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Why I absolutely HATE the Apex Data Loader.

Why I absolutely HATE the Apex Data Loader.

I really hate the Salesforce's Apex Data Loader, I really do. Not because it's a bad app, it's quite a good one (at least as far as utilities go), the reason I hate it is simply because it exists. Let...

bestpractices
Choosing the Right ETL Tool or Middleware for Your Salesforce Data Migration or Integration

Choosing the Right ETL Tool or Middleware for Your Salesforce Data Migration or Integration

Often, when talking with people who have been put in charge of building a data migration or integration with Salesforce, the first question they ask is "What tool should we use?". My respons...

faq
Winning the War against bad CRM data

Winning the War against bad CRM data

A few month ago I authored an article titled "Why are CRM systems so susceptible to bad data?", and in that article I laid out what I felt (and still do feel) are the root causes of bad CRM ...

other
Understanding Salesforce record locking, and preventing them from killing our load performance (or causing errors)

Understanding Salesforce record locking, and preventing them from killing our load performance (or causing errors)

Just like most relational database systems, Salesforce locks records when they are being modified, to prevent two people from updating the same record simultaneously, which would result in a conflict....

other
Book review : Developing Data Migrations and Integrations with Salesforce - Patterns and Best Practice (RadixBay)

Book review : Developing Data Migrations and Integrations with Salesforce - Patterns and Best Practice (RadixBay)

Experienced Salesforce techs know that a well-planned data migration is a key component of all successful implementations. But data migration action items are often overlooked during the planning phas...

other
FAQ: What is a Pk Chunk?

FAQ: What is a Pk Chunk?

PK Chunking is a feature that was added to the bulk API back in 2015, that when used, is supposed to improve the performance of large data downloads from Salesforce. Most native objects and all custo...

faq
Book review on: Developing Data Migrations and Integrations with Salesforce - Patterns and Best Practices (Christopher Hopper)

Book review on: Developing Data Migrations and Integrations with Salesforce - Patterns and Best Practices (Christopher Hopper)

Quality of data being in the right place, for the right person, at the right time so it's actionable is critical to the success of a CRM project. While a nice user interface, fancy reports and work...

other
Heroes of Data History #1 - John Snow (and the London well)

Heroes of Data History #1 - John Snow (and the London well)

This is the first installment of a new blog series "Heroes of Data History", this series will focus on commemorating some our great heroes as Data people. I'll take some creative freedom wit...

other
The Ultimate Salesforce Data Reference/Reading List

The Ultimate Salesforce Data Reference/Reading List

Salesforce, and the Salesforce Ohana, do a great job providing lots of wonderful content and resources (specifically with the Trailhead and Developer sites) for self-training and learning. When I deci...

other
Tigh Loughhead on my talk about Salesforce Data Migrations and Attribute Driven Design

Tigh Loughhead on my talk about Salesforce Data Migrations and Attribute Driven Design

Last night I visited Third Republic's new NYC headquarters, to visit a series of SFDC-focused events they're kicking off in 2019. There were a few friends I already know, but I was fascinated by the f...

other
What's that System? (A guide to the confusing world of enterprise systems!)

What's that System? (A guide to the confusing world of enterprise systems!)

As good Salesforce consultants we tend to live in the world of CRM, and we tend to focus on the big 3 components of CRM: Sales, Marketing and Customer Service. But as you move towards more Client-side...

faq
Developing Data Migrations and Integrations with Salesforce - Best Practice 35: QA and UAT is for Testing Processes Too (Not Just Code).

Developing Data Migrations and Integrations with Salesforce - Best Practice 35: QA and UAT is for Testing Processes Too (Not Just Code).

When I look at how Salesforce integrationmigration specialists (dev) tend to go about migrating data to Salesforce code, I often see a process that looks something like this: 1) Data Is delivered 2) ...

bestpractices
FAQ: Why are CRM systems so susceptible to bad data?

FAQ: Why are CRM systems so susceptible to bad data?

It's no secret that CRM systems are often plagued with bad data. Recently I asked myself "Are CRM systems more susceptible to bad data then other Systems, and if so, why?". I think the answe...

faq
FAQ: What is the difference between a Data Migration and a Data Integration?

FAQ: What is the difference between a Data Migration and a Data Integration?

