Org Lifecycle Management

Connecticut WIT &

Developer Group Meet

Empowering Admins

#TDX17

Co-Host

• Susan DeFazio

• Maria Belli

• Howard Friedman

• Jitendra Zaa

#TDX17

Speaker

Jitendra Zaa

Technical Architect & MVP

@JitendraZaa

Agenda

• Introduction

• Change Management

• Salesforce Sandboxes

• SFDC

• Resources

• Q&A

THINGS to do

• Learn Standard features

• Don’t reinvent the wheel

• Deliver excellence

• Focus on HOW

• Keep business focused on underlying WHY

General To-Do : Create a Process

Set yourself up for success

Set up a Center of Excellence (COE)

Transparency is key

Know your Enterprise Ecosystem

Coordinate across platforms

• Learn about Salesforce identity features

• Utilize SSO

• Know all data integration points and flows

• Be ready to identify possible impacts when outside

system changes

• Maintain your own list of integrated fields with all

attributes

#TDX17

Change Management

Principles of Change Management

Release Management

Salesforce Sandboxes

Sandbox is a key part of cloud building

• Copy of production on similar infrastructure

• Template for faster creation

• Change sets for easier deployment

• IDEs for faster deployment

Bundled Sandboxes by Edition

Salesforce Sandboxes

Scratch Orgs vs Sandboxes

Sandbox Access considerations

Post-refresh scripts and tasks

• Write Apex, load data, mask some fields, Users need FULL

org access

• Change all username except few

Sandbox Deployment Methodology Example

Sandbox strategy

Tying it all together for beginners

Recommendations for linking all the things

• Developer edition

• Sandboxes

• Change sets & ANT

• New packaging options

• Scratch Org & Environment hub & VCS

• Be aware of the new source-driven paradigm

#TDX17

Salesforce Admin : Existing Process Effects ?

Few to none

• Partner with your developers

• Learn their processes

• Maintain existing promotion policies

• What happens in early sandboxes does not affect

you

• Be an appropriate gatekeeper

Key Takeaways

You can do it !

1. Secure management / executive support

2. Familiarize yourself with your IT ecosystem,

Systems. People

3. Identify workstreams / projects and draw planned

flow to present to stakeholders

4. Scale down appropriately

Where do I get to learn more ?

Have you even

been paying

attention, people ?

Trailhead Modules

More about Trust and Availability

https://www.trust.salesforce.com

https://www.trust.salesforce.com/en/security

Please don’t ask any

Questions