BEST PRACTICES FOR SALESFORCE
For organizations that have invested in Salesforce, it is essential to fully understand the tools and features that are available in order to optimize their experience and ensure scale and business continuity. Leveraging best practices for subscription, backup, security and release management can help organizations maximize their ROI and maintain the desired operations for the Salesforce environment. Subscription Optimization To ensure maximum performance of the system, organizations should be cognizant of their subscription levels. Companies should carefully consider the usage of the system against the subscription levels and upgrade the subscriptions where needed. Many organizations over subscribe based on the expectation of future usage, which may be effective in minimizing extra fees in the future; however, this requires a clear and actionable plan to ensure efficient use of the subscription model. Data Backup & Recovery Another critical component of Salesforce optimization is the ability to recover data quickly and accurately in the event of a failure. To ensure data is backed up properly and recoverable in the event of a failure, organizations should utilize a cloud-based backup system that includes data vaulting capabilities and real-time recovery. This system should include daily backups that are tested and verified regularly to ensure the integrity of the data in the event of a failure. Security Organizations should also maintain a robust security posture to protect the data and ensure rules compliance. This includes both on-premises and cloud-based security tools. On-premises systems include identity management, user access management, network firewall systems, role-based access control, and vulnerability scanning tools. Cloud-based security tools include encryption for confidential data storage, secure access control to third party applications, and manual review of trust policies. Release Management Finally, organizations should maintain an effective release management strategy to ensure a smooth transition between Salesforce versions. For most organizations, this includes creating a change management plan, managing version control and user acceptance testing processes, and ensuring developers and administrators are able to easily deploy the changes. Release management tools can automate many of these processes, such as user acceptance testing and deployment, while still providing a secure environment and access to the latest updates. In conclusion, a well-optimized Salesforce environment is the foundation for effective enterprise operations. Utilizing best practices for subscription optimization, data backup and recovery, security, and release management, organizations can maximize their ROI and ensure their operations remain reliable and up-to-date. Implementing these processes can require significant investment of time and resources, however, the rewards will outweigh the costs in the long run.
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