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About David Masri
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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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