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How do you design a data architecture for a Salesforce org?

Data architecture covers: model, quality, integration, retention, governance.

1. Data model.

  • Standard objects first — use Account, Contact, Opportunity, Case unless they don't fit.
  • Custom objects for genuinely custom entities.
  • Relationships:
  • Lookup for loose links (Contact -> Account).
  • Master-Detail for tight couples (Quote Line Item -> Quote).
  • Junction for many-to-many.
  • External Id fields on every business record — stable foreign keys for integrations.

2. Naming & conventions.

  • API name conventions: prefix custom fields by purpose, suffix by type.
  • Picklist value sets: global value sets for shared lists (Country, State, Industry).
  • Field standards: every field has Description, help text, owner.

3. Sharing & security architecture.

  • OWD per object based on data sensitivity.
  • Role hierarchy mirroring org chart.
  • Sharing rules for cross-team access.
  • FLS for sensitive fields.
  • Encryption for Restricted / Mission Critical.

4. Data quality.

  • Validation rules at every save.
  • Duplicate Rules + Matching Rules on Lead/Contact/Account.
  • Required fields and picklists instead of free text.
  • Auto-generation where possible (Auto-Number, formula fields).

5. Integration architecture.

  • System of record per object clearly defined.
  • External Id fields for upserts.
  • Mulesoft / iPaaS as middleware for complex flows.
  • CDC / Pub/Sub API for real-time outbound.
  • Bulk API for batch loads.

6. Data retention & archival.

  • Per object: how long to keep?
  • Big Objects for compliance archival.
  • External warehousing (Snowflake / BigQuery) for analytics on historical data.
  • Auto-delete or anonymise after expiry.

7. Governance.

  • Data stewards per domain (Sales data, Service data, etc.).
  • Field ownership — each field has an accountable owner.
  • Change requests for new fields / objects.
  • Data quality dashboards — completeness, dupes, age.

Common pitfalls:

  • Schema sprawl — unchecked custom field creation.
  • No External Id strategy — integrations create dupes.
  • Wrong relationship choice — lookup where master-detail needed (or vice versa).
  • No data retention policy — old data piles up indefinitely.

Senior architects own data architecture as a durable artefact — a diagram + supporting docs that govern decisions for years.

The most senior insight: data architecture decisions are expensive to change. OWD is irreversible (you can change it but at cost). Master-detail conversion is hard. Get it right early; resist the temptation to "we'll fix it later."

Why this answer works

Senior. The seven-area framework and the "expensive to change" insight are mature.

Follow-ups to expect

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