Salesforce Platform Governance Method PDF Download

Author: Lee Harding
Publisher:
ISBN: 9781484284810
Category :
Languages : en
Pages : 0

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Book Description
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.

Author: Ahsan Zafar
Publisher: Packt Publishing Ltd
ISBN: 1801076901
Category : Computers
Languages : en
Pages : 376

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Book Description
Learn everything you need to become a successful data architect on the Salesforce platform Key Features Adopt best practices relating to data governance and learn how to implement them Learn how to work with data in Salesforce while maintaining scalability and security of an instance Gain insights into managing large data volumes in Salesforce Book Description As Salesforce orgs mature over time, data management and integrations are becoming more challenging than ever. Salesforce Data Architecture and Management follows a hands-on approach to managing data and tracking the performance of your Salesforce org. You'll start by understanding the role and skills required to become a successful data architect. The book focuses on data modeling concepts, how to apply them in Salesforce, and how they relate to objects and fields in Salesforce. You'll learn the intricacies of managing data in Salesforce, starting from understanding why Salesforce has chosen to optimize for read rather than write operations. After developing a solid foundation, you'll explore examples and best practices for managing your data. You'll understand how to manage your master data and discover what the Golden Record is and why it is important for organizations. Next, you'll learn how to align your MDM and CRM strategy with a discussion on Salesforce's Customer 360 and its key components. You'll also cover data governance, its multiple facets, and how GDPR compliance can be achieved with Salesforce. Finally, you'll discover Large Data Volumes (LDVs) and best practices for migrating data using APIs. By the end of this book, you'll be well-versed with data management, data backup, storage, and archiving in Salesforce. What you will learn Understand the Salesforce data architecture Explore various data backup and archival strategies Understand how the Salesforce platform is designed and how it is different from other relational databases Uncover tools that can help in data management that minimize data trust issues in your Salesforce org Focus on the Salesforce Customer 360 platform, its key components, and how it can help organizations in connecting with customers Discover how Salesforce can be used for GDPR compliance Measure and monitor the performance of your Salesforce org Who this book is for This book is for aspiring architects, Salesforce admins, and developers. You will also find the book useful if you're preparing for the Salesforce Data Architecture and Management exam. A basic understanding of Salesforce is assumed.

Author: Blake Tech
Publisher: Independently Published
ISBN:
Category :
Languages : en
Pages : 0

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Book Description
Mastering Salesforce Governance and Release Management: A Comprehensive Guide for Success Table of Contents: Chapter 1: Introduction to Salesforce Governance and Release Management Chapter 2: Building a Strong Foundation: Designing a Governance Strategy Chapter 3: Configuring Security and Access Controls Chapter 4: Data Management and Quality Assurance Chapter 5: Change Management Processes Chapter 6: Sandbox Management Chapter 7: Version Control and Source Code Management Chapter 8: Release Planning and Deployment Strategies Chapter 9: Continuous Integration and Continuous Deployment (CI/CD) for Salesforce Chapter 10: Monitoring and Optimizing Salesforce Performance Chapter 11: Data Security and Compliance Best Practices Chapter 12: Troubleshooting and Issue Resolution in Salesforce

Author: Lars Malmqvist
Publisher: Packt Publishing Ltd
ISBN: 1803247991
Category : Computers
Languages : en
Pages : 206

