SALESFORCE CHECKLIST
Enterprises using Salesforce understand the importance of implementing efficient Salesforce release management and covering all bases when it comes to Salesforce data backup and recovery as well as security solutions. The goal is to maximize the ROI from their Salesforce investment by proactively ensuring systems are able to handle the data demands and protect intellectual property from malicious actors. These tasks can seem too daunting to some without a comprehensive Salesforce checklist to guide them through the process. With that in mind, consider the following items when implementing your own Salesforce release management, data backup and security plans: 1. Release Management Each new release of Salesforce offers exciting new features and functionalities. It also has the potential to cause disruption on the system and its ability to handle the data demands of your business. To minimize such risk, ensure that your system and data can handle the maximum load the new release can provide. This will require testing with the new version before deployment to production. It is also important to ascertain that all business processes and necessary integrations are working properly in the new version and new integration platforms and systems are being enlisted, such as Zapier, Salesforce Connect and Heroku. 2. Data Backup and Recovery Organizations need to plan for the risk that data may not be accessible from the system due to a variety of reasons, including malware, accidental user deletions and system failure. Before deploying the new release, a plan to perform data backup and recovery must be in place. This should include mirroring data from the current release and planning a recovery strategy if something goes wrong. Organizations should also test their data backups regularly for consistency, completeness and accuracy. This helps ensure that recoveries can be carried out quickly and effectively. 3. Security Solutions Data security is arguably the most important task of all. It is essential to establish a secure environment in which to deploy the new release of Salesforce. This means creating an architecture that is resistant to malware, malicious actors and hackers. Start by implementing multi-factor authentication and strong password policies. Design your system to detect and respond to suspicious activity. Leverage the Salesforce Shield features, such as Field Audit Trail and Platform Encryption, to protect sensitive data from malicious actors. Conclusion Salesforce can offer a powerful platform for enterprise organizations. It is essential to plan for the new release with an effective Salesforce checklist. This checklist should include tasks related to release management, data backup and security solutions. Following these steps can help ensure a successful deployment and continued operations of the Salesforce platform. Using a Salesforce release management, data backup and security solution provides organizations the tools they need to ensure that their Salesforce system is reliable, secure and able to meet their business requirements. Professionals with expertise in these areas can provide invaluable insight and support for ensuring organizations are getting the most out of their Salesforce investment.
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