Following best practices can help ensure your success. This is especially true for Force.com applications or large Salesforce orgs that have the potential to push platform limits. Salesforce allows you to easily scale up from small to large amounts of data. Mostly this is seamless, but as data sets get larger, the time required for certain operations may grow too. Join us to learn different ways of designing and configuring data structures and planning a deployment process to significantly reduce deployment times and achieve operational efficiency. Watch this webinar to: :: Explore best practices for the design, implementation, and maintenance phases of your app's lifecycle. :: Learn how seemingly unrelated components can affect one another and determine the ultimate scalability of your app. :: See live demos that illustrate innovative solutions to tough challenges, including the integration of an external data warehouse using Force.com Canvas. :: Walk away with practical tips for putting best practices into action. Intended Audience This webinar is perfect for Salesforce or Force.com architects and developers that want to better understand data management best practices to ensure both short and long-term implementation success. Although many topics focus on large data volumes, the recommendations in this presentation are equally relevant to smaller orgs.

1. Extreme Salesforce Data Volumes
Force.com Architecture Best Practices
From salesforce.com’s Customer Centric Engineering – Technical Enablement team

2. Safe harbor
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3. Speakers
Bud Vieira Steve Bobrowski
Architect Evangelist Architect Evangelist
@aavra @sbob909
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4. Follow Developer Force for the latest news
@forcedotcom / #forcewebinar
Developer Force – Force.com Community
+Developer Force – Force.com Community
Developer Force
Developer Force group
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5. Architect Core Resource page
• Featured content for architects
• Articles, papers, blog posts, events
• Follow us on Twitter
Updated weekly!
http://developer.force.com/architect
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6. Have questions?
§ We have an expert support team at the ready to answer your questions
during the webinar.
§ Ask your questions via the GoToWebinar Questions Pane.
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webinar.
§ Please post your questions as we go along!
§ Only post your question once; we’ll get to it as we go down the list.
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7. Today s Learning Goal
AWARENESS
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8. How much data can the Salesforce Platform handle?
You might be surprised!
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9. Best practices
Design Load Configure Maintain
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10. Design best practices
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11. Design phase best practices
Data volu me
Requirements an d growth
Que r y Text
design searching
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12. Requirements
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13. Understand application and user requirements
Ho w m uc h
How many o perational data
records make is really
sense in each list necessar y?
view an d report?
Can yo u deem
certain data
historical or not
useful for views
an d reports?
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14. Example: Design list views that make sense
How many pages of data records can a human process?
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15. Data volume and growth
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16. Estimate the growth and volume of data
Can yo u eliminate
At what rate w ill certain types of
the data volu me data fro m yo ur
increase fro m schema? Fro m
transactions? yo ur data loa ds?
Fro m data loa ds?
Can yo u offset
the data growth
by archiving
data? Hard-
deletes? Recycle
bin empties?
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17. Example: Project monthly and annual growth
Large Object X (Monthly)
Transaction growth rate
• Records
• GB
Data load growth rate
• Records
• GB
Archival offset
• Records
• GB
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18. Key success factor: Minimize data volume
Devise a data Devise a data
loa ding plan offloa ding plan
that meets, but that archives
doesn t excee d, unnecessar y data
requirements
After archiving,
hard- delete rows
or empty the
recycle bin
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19. Query design
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20. Learn how to design efficient queries
Un derstan d
Docu ment SOQL quer y
available o ptimization
in dexes
Design selective
list views,
reports, an d
SOQL queries
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21. Document available indexes
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22. Cheat Sheet:
Indexed Fields
http://developer.force.com/architect
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23. Example: Design and profile selective SOQL
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24. Full-text search
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25. Learn how to design efficient searches
Docu ment Un derstan d
available SOSL quer y
in dexes o ptimization
Design selective
list views,
reports, an d
SOSL queries
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26. Document text fields with Search indexes
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27. Cheat Sheet:
Search Fields
http://developer.force.com/architect
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28. Learn how Search retrieves rows
INDEX
Millions
of
DB
records
Query
across entire
index for
matches to Record IDs of DB processing
search string matches to includes sharing
query are sent access check
to DB for
processing
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29. Review: Design phase best practices
ü Know your requirements
ü Estimate data growth rate
ü Minimize data volume
ü Design efficient operations
ü Plan an efficient sharing model
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30. Data load best practices
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31. Data load best practices
Clean an d Check o ut
organize data AppExchange
before loa ding to ols
Use Bulk APIs for Disable an d defer
better what yo u can
thro ughput
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32. Prepare your data to avoid overhead
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33. Disable actions that fire on insert
Validation Rules
Workflow Rules
Triggers
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34. Understand the Force.com Bulk API
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35. Be aware of Bulk API limits
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36. Look for utilities to help get the job done easy
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37. Defer sharing calculations
Or … load with Public default sharing
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38. Review: Data load phase best practices
ü Load cleansed data
ü Use the Bulk API
ü Consider loading utilities that use the Bulk API
ü Disable triggers, validations, and workflow
ü Defer sharing calculations
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39. Configuration best practices
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40. Learn how to create an efficient sharing model
Don t o verprotect Streamline gro up
yo ur data nesting an d yo ur
role hierarchy
Distribute Beware of locking
ownership an d on updates
parenting of
records
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41. Don’t overprotect your data
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42. Streamline your role Hierarchy
Complex hierarchies = longer
sharing calculations
Keep nesting below 10 levels
Simplify sales branch if using territory
management
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43. Avoid skewed data configurations
Ownership Parent-child
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44. Beware of locking on updates
Organization Lock Record Lock
X
X
Single thread group updates Avoid parent child skew
Use Granular Locking Sequence updates by ParentID
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45. Review: Configuration phase best practices
ü Keep data public when possible
ü Use a lean role hierarchy
ü Avoid data skews
ü Minimize record lock traps
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46. Maintenance
best practices
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47. Maintenance phase best practices
Custo m Data
in dexing partitioning
Application
Skinny tables partitioning
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48. Custom indexes
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49. Create your own indexes
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50. Request non-standard indexes
Create a Support request
to implement custom one
and two-field indexes
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51. Skinny tables
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52. Query tuning with skinny tables
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53. Data partitioning
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54. Test and implement divisions
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55. Application partitioning
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56. Leverage Salesforce Platform components
Force.com Canvas facilitates
seamless, transparent integration of
operational & historical data
ETL process
100010010
Lean Salesforce org manages operational data Heroku app & database manages historical data
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57. Demo
Integrated best practices
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58. Demo: Integrated best practices
ü Lean Salesforce database
ü Archive historical data
ü Hard-delete archived records
ü Leverage external application (Heroku) for analytics
ü Integrate UIs using Force.com Canvas
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59. Additional Resources
More Best Practices @
Architect Core Resources
http://developer.force.com/architect
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