It's a surprisingly common question, I get asked it at least once a month: What is the difference between a Data Migration and a Data Integration? From a strictly definitional perspective, a data mig...

faq
Developing Data Migrations and Integrations with Salesforce - Best Practice #16: Best Practice 16: Don't Bury the Bodies; Expose Them.

Developing Data Migrations and Integrations with Salesforce - Best Practice #16: Best Practice 16: Don't Bury the Bodies; Expose Them.

This is a lesson I learned early on in my career the hard way. Although I have no proof that people are doing this, I'm know it's incredibly common. Consider the following situation and think about ho...

bestpractices
The two things you need to get to the top of your field: Warmth and Competence.

The two things you need to get to the top of your field: Warmth and Competence.

I know I usually write about Salesforce and Data, so this is somewhat off topic for me, but it is such an importantinteresting subject that I feel can help a lot of people. It's also around that time ...

other
FAQ: What do I need to know about Salesforce Users & Licensing before coding my integration or migration?

FAQ: What do I need to know about Salesforce Users & Licensing before coding my integration or migration?

In this article I outline everything you need to (at least) be aware of about setting up users prior to coding your data migration or integration with Salesforce. Let's get started! The Salesforce U...

faq
Introducing The Salesforce Data Blog (A Distributed Blog) OR Choosing a Blogging Platform.

Introducing The Salesforce Data Blog (A Distributed Blog) OR Choosing a Blogging Platform.

Not many people know this, but I have been a on and off again blogger for almost 20 years, I have had at least four blogs on various sites, as well as participated as part of a team of bloggers on a v...

other
FAQ: One bad record is causing a batch of records to fail! How can I prevent triggers from impacting my ETL code?

FAQ: One bad record is causing a batch of records to fail! How can I prevent triggers from impacting my ETL code?

Salesforce triggers need to be coded in such a way as to be able to process batches of data. This process is referred to as "bulkifying" the trigger. If a Salesforce trigger is not properly ...

faq
Developing Data Migrations and Integrations with Salesforce: Thank You!

Developing Data Migrations and Integrations with Salesforce: Thank You!

It has now been about 3 weeks since the official release of my book "Developing Data Migrations and Integrations with Salesforce: Patterns and Best Practices" (The response from the Salesfor...

other
reddit AMA: Best Questions!

reddit AMA: Best Questions!

Earlier this week I did an AMA (Ask Me Anything) on reddits's rsalesforce subreddit, this article is a paraphrased recap of the best questions. You can find the full AMA here. I'm curious about MuleS...

faq
How to Plan for any Salesforce Data Migration that Wins Every time

How to Plan for any Salesforce Data Migration that Wins Every time

I spend a great deal of time dwelling on what makes a good Data Migration. I identified the six attributes of a good data migration, which form the foundation of my book "Developing Data Migrati...

bestpractices
PUBLISHED: Developing Data Migrations and Integrations with Salesforce!!

PUBLISHED: Developing Data Migrations and Integrations with Salesforce!!

I'm proud to announce that my book "Developing Data Migrations and Integrations with Salesforce: Patterns and Best Practices" has been officially released and is available for sale just abou...

other
FAQ: I have a field that got migrated incorrectly. It wasn't discovered until a after go-live, and users updated some records. How do I fix it?

FAQ: I have a field that got migrated incorrectly. It wasn't discovered until a after go-live, and users updated some records. How do I fix it?

When you are migrating your data to Salesforce it's not uncommon to be migrating dozens of objects and hundreds of fields. Regardless of how thorough your testing is, defects may be found weeks, even ...

faq
"inNote - Keep Notes on your LinkedIn Contacts!" or "Building Chrome Extensions for App Integrations"

"inNote - Keep Notes on your LinkedIn Contacts!" or "Building Chrome Extensions for App Integrations"

This article will walk you through my experience codeing a simple Chrome extension (inNote) as a learning exercise. It allows you to enter notes against LinkedIn Contacts and Companies. You can downlo...

other
Developing Data Migrations and Integrations with Salesforce - Best Practice #31: Every Record You Insert or Update Should Have a Job ID.

Developing Data Migrations and Integrations with Salesforce - Best Practice #31: Every Record You Insert or Update Should Have a Job ID.

