Implement Data Governance AroundPackaged Apps in Force.comDevelopers Brian Aggen @bdraggen Kai Chen @kai_chen
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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
Before we begin …There will be sporadic “Governator” quotes throughout thepresentation.The first person to raise their hand and correctly identify the moviewill receive a prize!
The Data Governance WayThe fundamental discipline surrounding data governanceembodies… Data integrity Data management Data policies Process & risk management
Where Does Salesforce Fit into Your Organization?As a Data Repository? In other words, Salesforce is the source of truth
Where Does Salesforce Fit into Your Organization?As a Data Feed? In other words, Salesforce is NOT the source of truth Data warehouse Customer master ERP system
“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?
Data Governance FundamentalsSalesforce provides mechanisms to enable data governanceregardless of where the data ultimately needs to reside. Mechanisms can be either • Declarative • Programmatic
Packaged ApplicationsPackages allow for distribution of Salesforce componentsamongst 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
“My CPU is intact, but I cannot control my other functions.”
Packaged ApplicationsHow can we “control” the functions of a Managed package? Prevent data from entering the system Manipulate data after the fact Reevaluate the application value
Salesforce ToolboxPreventing data from entering the system Declaratively • Validation rules • Field dependencies • Page Layouts Programmatically • Apex triggers / classes
Salesforce ToolboxManipulating the data after the fact Declaratively • Workflow rules • Approval process • Reports • Custom objects / fields Programmatically • Apex triggers / classes / scheduled jobs • Data Loader • Visualforce Pages
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
Data Governator AppSalesforce for Twitter and Facebook @data_governator I’ll be back! #terminator2 Create new Contact
Data Governator App GapsSalesforce for Twitter and Facebook•Merges Facebook and Twitter Contacts into a single a RecordType•Creates generic “Social Account”•No mechanism to highlight trending hashtags
Data Governator App SolutionsMerges Facebook and Twitter Contacts into a single a Record Type•Created a Workflow rule to update the Record Type
Data Governator App SolutionsCreates generic “Social Account”•Trigger that fires after insert to create a new Account
Data Governator App SolutionsNo mechanism to highlight trending hashtags•Created a Custom Object to house hashtag data