Governance (17% Weighting) Flashcards
Given a customer scenario, analyze and recommend the appropriate governance framework.
Why does modular development start with identifying stakeholders?
A) Stakeholders are technical experts who understand how apps are structured
B) Stakeholders can influence important decision makers in a company
C) Stakeholders have knowledge about the people and business units depending on apps
D) Stakeholders are often the best networkers in a company
C) Stakeholders have knowledge about the people and business units depending on apps
What characterizes the most effective team structure?
A) It aligns teams with the way your business manages different functions
B) It organizes teams based on the number of apps in your org
C) It limits the number of small teams so everybody is on the same page
D) It organizes teams on your business departments
A) It aligns teams with the way your business manages different functions
Which of the following apply to a good release management strategy?
A) It includes methods for identifying and handling conflicts between projects
B) It allows every project to release on one schedule, using only shared environments to prevent conflict
C) It’s part of a larger governance effort at your company
D) A and C
E) B and C
D) A and C
Which of the following apply to an ideal structure for source control?
A) It allows teams to isolate themselves more easily
B) IT doesn’t require teams to learn new skills
C) It eliminates the need for other communication channels
D) It makes it easy for teams to work together
D) It makes it easy for teams to work together
What’s true about a good opportunity for adopting new technology?
A) It’s a critical part of your business, so stakeholders are motivated to get it right.
B) It doesn’t involve any risk
C) It delivers some benefits early in the process
D) It requires people to learn only one new skill or concept
E) It impacts only order parts of the org that don’t change much
C) It delivers some benefits early in the process
What’s a healthy way to approach potential failure?
A) Don’t focus too much on potential negatives, and instead emphasize the potential benefits
B) Define clear standards for what failure may look like for key parts in the project
C) Build timelines that push teams to work around failures and get creative
D) Focus on a few early wins so people don’t mind challenges later
E) Talk only about successes so that teams don’t get caught up in negative thinking
B) Define clear standards for what failure may look like for key parts in the project
Who is typically part of a Salesforce Release Management CoE (Name 8)
- Executive Sponsors
- Program Team
- Release (Project Management)
- Business
- Scrum Teams (Development)
- Architectural
- Adoption/Training
- Support
What are the key responsibilities of a Program Release Manager within the Release Management CoE team? (Name 7)
- Coordinate and plans the development projects
- Coordinates code, metadata, and data migrations
- Smoke test the release
- Represents the proposed release and obtain the approvals from CAB and CCB
- Creates and sets release calendar for all features and enhancements
- Coordinates the release with other releases of the enterprise
- Reviews back-out plans and authorizes the back-out plan (if required)
What are the 5 release specific roles?
- Program Release Manager
- Project Lead
- Solution Design Team
- Development Coordinator
- Development Team
What are the 3 Shared Services Roles?
Configuration Manager
Salesforce Admin
Test Team
Which sandboxes would a Program Release Manager usually have access to and what would their access level be?
All sandbox types
Access Level: Admin
What key responsibilities does a Project Lead have within the Release Management CoE team? (Name 10)
- Ensures developers’ code is integrated in the DevInt sandbox on a daily basis
- Ensures that there is a successful build at the end of ever day’s development effort
- Ensures daily check-in of code and metadata elements
- Responsible for resolving conflicts in changes made in metadata/code by the developers
- Maintains the sanity of DevInt sandbox
- Ensures the unit test coverage tests are invoked after every build activity
- Ensures early resolution of conflicts in changes
- Ensures that no unauthorized developer makes changes in code beyond the DevInt sandbox environment
- Ensures that access to the DevInt sandbox is limited to authorized developers only
- Provides necessary metrics and data that show the health of changes in Dev sandboxes as they move to the DevInt Environment
Which sandboxes would a Project Lead usually have access to and what would their access level be?
All sandbox types
Access Level: Admin
Which sandboxes would the Enterprise Architecture Team have access to and what would their access level be?
