8 Salesforce Data Governance Best Practices

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2. 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 3/25/2022 www.autorabit.com 2

3. 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 you’d like to go, it’s time to put together the outline of your strategy. A data governance framework establishes the rules and processes for collecting, storing, and using your company’s data. 3/25/2022 www.autorabit.com 3

4. 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. 3/25/2022 www.autorabit.com 4

5. 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, it’s important to categorize and organize existing data before addressing new data. 3/25/2022 www.autorabit.com 5

6. 7. Include Metadata ▪ Customer information, sensitive data, network information—all of this can take priority because it is easy to see and understand. However, these aren’t 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. 3/25/2022 www.autorabit.com 6

7. Contact us or Request a demo https://www.autorabit.com/request-a-demo/ info@autorabit.com +1 925 500 1004 548 Market Street PMB 98272 San Francisco CA 94104-5401 www.autorabit.com Click to add text Click to add text Source: 8 Salesforce Data Governance Best Practices 3/25/2022 www.autorabit.com 7