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

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 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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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

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