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Delve into Data Management

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe why data management habits are important.
  • Create data management habits to help you become a successful Salesforce admin.
  • Build a calendar of your data management habits that can help you become a successful Salesforce admin.

Learn Data Management Habits

The quiz at the end of this unit asks questions related to the content of this video. Be sure to watch the video so you get the information you need to answer the scenario-based questions.

Key timestamps: 

  • 00:47 - Introduction to Data Management
  • 02:05 - Review and Maintain Backup
  • 04:19 - Cleanse Data
  • 07:43 - Review and Refresh Sandboxes
  • 09:32 - Maintain and Improve Your Org
  • 12:05 - Maintain and Improve Your Data Dictionary
  • 14:31 - Build Your Data Management Habits Calendar

Resources

Exporting Data 

Managing Duplicate Data 

Data Optimization 

Scenario

Karl, a new Salesforce admin at Ursa Major Solar, is excited for next week’s project kickoff with a Salesforce partner. This project will integrate Salesforce, the finance data system, and an external ERP. But first, Karl thinks it’s a good idea to review the data in Salesforce and do some data cleanup. As Karl is reviewing an accounts report he notices that there are 15 AW Computing accounts created, and 14 of them have the same address.

Sasha, a coworker who helped the previous Salesforce admin setup Salesforce, popped by Karl’s desk. She’s hoping he can get her out of a bind. With her admin privileges, she accidentally deleted all of the tasks for the sales team and she is hoping Karl can undo that.

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