All sandbox types
Access Level: Admin
What key responsibilities does the Enterprise Architecture Team have within the Release Management CoE team? (Name 3)
- Makes recommended list of products/tools to use (ex Version Control systems, testing tools, integration tools)
- Makes recommended processes around
- Data migration (large volumes),
- metatdata migration,
- code migration - Representation in Change Approval Board (CAB)/ Change Control Board (CCB)
Which sandboxes would the Development Coordinator have access to and what would their access level be?
Sandboxes: Dev, SIT and UAT
Access Level: Admin
What are the key responsibilities of the Development Coordinator within the Release Management CoE team? (Name 5)
- Responsible for daily builds in the DevInt sandbox environment
- Dev Sandbox refreshes
- Data priming on Dev Sandboxes
- 1st level merge coordintaor for parallel developments
- Responsible for maintaining the Developer and DevInt sandboxes
Which sandboxes would the Environment Manager have access to and what would their access level be?
Sandboxes: Dev, SIT, UAT (all except Production)
Access Level: Admin
What are the key responsibilities of the Environment Manager within the Release Management CoE team? (Name 5)
- Maintains all the environments excluding PROD instance
- Authorize Sandbox refreshes
- Publishes sandbox refresh schedules
- Plans full sandbox refreshes
- Authorizes the data loads in to sandbox environments
- Report on comparison of various sandbox environments
Which sandboxes would the Developers have access to and what would their access level be?
Sandboxes: Dev, SIT and Hotfix
Access Level: Admin
What are the key responsibilities of the Developers within the Release Management CoE team?
- Ensure early resolution of conflicts in changes, code or metadata is reconciled in a timely manner
Which sandboxes would the Configuration Manager have access to and what would their access level be?
All sandbox types
Access Level: Admin
What are the key responsibilities of the Configuration Manager within the Release Management CoE team? (Name 5)
- Ensures adherence to configuration management policies
- Provides Subversion access
- Responsible for trunk/branch creation for new releases and service packs
- Responsible for providing tag/label for release and code drops
- Ensures code drop tag is not modified after specified point in time
Which sandboxes would the Salesforce Admin have access to and what would their access level be?
All sandbox types
Access Level: Admin
What are the key responsibilities of the Salesforce Admin within the Release Management CoE team? (Name 5)
- Provides requisite access to Salesforce users
- Provides snapshot reports (for metadata comparison)
- Sandbox creation and refreshes
- Data loads
- Code migration to the System Integration Test (SIT), Performance Quality Testing (PQT), User Acceptance Testing (UAT), Training, and Prod environments
Which sandboxes would the Test Team have access to and what would their access level be?
All sandbox types
Access Level: End User level
Which sandboxes would the Support Team have access to and what would their access level be?
Sandboxes: Production, Training, UAT, Hotfix
Access Level: Delegated Admin
What are the key responsibilities of the Test Team within the Release Management CoE team? (Name 3)
- Creates test plan and test scripts applicable for the release
- Performs PQT on developed product
- Reports defects
What are the key responsibilities of the Support Team within the Release Management CoE team? (Name 4)
- Supports ongoing production issues
- Troubleshoots issues reported
- Reproduces issue in the training/full copy sandbox
- Tests and validates hotfix
What are the key responsibilities of the End User in the Incident Resolution End-to-End Process? (Name 4)
- Reports issue through well-defined process and tool
- Follows up on the issue
- Tests reported issues in the sandboxes
- Confirms the closure of the issue
What are the key responsibilities of the Support Team in the Incident Resolution End-to-End Process? (Name 7)
- Logs the issue
- Reproduces the issue in the Full Copy Sandbox
- Follows up with the end user for any additional details
- Escalates the case to the next level of support (admin or designated developer) for fix
- Coordinates efforts to get issue fixes in sandboxes
- Communicates with end users with the progress and estimated delivery date of the fix
- Closes the issue
What are the key responsibilities of the Test Team in the Incident Resolution End-to-End Process?
- Tests issues in various sandboxes as defined by the incident management process
What are the key responsibilities of the Admin in the Incident Resolution End-to-End Process?