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Book Description
Avoid implementation failures and technical debt by mitigating anti-patterns in your Salesforce enterprise solutions using expert guidance and proven recommendations Purchase of the print or Kindle book includes a free eBook PDF Key Features Build exemplary Salesforce architectures by studying anti-patterns that lead to failing systems Demonstrate deep architectural principles that you can apply in your Salesforce projects Identify common problems in Salesforce architectures and apply better architectural solutions Book DescriptionSalesforce Anti-Patterns teaches you to spot errors in Salesforce patterns that may seem like a good idea at first but end up costing you dearly. This book will enable Salesforce developers and architects to understand how ingenious Salesforce architectures can be created by studying anti-patterns and solutions to problems that can later lead to serious implementation issues. While there are several books on the market that start with the question, “How do I create great Salesforce architecture?” and proceed to a solution from there, this book instead starts by asking, “What tends to go wrong with Salesforce architectures?” and proceeds to a solution from there. In this book, you’ll find out how to identify and mitigate anti-patterns in the technical domains of system architecture, data architecture, and security architecture, along with anti-patterns in the functional domain of solution architecture as well as for integration architecture. You’ll also learn about common anti-patterns affecting your Salesforce development process and governance and, finally, how to spot common problems in how architects communicate their solutions. By the end of this Salesforce book, you’ll have gained the confidence to architect and communicate solutions on the Salesforce platform while dodging common mistakes.What you will learn Create a balanced system architecture by identifying common mistakes around on- and off-platform functionality and interfaces Avoid security problems that arise from anti-patterns on the Salesforce platform Spot common data architecture issues and discover intuitive ways to address them Avoid the dual traps of over- and under-customization in your solution architecture Explore common errors made in deployment setups, test strategy, and architecture governance Understand why bad communication patterns are so overlooked in architecture Who this book is for This book is for Salesforce architects, aspiring architects, developers, consultants, and decision makers who want to start making the right architectural choices or prepare for their journey to CTA. This book helps you gain a professional understanding of Salesforce and its building blocks. It is not code-centric, so you will benefit from both functional and technical experience, but a basic level of platform understanding is required.

Author: Kristian Margaryan Jorgensen
Publisher: Packt Publishing Ltd
ISBN: 1804617601
Category : Computers
Languages : en
Pages : 302

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Book Description
Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitigation and prevention Work with checklists to assess the state of your Salesforce implementation in each phase Purchase of the print or Kindle book includes a free PDF eBook Book Description With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors. The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you'll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework. As you progress, you'll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you'll find evaluation checklists to assess the state of your Salesforce implementation. By the end of this book, you'll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI. What you will learn Discover the critical activities in Salesforce implementation Address common issues faced in implementing Salesforce Explore appropriate delivery methodology Understand the importance of a change management strategy Govern Salesforce implementation through all its phases Gain insights on key activities in the continuous improvement phase Leverage customer 360 for analytics, AI and automation Who this book is for This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations. If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.

Author: Paul McCollum
Publisher: "O'Reilly Media, Inc."
ISBN: 1098138244
Category : Computers
Languages : en
Pages : 174

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Book Description
Once renowned as a customer relationship management tool, Salesforce has evolved into a cloud-first application and capability ecosystem. With dedicated components for tasks such as middleware, big data, reporting, ETL, data loading, and API orchestration, Salesforce has become more prevalent in modern architectures. This concise yet comprehensive guide provides an overview of Salesforce architecture for enterprise architects and Salesforce ecosystem architects. Author Paul McCollum, Salesforce Technical Architect at Accenture, provides a roadmap for integrating major elements of the Salesforce ecosystem with planned or existing enterprise architecture. You'll learn how to use these components to address the diverse needs of different organizations. Many companies today are adding or building multicloud capabilities and incorporating various elements from the Salesforce ecosystem. With this book, you'll learn: Strengths, weaknesses, and growth areas of Salesforce's enterprise architecture domain features How Salesforce compares to other cloud providers Methods for using the Salesforce ecosystem effectively to address your organization's needs How to integrate Salesforce with planned or existing enterprise architectures Ways to manage and forecast performance, complexity, and ease of operation across the Salesforce platform

Author: Aaron Allport
Publisher: Packt Publishing Ltd
ISBN: 1801818029
Category : Computers
Languages : en
Pages : 254

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Book Description
Learn data architecture essentials and prepare for the Salesforce Certified Data Architect exam with the help of tips and mock test questions Key FeaturesLeverage data modelling, Salesforce database design, and techniques for effective data designLearn master data management, Salesforce data management, and how to include considerationsGet to grips with large data volumes, performance tuning, and poor performance mitigation techniquesBook Description The Salesforce Data Architect is a prerequisite exam for the Application Architect half of the Salesforce Certified Technical Architect credential. This book offers complete, up-to-date coverage of the Salesforce Data Architect exam so you can take it with confidence. The book is written in a clear, succinct way with self-assessment and practice exam questions, covering all the topics necessary to help you pass the exam with ease. You'll understand the theory around Salesforce data modeling, database design, master data management (MDM), Salesforce data management (SDM), and data governance. Additionally, performance considerations associated with large data volumes will be covered. You'll also get to grips with data migration and understand the supporting theory needed to achieve Salesforce Data Architect certification. By the end of this Salesforce book, you'll have covered everything you need to know to pass the Salesforce Data Architect certification exam and have a handy, on-the-job desktop reference guide to re-visit the concepts. What you will learnUnderstand the topics relevant to passing the Salesforce Data Architect examExplore specialist areas, such as large data volumesTest your knowledge with the help of exam-like questionsPick up useful tips and tricks that can be referred to time and againUnderstand the reasons underlying the way Salesforce data management worksDiscover the techniques that are available for loading massive amounts of dataWho this book is for This book is for both aspiring Salesforce data architects and those already familiar with Salesforce data architecture who want to pass the exam and have a reference guide to revisit the material as part of their day-to-day job. Working knowledge of the Salesforce platform is assumed, alongside a clear understanding of Salesforce architectural concepts.

