Post on 29-Jan-2018
transcript
Org Lifecycle Management
Connecticut WIT &
Developer Group Meet
Empowering Admins
#TDX17
Co-Host
• Susan DeFazio
• Maria Belli
• Howard Friedman
• Jitendra Zaa
#TDX17
Speaker
Jitendra Zaa
Technical Architect & MVP
@JitendraZaa
Agenda
• Introduction
• Change Management
• Salesforce Sandboxes
• SFDC
• Resources
• Q&A
THINGS to do
• Learn Standard features
• Don’t reinvent the wheel
• Deliver excellence
• Focus on HOW
• Keep business focused on underlying WHY
General To-Do : Create a Process
Set yourself up for success
Set up a Center of Excellence (COE)
Transparency is key
Know your Enterprise Ecosystem
Coordinate across platforms
• Learn about Salesforce identity features
• Utilize SSO
• Know all data integration points and flows
• Be ready to identify possible impacts when outside
system changes
• Maintain your own list of integrated fields with all
attributes
#TDX17
Change Management
Principles of Change Management
Release Management
Salesforce Sandboxes
Sandbox is a key part of cloud building
• Copy of production on similar infrastructure
• Template for faster creation
• Change sets for easier deployment
• IDEs for faster deployment
Bundled Sandboxes by Edition
Salesforce Sandboxes
Scratch Orgs vs Sandboxes
Sandbox Access considerations
Post-refresh scripts and tasks
• Write Apex, load data, mask some fields, Users need FULL
org access
• Change all username except few
Sandbox Deployment Methodology Example
Sandbox strategy
Tying it all together for beginners
Recommendations for linking all the things
• Developer edition
• Sandboxes
• Change sets & ANT
• New packaging options
• Scratch Org & Environment hub & VCS
• Be aware of the new source-driven paradigm
#TDX17
Salesforce Admin : Existing Process Effects ?
Few to none
• Partner with your developers
• Learn their processes
• Maintain existing promotion policies
• What happens in early sandboxes does not affect
you
• Be an appropriate gatekeeper
Key Takeaways
You can do it !
1. Secure management / executive support
2. Familiarize yourself with your IT ecosystem,
Systems. People
3. Identify workstreams / projects and draw planned
flow to present to stakeholders
4. Scale down appropriately
Where do I get to learn more ?
Have you even
been paying
attention, people ?
Trailhead Modules
More about Trust and Availability
https://www.trust.salesforce.com
https://www.trust.salesforce.com/en/security
Please don’t ask any
Questions