SALESFORCE GUIDANCE FOR SUCCESS


Businesses rely heavily on their software resources and platforms to facilitate operations, collect data, and ensure seamless collaboration across departments, teams, and regions of their organizations. One such resource is Salesforce, the leading enterprise cloud solution for collaborative customer relationship management, analytics, and automation. In order for business clients to maximize results while using the Salesforce platform, they must implement comprehensive solutions to manage their system’s release, ensure data security and integrity, and back up operational data.

Salesforce Release Management

In order for businesses to ensure the ongoing success of their Salesforce platform, they must regularly put out new releases that not only introduce new functionality but also pave the way for future innovation. As a result, it is essential that companies have a reliable strategy for managing the entire release process, which typically includes key activities such as planning, testing, communication review, and authorization.

The process of Salesforce Release Management is not as simple as it sounds, however, as it involves a substantial amount of manual effort to coordinate across multiple stakeholders, manage version control, and test code properly. Therefore, many businesses opt to use release management solutions such as product suites and back-end structures to automate and streamline release processes. Doing so reduces manual effort, facilitates more accurate deployments, and helps companies stay on schedule with regular releases.

Salesforce Data Backup and Recovery

The preservation of data is another essential factor in the ongoing success of Salesforce deployments, especially when coupled with natural disasters, power outages, cyber attacks, and other unpredictable events. To ensure effective backups of Salesforce data, businesses should consider leveraging automated cloud-to-cloud Backup and Recovery solutions, which include a wide range of options such as scheduled backups as well as on-demand recovery capabilities.

Some of the best cloud-to-cloud solutions on the market are also capable of protecting data against accidental and malicious user activity, while still allowing end-users to access and manage data in a secure environment. Furthermore, automated, cloud-to-cloud backups offer greater scalability compared to other methods, which makes them ideal for organizations with complex, multi-solution systems.

Salesforce Security Solutions

Finally, businesses must carefully monitor the security of their Salesforce systems in order to maintain their competitive edge and protect their data from unauthorized access and malicious activity. To achieve this, Salesforce users should leverage a host of data security solutions, such as data encryption, risk analysis, data patching, and access control.

Encryption is especially important for companies that handle personal data, as it renders it unusable to any unauthorized third-party attempting to access it. Data patching reinforces security by automating the process of closing existing security holes, while access control solutions let businesses manage user permissions and set limits on data access to selected users.

To capitalize on technology-enabled solutions and systems, enterprises must ensure that they are taking the optimal steps for releasing applications, maintaining data backups, and protecting their systems from hackers and malicious actors. Through the implementation of Salesforce Release Management, Data Backup and Recovery, and Security Solutions, organizations can get the most out of the Salesforce platform, as well as remain confident that all their applications, data, and users are secure.

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Flosum

“Flosum is the best native release management tool that you will fall in love with. I have gained confidence in my role and has given me the ability to view release management from a whole different perspective.”

Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin