Data governance has always been one of the top priorities for executive leadership and architects. The impact of good data governance spans from mitigating compliance risks to efficient processes and happy stakeholders. In this session, Amey will go over the difference between Data Governance vs. Data Management and how Salesforce architects can guide organizations to get started with data governance in their Salesforce org.

1. Architect’s Take on
Data Governance
Salesforce Architect Group,
Frederick, United States
Amey Kulkarni, @a_kulk
,

2. Agenda
★ Welcome / Icebreaker
★ Group Leader Introductions
★ Announcements
★ Speaker Presentation
★ Networking Q & A

3. "Two Truths and a Lie”
Icebreaker

4. "Two Truths and a Lie”
Icebreaker
● Salesforce is part of Amazon
● Salesforce was founded in February 1999
● Salesforce has one CEO, Marc Benioff

5. "Two Truths and a Lie”
Icebreaker
● I have implemented data retention policies in Salesforce.
● One single person is responsible to built a data
governance center of excellence in my organization.
● I have integrated Salesforce with a legacy system using
APIs.

6. Group Leader Introductions
Nadina_Codes
Nadina D. Lisbon
Salesforce Certified Technical Architect, CTA
Salesforce MVP
MuleSoft Ambassador
CRM Enterprise Architect at NetApp
https://www.linkedin.com/in/nadinalisbon
jwlisbon
Justin W. Lisbon
Salesforce Technical Architect at Vacasa
https://www.linkedin.com/in/jwlisbon

7. Announcements

8. Group and Local Community Announcements
Group Announcements
★ Call for Speakers!
○ https://forms.gle/Kbfjf7yEu8s2eqA86
Local Community Announcements
★ DC World Tour
○ Date & Time: Wed, April 19 9:00 a.m. ET - 5:00 p.m. ET
○ Location :
■ In Person - Walter E. Washington Convention Center, Washington D.C
■ Virtual - Salesforce+
★ DC World Tour Trailblazer Community Social
○ Joint Initiative
■ Date & Time: Wed, April 19, 5:30 PM (EDT)
■ Location: In Person

9. Speaker Introduction
Amey Kulkarni
Solution Architect and People Leader
Slalom
@a_kulk https://www.linkedin.com/in/ameykulk/

11. Architect’s Take on
Data Governance
Salesforce Architect Group, Frederick, United States
@a_kulk

12. Amey Kulkarni
CGL Salesforce Architect Group, Fort Worth
Salesforce CGL Advisory Board Member
12x Salesforce Certified Architect
Trailblazer Connect Mentor
RADWomen Coach
@a_kulk

13. First of all… Thank you!

14. ★ Need for Data Governance
★ Data Governance vs. Data Management
★ Building Blocks of Data Governance
★ Measuring the success
Agenda

15. Need for Data Governance
Why should we care?
Photo by LinkedIn Sales Solutions on Unsplash
❓❓❓❓

16. ● Accurate
● Complete
● Consistent
Need for Data Governance
Data Quality

17. ● GDPR, CCPA
● Industry specific: HIPPA, FINRA etc
Need for Data Governance
Compliance

18. ● Nature of data
○ Customer data
○ Product data
○ User Identity
● Salesforce org maturity
○ Multi-org
○ External users
Need for Data Governance
Security

19. ● Sharing rules
● Reports
● Emails
● Collaboration tools and applications
Need for Data Governance
Data Sharing

20. ● Positioning of Salesforce in the enterprise along with ERP, other systems
● Salesforce org maturity (again!)
Need for Data Governance
Integrations

21. Need for Data Governance
Why should we care?
Data Quality
Compliance
Security
Data sharing
Integrations
Photo by LinkedIn Sales Solutions on Unsplash

22. Data Governance vs Data Management
Data Governance
The architectural blueprint
defines organizational
structures, data owners,
policies, and metrics for the
data lifecycle.
● People
● Process
● Metrics
Data Management
The outcome of the
implementation of data
governance.
● Data Cleansing
● Standardization
● Data Masking
● Encryption
● Archiving

23. Definition
Ownership
Availability
Security
Quality
Data
Governance
What is Data Governance?
Photo by LinkedIn Sales Solutions on Unsplash

24. “All generalizations are false. Including this
one.”
- Mark Twain

25. Definition
Ownership
Availability
Security
Quality
Data
Governance
What is Data Governance?
Clear Definitions
What does it means for the business?
What does it mean for the users?

26. Definition
Ownership
Availability
Security
Quality
Data
Governance
What is Data Governance?
Executive Sponsorship
Clear rules for determining ownership
Accountability

27. Definition
Ownership
Availability
Security
Quality
Data
Governance
What is Data Governance?
Removing the ‘noise’
Available when needed
Data age and staleness
Auditable and traceable

28. Definition
Ownership
Availability
Security
Quality
Data
Governance
What is Data Governance?
Privacy
Data Retention Policy
Data Transport Policy
Hide, remove data on request

29. Definition
Ownership
Availability
Security
Quality
Data
Governance
What is Data Governance?
Completeness
Accuracy
Compliance

30. Definition
Ownership
Availability
Security
Quality
Data
Governance
What is Data Governance?
Putting these all together…
Enforcing governance leads to
cost efficiencies, more agility within the dev
teams, faster speed-to-market, and better
adoption.

31. Data Governance Committee
Duties
● Maintaining unified business definitions for the use of data elements.
● Enforcing data securing standards.
● Developing data quality standards for enterprise applications.
● Managing data backup and archiving.
● Guiding consistent data models for Salesforce orgs and advising on
integration design.
● Ensuring compliance with data privacy across the enterprise, including
Salesforce.
● Managing communications.
Photo by krakenimages on Unsplash

32. Data Governance Committee
Key Stakeholders
Data architects, data and analytics management, InfoSec
SMEs, compliance SMEs and product owners
Photo by krakenimages on Unsplash

33. Measuring Success
Data Metrics
New records created
Data completeness -
# of leads with
email
# of duplicates
Business Metrics
Value of increased data
quality
New revenue generated
CSAT YoY
Time-to-market
Photo by Priscilla Du Preez on Unsplash