
Salesforce Platform Governance Method
A Guide to Governing Changes, Development, and Enhancements on the Salesforce Platform
- English
- ePUB (mobile friendly)
- Available on iOS & Android
Salesforce Platform Governance Method
A Guide to Governing Changes, Development, and Enhancements on the Salesforce Platform
About this book
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 datamovement
- 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
Who This Book Is For
People responsible for maintaining a Salesforce SaaS instance or developing changes for that Salesforce instance. Readers should have a basic understanding of the Salesforce platform and a desire to introduce a level of control around the changes being made, reduce issues on their Salesforce instance, and improve quality while increasing the throughput of changes they want to introduce into the platform.
Frequently asked questions
- Essential is ideal for learners and professionals who enjoy exploring a wide range of subjects. Access the Essential Library with 800,000+ trusted titles and best-sellers across business, personal growth, and the humanities. Includes unlimited reading time and Standard Read Aloud voice.
- Complete: Perfect for advanced learners and researchers needing full, unrestricted access. Unlock 1.4M+ books across hundreds of subjects, including academic and specialized titles. The Complete Plan also includes advanced features like Premium Read Aloud and Research Assistant.
Please note we cannot support devices running on iOS 13 and Android 7 or earlier. Learn more about using the app.
Information
Table of contents
- Cover
- Front Matter
- 1. Salesforce Platform Governance Method
- 2. Application Architecture: Phase A
- 3. Data Architecture & Management: Phase B
- 4. Identity & Access Management: Phase C
- 5. Sharing & Visibility: Phase D
- 6. Integration: Phase E
- 7. Apex, Visualforce & Lightning: Phase F
- 8. Communities: Phase G
- 9. Mobile Solutions Architecture: Phase H
- 10. Development Lifecycle & Deployment: Phase I
- 11. Resource Base Introduction
- 12. Application Architecture (Phase A) Resource Base
- 13. Data Architecture & Management (Phase B) Resource Base
- 14. Identity & Access Management (Phase C) Resource Base
- 15. Sharing & Visibility (Phase D) Resource Base
- 16. Integration (Phase E) Resource Base
- 17. Apex, Visualforce & Lightning (Phase F) Resource Base
- 18. Experience Cloud (Communities) (Phase G) Resource Base
- 19. Mobile Solutions Architecture (Phase H) Resource Base
- 20. Development Lifecycle & Deployment (Phase I) Resource Base
- Back Matter