Author: Rob Cowell
Publisher: Packt Publishing Ltd
ISBN: 1837634238
Category : Computers
Languages : en
Pages : 260

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Book Description
Master Salesforce DevOps while exploring deployment, packages, Git workflows, and organizational monitoring using third-party tools such as Salesforce DX, GitHub, Jenkins, Gearset, and Copado Key Features Learn how to build a DevOps culture to mitigate project risks and boost return on investment (ROI) Delve into the principles of DevOps and how to apply them in Salesforce for maximum efficiency Explore Salesforce DevOps tools, with examples and strategies for building a robust DevOps stack Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionRob Cowell is a Salesforce DevOps Advocate with extensive experience as a Salesforce Developer and Architect, guiding best practices for Salesforce DevOps. Lars Malmqvist, a 32x certified Salesforce CTA, has 15 years of experience building advanced Salesforce solutions and is the author of two books, Architecting AI Solutions on Salesforce and Salesforce Anti-Patterns. As the Salesforce Platform evolves, architects face increasing demand for advanced solutions. This book serves as your definitive guide to mastering effective DevOps practices crucial for successful Salesforce projects. Beginning with cultivating a DevOps mindset focused on collaboration and communication, it emphasizes governance, visibility, and accountability. You'll delve into tools and techniques, leveraging the robust capabilities of SFDX to craft your strategy efficiently. This book stands out for its practical approach to Salesforce packaging and CI/CD stack creation, guiding you to build a seamless automated change delivery system with freely available software. It addresses critical operational concerns such as ticket management, backups, change monitoring, and data seeding. In the final chapters, you'll discover third-party solutions to expedite your Salesforce DevOps journey, empowering you to deliver sophisticated and efficient projects.What you will learn Grasp the fundamentals of integrating a DevOps process into Salesforce project delivery Master the skill of communicating the benefits of Salesforce DevOps to stakeholders Recognize the significance of fostering a DevOps culture and its impact on Salesforce projects Understand the role of metrics in DevOps architecture within Salesforce environments Gain insights into the components comprising a Salesforce DevOps toolchain Discover strategies for maintaining a healthy Salesforce org with a variety of supporting DevOps tools Who this book is for If you are a Salesforce architect or senior developer looking to bring DevOps best practices to your projects, this book is for you. To learn from this book, you should have a strong familiarity with Salesforce platform development both in code and low-code, understand concepts such as metadata, JSON, and XML, and feel at ease with command-line operations.

Author: Gourab Mukherjee
Publisher: Orange Education Pvt Ltd
ISBN: 9388590996
Category : Computers
Languages : en
Pages : 258

