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Governance Strategies

This group is a group for discussing governance strategies, tips & tricks around your evolving governance model at your organization. Salesforce Accelerators: Design a Center of Excellence: Minimize operating costs - http://bit.ly/2a3BOf6 Introduction to Governance: Reduce costs, minimize operating costs -http://bit.ly/2am5kwD

Could anyone share an example of non-functional requirements specifically tailored to Salesforce?

 

I am looking to create a document detailing all non-functional requirements for the proper governance of a Salesforce Platform and am looking for an example that I could modify and build off of. Would anyone happen to have any artifacts? Thank you again for the assistance!

3 comments
  1. Nov 6, 2025, 9:45 PM

    Hi David - am looking for the link by Stuart that you mentioned. Are yo able to share the link? Thanks  

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Hello Salesforce Devs! I'm coming to you with a special Hyperforce announcement!

 

Today we are announcing the release of a new global offering called Hyperforce EU Operating Zone.

  • It's new way of combining our industry-leading products on Hyperforce with 24/7 customer and technical support in the EU, and strictly controlled access to customer data by EU-based personnel only.
  • Hyperforce EU OZ extends the value of Hyperforce by providing companies around the world with the ability to securely grow their business to the EU while contributing to data governance goals.

Why is this offering important - why now?

Orgs everywhere are facing an ever changing and increasingly challenging regulatory, financial, and geopolitical landscape, which is making connecting with customers and stakeholders harder than ever. As ops grow, they need to scale fast while meeting new compliance and governance requirements in accordance with local laws. Additionally, customers want to be confident with where their data is stored/processed, who has access to it, and how it is used. For many, this means having the capability to keep their data within the European Union.

Hyperforce EU OZ allows customers to establish data residency by storing and processing their customer data in the EU while also receiving 24/7 customer and eng support by EU-based personnel.

Who is this offering for?

All industries and sectors are relevant for this offering. Customers in the following industries may have more interest due to heightened regulatory pressures: Financial Services, Healthcare & Life Sciences, Communications, Media, and Public Sector.

What happened for GA today?

Today, the world got word of EU OZ via the resources below!

   

Thank you for reading and helping spread word of this new exciting launch! #hyperforce

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79% of Americans are concerned

About how companies use their data.

 

And how your organization handles

Their data builds trust.

 

And Trust is one of the pillars

Of a successful business

 

We're doing our first webinar of 2023.

And it's on the Salesforce governance.

 

Velu Palani, Prasannal Nithyanandam, and @Saurabh Gwill talk about

1. What is Salesforce governance: business impact and challenges?

2. How to address these challenges

3. How to start

4. and much more

 

Register Now: https://lnkd.in/gzmDwAkS

Have questions on the topic?

Drop them in the comment section, and speakers will answer them in the webinar.

 

See you there!

  #Salesforce Developer #Salesforce Admin #Data Management #Governance #CloudCompliance

79% of Americans are concernedAbout how companies use their data. And how your organization handlesTheir data builds trust.

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I am working with a customer who is interested in speaking with another customer with the following characteristics:

 

- complex single org, 

- thousands of users,

- historically IT-controlled administration and development, and;

- has successfully migrated to a governance model that shares salesforce administration across admins who reside within functional departments.

 

 If you meet these criteria and are willing to share your story, please contact me.  

 

Thanks in advance!  

3 answers
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Thanks for attending the Salesforce Development Lifecycle Webinar today.  Here is the linked resources that were asked about during the session about s-Controls.  @Brian Dopp @SHRUTI NALDIGA @Karen Page @Joseph Pereira @Ivan Real @Lindsey Strong

s-Controls

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Insightful Center of Excellence panel discussion.  

 - Elizabeth Southerland   Senior Director Center of Excellence, NBC UniversalMedia

 - Lou Fox  CTO/CC, Thunder Consulting, ex-CTO Bluewolf

 - Shannon Bates - RVP Strategic Accounts, Salesforce

 - Jay Noble - SVP Salesforce Practice Leader, NTT DATA Services

 - Adrian King: COO, Elements.cloud

 

Watch recording and sign up for more CoE panel sessions is 2021. 

sign-up

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Is there a "Center of Excellence" Success Community, or is this it?     I am interested in pulling together the experiences of those running a COE.   To my mind governance is part of a COE which includes the following:

 

  • Vision: strategic vision and direction for Salesforce for both the business and IT
  • Leadership: Steering Committee and key sponsors in business and IT
  • Governance: overall control of the strategic direction, business cases, investment and risk management
  • Change control: management of changes to all aspects of the project
  • Methodology: the implementation methodology covering people, process and technology
  • Standards: includes standards for analysis, documentation, metadata naming, coding, testing, communication, change management, training…
  • Metadata management: control of the Salesforce metadata across the deployment pipeline
  • Architecture: technical architecture of Salesforce and how it relates to the integrated systems and InfoSec
  • Change management: communications, organizational change and training to get Salesforce adopted
  • PMO: the Project Management Office that manages the COE activities
  • Tooling: platforms / apps / tools used to support the project
  • Prototyping: innovation hub that builds out Salesforce prototypes to show the “art of the possible”
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Hello fellow Trailblazers, I have a question around the field "Compliance Categorization". I am looking to update the attribute of fields to identify them as "CCPA". I am not changing the pick list themselves. I've got a lot of updates to do and prefer not to open every field that needs it. What are my options for updating in mass? (praying i can do them as a group). I know I can't use data loader, I have what I want to change in a CSV so ideally is their a tool I can use to update, I would be very happy. 

@Governance Strategies 

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Thanks for attending the Salesforce Development Lifecycle Webinar today.  Here are a few linked resources that were asked about during the session around #ChangeManagement 

@Alan Overmyer @Ahad Ahmed @Christina Argiris @David Carpenter @Mala Choupan @Eduardo Ojeda Romero @M Villara 

cc: @Katie Burg 

9 Steps to Change Management

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