Salesforce can be a powerful tool for enterprises of all sizes, but when implemented incorrectly or without best practices it can be a nightmare to maintain. In this article we will look at best practices for Salesforce Release Management, Data Backup & Recovery, and Security Solutions so that you can get the most out of this cutting-edge technology.

Salesforce Release Management Best Practices

Proper Salesforce Release Management is essential for enterprise success. In order to ensure that your Salesforce instance is always up-to-date and compliant with your organization's goals, we recommend the following best practices:

• Automate the release lifecycle process to ensure accuracy and consistency in your deployments.

• Keep track of your Salesforce environment’s release notes to ensure you are aware of any changes or updates.

• Establish a release calendar for your Salesforce instance to ensure continued compliance with your Release Management strategy.

• Assign release notes ownership to stakeholders to ensure that the environment is always up-to-date with the latest changes.

• Leverage agile testing to ensure that your releases are positively impacting the user experience.

• Have a backup plan and disaster recovery strategy in place to retrieve lost data.

Salesforce Data Backup & Recovery Best Practices

Data is the lifeblood of any enterprise, and as such it should be backed up and stored securely. The following best practices should be followed in order to ensure that your Salesforce instance is properly backed up and that its data is safe and secure:

• Set up daily backups of your Salesforce environment, which should include the metadata, configuration, and other user-defined values.

• Configure the backup settings to meet your current and future organizational needs.

• Configure and enable automated backups that are triggered at specific times.

• Ensure that any third-party apps used are also included in the backup.

• Generate detailed logs of all backups for review, monitoring and historical purposes.

• Keep your backups offsite or on a separate backup server for maximum security.

Salesforce Security Solutions Best Practices

Salesforce Security Solutions are essential to ensure the overall security of your instance. The following best practices should be followed in order to ensure your Salesforce instance is always secure:

• Regularly review user access rights and privileges for security risks.

• Implement user whitelisting for added security against malicious access attempts.

• Use encryption whenever possible for all user data stored within your Salesforce instance.

• Follow auditing and monitoring protocols to ensure that any security risks are addressed as quickly as possible.

• Leverage secure coding practices to prevent bugs from developing in your Salesforce instance.

• Leverage role-based access control to further restrict user access to sensitive data.

By following the best practices listed above, your Salesforce instance can remain compliant, secure, and up-to-date, ensuring the enterprise's success. With the right software provider, you can ensure that your environment is always in line with your organization’s goals and best practices.




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“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