud licensing and sharing The license type used with Experience Cloud can have an impact on sharing and the way record access works for users. In a nutshell, the Customer Community license type doesn’t support roles, and sharing sets are used instead of sharing rules. Sharing sets are used to grant record access to any […]

Standard platform licensing The core Salesforce Platform consists of several products, as follows: These products are all built around the core application framework and relational database that underpins the Salesforce Platform. In fact, Sales Cloud, Service Cloud, and Experience Cloud can all be thought of as enhancements to the core Lightning Platform. For example, Sales […]

With a grasp of Master Data Management (MDM) concepts under our belt, we can now look at Salesforce Data Management. In this chapter, we’ll look at how the Salesforce data model and Salesforce licensing work together. The license types chosen for a solution have an impact on the objects available. This can extend to record […]

Summary In this chapter, we covered a lot of the theory behind MDM, having a single source of truth for data records, and some methods for its implementation, along with considerations for doing so. While Salesforce is often implemented to act as the de facto source of truth, it is important to understand why that […]

Preserving traceability and business rule context In line with our establishment of a golden record, or single source of truth, it is important that an MDM strategy plays nicely with existing business rules, and changes to data are preserved throughout the organization. For example, the process of creating a bank account in a connected system […]

External data retrieval using a custom adapter In scenarios where an existing adapter isn’t suitable, a custom adapter can be created in Apex, using the Apex Connector Framework. The knowledge of coding such an adapter isn’t in the scope of the exam or this book, but documentation can be found here: https://developer.salesforce.com/ docs/atlas.en-us.234.0.apexcode.meta/apexcode/apex_connector_top.htm. A custom adapter is generally […]

Using Salesforce Connect to pull in data in real time for read-only purposes In scenarios where data on a Salesforce record doesn’t necessarily need to reside within Salesforce (pulled on -demand from one or more systems or data sources), Salesforce Connect can be used to effectively present data to a user as if it resides […]

Salesforce holding the golden record associations In scenarios where Salesforce is to be considered as the data master for customer information, connected system identifiers can be represented as either custom fields on a particular record, or as a custom object associated with the record. For example, a contact record in Salesforce is the golden record […]

The golden record As we now know, the golden record, or single source of truth, is essentially a data record where the definitive source of information is stored in order to orchestrate business operations. Users should be able to view a golden record to see the correct version of a piece of information. While the […]