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Book Description
Become a Salesforce Data Cloud implementation expert. KEY FEATURES ● Explore the ways Salesforce Data Cloud can help your organization improve customer experience. ● A practical guide to implementation and best practices, walking through the process of implementing a Customer Data Platform. ● Prepare for the Salesforce Data Cloud Consultant exam and become a certified Salesforce Data Cloud practitioner. DESCRIPTION Survival in today's business landscape hinges on delivering exceptional customer experiences, and Customer Data Platforms (CDPs) are pivotal in achieving this goal. The ‘Ultimate Salesforce Data Cloud for Customer Experience' is your indispensable guide to unraveling the Salesforce ecosystem, illuminating its applications' significance in diverse business scenarios. Dive into the transformative potential of Customer Data Platforms, understanding their role in unlocking tremendous value for enterprises. Explore the prowess of Salesforce Data Cloud, a leading CDP platform, and gain practical insights into its seamless implementation. The book explores Salesforce Data Cloud architecture, gaining actionable insights for implementing both Customer Data Platforms and Salesforce Data Cloud. It will navigate the pivotal realms of data security and privacy, establishing a sturdy foundation for customer-centric strategies. The book also covers success stories that showcase the transformative outcomes achieved through the utilization of Salesforce Data Cloud. The end of the book serves as a roadmap for those aspiring to conquer the Salesforce Data Cloud Consultant exam. WHAT WILL YOU LEARN ● Master the dynamics of Customer Data Platforms (CDPs) exploring their fundamentals and significance. ● Demystify Salesforce Data Cloud Architecture by delving into the framework. ● Gain insights into the intricacies of implementing a Customer Data Platforms (CDPs) project. ● Develop skills to engage in Salesforce Data Cloud implementation projects as functional consultants or project managers. ● Comprehend best practices for data security and privacy of the Salesforce Data Cloud. ● Prepare to successfully attempt the Salesforce Data Cloud certification exam. WHO IS THIS BOOK FOR? The book is for all working professionals, students, managers, or anyone wishing to kickstart their journey in the exciting world of customer data platforms and customer experience management. Those looking to get certified as a Salesforce Data Cloud consultant should use this book to aid their preparation. TABLE OF CONTENTS 1. Introducing Salesforce Platform 2. Introduction to Customer Data Platform 3. Going beyond CDP: Salesforce Data Cloud 4. Salesforce Data Cloud Architecture 5. Implementing a Customer Data Platform 6. Implementing Salesforce Customer Data Cloud 7. Data Security and Privacy 8. Success Stories with Salesforce Data Cloud 9. The Way Forward for Creating Great Customer Experiences 10. Preparation for the Salesforce Data Cloud Consultant Exam Index

Author: Tameem Bahri
Publisher: BPB Publications
ISBN: 9355519001
Category : Computers
Languages : en
Pages : 417

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Book Description
Learn how to rapidly build and document scalable Salesforce applications KEY FEATURES ● Practice the Salesforce rapid application development lifecycle. ● Gain crucial application development skills and knowledge. ● Build a real-world Phonebook application to master the development cycle. DESCRIPTION This book is a practical guide for building secure, scalable, and performant SaaS applications on top of the Salesforce platform. Learn how to dissect a business problem and extract non-communicated requirements. Gain practical knowledge on designing and documenting a Salesforce application using the right mix of low-code development tools such as flows, validation rules, and formula fields and full-code using APEX, Lightning Components, and off-platform modules. Start with the fundamental concepts of the Salesforce platform and its SaaS application development capabilities. Learn key building blocks like objects, fields, and security models, explore powerful tools like App Builder and Flow Builder, and master the principles of the Salesforce app development lifecycle. The book will use real-life business scenarios to practically teach you foundational information and skills that you can use to develop enterprise-ready applications. You will gain critical knowledge and skills to put you on track for your journey toward the prestigious Salesforce Certified Technical Architect credentials. WHAT YOU WILL LEARN ● Develop scalable, extendable, and performant Salesforce applications. ● Build a fully functional Phonebook application and experience the entire development cycle. ● Design and document a Salesforce application efficiently and effectively using standard artifacts. ● Test and release your Salesforce application. ● Build a lively feedback loop with your application’s end users. WHO THIS BOOK IS FOR This book is for citizen developers, business analysts, SaaS application developers,salesforce developers and architects, and anyone interested in developing SaaS applications to solve enterprise business problems or to become Salesforce Certified Technical Architects. TABLE OF CONTENTS 1. Introduction to the Salesforce Platform 2. Deep Dive into Key Building Blocks and Tools 3. Develop a Sample Salesforce Application: PbP Phonebook 4. Learn the Salesforce Application Development Lifecycle 5. Understand the Supporting Tools and Artifacts 6. Create a Sample Application: Define and Refine the Requirements 7. Create a Sample Application: Solve and Build the Application - Part 1 8. Create a Sample Application: Solve and Build the Application - Part 2 9. Create a Sample Application: Test and Deploy 10. Tips and Tricks and the Way Forward