Mastering Data Governance in Salesforce: Strategies for Trusted, Compliant Data Ecosystems

Learn how LumenData strengthens Salesforce data governance for AI, ensuring clean, secure, compliant data across Data Cloud and MuleSoft with the best practices.
Salesforce Data Governance

Share this on:

LinkedIn
X

What You'll Learn

Data governance is essential for maintaining trust in AI-era enterprises, where clean, secure data powers innovations like Salesforce’s Agentforce. As an Informatica platinum partner, LumenData helps organizations implement robust governance frameworks within SFDC properties, integrating with Data Cloud and MuleSoft to ensure compliance, quality, and ethical AI use. This blog outlines best practices to elevate your SFDC data governance.  

Core Principles of SFDC Data Governance

Effective governance starts with policy-based controls in Data Cloud, automating enforcement of consent preferences, data usage rules, and compliance standards like GDPR. Informatica enhances this with advanced data quality, observability, and privacy features, integrated seamlessly via MuleSoft‘s governance tools for API security and access management. 

What Are the Best Practices?

1. Automation and Prevention

Implement validation rules at data entry, using AI tagging to classify sensitive data and prevent bad entries. Regular cleansing and deduplication via tools like Informatica’s MDM keep records accurate. 

2. Stewardship and Continuous Improvement

Establish clear policies, standardize processes, and use Einstein Trust Layer for dynamic grounding and monitoring, ensuring bias-free AI outputs in Agentforce. 

3. Integration for Holistic Governance

Leverage MuleSoft for secure connections and Informatica for metadata lineage, creating a unified foundation that aligns with SFDC’s analytics for real-time insights. 

Real-World Impact

Organizations adopting these practices see reduced analysis time by 26% and enhanced security, as governance prevents data silos and supports responsible AI. LumenData’s expertise ensures your SFDC properties are future-proof, blending Informatica’s tools with Salesforce for scalable governance. 

Partner with LumenData to build a governance strategy that unlocks AI potential. Reach out today for a consultation.  

About LumenData

LumenData is a leading provider of Enterprise Data Management, Cloud and Analytics solutions and helps businesses handle data silos, discover their potential, and prepare for end-to-end digital transformation. Founded in 2008, the company is headquartered in Santa Clara, California, with locations in India. 

With 150+ Technical and Functional Consultants, LumenData forms strong client partnerships to drive high-quality outcomes. Their work across multiple industries and with prestigious clients like Versant Health, Boston Consulting Group, FDA, Department of Labor, Kroger, Nissan, Autodesk, Bayer, Bausch & Lomb, Citibank, Credit Suisse, Cummins, Gilead, HP, Nintendo, PC Connection, Starbucks, University of Colorado, Weight Watchers, KAO, HealthEdge, Amylyx, Brinks, Clara Analytics, and Royal Caribbean Group, speaks to their capabilities. 

For media inquiries, please contact: marketing@lumendata.com.

Authors

Picture of Josef Ondrejcka
Josef Ondrejcka

VP of Salesforce Center of Excellence

Picture of Sweta Bose
Sweta Bose

Content Writer

resources

Read our Case Studies