Team Responsibilites
Introduction
Running a Salesforce Org requires a team effort, and will likely require team members to take on different responsibilities to be successful. How the team takes on and distributes these responsibilities may differ but is important that there is coverage allowing coverage to support staff vacations and transitions.
Collaborative
Business Admin Liaison
Responsibilities
Provides support for business staff wishing to make minor changes to the system on their own with development support assistance
May evolve to allowing more advanced business staff to make changes in a dev environment, and reviews and guides changes and handles promotion of changes forward.
Resources
Integration Liaison
Responsibilities
Reviews external connections to the Salesforce environment ( all API integrations )
Incoming and Outgoing
Work with Software Architect to maintain with Technology Roadmap
Ensures approach for integrations adhere to best practices
Define best practices and maintain on GitBook as part of guidance.
Works with Salesforce Software Architect Direction resources to ensure alignment
Develops frequency/volume quotas and works with SREs to monitor them
Determines if fan out approach (Custom APEX) or Enterprise WSDL would be most appropriate
Determines methods for monitoring health of APIs and proper error conditions
Works with Integration team
Understands how system outages are expected to impact the Salesforce system and how to properly handle scheduled external system downtime
Resources
Forward Looking
Business Change Review
Responsibilities
Reviews requested changes requested by business staff or partners
Works with Salesforce Software Architect Direction resources to ensure alignment
Determines high level strategy for approach to implementation and impact to systems
Works with Business and Technical teams for clarity
Resources
Salesforce Change Management
Responsibilities
Prepares for 3x annual Salesforce releases
Reviews all published documentation from Salesforce regarding releases
Audits environment to highlight areas of possible Impact
Runs point on all tickets that need to be created with Salesforce in support of releases
Works with PMO to describe impact to systems and helps to define resources needed to resolve
Builds Process for handling releases
5 Weeks ahead of release - Review Finalized Release Notes
4 Weeks ahead of release - Stand up Preview Sandbox, Full regression is run with preview
4-2 Weeks ahead of release - bug fixes / changes related to release are implemented and tested
1 Week ahead of release - all changes finalized and released into production in advance of release (if possible)
Release weekend - Monitor system throughout release
Software Architectural Direction
Responsibilities
Reviews proposed changes to the systems prior to implementation to ensure alignment
Runs software architectural review sessions prior to sprint work beginning
Develops technology roadmaps
Understands strategic initiatives
Reviews Salesforce technology roadmaps and:
Identifies alignment of salesforce technology to initiatives
Identifies customized features that are becoming platform features
Reviews all 3rd party components/modules used in the system
Develops life cycle for turning on/sunsetting these items
Works with Enterprise Architecture Team
Works with team to develop guidelines for Unlocked Package Strategy, reviews boundaries for each unlocked package proposed, and regularly audits unlocked packages to ensure they only contain what is expected.
Resources
Andrew Fawcett
Supportive
Site Reliability Engineering
Responsibilities
Metrics Collection, Publishing and Rate Limiting
Responsible for managing storage and costs involved in running this service line.
Determines data to be collected, defining granularity and frequency, determines how data can be summarized
Continually:
1) start very high-level
2) get in the wild
3) monitor
4) review with team and adjust accordingly.
Continually adapting and optimizing granularity and frequency.
Builds logging budgets (storage) and ensures applications operate within budget limits
Reviews all budgets to understand overall cost
Determine normal operating constraints for metrics, develop alerting and means of publishing and notification of proper staff when out of range.
Monitor systems for outages, interruptions and service degradation
Monitors systems against governor limits and Salesforce enforced thresholds (API Limits etc)
Warns when system is close to exceeding expected boundaries
Maintains quotas for limits, gets insight if quotas are breached and discusses with appropriate team members
Works with Salesforce Team and Business to develop run-books for system issues
Builds and maintains APM stack or other logging/monitoring platforms and tools
DevOps Engineering
Responsibilities
Source code repository and pipeline Management
Add new repos and pipelines for unlocked packages as needed
(After approval from Software Architecture)
Manage code reviewer sign-off assignment
Asset management (develop & document policy/strategy)
Secrets management (develop & document policy/strategy)
Branch management (develop & document policy/strategy)
Manage permissions / policies / extensions
Administer code promotion from Scratch Org to DevInt > Test > UAT > Prod Sandboxes
Participate in change management process
Unlocked package versioning
Participates in release management meetings
Monitors the DevOps toolset feature releases, communicates changes to team.
Develops team onboarding materials for DevOps
Inward Looking
Data Engineering
Responsibilities
Ensures data is cleansed when sandboxes are refreshed with production data
Reviews SOQL/SOSL queries
Define best practices and maintain on GitBook as part of guidance.
Reviews object design
Define best practices and maintain on GitBook as part of guidance.
Ensures systems are backed up
Reviews data limits
Maintains enterprise data dictionary
Resources
Data Engineering Starter Kit Trailmix
Front End Engineering / Lightning Web Component
Responsibilities
Reviews approaches taken for front end development and ensures quality and standards are met in respect to LWC and Javascript development
Build, maintain, evangelize and publish software architecture standards for front end engineering
Ensures unit tests (Jest) are integrated into build pipelines [Details]
Ensures JSLint/JSHint and other tools are integrated into build pipelines and are accessible to development team - define and leverage tools to maintain minimum quality standards and document on GitBook
Access Control Management - Roles, Profiles and Object Permissions
Responsibilities
Ensures proper access to data and security
Quality Output
Code Quality Management
Responsibilities
Maintain automated checks for pull requests
Ensure Unit Tests Pass and Code Coverage % Requirements (currently 75%)
Static Code Analysis Rule-set Management
Adherence to Naming Conventions / Styles
Adherence to Architectural Conventions
Adherence to Unlocked Package Guidance
Security Checks
Work with Security Team to Review and ensure alignment with organizational
Build, Maintain, Evangelize and Publish Software Architecture Standards for the organization
Manually review pull requests for adherence to Software Architecture Standards
Maintain documented code review process on GitBook
Automated UI Test Development
Responsibilities
All custom functionality in system needs to be covered by automated UI testing
Ensure automated UI tests are developed alongside functionality during a sprint
Test Data Management
Responsibilities
Ensure proper data coverage for all functionality and breaks up appropriately to align to Unlocked Packages
Data coverage needs to address use cases as needed to prove user story succeeds (positive/negative testing etc)
Ensure data alignment with automated UI tests and Unit Tests.
Deliver data within the context of a sprint to support feature development/modification.
Responsible for overall quality of test data in Sandboxes and Scratch Orgs
Automate the generation of test data where possible
Identify and implement tools/approaches supporting data generation
Old Approach [DETAILS]
Newer Approach - Forceea [Details]
JQ is a great utility to work with JSON https://stedolan.github.io/jq/
Security Testing
Responsibilities
Monitors code and configuration from a security perspective
Employs, configures, and runs reports with toolsets for monitoring security on platform
Works with security team to ensure adherence to security standards
Looks for OWASP top 10 and other security issues
Works with developers to develop remediation plans
Maintains a risk register
Resources
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