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Salesforce Data Governence
Jan 24, 2024 6:55:20 AM6 min read

Setting Up Data Governance for Salesforce

If you are using Salesforce, then you know how important it is to keep your data organized and secure. That is why implementing a data governance strategy is essential. This blog post will guide you through setting up data governance for Salesforce. Do not worry, it is easier than you think! 

As a Salesforce user, you know the power of data in your organization. However, without proper care and attention, data can quickly become a liability instead of an asset. That is why establishing a data governance strategy with a data stewardship framework is crucial. In this blog, we will dive into the best practices for data governance in Salesforce, from understanding profiles, roles, and permission sets for data security to implementing policies and practices to improve data quality. We will also showcase real-life case studies and tools like DataArchiva and API Factory that can help with data archiving and automation. By following these guidelines, you can leverage your data to its fullest potential and ensure that it remains an asset for your organization. 

What is Data Governance, and Why is it Important for Salesforce Users? 

As a Salesforce user, you understand the importance of having accurate and reliable data to ensure effective business operations. But have you considered the role of data governance in managing and securing that critical data? Data governance is a business strategy that establishes policies, procedures, and standards for managing data, providing a framework for effective data management, and reducing data-related risks for organizations. In the context of Salesforce, data governance involves developing rules and standards for managing profiles, roles, and permissions, cleaning up duplicate data, and preventing unauthorized data exports to protect sensitive information. With DataArchiva, Salesforce users can also archive historical data for improved data management and compliance. Effective data governance requires a clear understanding of policies, practices, and stakeholder roles, and investment in tools that enable end-users to view and edit data securely. By establishing a robust data governance framework, Salesforce users can ensure that they have high-quality data that supports their business objectives while also meeting regulatory requirements. 

Understanding Profiles, Roles, and Permission Sets in Salesforce to Ensure Data Security 

To ensure data security in your Salesforce organization, it is important to understand the roles of profiles, roles, and permission sets. These tools work together to determine what users can access and modify within the platform. Profiles control object, field, and user permissions, as well as settings for tabs, apps, and Apex. Permission sets provide additional access to specific users beyond their profile permissions, without the need to modify the existing profile. Roles determine the visibility of data based on the organization-wide sharing settings. By leveraging these tools, you can ensure that users only see the records they need to see and mitigate oversharing. Additionally, configuring object-level and field-level security controls from profiles and permission sets can further increase data security. Overall, understanding and utilizing profiles, roles, and permission sets is key to a successful data governance strategy in Salesforce. 

Data Governance Best Practices: Creating Rules and Cleaning Up Duplicate Data 

Duplicate data can cause a significant loss of time, resources, and money for businesses, and it is crucial to have effective data governance strategies in place to avoid data duplication. With Salesforce, you can create rules and schedules for automatic cleaning of data, use built-in features to flag or block duplicate data, and leverage the powerful Duplicate Management feature with Matching Rules. To ensure good data quality, you can set up Workflow Rules, Page Layouts, Dashboards, Data Enrichment Tools, Custom Field Types, and other measures. Remember to implement these rules during your Salesforce implementation to avoid data duplication from the start. By following these best practices, you can maintain the integrity and reliability of your Salesforce data and avoid the associated costs and risks. 

DataArchiva: The Only Native Data Archiving Solution for Salesforce Users 

To optimize storage and manage data growth, data archiving is a reliable solution. And there is no better option than DataArchiva – the only native data archiving solution for Salesforce powered by Big Objects. By archiving your historical and compliance data, it clears up space in your Salesforce app and optimizes data storage with zero additional storage costs. Not only that, but DataArchiva is certified by Salesforce to work with US Gov Cloud, making it a secure storage solution for sensitive data. Implementing DataArchiva into your data governance strategy ensures efficient data management and minimizes the risk of data exports and unauthorized access. Incorporate this solution into your existing policies, standards, and practices for effective data governance in Salesforce. 

Giving End Users Simple Tools to View and Edit Data with Salesforce Apps 

To effectively implement data governance strategies in your Salesforce org, it is important to give end users simple tools to view and edit data. This involves utilizing Salesforce apps that streamline the data management process and make it easier for non-technical users to navigate and customize the CRM (Customer Relationship Management) features. By providing these tools, you can empower your team to manage critical customer data and ensure that it remains secure and protected. With a user-friendly interface and comprehensive data insight capabilities, Salesforce apps offer a 360-degree view of your customer information and enable you to make informed decisions that drive business growth. By adopting best practices for data stewardship and leveraging the full potential of Salesforce, you can build a successful data governance strategy that suits your unique needs and allows you to effectively manage your customer data over time. 

API Factory: Automating Processes in Salesforce for Improved Data Governance 

Now that you have a solid understanding of how to set up data governance for Salesforce, it is time to take things to the next level by automating processes with API Factory. This powerful tool allows you to create custom APIs to streamline your workflows and improve data governance by eliminating manual tasks and reducing errors. With API Factory, you can easily set up automated data imports and exports, trigger actions based on specific events, and much more. By leveraging this technology, you can ensure that your Salesforce data is always up-to-date, accurate, and secure. So, do not hesitate to explore the possibilities of API Factory and take your data governance strategy to the next level. 

Best Practices for Avoiding Data Exports and Protecting Sensitive Data in Salesforce 

When it comes to the sensitive data stored in your Salesforce platform, it is crucial to implement best practices for avoiding data exports and protecting it from unauthorized access. One effective technique is to use Salesforce Shield, which provides enhanced encryption and compliance features. Categorizing your data fields using Transaction Security can prohibit sensitive data from being exported. Other useful techniques include utilizing Salesforce’s duplicate management features, data cleansing, and standardization to ensure data accuracy. In addition, it is essential to enforce policies and standards that restrict data access to only authorized users, and to implement processes that enable remote wipes when necessary. By implementing these best practices, you can ensure your confidential data is secure and improve your overall data governance strategy. 

In conclusion, setting up a data governance strategy for Salesforce is vital for any organization looking to leverage the power of their data assets while minimizing risks. Through understanding the profiles, roles, and permission sets within Salesforce, creating rules for data management, and implementing a solution like DataArchiva, organizations can achieve effective data governance. By starting small and gradually building a successful data governance strategy, companies can empower end-users with simple tools to view and edit data, while automation via tools like API Factory improve overall data governance quality. Avoiding data exports and protecting sensitive data within Salesforce should also be best practices implemented. With the right approach and tools, your organization can transform your data into an asset and minimize potential liabilities.