Get Ready for the Superbadge: Data Quality and Validation

Introduction to Superbadges

Heads-up! A superbadge is different from other learning on Trailhead. It's a hands-on technical skills assessment where you take business requirements and apply your skills to build something amazing, without the step-by-step guidance. We have provided recommended learning and Help articles filled with resources to aid you along your journey. The estimated completion time assumes prior experience with the superbadge concepts and completion of the recommended learning. Your hard work will pay off!

Assessment Objectives

In this superbadge, you’ll:

1. Identify and address fields affected by data quality issues.
   
2. Implement a solution to clean up and prevent duplicate contact records.
   
3. Build validation rules to protect the quality of sales data.
   
4. Enforce business processes with Flow.
   

Recommended Learning

Before you start this superbadge, consider completing the recommended content. This provides a knowledge base to help you complete the technical skills assessment.

Prework and Notes

Sign Up for a Developer Edition Org with Special Configuration

To complete this superbadge, you need a special Developer Edition org that contains specific configuration and sample data designed to work with the challenges in this superbadge.

Important

Sign up for the free Developer Edition org with special configuration. Follow the instructions in the “Verify Account” email to log in and complete the sign-up process. Keep your org credentials handy. Store your Developer Edition org's username and password somewhere secure, like a password manager, so you can find them later. If you don't log into this org for 30 days, you may be asked to reconnect it to Trailhead before you can continue your hands-on work.

Connect Your New Developer Edition Org to Trailhead

1. Make sure you’re logged in to your Trailhead account.
   
2. Select Connect org from the Choose a hands-on org screen.
   
3. On the login screen, enter the username and password for the Developer Edition org you just set up.
   
4. On the Allow Access? page, click Allow.
   
5. On the Want to connect this org for hands-on challenges? page, click Yes! Save it. You are redirected back to the Get Ready for Superbadge page and ready to use your new Developer Edition org to earn this superbadge.
   
6. Now that you have a Salesforce org with special configuration for this superbadge, you’re good to go.
   

Review the Data Quality and Validation Superbadge: Trailhead Challenge Help Article

Important

Before you begin the challenges, review Superbadge: Data Quality and Validation Trailhead Challenge Help for resources to complete the challenges. Check out the accessibility section to learn more about any accessibility considerations related to this superbadge.

We recommend following best practices and always including descriptions when configuring validation rules, duplicate rules, and flow elements. However, we’re not checking for descriptions unless specified in this superbadge.

Use Case

Businesses need accurate data to thrive. In the age of AI, that's even more true. Data quality plays a crucial role in shaping the outcomes and reliability of AI systems because orgs rely on existing data to integrate AI agents and inform generative AI. In this superbadge, you demonstrate skills in data import, duplicate and validation rules, and data integrity maintenance using flows.

Working with the team at Cloud Kicks, you’ve heard plenty of puns about sneakers, but keeping things running smoothly as a Salesforce admin is a job you take seriously. Cloud Kicks makes stylish custom sneakers, and business never stands still. Really. Take the recent acquisition of trendy fashion retailer, Rambunctious Armadillo Socks (RAS). The RAS team brings high energy, creative ideas, and a lot of data into the mix. Your data management skills are needed to get the two CRM systems working together as one.

You made initial steps to integrate RAS and Cloud Kicks data. But the business is experiencing data quality issues across Salesforce, due to inconsistent entry formats, duplicate records, and limited validation. This impacts reporting accuracy, user productivity, and the customer experience.

Your objective is to implement scalable and automated data quality solutions for the team at Cloud Kicks. In each challenge, you focus on specific areas of data, apply your expertise, and implement changes to ensure data quality. As a best practice, you first verified that any planned updates won’t trigger any automation in the org—such as flows, or Apex triggers—that could cause unintended side effects. With that confirmed, you're clear to proceed with improving the data.