Implement Data Governance Around Packaged Apps in Force.com

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Implement Data Governance Around Packaged Apps in Force.com Developers Brian Aggen @bdraggen Kai Chen @kai_chen

Transcript of Implement Data Governance Around Packaged Apps in Force.com

Page 1: Implement Data Governance Around Packaged Apps in Force.com

Implement Data Governance Around

Packaged Apps in Force.com

Developers

Brian Aggen @bdraggen

Kai Chen @kai_chen

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Safe Harbor

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if

any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-

looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of

product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of

management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments

and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our

service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,

interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other l itigation, risks associated

with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain,

and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling

non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the

financial results of salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This

documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may

not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently

available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Agenda

The Data Governance Way

Salesforce: Data Repository or Data Feed?

Packages: Managed vs Unmanaged

What’s in the Salesforce data toolbox?

The Data Governator App

Q&A

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Before we begin …

There will be sporadic “Governator” quotes throughout the

presentation.

The first person to raise their hand and correctly identify the movie

will receive a prize!

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The Data Governance Way

The fundamental discipline surrounding data governance

embodies…

Data integrity

Data management

Data policies

Process & risk management

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Where Does Salesforce Fit into Your Organization?

As a Data Repository?

In other words, Salesforce is the source of truth

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Where Does Salesforce Fit into Your Organization?

As a Data Feed?

In other words, Salesforce is NOT the source of truth

ERP system

Customer master

Data warehouse

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“Who is your daddy, and what does he do?”

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“Who is your daddy, and what does he do?”

Audience poll:

Who considers Salesforce their daddy? (data repository)

Who considers another system as their daddy? (data feed)

Who considers their Organization as a combination of the two?

Why does this matter?

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Data Governance Fundamentals

Salesforce provides mechanisms to enable data governance

regardless of where the data ultimately needs to reside.

Mechanisms can be either

• Declarative

• Programmatic

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Packaged Applications

Packages allow for distribution of Salesforce components

amongst different Organizations.

Unmanaged Package

• Open source

Managed Package

• Built-in versioning and patching capabilities

• Unique naming of components to prevent conflicts

• IP protection for Apex

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“My CPU is intact, but I cannot control my other functions.”

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Packaged Applications

How can we “control” the functions of a Managed package?

Prevent data from entering the system

Manipulate data after the fact

Reevaluate the application value

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Salesforce Toolbox

Preventing data from entering the system

Declaratively

• Validation rules

• Field dependencies

• Page Layouts

Programmatically

• Apex triggers / classes

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Salesforce Toolbox

Manipulating the data after the fact

Declaratively

• Workflow rules

• Approval process

• Reports

• Custom objects / fields

Programmatically

• Apex triggers / classes / scheduled jobs

• Data Loader

• Visualforce Pages

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Order of Execution

1. Layout, System Field, and user defined validation rules (*UI)

2. Execute before triggers

3. System Field rules and user defined validation rules (*System)

4. Saves the record but no commit

5. Execute after triggers

6. Execute workflows rules

7. Execute workflow updates

8. If the record was updated with workflow field updates, fires before and after triggers

only one more time, in addition to standard validations. Custom validation rules are

not run again.

9. Commits records

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Data Governator App

Salesforce for Twitter and Facebook

@data_governator I’ll be back! #terminator2

Create new Contact

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Data Governator App Gaps

Salesforce for Twitter and Facebook

•Merges Facebook and Twitter Contacts into a single a Record

Type

•Creates generic “Social Account”

•No mechanism to highlight trending hashtags

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Data Governator App Solutions

Merges Facebook and Twitter Contacts into a single a Record Type

•Created a Workflow rule to update the Record Type

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Data Governator App Solutions

Creates generic “Social Account”

•Trigger that fires after insert to create a new Account

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Data Governator App Solutions

No mechanism to highlight trending hashtags

•Created a Custom Object to house hashtag data

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Demo Time

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“Get to the choppa!”

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Brian Aggen

@bdraggen

Kai Chen

@kai_chen

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