- Fixes issues in the Hotfix environment and Production as per the deployment process (for configuration related issues)
What are the key responsibilities of the Developers in the Incident Resolution End-to-End Process?
- Troubleshoots and fixes development related issues
- Coordinates with the Release Manager to promote changes in the sandboxes as per the defined Hotfix process
What are the key responsibilities of the Environment Manager in the Incident Resolution End-to-End Process?
- Coordinates efforts in code/configuration migration among Full Copy/ Training, Hotfix, and other sandboxes based on fixes getting deployed. This process ensures that a production issue getting fixed is not reintroduced and that the fix is patched / merged in all environments
What are the key responsibilities of the Release Manager in the Incident Resolution End-to-End Process?
- Identifies the date and time to promote the fix in Production
- Deploys the fix in Production
What does a good centre of excellence do? (Name 4)
- Reviews feedback from users
- Responds to enhancement requests
- Is transparent about goals and best practices
- Develops and shares the roadmap
What does your centre of excellence need? (Name 2)
- A prioritized backlog
- A charter
For the backlog:
- Bugs (ex: Fix an issue with a page taking too long to load
- Enhancements (ex: implement duplicate management, or an approval process for opportunities
For the Charter:
- Business goals
- Strategies
- Principles
What are usually the type of releases that can be part of a release management process (Name 4)
- Hotfixes (incident release plan) - When stuff breaks
- Daily releases (Bug fixes, user management, changes to reports/dashboards, list views)
- Minor releases (Changes without a big impact, eg. fixing a simple workflow, need testing but no big change management considerations)
- Major releases (Significant changes to the org such as introducing a new team or key business process, must be tested thoroughly and require change management and training)
What are some guiding principles for Release Management? (Name 4)
- Think: are there any other projects going on?
- Test your stuff first!
- Keep sandboxes in sync
- Stick to the design standards given by architects
How do you enforce design standards? (Name 3)
- Communicate them and their importance
- Build them into your automated testing software
- When QA-ing , take them into consideration consistently
What are the three elements of a responsive, adaptable framework for governance?
- Circle of Excellence
- Release Management
- Design Standards
Name 5 Design Standards
- Standard naming conventions
- Consistently using the Description field
- Bulkified code
- Standard methods for deprecating classes and fields
- Consistent data architecture across all projects
What is the role of a program sponsor, and what governance they have?
They are the executive responsible for the success of the project
Typically their governance is on:
- Execution
- Driving success
Who makes up the steering committee and what is their responsibility within an organization and within a given project?
It is a group of high-level advisors who have been asked to govern an organization or organizational segment and provide it with direction
Roles include:
- Prioritize requests
- Review feedback
- Cross-functional
- Share decision-making: set and monitor the direction in alignment to the objectives
- Info Resource - Requirements gathering
- Standardized data - scale beyond 1 department
What is the Change Control Board (CCB)?
It is a committee that makes decisions regarding whether or not proposed changes to a software project should be implemented. In other words, whether or not any changes to the Baseline Requirements, agreed with the client, should be taken up by the project team for approval from this committee.
What are Aloha Apps?
Aloha apps is the new unlimited app category from salesforce.com. Aloha Apps don’t count against your system limits for apps, tabs, and objects - no matter which salesforce.com edition you’re using.
At a high level, what is the Release Management Team?
The release management team is responsible for planning, scheduling and controlling the build, in addition to testing and deploying Releases
What is a governance Framework?
It basically improves coordination by ensuring all members of your team are working together to achive project deadline
What is the role/ responsibility of the executive sponsor?
The sponsor champions the project by acting as the project’s highest level change leader.
- communicating the importance to stakeholders and senior leadership;
- and, obtaining go-ahead decision and collaboration.
The sponsor is accountable for (owns) the solution’s success by
- Supporting the project manager
- Facilitating problem-solving
- Ensuring that the solution is sustainable
- Exercising strategic control to achieve project objective and business benefits
What does the Architecture Review Board do?
They will be responsible for defining the overall structure of a program or a system.
They will also be overseeing IT assignments that are aimed at improving the business and ensuring that all parts of the project run smoothly
