Manage Salesforce Like a Pro with Governance
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The document is a webinar presentation focused on managing Salesforce effectively, highlighting governance, change management, and the use of sandboxes. It outlines key strategies for secure management, executive support, and system integration, as well as the importance of engaging with users and stakeholders. Additionally, it discusses the structure and release management of Salesforce functionalities and provides resources for further learning.
Manage Salesforce Like a Pro with Governance
- 1. Manage Salesforce Like a Pro with Governance December 14, 2016
- 2. Today’s Speakers Michael Gerholdt Director, Admin Evangelism Salesforce @mikegerholdt David Schach Lead Platform Solution Engineer Salesforce @dschach
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Get Social with Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 6. Today’s Agenda • Introduction • Change Management • Salesforce Sandboxes • Resources • Q&A
- 7. Introduction
- 8. Create a Process Implement Processes to Redirect Requests Secure Executive Support Know when to say NO! Set yourself up for success
- 9. Set up a Center of Excellence Transparency is key Identify Stakeholders Define Roles & Responsibilities Set Structure Set Scope
- 10. • Learn about Salesforce Identity features • Utilize single sign-on (SSO) • Know all data integration endpoints and data flows • Be ready to identify possible data impacts when outside systems change • Maintain your own list of integrated fields with all attributes Coordinate across platforms Know Your Ecosystem
- 12. Principles of Change Management Collect ideas and requests from users Analyze & Prioritize Requests Configure, develop & deploy using Sandbox Train end-users on new or changed functionality Collect Configure, Develop & Deploy Analyze & Prioritize Train End-Users
- 13. LevelofEffort Process/Security Impact Release Management Define a release strategy Immediate Releases • Implement immediate changes • Owned by individual sub-group • Minimal impact to the production flow Monthly Releases • Minor changes impacting two or more groups • Thrice as often as a Major Release • Minor impact to training and production Major Releases • Major impact on production and integration • Significant changes e.g. AppExchange app customization • Impact across more than one business unit • Staggered with platform releases Also Major Release • Requires changing user permissions • New declarative app • Staggered with platform releases
- 15. Sandbox is a Key Part of Cloud Building • Copy of production on similar infrastructure • Templates for faster creation • Change sets for easier deployment • IDEs for faster development SANDBOX PRODUCTION
- 16. Bundled Sandboxes by Edition Developer Developer Pro Partial Copy Full Professional Edition 10 (no change sets) Enterprise Edition 25 $ 1 $ Unlimited Edition 100 5 1 1
- 17. Salesforce Sandboxes Developer Developer Pro Partial Copy Full Refresh Interval 1 Day 1 Day 5 Days 30 Days Includes Setup & Configuration Yes Yes Yes Yes Copies Data Records No No Yes (partial) Yes Sandbox Templates/ Sampling No & No No & No Templates: Yes Sampling: Yes (to 10k records per object) Templates: Yes Sampling: No (full data copy possible) Sandbox Size 200MB data 200MB files 1GB data 1GB files 5GB (~2.5M records) File Storage Dependent on Sample Match Production for Data and File
- 18. Sandbox Access Considerations Post-refresh scripts and tasks • To write Apex, users need FULL org access • This gives full (confidential) data access to non-approved developers Clean data Edit users Load sample data
- 19. Sandbox Deployment Methodology Example Expedited Dev Dev Dev Dev Edition Dev Edition Dev Pro Full Copy A Full Copy B Prod Standard Try premium features! Developer Admin
- 20. Sandbox Strategy Architecture Example Dev Developer QA Developer Pro Dev Developer Dev Developer Dev Developer … … Integrated Dev Developer Pro QA / Testing Partial Copy Performance Staging Full Copy Production Production Support Full Copy Training Partial/Full Copy Outside System Integrated Accelerated Dev Dev/Developer Pro Developer Admin Legend Production Full Copy Developer Pro Partial Copy Developer
- 21. Key Takeaways You can do it! 1. Secure management/executive support 2. Familiarize yourself with your IT ecosystem 3. Identify workstreams/projects and draw planned flow to present to stakeholders 4. Scale down appropriately
- 22. Resources
- 23. Learn Salesforce with Trailhead the fun way to learn Salesforce
- 24. Trailhead Modules Secure Identity and Access Management Trail Identity Basics Module User Authentication Module Lifecycle Management Strategy Module Change Sets Module
- 25. https://www.trust.salesforce.com http://sforce.co/2hckVOb Where do I go to Learn More About Trust and Availability?
- 26. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup