Implement Data Governance AroundPackaged Apps in Force.comDevelopers  Brian Aggen   @bdraggen  Kai Chen      @kai_chen
Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contai...
Agenda   The Data Governance Way   Salesforce: Data Repository or Data Feed?   Packages: Managed vs Unmanaged   What’s...
Before we begin …There will be sporadic “Governator” quotes throughout thepresentation.The first person to raise their han...
The Data Governance WayThe fundamental discipline surrounding data governanceembodies…    Data integrity    Data managem...
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...
“Who is your daddy, and what does he do?”
“Who is your daddy, and what does he do?”Audience poll:    Who considers Salesforce their daddy? (data repository)    Wh...
Data Governance FundamentalsSalesforce provides mechanisms to enable data governanceregardless of where the data ultimatel...
Packaged ApplicationsPackages allow for distribution of Salesforce componentsamongst different Organizations.    Unmanage...
“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   ...
Salesforce ToolboxPreventing data from entering the system    Declaratively      • Validation rules      • Field dependen...
Salesforce ToolboxManipulating the data after the fact    Declaratively       • Workflow rules       • Approval process  ...
Order of Execution  1. Layout, System Field, and user defined validation rules (*UI)  2. Execute before triggers  3. Syste...
Data Governator AppSalesforce for Twitter and Facebook     @data_governator I’ll be back! #terminator2                    ...
Data Governator App GapsSalesforce for Twitter and Facebook•Merges Facebook and Twitter Contacts into a single a RecordTyp...
Data Governator App SolutionsMerges Facebook and Twitter Contacts into a single a Record Type•Created a Workflow rule to u...
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
Demo Time
“Get to the choppa!”
Brian Aggen   Kai Chen @bdraggen    @kai_chen
Implement Data Governance Around Packaged Apps in Force.com
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Implement Data Governance Around Packaged Apps in Force.com

  1. 1. Implement Data Governance AroundPackaged Apps in Force.comDevelopers Brian Aggen @bdraggen Kai Chen @kai_chen
  2. 2. 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 litigation, 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.
  3. 3. 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
  4. 4. 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!
  5. 5. The Data Governance WayThe fundamental discipline surrounding data governanceembodies…  Data integrity  Data management  Data policies  Process & risk management
  6. 6. Where Does Salesforce Fit into Your Organization?As a Data Repository?  In other words, Salesforce is the source of truth
  7. 7. 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
  8. 8. “Who is your daddy, and what does he do?”
  9. 9. “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?
  10. 10. Data Governance FundamentalsSalesforce provides mechanisms to enable data governanceregardless of where the data ultimately needs to reside.  Mechanisms can be either • Declarative • Programmatic
  11. 11. 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
  12. 12. “My CPU is intact, but I cannot control my other functions.”
  13. 13. 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
  14. 14. Salesforce ToolboxPreventing data from entering the system  Declaratively • Validation rules • Field dependencies • Page Layouts  Programmatically • Apex triggers / classes
  15. 15. 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
  16. 16. 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
  17. 17. Data Governator AppSalesforce for Twitter and Facebook @data_governator I’ll be back! #terminator2 Create new Contact
  18. 18. 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
  19. 19. Data Governator App SolutionsMerges Facebook and Twitter Contacts into a single a Record Type•Created a Workflow rule to update the Record Type
  20. 20. Data Governator App SolutionsCreates generic “Social Account”•Trigger that fires after insert to create a new Account
  21. 21. Data Governator App SolutionsNo mechanism to highlight trending hashtags•Created a Custom Object to house hashtag data
  22. 22. Demo Time
  23. 23. “Get to the choppa!”
  24. 24. Brian Aggen Kai Chen @bdraggen @kai_chen
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