How to Assemble a Salesforce Data Governance Team

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• How to Assemble a Salesforce Data Governance Team
• Here are 7 essential aspects of putting together
  a Salesforce data governance team

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1. Define a Salesforce Data Governance Strategy

• What do you hope to accomplish with your
  Salesforce data governance efforts? This simple
  question will help guide the rest of your
  decisions as you build out the strategy and the
  team to accomplish it. This initial planning
  phase should include high ranking members of your
  organization to set the foundation your data
  governance strategy will be built upon.

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2. Understand the Different Roles

• The team members that oversee and address your
  Salesforce governance strategy will determine the
  number of benefits youll see from the effort.
  The size of the team will vary between different
  organizations, but there are some essential roles
  that will need to be filled.

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3. Identify a Model and Hierarchy

• Now that we understand the types of roles that
  make up a data governance team, its time to
  consider how they will fit together. Your data
  governance model and hierarchy provide the
  structure that will build out your team.
• Building out your model and hierarchy establishes
  a roadmap for how many team members will be
  needed and the types of roles they will fulfill.

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4. Establish a Salesforce Data Governance
Framework

• This is where the data governance strategy starts
  to flesh itself out. The framework will establish
  the rules and processes your team members will
  follow for collecting, storing, and using data.
  The exact duties and expectations of each role
  need to be defined. Establishing expectations
  provides each team member the guidance they need
  to properly address their responsibilities.

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5. Assign Roles

• Its finally time to put your team together. Use
  your framework, hierarchy, and model to match
  team members up with required roles. Take their
  current roles into account when nominating
  individuals as parts of your data governance
  team. 

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6. Monitor Policies and Procedures

• The needs and daily operations of every company
  are going to change over time. Your Salesforce
  data governance strategy needs to be able to
  evolve along with your company. Communicate the
  need for continually monitoring the successes and
  failures of your data governance strategy to your
  team members.

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7. Data Backup Recovery

• Any discussion of data protection without
  mentioning the necessity of a data backup
  recovery tool is incomplete. The importance of a
  recent backup of your Salesforce data and the
  ability to recover it simply cannot be
  understated.
• Proper Salesforce sandbox management will keep
  things running smoothly, produce better products,
  and work to maintain data security. Clear
  communication and utilization of powerful DevOps
  tools will help achieve all of these goals.

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