How to Assemble a Salesforce Data Governance Team

1. How to Assemble a Salesforce Data Governance Team Here are 7 essential aspects of putting together a Salesforce data governance team: www.autorabit.com

2. 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. 2/24/2022 www.autorabit.com 2

3. 2. Understand the Different Roles ▪ The team members that oversee and address your Salesforce governance strategy will determine the number of benefits you’ll 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. 2/24/2022 www.autorabit.com 3

4. 3. Identify a Model and Hierarchy ▪ Now that we understand the types of roles that make up a data governance team, it’s 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. 2/24/2022 www.autorabit.com 4

5. 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. 2/24/2022 www.autorabit.com 5

6. 5. Assign Roles ▪ It’s 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. 2/24/2022 www.autorabit.com 6

7. 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. 2/24/2022 www.autorabit.com 7

8. 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. 2/24/2022 www.autorabit.com 8

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