Ongoing Monitoring

One of Platform Governance for Salesforce’s strengths is that it is built right into Salesforce. You can use all of your Salesforce administration and configuration skills to efficiently monitor and organize what is important to you.

Most of the examples so far have used List Views to move Customizations through the Clean Up Process of identification, assessment, approval and clean up. Reports, when combined with Controls, can deliver powerful results for your clean up process.

For example, you can set up a Report to search the XML/Code or Changed By fields of Customizations for any ongoing situations. You can then set a trigger to update the filters on the report to include specific people, such as new users. Finally, add a dashboard where you can view the key metrics from your Report.

The Enterprise Compliance edition enables you to take management to the next level by designating reports as scheduled automated controls. These controls create situation-specific change logs or control violation logs that can be reviewed and cleared.

It is easy to build a comprehensive dashboard on the Control Logs object in a single Unresolved Control Violations List View to monitor dangerous or simply irritating changes in configuration or data. You can designate who receives alerts without needing to build new workflows or triggers.

To learn more about simplifying governance and audit with Enterprise Compliance tools, reach out to your Customer Success Manager or Account Executive.

Next Technical Debt Topic: Change Enablement