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๐Ÿ’ƒ Well-Architected: Trusted Pillar Guide ๐Ÿ•บ

Practical strategies for a fotress-level org

Good morning, Salesforce Nerds! ๐ŸŒ… 

In Salesforce architecture, trust isnโ€™t just a warm-and-fuzzy brand value. Itโ€™s a concrete design goal.

The Trusted pillar of Salesforce Well-Architected is your blueprint for building an org thatโ€™s secure, compliant, and reliable. ๐Ÿ‘๏ธ 

Like a medieval fortress:

Secure is the locked gate ๐Ÿ”, Compliant is the rule of law ๐Ÿ“œ, and Reliable is the wall that never crumbles ๐Ÿงฑ.

Weโ€™ll explore each, with practical playbook steps to put them in action.

TABLE OF CONTENTS

STRONG GATES, FEWER KEYS

SECURE FOUNDATIONS

Security in Salesforce starts with least privilege. ๐Ÿค 

Only give users what they need to do their jobs. Over-permissioned profiles and public-read orgs are like leaving the drawbridge down.

Architectโ€™s Tip: Treat your sharing model like a crown jewel vault. ๐Ÿ’Ž Open it only when absolutely necessary, and monitor who comes and goes.

Playbook Steps:

๐Ÿ”’ Use Profiles & Permission Sets wisely โ€” avoid โ€œgod modeโ€ profiles; use permission set groups for modular access.

๐Ÿ” Field-Level Security โ€” sensitive data fields should be restricted to only those who must see them.

๐Ÿ›ก๏ธ Two-Factor Authentication โ€” enforce MFA org-wide for all logins.

๐Ÿ“œ Shield Platform Encryption โ€” encrypt sensitive data at rest; combine with deterministic encryption when searches matter.

๐Ÿ“ˆ Monitor & Audit โ€” leverage Event Monitoring for suspicious login and data export activities.

FOLLOW THE LAWS OF THE LAND

COMPLIANT CODE & CULTURE

Compliance isnโ€™t optional. โŒ 

Itโ€™s the legal framework of your Salesforce kingdom. GDPR, CCPA, HIPAA, SOC 2. Each comes with its own demands.

Architectโ€™s Tip: Compliance isnโ€™t just paperwork; itโ€™s design. Embed rules into your data model and automation so youโ€™re compliant by default. ๐Ÿง  

Playbook Steps:

๐Ÿ“š Know Your Requirements โ€” map every relevant law/regulation to an org capability.

๐Ÿงน Data Retention Policies โ€” automate record archiving and deletion where required.

๐Ÿ•ต๏ธ Consent Management โ€” track marketing preferences and consent changes via objects.

๐Ÿ”„ Data Residency Controls โ€” for international orgs, respect data sovereignty rules.

๐Ÿ“‚ Audit Trails โ€” keep verifiable logs for access, changes, and data flows.

NO DOWNTIME, NO DRAMA

RELIABLE ORG RHYTHM

A reliable Salesforce org doesnโ€™t just stay up; it scales under pressure. ๐Ÿชจ 

From seasonal traffic spikes to major releases, it should hum like a well-oiled portcullis.

Architectโ€™s Tip: Reliability is won in design, not firefighting. Build in monitoring, redundancy, and rollback strategies from day one. ๐Ÿ“ˆ 

Playbook Steps:

๐Ÿ—๏ธ Governor-Limit Awareness โ€” write bulkified Apex and efficient SOQL queries.

โšก Async Processing โ€” use Queueable, Batch, or Platform Events to handle high-volume work.

๐Ÿ“Š Scalable Data Model โ€” avoid deep object hierarchies; archive old records.

๐Ÿ” Disaster Recovery Plans โ€” define RPO/RTO goals and practice restore drills.

๐Ÿ“ˆ Performance Testing โ€” load test before major releases.

ONE PLAYBOOOK FOR MANY BATTLEFIELDS

TRUSTED IN THE WILD

Hereโ€™s a quick real-world example:

Scenario: A global retail Salesforce org handles loyalty data for 12M customers across three continents. ๐ŸŒŽ๏ธ 

๐Ÿ”’๏ธ Secure: MFA enforced, platform encryption on PII, restricted API integrations via Named Credentials.

โœ… Compliant: Automated GDPR data deletion flows; consent tracking via custom object linked to Contact.

๐Ÿ’ช Reliable: Order processing runs async via Platform Events; nightly health checks alert admins of anomalies.

Architectโ€™s Tip: Start small. Pick one Trusted subcomponent, improve it, then expand. Donโ€™t try to boil the ocean. ๐ŸŒŠ 

STRONG, LAWFUL, AND DEPENDABLE

WRAP-UP: BUILD ON TRUST

A Trusted Salesforce org is more than secure logins and green uptime dashboards. ๐Ÿ“Š 

Itโ€™s a living system built to earn and keep confidence.

By applying Secure, Compliant, and Reliable principles, youโ€™re not just checking boxes; youโ€™re future-proofing your org against both threats and surprises. ๐Ÿ”ฅ 

So raise the portcullis, tighten the gatehouse, and keep your kingdomโ€™s laws clear and fair.

When your Salesforce org is truly Trusted, you can focus on innovation without looking over your shoulder. ๐Ÿ’ฏ 

SOUL FOOD

Todayโ€™s Principle

"The only truly secure system is one that is powered off, cast in a block of concrete and sealed in a lead-lined room with armed guards."

Gene Spafford

and now....Salesforce Memes

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