Salesforce Platform Governance Method: A Guide to Governing Changes, Development, and Enhancements on the Salesforce Platform

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(as of Dec 03,2024 23:19:47 UTC – Details)

ASIN ‏ : ‎ B09TJ1RF9Q
Publisher ‏ : ‎ Apress (February 26, 2022)
Publication date ‏ : ‎ February 26, 2022
Language ‏ : ‎ English
File size ‏ : ‎ 4923 KB
Text-to-Speech ‏ : ‎ Enabled
Screen Reader ‏ : ‎ Supported
Enhanced typesetting ‏ : ‎ Enabled
X-Ray ‏ : ‎ Not Enabled
Word Wise ‏ : ‎ Not Enabled
Print length ‏ : ‎ 493 pages

Salesforce Platform Governance Method: A Guide to Governing Changes, Development, and Enhancements on the Salesforce Platform

In order to maximize the potential of the Salesforce platform and ensure its long-term success within your organization, it is crucial to establish a robust governance method for managing changes, development, and enhancements. This guide will outline best practices for implementing effective platform governance, ensuring that all stakeholders are aligned and working towards common goals.

1. Establish Clear Roles and Responsibilities: Define clear roles and responsibilities for all stakeholders involved in the Salesforce platform, including administrators, developers, business users, and executives. This will help ensure accountability and promote collaboration throughout the governance process.

2. Define Change Management Processes: Implement a structured change management process to govern all changes to the Salesforce platform, including new features, updates, and enhancements. This process should include requirements gathering, impact analysis, testing, and approval workflows to ensure that changes are implemented smoothly and efficiently.

3. Implement Release Management Practices: Establish release management practices to govern the deployment of new features and enhancements to the Salesforce platform. This includes defining release schedules, conducting regression testing, and coordinating with stakeholders to ensure that releases are successful and do not disrupt business operations.

4. Monitor and Measure Performance: Implement monitoring and performance measurement tools to track the usage, adoption, and performance of the Salesforce platform. This data can help identify areas for improvement, optimize processes, and make data-driven decisions to drive business success.

5. Establish Security and Compliance Controls: Implement security and compliance controls to protect sensitive data and ensure regulatory compliance on the Salesforce platform. This includes defining user access controls, encryption policies, and audit trails to maintain data integrity and confidentiality.

6. Continuously Improve and Iterate: Continuously review and iterate on your governance method to adapt to changing business needs, technology trends, and organizational goals. Solicit feedback from stakeholders, analyze performance metrics, and make adjustments as needed to ensure the long-term success of the Salesforce platform.

By implementing a comprehensive governance method for managing changes, development, and enhancements on the Salesforce platform, you can ensure that your organization maximizes the value of its investment and drives business success. Follow these best practices to establish effective governance and set your organization up for long-term success on the Salesforce platform.
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