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1 | | -# Strongpoint for Sales Force |
| 1 | +--- |
| 2 | +title: "Welcome" |
| 3 | +description: "Welcome" |
| 4 | +sidebar_label: Netwrix Platform Governance for Salesforce |
| 5 | +sidebar_position: 1 |
| 6 | +--- |
| 7 | + |
| 8 | +# Welcome |
| 9 | + |
| 10 | +Platform Governance for Salesforce is integrated into the Salesforce backend keeping all your data |
| 11 | +within your Salesforce account. Your documentation is automatically maintained so it is always up to |
| 12 | +date. |
| 13 | + |
| 14 | +By implementing Platform Governance for Salesforce you can: |
| 15 | + |
| 16 | +- Automatically catalog all custom fields, scripts, forms, searches, records and workflows. |
| 17 | +- Visually browse standard and custom fields, lists and records to find all related scripts, |
| 18 | + searches, users and departments. |
| 19 | +- Capture and search script comments and identify poorly commented code. |
| 20 | +- Automatically track changes to your customizations using the change logs, so you can see what |
| 21 | + customizations were changed, how they were changed, when they were changed and who changed them. |
| 22 | + |
| 23 | +## Installation and Initial Scan |
| 24 | + |
| 25 | +Once you install Platform Governance for Salesforce, you simply click the **Start Spider** button |
| 26 | +and your customizations are documented over the course of 4-5 days with minimal impact on system |
| 27 | +performance. Once completed, you have a searchable database of all your customizations. |
| 28 | + |
| 29 | +## Documentation and Optimization |
| 30 | + |
| 31 | +After installation, it takes 4-5 days to document your customizations and approximately 3 weeks to |
| 32 | +have your account both fully documented and optimized. |
| 33 | + |
| 34 | +### Clean Up |
| 35 | + |
| 36 | +Use the end to end documentation of custom objects and our Clean Up Tools to: |
| 37 | + |
| 38 | +- Identify unused fields, searches and other custom objects. |
| 39 | +- Quickly identify dependencies to reduce the risk of breaking things in your account (i.e. see if a |
| 40 | + search is being used in a script or workflow). |
| 41 | +- Use Change Requests to keep your changes organized and capture approvals. |
| 42 | + |
| 43 | +### Script Management |
| 44 | + |
| 45 | +Critical Script Analysis enables you to determine how healthy your scripts are and what areas you |
| 46 | +can fix to improve your account. With the tools and the Critical Script Analysis methodology you |
| 47 | +can: |
| 48 | + |
| 49 | +- Identify high priority scripts based on usage. |
| 50 | +- Identify people and departments triggering scripts to focus on scripts that could be |
| 51 | + inappropriately triggered. |
| 52 | +- Understand script execution times. |
| 53 | + |
| 54 | +## Intelligent Change Management |
| 55 | + |
| 56 | +Platform Governance for Salesforce is the only application for Salesforce that enables end to end |
| 57 | +change management and compliance. This process can be achieved effectively in only 5 weeks after |
| 58 | +install. |
| 59 | + |
| 60 | +By implementing Platform Governance for Salesforce you give your customers the ability to: |
| 61 | + |
| 62 | +- Track all changes to custom objects in Salesforce. |
| 63 | +- Automatically be alerted to non-compliant changes. |
| 64 | +- Set compliance requirements by risks based on System Complexity and Processes that are then |
| 65 | + automatically tracked. |
| 66 | +- Manage changes right in Salesforce by using the Change Request. |
| 67 | +- Use automated impact analysis to identify the risks associated with changing custom objects. |
| 68 | +- Use test records to manage tests in a central repository linked to the customization records. |
| 69 | + |
| 70 | +## Enterprise Compliance |
| 71 | + |
| 72 | +Once Intelligent Change Management is complete, it only takes between 3 to 4 weeks to achieve |
| 73 | +Enterprise Compliance. |
| 74 | + |
| 75 | +### Environment Comparison |
| 76 | + |
| 77 | +The Environment Management Module enables Salesforce customers and consultants to quickly and |
| 78 | +accurately identify differences between any two Salesforce accounts that have Intelligent Change |
| 79 | +Management installed. Since both accounts have Platform Governance for Salesforce documentation in |
| 80 | +place, the tool can quickly and easily compare them. It is principally used in four scenarios: |
| 81 | + |
| 82 | +- Sandbox Refreshes |
| 83 | +- Migrating Customizations Between Developer and Sandbox Accounts |
| 84 | +- User Acceptance Testing (UAT) and Performance Testing Environment Validation |
| 85 | +- Deploying Changes to Production |
| 86 | + |
| 87 | +### Automated Audit |
| 88 | + |
| 89 | +Agent automates IT and financial controls and critical change practices to ensure configuration and |
| 90 | +master data are compliant. It can: |
| 91 | + |
| 92 | +- Check for process problems regularly without user event scripts. |
| 93 | +- Automatically generate and assign tasks and cases for each detected problem. |
| 94 | +- Automatically alert key stakeholders. |
| 95 | +- Log control violations for clearance. |
| 96 | +- Store relevant data as a CSV to create a snapshot for compliance or troubleshooting purposes. |
| 97 | +- Block unauthorized changes to critical records and fields (requires Advanced Change Management). |
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