Most Salesforce integration specialists know to always mark data loaded to Salesforce with an external Id even if they are performing an Insert or Update as opposed to an Upsert. This makes perfectly ...

bestpractices
Developing Data Migrations and Integrations with Salesforce - Best Practice #19: Limit the Number of Intermediaries (Layers of Abstraction)

Developing Data Migrations and Integrations with Salesforce - Best Practice #19: Limit the Number of Intermediaries (Layers of Abstraction)

Anytime you move data from one system to another or from one format to another, you run the risk that something will be lost or modified in the translation. This situation is a classic case of leaky a...

bestpractices
FAQ: What is the biggest mistake you can make when migrating data to Salesforce?

FAQ: What is the biggest mistake you can make when migrating data to Salesforce?

This is a question I get asked a lot, and my answer is always the same: "By far, the biggest mistake you can make when migrating data to Salesforce, is thinking of your data migration as a one-ti...

faq
Developing Data Migrations and Integrations with Salesforce Best Practice #10: Don't Hard-code Salesforce IDs; They Change with Environments

Developing Data Migrations and Integrations with Salesforce Best Practice #10: Don't Hard-code Salesforce IDs; They Change with Environments

When coding data migrations or integrations with Salesforce it's not uncommon to have a need to specify specific record Ids in your code......

bestpractices
Developing Data Migrations and Integrations with Salesforce - Best Practice #4: Start Early.

Developing Data Migrations and Integrations with Salesforce - Best Practice #4: Start Early.

The nature of data migrations is such that it's often not on the critical path, except as a dependency to start of QAUAT. Because of this, early in the project, data tasks are often looked at as lower...

bestpractices
Developing Data Migrations and Integrations with Salesforce - Best Practice #24: Fix code not data.

Developing Data Migrations and Integrations with Salesforce - Best Practice #24: Fix code not data.

When coding your migrations or integrations you'll come across bad data. It's better to alter your transformation code to fix that data rather than fix the data itself......

bestpractices

About Me

David Masri

I’m your host, David Masri, Salesforce Trailblazer,Data Architect & Author of “Developing Data Migrations and Integrations with Salesforce: Patterns and Best Practices”

(Apress December 2018)

I’m a lifelong New Yorker, born and raised in Brooklyn NY, where I live with my loving wife Nancy and our four kids Joey, Adam, Ally and Lilly.

I am currenlty the Director of Professional Services at Plative a Salesfroce Silver Parther headquatered here in NYC. Before joining Plative I was the Technical Director of Data Strategy and Architecture for Capgemini Invent's Salesforce Practice. If you care to know more, you can see my full professional profile on LinkedIn or check our my Amazon Author Page.

My LinkedIn Profile

My Skills

Building, Leading, Empowering & Inspiring Great Teams

87%

Salesforce Data Migrations and Integrations

98%

Enterprise & Cloud Architecture (Including Salesforce, ERP & BI Systems)

85%

SDLC & Project Management

92%

Business Process Improvement

77%

Shiny Badges

Apress Author
Project Management Professional
Google Certified Data Engineer
Salesforce Platform Developer 1
Salesforce Certified Integration Architecture Designer
Salesforce Certified Data Architecture & Management Designer
Salesforce Certified Einstein Analytics & Discovery Consultant
Salesforce Certified Sales Cloud Consultant
Salesforce Certified Service Cloud Consultant
Salesforce Certified Platform App Builder
Salesforce Certified Administrator
Salesforce Certified Development Lifecycle & Deployment Designer
Salesforce Accredited Sales Professional
Salesforce Financial Services Cloud Accreditation

*Note: For some awful reason Salesforce does not generate badges for the Financial Services Cloud Accreditation, so I made this myself.

About This Blog

The Salesforce Data Blog Logo

The Salesforce Data Blog is a “Distributed Blog”...

This blog is a “Distributed Blog”, a collection of my writings from around the web. For more information on why I chose a distributed blog, see this article.

I use this blog to expand on topics that I briefly touch on in my book, but I also write about anything Salesforce or data related.

My Book

Developing Data Migrations and Integrations with Salesforce: Patterns and Best Practices

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.

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
  • Know real-time integration options for Salesforce
  • And Much More!
Learn More Buy It on Amazon
Book Cover
BookAuthority Best New Salesforce Books

Contact Me

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  • You have a question that you feel is a good topic for my FAQ blog series.
  • You read my book and want to share some thoughts on it.
  • You have an opportunity\proposal that is mutually beneficial.
  • You are planning an event and would like me to participate and\or speak at.
  • You have an interesting problem and would like my take on it.

Bad Reasons to Contact Me

  • You want to sell me something (I’m not interested).
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