Data governance programs: roles, stewardship and controls
How governance differs from stewardship, who the steward, custodian, data owner and governance group are, what a data management strategy must answer, how classification tiers and Data 360 tags drive controls, and which Shield product meets which governance requirement under the shared responsibility model.
Compare and contrast various approaches and considerations for designing and implementing an enterprise data governance program.
~7 min read · 13 practice questions ·
What the exam expects
- Contrast data governance (rules and policies) with data stewardship (roles and activities that enforce them).
- Assign steward, custodian, data owner and governance group responsibilities, and recommend a submission, review and approval process for data changes.
- Name the questions a data management strategy must answer: volume and growth, duplicates, ownership, access, encryption, archive.
- Map classification tiers to concrete controls, and plan Data 360 tagging: priorities, tag hierarchy, Suggest Tags and propagation.
- Pick the Shield product for a governance requirement and explain the shared responsibility model.
Key terms: data governance (rules and policies for reliable, compliant data); data stewardship (tactical roles that ensure adherence); data custodian (IT partner who knows how data is stored and accessed); taxonomy (complete hierarchy of tags); shared responsibility model (Salesforce secures the platform, you secure what you build on it).
Key facts
- Detail
- Owns data quality within governance processes
- Detail
- IT partner: storage, structure, access
- Detail
- Regular meetings, submission, review and approval
- Detail
- Doesn't hide or expose the field; BusinessStatus in FieldDefinition
- Detail
- Automatically applies its parent tag
- Detail
- Reads metadata only; admin approves
- Detail
- Up to 200 fields per object, kept until deleted
- Detail
- Who is accessing data and how
- Detail
- Custom text fields only
Sources for this section (6)
- Effective Data Managementtrailhead.salesforce.com (opens in a new tab)
- Data Classificationhelp.salesforce.com (opens in a new tab)
- Data Governance Strategytrailhead.salesforce.com (opens in a new tab)
- Field Audit Trailhelp.salesforce.com (opens in a new tab)
- Shieldhelp.salesforce.com (opens in a new tab)
- Trustarchitect.salesforce.com (opens in a new tab)
- Why does a governance program need stewardship as well as policies?
- When is manual Data 360 tagging the right choice?
- Which Field Usage value flags a field planned for retirement without changing what users see?
- Why isn't a Restricted label alone enough protection?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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