💃 Well-Architected: Trusted Pillar Guide 🕺

Practical strategies for a fotress-level org

Good morning, Salesforce Nerds! 🌅 

In Salesforce architecture, trust isn’t just a warm-and-fuzzy brand value. It’s a concrete design goal.

The Trusted pillar of Salesforce Well-Architected is your blueprint for building an org that’s secure, compliant, and reliable. 👍️ 

Like a medieval fortress:

Secure is the locked gate 🔐, Compliant is the rule of law 📜, and Reliable is the wall that never crumbles 🧱.

We’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. 🤏 

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

Architect’s Tip: Treat your sharing model like a crown jewel vault. 💎 Open it only when absolutely necessary, and monitor who comes and goes.

Playbook Steps:

🔒 Use Profiles & Permission Sets wisely — avoid “god mode” profiles; use permission set groups for modular access.

🔍 Field-Level Security — sensitive data fields should be restricted to only those who must see them.

🛡️ Two-Factor Authentication — enforce MFA org-wide for all logins.

📜 Shield Platform Encryptionencrypt sensitive data at rest; combine with deterministic encryption when searches matter.

📈 Monitor & Audit — leverage Event Monitoring for suspicious login and data export activities.

FOLLOW THE LAWS OF THE LAND

COMPLIANT CODE & CULTURE

Compliance isn’t optional.  

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

Architect’s Tip: Compliance isn’t just paperwork; it’s design. Embed rules into your data model and automation so you’re compliant by default. 🧠 

Playbook Steps:

📚 Know Your Requirements — map every relevant law/regulation to an org capability.

🧹 Data Retention Policies — automate record archiving and deletion where required.

🕵️ Consent Management — track marketing preferences and consent changes via objects.

🔄 Data Residency Controls — for international orgs, respect data sovereignty rules.

📂 Audit Trails — keep verifiable logs for access, changes, and data flows.

NO DOWNTIME, NO DRAMA

RELIABLE ORG RHYTHM

A reliable Salesforce org doesn’t just stay up; it scales under pressure. 🪨 

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

Architect’s Tip: Reliability is won in design, not firefighting. Build in monitoring, redundancy, and rollback strategies from day one. 📈 

Playbook Steps:

🏗️ Governor-Limit Awareness — write bulkified Apex and efficient SOQL queries.

Async Processing — use Queueable, Batch, or Platform Events to handle high-volume work.

📊 Scalable Data Model — avoid deep object hierarchies; archive old records.

🔁 Disaster Recovery Plans — define RPO/RTO goals and practice restore drills.

📈 Performance Testing — load test before major releases.

ONE PLAYBOOOK FOR MANY BATTLEFIELDS

TRUSTED IN THE WILD

Here’s a quick real-world example:

Scenario: A global retail Salesforce org handles loyalty data for 12M customers across three continents. 🌎️ 

🔒️ Secure: MFA enforced, platform encryption on PII, restricted API integrations via Named Credentials.

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

💪 Reliable: Order processing runs async via Platform Events; nightly health checks alert admins of anomalies.

Architect’s Tip: Start small. Pick one Trusted subcomponent, improve it, then expand. Don’t try to boil the ocean. 🌊 

STRONG, LAWFUL, AND DEPENDABLE

WRAP-UP: BUILD ON TRUST

A Trusted Salesforce org is more than secure logins and green uptime dashboards. 📊 

It’s a living system built to earn and keep confidence.

By applying Secure, Compliant, and Reliable principles, you’re not just checking boxes; you’re future-proofing your org against both threats and surprises. 🔥 

So raise the portcullis, tighten the gatehouse, and keep your kingdom’s laws clear and fair.

When your Salesforce org is truly Trusted, you can focus on innovation without looking over your shoulder. 💯 

SOUL FOOD

Today’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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