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Manage Salesforce Like a Pro with Governance December 14, 2016
Today’s Speakers
Michael Gerholdt Director, Admin Evangelism Salesforce @mikegerholdt
David Schach Lead Platform Solution Engineer Salesforce @dschach
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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The video will be posted to YouTube & the webinar recap page
(same URL as registration).
This webinar is being recorded!
Join the Admin Webinar Group for Q&A!
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question! • We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end, time-allowing
bit.ly/AdminWebinarGroup
Today’s Agenda
• Introduction
• Change Management
• Salesforce Sandboxes
• Resources
• Q&A
Introduction
Create a Process
Implement Processes to
Redirect Requests
Secure Executive Support
Know when to say NO!
Set yourself up for success
Set up a Center of Excellence Transparency is key
Identify Stakeholders
Define Roles & Responsibilities Set Structure Set Scope
• Learn about Salesforce Identity features
• Utilize single sign-on (SSO)
• Know all data integration endpoints and data flows
• Be ready to identify possible data impacts when outside systems change
• Maintain your own list of integrated fields with all attributes
Coordinate across platforms Know Your Ecosystem
Change Management
Principles of Change Management
Collect ideas and requests from users
Analyze & Prioritize Requests
Configure, develop & deploy using Sandbox
Train end-users on new or changed functionality
Collect Configure, Develop & Deploy
Analyze & Prioritize
Train End-Users
Leve
l of Eff
ort
Process/Security Impact
Release Management Define a release strategy
Immediate Releases • Implement immediate changes • Owned by individual sub-group • Minimal impact to the production flow
Monthly Releases • Minor changes impacting two or more groups • Thrice as often as a Major Release • Minor impact to training and production
Major Releases • Major impact on production and integration • Significant changes e.g. AppExchange app customization • Impact across more than one business unit • Staggered with platform releases
Also Major Release • Requires changing user permissions • New declarative app • Staggered with platform releases
Salesforce Sandboxes
Sandbox is a Key Part of Cloud Building
• Copy of production on similar infrastructure
• Templates for faster creation
• Change sets for easier deployment
• IDEs for faster development
SANDBOX
PRODUCTION
Bundled Sandboxes by Edition
Developer Developer Pro Partial Copy Full
Professional Edition 10 (no change sets)
Enterprise Edition 25 $ 1 $
Unlimited Edition 100 5 1 1
Salesforce Sandboxes
Developer Developer Pro Partial Copy Full
Refresh Interval 1 Day 1 Day 5 Days 30 Days
Includes Setup & Configuration Yes Yes Yes Yes
Copies Data Records No No Yes (partial) Yes
Sandbox Templates/ Sampling No & No No & No
Templates: Yes Sampling: Yes (to 10k
records per object)
Templates: Yes Sampling: No (full data
copy possible)
Sandbox Size 200MB data 200MB files
1GB data 1GB files
5GB (~2.5M records) File Storage Dependent on
Sample
Match Production for Data and File
Sandbox Access Considerations Post-refresh scripts and tasks
• To write Apex, users need FULL org access
• This gives full (confidential) data access to non-approved developers
Clean data Edit users Load sample data
Sandbox Deployment Methodology Example
Expedited
Dev
Dev
Dev
Dev Edition
Dev Edition
Dev Pro Full
Copy A
Full Copy B
Prod
Standard
Try premium features!
Developer Admin
Sandbox Strategy Architecture Example
Dev
Developer QA
Developer Pro
Dev
Developer
Dev
Developer
Dev
Developer
…
… Integrated Dev
Developer Pro
QA / Testing
Partial Copy
Performance Staging
Full Copy Production
Production Support
Full Copy
Training
Partial/Full Copy
Outside System
Integrated
Accelerated Dev
Dev/Developer Pro
Developer Admin
Legend Production
Full Copy
Developer Pro
Partial Copy
Developer
Key Takeaways You can do it!
1. Secure management/executive support
2. Familiarize yourself with your IT ecosystem
3. Identify workstreams/projects and draw planned flow to present to stakeholders
4. Scale down appropriately
Resources
Learn Salesforce with Trailhead
the fun way to learn Salesforce
Trailhead Modules
Secure Identity and Access
Management Trail
Identity Basics Module
User Authentication Module
Lifecycle Management
Strategy Module
Change Sets Module
https://www.trust.salesforce.com
http://sforce.co/2hckVOb
Where do I go to Learn More About Trust and Availability?
Join the Admin Webinar Group for Q&A!
bit.ly/AdminWebinarGroup
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