8 Salesforce Data Governance Best Practices - PowerPoint PPT Presentation

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8 Salesforce Data Governance Best Practices

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Salesforce data governance is an essential step toward properly protecting, categorizing, and using your system data. – PowerPoint PPT presentation

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Title: 8 Salesforce Data Governance Best Practices


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  • 8 Salesforce Data Governance Best Practices

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Here are 8 best practices for Salesforce data
governance
  1. Clearly Define Goals
  2. Create a Salesforce Data Governance Framework
  3. Assign Roles Based on Needs and Skills
  4. Communicate Expectations of Roles
  5. Address Data Protection and Privacy
  6. Balance Backlog with New Projects
  7. Include Metadata
  8. Monitor for Successes and Areas for Improvement

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1. Clearly Define Goals
  • A Salesforce data governance strategy can provide
    a variety of benefits. Which weak points in your
    current way of operating would you like to
    address? Understanding your needs is the first
    step toward addressing them.

2. Create a Salesforce Data Governance Framework
  • Now that you have a direction in which youd like
    to go, its time to put together the outline of
    your strategy. A data governance framework
    establishes the rules and processes for
    collecting, storing, and using your companys
    data.

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3. Assign Roles Based on Needs Skills
  • Your data governance team will be in charge of
    making sure your data governance goals are
    addressed. Protocols and strategies can be put in
    place, but nothing will happen without talented
    team members actively working to incorporate them.

4. Communicate Expectations of Roles
  • Assigning these roles is the first step. The next
    part of this is to make sure each member of
    your Salesforce data governance team understands
    not only the expectations of their role, but how
    their role fits into the larger strategy. This
    helps them know which information provides the
    greatest benefits to their surrounding team
    members.

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5. Address Data Protection and Privacy
  • The scope of data and information included within
    your governance strategy has a few considerations
    to keep in mind. The most pressing of these
    considerations is that of properly handling and
    protecting any sensitive data your team members
    might come across.

6. Balance Backlog with New Projects
  • Your Salesforce environment likely possess a
    large amount of data. These pools of data will
    continue to grow as your incorporate new updates
    and applications and serve new customers.
    However, its important to categorize and
    organize existing data before addressing new data.

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7. Include Metadata
  • Customer information, sensitive data, network
    informationall of this can take priority because
    it is easy to see and understand. However, these
    arent the only areas that need to be protected,
    arranged, and organized within your data
    governance structure.

8. Monitor for Successes and Areas for Improvement
  • Our Salesforce environments are always changing.
    New updates and extensions are introduced. New
    customers are brought onboard. Our pools of data
    and the way we use them are constantly evolving,
    and so should our data governance strategy.

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utorabit.com  Source 8 Salesforce Data
Governance Best Practices
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