روش حکمرانی پلتفرم سیلزفورس: راهنمایی برای حکمرانی تغییرات، توسعه و بهبودها در پلتفرم سیلزفورس

Accelerate your Salesforce implementation to provide benefits to your business more rapidly while maintaining control and improving quality. Salesforce has become one of the most influential business tools in our modern age. What started as the world's most comprehensive customer relationship management (CRM) system available in the market place has now morphed over the years into an ecosystem of tools and services that enable you to run your entire business platform. This book gives you a method (a set of governance processes) that provides a complete view of how to govern and manage any Salesforce implementation. It breaks the architectural components of the Salesforce platform into manageable sections, allowing you to navigate and understand how to govern your Salesforce implementation in a consistent manner with an approach that is structured, repeatable, and clearly defined. Salesforce Platform Governance Method is divided into nine distinct phases which have been chosen based on how the Salesforce platform is architected. This is relevant today because every organization that implements Salesforce will face the same issues around governance, integration, development, and security and the majority of organizations will find, through trial and error, a solution to govern these components. This book will help Salesforce professionals and enterprise organizations as well as small and mid-sized businesses (SMBs) navigate these topics and ultimately have a successful and fully integrated, secure Salesforce implementation. What You Will Learn Govern the application architecture on the Salesforce platform, including general architecture, localization and global deployments, workflow and process, formulas and files, and social Govern the data architecture, including design and data optimization, performance, predictive and actual data volumes, and data movement Govern the identity and access management aspects of the application and Salesforce platform Govern the low-level platform capabilities delivered through Lightning, Visualforce, and Apex Handle community implementations that bring specific features into the Salesforce platform for consideration and governance Create checklists for the governance steps, laid out in the method, and for any tooling recommendations that can help simplify the process of governance Who This Book Is For People responsible for maintaining a Salesforce SaaS instance or developing changes for that Salesforce instance. Readers should have a basic understanding of the Salesforce platform and a desire to introduce a level of control around the changes being made, reduce issues on their Salesforce instance, and improve quality while increasing the throughput of changes they want to introduce into the platform. Table of Contents About the Authors About the Technical Reviewer Acknowledgments Introduction Chapter 1: Salesforce Platform Governance Method Overview The Method The Resource Base Key Points Basic Structure Method Adaption Architecture Governance Process Management Scoping the Application Governance Cycle Summary Chapter 2: Application Architecture: Phase A Overview General Architecture Localization / Global Deployments Workflow & Processes Formulas Files & Social Method Approach Inputs Steps General Architecture Localization & Global Deployments Workflow & Processes Formulas Files & Social Outputs Scenario Summary Chapter 3: Data Architecture & Management: Phase B Overview Design & Optimization Data Movement Method Approach Inputs Steps Design and Optimization Data Movement Outputs Scenario Summary Chapter 4: Identity & Access Management: Phase C Overview Single Sign-On Identity Management Method Approach Inputs Steps Single Sign-On Identity Management Outputs Scenario Summary Chapter 5: Sharing & Visibility: Phase D Overview Declarative Sharing Govern the core declarative platform features that are used to meet record-level, object, and field-sharing requirements Organization-Wide Defaults (OWDs) Profile-level object settings Permission set–level object settings Record ownership Manual sharing Govern the use of team functionality to meet business requirements Role hierarchies Teams (accounts, case, and opportunity) Queues Manager groups Govern list view, report folder, and dashboard folder security List view security Report folder and dashboard folder security Legacy folder sharing Enhanced folder Sharing Govern implicit sharing within the platform Implicit sharing Master–detail relationship Account relationship data sharing Govern the appropriate sharing design for the various community user types Sharing sets Sharing groups Super user access External account hierarchy Govern the application of territory management Programmatic Sharing Govern the core programmatic platform security features that have been used to meet sharing requirements Enforcing sharing rules Enforcing object and field permissions Enforcing SOQL data filtering Class security Apex-managed sharing Govern the security risks in programmatic customizations relative to data visibility, focus on difference in capabilities between programmatic sharing for standard vs. custom objects Performance Govern whether the solution is scalable to and maintainable at enterprise levels Data Security Govern any specific secured data implementation on the Salesforce platform Govern the use of “classic” encryption fields in the Salesforce platform and the limitations that need to be taken into consideration Method Approach Inputs Steps Declarative Sharing Programmatic Sharing Performance Data Security Outputs Scenario Summary Chapter 6: Integration: Phase E Overview Technologies & Overall Integration Strategy Govern the enterprise integration landscape and overall integration strategy, with associated risks, trade-offs, and business and technical considerations Govern the data backup/archiving/data warehousing integration strategies Govern whether the appropriate integration strategy and standard integration patterns have been used Govern the integration components involved in a flow and consider transaction management and error and exception handling Integration Solution Tools Govern the use of the appropriate platform-specific integration technology for integration with external systems Remote Process Invocation – Request and Reply Remote Process Invocation – Fire and Forget Batch Data Synchronization Remote Call-in UI Update Based on Data Changes Data Virtualization Govern the usage of the Lightning platform integration APIs and features and determine whether they have been appropriately used Security Govern how security requirements are met at each of the integration layers Method Approach Inputs Steps Technologies