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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