Description
Book SynopsisAccelerate 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
Table of Contents
CHAPTER 1: The Salesforce Lightning Platform Governance Method
The content of this Chapter introduces the reader to the concepts of governance and how they need to construct their teams and processes to facilitate governance within their organisation. Additionally, the structure of our governance method is described, which sets the structure for the remainder of the book. The book is essentially split into two sections. The first section is the governance method, whilst the second section is the resources needed to perform the governance.
Resource Base
Key Points
Basic Structure
Adapting the SLPGM
Architecture Governance
Process Management
Scoping the Application Governance Cycle
Platform Team
CHAPTER 2: Application Architecture (Phase A)
Describes the method by which the application architecture is governed on the Salesforce platform. Areas covered are general architecture, localisation and global deployments, workflow and process, formulas and files and social.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 3: Data Architecture (Phase B)
Describes the method by which the data architecture is governed. Areas covered are design and data optimization, performance, predictive and actual data volumes and data movement.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 4: Identity & Access Management (Phase C)
This Chapter will focus on the governance of the identity and access management aspects of the application and Salesforce platform. These will form part of the technical standards and policies, but it is possible for an application to seek changes to these. For example, A Connected App (external to Salesforce) may be required that can only support a specific authentication solution, which is not part of the technical standards.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 5: Sharing & Visibility (Phase D)
The Salesforce platform is very flexible and as such allows a “developer” to create applications with very little development experience. Obviously the more experience the developer, the more comprehensive the application can be. Salesforce has specifically focused on the ability to create applications and change configuration through “clicks”, negating in the majority of cases the need to actually write “code”. Creating applications and changing configuration via “clicks” is known as Declarative and the Salesforce platform has provided a significant amount of functionality and tailoring capability just through the declarative route. Declarative changes are stored in the metadata of the Org, and as such can be extracted (there are some limitations) and therefore analysed and governed. The approach to this phase is to describe how to take those declarative changes and assess them against the technical standards and policies.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 6: Integration (Phase E)
Salesforce provides numerous solutions to integration and the right solution will very much depend upon what the requirements are that underpin the integration. However, fundamentally this phase is looking to compare the integration techniques that are part of the technical standards and policies with those that have been used. Then, determine those that have been used, have they been used correctly.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 7: Apex, Visualforce & Lightning (Phase F)
On a shared platform, it is important that every developer takes maximum advantage of the platform to reduce the impact their application has on the overall platform. The phase focuses on governing the low-level platform capabilities delivered through Lightning, Visualforce and Apex.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 8: Communities (Phase G)
This phase targets Community implementations specifically, which bring specific features into the Salesforce platform for consideration and governance. As Communities can target Customers, Employees and Partners it is important that any data held within the core Salesforce instance from which the Community is delivered is secured. Therefore, Communities brings about specific sharing capabilities and other considerations that should be reviewed.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 9: Mobile Solutions (Phase H)
This phase targets the governance of deploying Salesforce to a mobile device. This will include the configuration and source code, any customization used and security implications.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 10: Development Lifecycle & Deployment (Phase I)
The development lifecycle will be well defined in terms of the environments and tooling and the “route to live” that an application will take. The purpose of this phase is to have a means of governing this. In the main, this should not change regularly, but within the enterprise it is not unimaginable that additional Salesforce instances may arise, or that external parties are engaged. In these scenarios, the organization will want to determine whether these situations are adhering to the standards.
Objectives
Approach
Inputs
Steps
Outputs
CHAPTER 11: Resource Base
The Resource Base provides the reference material for all of the governance phases. This material is distilled to provide distinct references against which governance is simplified. Additionally, the Resource Base will form the basis for the documentation to support the development within the Salesforce platform. The purpose being, the reference material informs the developers on how to develop, as well as providing a reference to which governance can be performed. The subsequent Chapters within the Resource Base section have a consistent layout, which details the guidelines and best practices from Salesforce as well as a checklist to facilitate the governance process. In addition, any tooling that could be used to help accelerate the governance process is highlighted.
Overview
CHAPTER 12: Application Architecture (Phase A) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 13: Data Architecture (Phase B) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 14: Identity & Access Management (Phase C) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 15: Sharing & Visibility (Phase D) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 16: Integration (Phase E) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 17: Apex, Visualforce & Lightning (Phase F) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 18: Communities (Phase G) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 19: Mobile Solutions (Phase H) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
CHAPTER 20: Development Lifecycle & Deployment (Phase I) Resource Base
Guidelines and best practices from Salesforce. Checklist for the governance steps laid out in the method and any tooling recommendations that can help simplify the process of governance.
Guidelines & Best Practices
Standards
Checklists
Tooling
