1.

Agile methods

Agile Methodology: A Flexible Approach to Project Management

Agile is a project management methodology that emphasizes iterative development, flexibility, and
collaboration. It breaks down large projects into smaller, more manageable tasks called sprints,
typically lasting 1-4 weeks. This approach allows teams to adapt quickly to changes and deliver value
to customers faster.

Agile

 Iterative and Incremental: Agile projects are broken down into small, manageable iterations
(often called sprints). Each sprint delivers a small, working increment of the final product.

 Flexibility: Agile emphasizes adaptability to change. Requirements and solutions can evolve
throughout the project based on feedback and new information.

 Customer Collaboration: Agile prioritizes close collaboration with customers and

stakeholders. Their input is continuously sought and incorporated into the development
process.

 Focus on Value: Agile teams focus on delivering value to the customer quickly and iteratively,
rather than aiming for a single, large delivery at the end of the project.

 Common Frameworks: Popular Agile frameworks include Scrum, Kanban, and Extreme
Programming (XP).

Waterfall

 Linear and Sequential: Waterfall projects follow a rigid, linear sequence of phases:
requirements, design, development, testing, and deployment. Each phase must be
completed before the next one can begin.

 Detailed Planning: Waterfall requires extensive upfront planning and documentation to

define all project requirements and deliverables before any work begins.

 Limited Flexibility: Changes to requirements or scope can be costly and difficult to

implement once a phase is completed.

 Focus on Documentation: Waterfall emphasizes thorough documentation throughout the

project lifecycle.

 Suitable for Projects with Well-Defined Requirements: Waterfall is often suitable for
projects with well-defined requirements and minimal risk of change.
2. Customer 360
Customer 360: A Holistic View of Your Customers

Customer 360 is a unified view of your customers, encompassing all their interactions, behaviors,
preferences, and demographics. It's like having a 360-degree view of each customer, allowing you to
understand their needs and preferences better.

Key Components of a Customer 360 View:

 Demographics: Age, gender, location, etc.

 Interactions: Website visits, purchases, customer service inquiries, social media engagement,
etc.

 Behaviors: Purchase history, browsing patterns, product preferences, etc.

 Preferences: Communication preferences, product interests, lifestyle choices, etc.

Benefits of a Customer 360 Approach:

 Personalized Customer Experiences: Tailor marketing campaigns, product

recommendations, and customer service interactions to individual needs.

 Improved Customer Loyalty: Build stronger relationships by understanding customer

preferences and providing relevant experiences.

 Increased Customer Lifetime Value: Identify and retain high-value customers by

understanding their behavior and needs.

 Enhanced Decision-Making: Make data-driven decisions about product development,

marketing strategies, and customer service initiatives.

 Improved Customer Service: Provide faster, more efficient, and more personalized support.

Implementing a Customer 360 Strategy:

1. Data Collection: Gather data from various sources, including CRM systems, website analytics,
social media, and customer surveys.

2. Data Integration: Combine data from different sources into a central repository.

3. Data Analysis: Analyze the data to identify patterns, trends, and insights.

4. Customer Segmentation: Group customers based on their characteristics and behaviors.

5. Actionable Insights: Use the insights to personalize customer experiences and improve
business outcomes.
3. Salesforce security
Salesforce security is a critical aspect of any organization's data protection strategy. It involves a
multi-layered approach to safeguard sensitive information within the Salesforce platform. Here's a
breakdown of key aspects:

1. Authentication and Authorization:

 Authentication: Verifies user identity (username/password, multi-factor authentication).

 Authorization: Controls access to specific data and functionalities based on user roles and
permissions. This is achieved through:

o Profiles: Define a set of permissions for a specific job function.

o Permission Sets: Grant additional permissions to users with specific needs.

o Role Hierarchy: Determines data visibility based on user roles within the
organization's hierarchy.

o Object-Level Security: Controls access to specific objects (e.g., Accounts, Contacts,

Opportunities).

o Field-Level Security: Controls access to specific fields within an object.

2. Data Encryption:

 Salesforce Shield: An add-on that provides advanced security features, including:

o Platform Encryption: Encrypts data at rest and in transit.

o Event Monitoring: Tracks user activity and system events for auditing and threat
detection.

o Field Audit Trail: Records changes made to specific fields.

3. Network Security:

 Trusted IP Ranges: Restrict access to Salesforce only from specific IP addresses or networks.

 VPN (Virtual Private Network): Encrypts data transmitted over public networks.

4. User Education and Training:

 Security Awareness: Educate users about phishing scams, social engineering, and other
security threats.

 Best Practices: Train users on secure password practices, data handling, and reporting
suspicious activity.

5. Regular Security Reviews and Audits:

 Periodic Assessments: Conduct regular security reviews to identify and address potential
vulnerabilities.

 Compliance Audits: Ensure compliance with relevant industry regulations (e.g., GDPR,
HIPAA).