Salesforce Platform Governance Method

Accelerate your Salesforce implementation to provide benefits to your business more rapidly while maintaining control and improving quality.

Salesforce has become one of the most influential business tools in our modern age. What started as the world's most comprehensive customer relationship management (CRM) system available in the market place has now morphed over the years into an ecosystem of tools and services that enable you to run your entire business platform.

This book gives you a method (a set of governance processes) that provides a complete view of how to govern and manage any Salesforce implementation. It breaks the architectural components of the Salesforce platform into manageable sections, allowing you to navigate and understand how to govern your Salesforce implementation in a consistent manner with an approach that is structured, repeatable, and clearly defined.

Salesforce Platform Governance Method is divided into nine distinct phases which have been chosen based on how the Salesforce platform is architected. This is relevant today because every organization that implements Salesforce will face the same issues around governance, integration, development, and security and the majority of organizations will find, through trial and error, a solution to govern these components. This book will help Salesforce professionals and enterprise organizations as well as small and mid-sized businesses (SMBs) navigate these topics and ultimately have a successful and fully integrated, secure Salesforce implementation.

What You Will Learn

• Govern the application architecture on the Salesforce platform, including general architecture, localization and global deployments, workflow and process, formulas and files, and social
• Govern the data architecture, including design and data optimization, performance, predictive and actual data volumes, and data movement
• Govern the identity and access management aspects of the application and Salesforce platform
• Govern the low-level platform capabilities delivered through Lightning, Visualforce, and Apex
• Handle community implementations that bring specific features into the Salesforce platform for consideration and governance
• Create checklists for the governance steps, laid out in the method, and for any tooling recommendations that can help simplify the process of governance

About the Author

Lee Harding, formerly a Senior Program Architect at Salesforce, is the Technology Director at Harwoods Group, a large automotive retail company in the United Kingdom. Harwoods are using Salesforce's technology at the heart of their digital transformation and considers it a key enabler for their business in the future. Over the past 35 years in IT, Lee has used his skills and experience to help large and small enterprises deliver their business transformations. Lee has handled big transformational programs, involving tens of thousands of users and has helped customers get the most out of their investment in the Salesforce Cloud technologies. Using his experience in large-scale transformation projects Lee has helped many businesses accelerate their implementations and see the benefits sooner, rather than later. Having a broad knowledge base and a keen interest in technology and its governance, Lee has been able to help customers navigate the pros and cons of technology decisions and keeps an open mind as to how technology can benefit his customers at the earliest opportunity, while instilling the right processes to help his customers be successful.

Lee Bayliss, a Senior Program Architect at Salesforce, has worked in the IT industry for over 25 years and has held various positions in operations, engineering, product design, technical leadership, and various lead architect positions for large service providers such as DXC (formerly, EDS/HPES). During Lee’s extensive career in IT, he has worked across many industry sectors, including manufacturing, oil exploration, financial services, and health life sciences. Working with various enterprise businesses, Lee has amassed a wealth of experience delivering IT solutions ranging from lightweight projects to large scale business transformations. For the last 3 years, Lee has been working for Salesforce, a company which is diverse in nature, focused on customer success. Salesforce has created a huge ecosystem of products and services that can propel SME businesses to become trailblazers in their field. At Salesforce, Lee finds himself in a unique position providing guidance on all of the things that large (and small) organizations struggle with―how to implement the Salesforce platform and its components successfully, how to control all the moving parts, and how to drive value throughout the business in a world where digital transformation is a success imperative.