and Overall Integration Strategy Integration Solution Tools Security Outputs Scenario Summary Chapter 7: Apex, Visualforce & Lightning: Phase F Overview Visualforce Apex Lightning Components Design and Functionality Govern the continuum of UI options actually used against those available on the platform (buttons, mashups, Canvas, Visualforce pages, and Lightning components) Govern the sharing and visibility model in code solution Govern the code against security best practices to ensure all Visualforce and Apex code is developed per OWASP standards Govern the object-oriented design principles and design patterns that were adhered to when developing the solution (Singleton, etc.) Govern the appropriate use of the Model-View-Controller pattern Govern any Apex controllers against the technical standards (extensions to standard controllers and custom controllers) Govern the usage of custom settings and synchronous vs. asynchronous patterns, and all the available execution contexts (e.g., batch, trigger, callout, etc.) Govern the usage of batch Apex and the flex queue Govern the Apex / Visualforce solution against the governor limits Govern the order of execution of transactions within the platform (specifically against pre-existing triggers) Govern the quality of test coverage (required for production deployment, call-out testing is a special case) Govern the approach to error/exception handling Performance and Scalability Govern that performance and scalability best practices have been considered within Visualforce pages and Apex code (performance profiling, use of static resources) Govern the Apex and Visualforce performance to include LDV scenarios (Pagination, JavaScript remoting) Govern the use of external web technologies and complementary UI technologies Maintainability and Reuse Govern multi-language support and determine the appropriate solution has been used to support globalization Govern the options and techniques used to make programmatic components maintainable and reusable on the platform (custom settings, skeleton templates, custom metadata types) Method Approach Inputs Steps Design and Functionality Performance and Scalability Maintainability and Reuse Outputs Scenario Summary Chapter 8: Communities: Phase G Overview Design Govern the license types associated with the sites and communities Govern the sharing usage for partner, customer, and employee community users The project team has planned its sharing model The project team has defined its sharing requirements The project team has determined the sharing options it should use The project team has updated its sharing requirements with the sharing option it will implement Govern the different UI / UX capabilities to style a community Govern the mobile considerations for communities Identity Management Govern how identity management is handled within communities: provisioning, syncing, and de-provisioning Govern the use of external identity (Facebook, Google, etc.) if appropriate Method Approach Inputs Steps Design Identity Management Outputs Scenario Summary Chapter 9: Mobile Solutions Architecture: Phase H Overview Mobile Strategy and Design Govern the mobile solution for use of the appropriate mobile platform: HTML5, Native (iOS / Android), hybrid solutions, or Salesforce mobile app Govern the authentication / authorization (including SSO), offline storage, and sync requirements Govern the use of Salesforce mobile app declarative design Mobile Security Govern how the project has secured the mobile application and its data, including offline data encryption Method Approach Inputs Steps Mobile Strategy and Design Mobile Security Outputs Scenario Summary Chapter 10: Development Lifecycle & Deployment: Phase I Overview Development Lifecycle Govern the development and release of applications on the Salesforce platform Govern the testing strategies and test plan Deployment Techniques and Considerations Govern the deployment strategy and the platform tools, use cases, limitations, and best practices for environment management and data migration strategy Govern the tools (source control and continuous integration for release management) Method Approach Inputs Steps Development Lifecycle Deployment Techniques and Considerations Outputs Scenario Summary Chapter 11: Resource Base Introduction How to Use the Resource Base The Resource Base Structure The GitHub Repository A Final Word Chapter 12: Application Architecture (Phase A) Resource Base Guidelines and Best Practices General Architecture Localization / Global Deployments Workflow & Processes Formulas Files and Social Phase A Standards General Objects Descriptions Help Objects Enterprise Object Project Object Fields Enterprise Fields (Global, Reusable) Project-Specific Fields Workflow Enterprise Workflows Project-Specific Workflows Lightning Process Builder Enterprise Process Builders Project-Specific Process Builders Flows Enterprise Flows Project-Specific Flows Validation Rules Enterprise Validation Rules (Global, Reusable) Product-Specific Validations Labels Lightning Components Profiles Permission Sets Record Types Page Layouts Roles Custom Settings Static Resources Duplication Rules Matching Rules Checklists Chapter 13: Data Architecture & Management (Phase B) Resource Base Guidelines and Best Practices Design & Optimization Data Movement Phase B Standards Data Model Definition Objects Enterprise Object Project Object Fields Enterprise Fields (Global, Reusable) Project-Specific Fields Custom Settings Checklists Chapter 14: Identity & Access Management (Phase C) Resource Base Guidelines and Best Practices Salesforce Identity & Single Sign-On (SSO) Phase C Standards Checklists Chapter 15: Sharing & Visibility (Phase D) Resource Base Guidelines and Best Practices Sharing & Visibility Declarative Sharing Resources Programmatic Sharing Sharing & Performance Impacts Data Security Phase D Standards Checklists Chapter 16: Integration (Phase E) Resource Base Guidelines and Best Practices Salesforce Integration Integration Resources Phase E Standards Checklists Chapter 17: Apex, Visualforce & Lightning (Phase F) Resource Base Guidelines and Best Practices Apex, Visualforce & Lightning Programmatic Resources Phase F Standards Checklists Chapter 18: Experience Cloud (Communities) (Phase G) Resource Base Guidelines and Best Practices Salesforce Experience Cloud Experience Cloud Resources Phase G Standards Checklists Chapter 19: Mobile Solutions Architecture (Phase H) Resource Base Guidelines and Best Practices Mobile Solutions Architecture Mobile Resources Phase H Standards Checklist Chapter 20: Development Lifecycle & Deployment (Phase I) Resource Base Guidelines and Best Practices Development Lifecycle and Deployment Development Lifecycle & Deployment Resources Phase I Standards Checklists Index