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FAQ

Platform Governance for Salesforce is a change management and compliance tool for NetSuite and Salesforce. It helps companies manage change in their systems. Here are answers to frequently asked questions:

  • SOC1 report availability
  • Installing in the Sandbox or Release Preview
  • Private data transmission and sharing
  • Time and effort required to use Platform Governance for Salesforce
  • License requirements and editor vs. viewer differences

SOC1 report availability​

Contact your Account Manager to request a SOC1 type 2 report. Reports are available by the end of January. A bridge letter is available upon request.

Platform Governance for Salesforce doesn’t issue SOC2 reports.

Platform Governance for Salesforce is built on Salesforce and does not access or store any of your data outside of your Salesforce platform.

Installing in the Sandbox or Release Preview​

Many customers install Platform Governance for Salesforce in their sandbox before installing it in production. Your license covers both sandbox and production instances. The bundle can’t be installed in release previews.

Private data transmission and sharing​

Platform Governance is completely contained within NetSuite and Salesforce. It uses the platform’s custom records and APIs to create and manage documentation. No data leaves the system at any time to ensure compliance with data security requirements for critical system and process data. All code and key tools are locked to ensure consistent processes within the application. Standard NetSuite and Salesforce access controls let you restrict record access by role or user. In addition, Platform Governance for Salesforce supports a secondary level of audience management for specific processes or objects.

Authorized users can print, render as flat HTML, export to an external repository, reimport, and retain all Platform Governance for Salesforce documentation for archiving purposes.

Time and effort required to use Platform Governance for Salesforce​

The first phase is to get your complete customization documentation library. The Administrator installs the bundle, clicks Start Spider, and lets the system run. After a few nights, the system documentation is complete and you can review the results in the Status Report.

User guides and online videos are available to walk you through Clean Up, Script Analysis and other capabilities. Because Platform Governance for Salesforce creates complete documentation and updates on an ongoing basis with your NetSuite and Salesforce records, you can use the pre-built searches or create your own to get instant visibility into your account. Platform Governance for Salesforce greatly reduces the time needed to find information and identify interdependencies, but NetSuite and Salesforce Administrators must still perform appropriate due diligence and analysis to ensure their actions are safe.

License requirements and editor vs. viewer differences​

Licenses are only required for editors of Platform Governance for Salesforce (that is, people who create or edit processes or view customization documentation). No license is required for users who merely view documentation. A company will normally start with a small team (the base includes three seats) and then add users as their usage expands.