Learning data management best practices

In this section, we will be learning data management best practices within the context of Salesforce. You probably already realize that Salesforce is increasingly being used for more than just CRM, and companies are using it for critical business functions. Even if it was only used as a CRM, data would be very important and require continuous data management.

In my opinion, gone are the days when you could go to your production org and add or modify existing functionality because a user requested it. With more intra-dependencies between applications built on the platform and inter-dependencies between external systems and Salesforce, changes concerning data and metadata, in particular, must be thought through. I am not proposing spending hours and days analyzing what impact adding a new list view is going to have, but pragmatically approaching changes to your production environment based on the size of the change and how interlinked it is...