Guide

Salesforce Governance Guide

One of the best things you can do for your Salesforce org is to actually develop a Governance Policy. While this may seem like an overwhelming undertaking, this guide from CloudKettle will help you review all of the different areas for consideration when creating your policies.

The Salesforce Governance Guide walks you through:

  • Salesforce Center of Excellence
  • Release Management Policy
  • Technical Debt Policies
  • Data Governance
  • Metadata Governance
  • Integration Policy
  • Code Standards Documentation

Guide

Salesforce for Outlook Retirement

Salesforce has introduced several integrations for Outlook over the years. While similarly named, these integrations […]

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Guide

Salesforce Data Sampling for Mock/Sandbox Migrations

This helpful resource gives you the steps to sample data when migrating from a legacy CRM to a Partial Copy Sandbox for a mock data migration.

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