Who this is for
Designed for people doing the work.
Salesforce admins, operations teams, and business process owners who need a shared foundation they can apply immediately in their org.
Admin TrackIntermediatePrivate team format
Data Management
Build capability your team can use in the work.
Improve the quality and trustworthiness of Salesforce data so teams spend less time fixing records and more time acting on them.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Data ownership and quality rules
Translate data ownership and quality rules into a practical operating change for your team’s data management work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply data ownership and quality rules to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
Imports, exports, and data mapping
Translate imports, exports, and data mapping into a practical operating change for your team’s data management work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply imports, exports, and data mapping to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Duplicate prevention and resolution
Translate duplicate prevention and resolution into a practical operating change for your team’s data management work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply duplicate prevention and resolution to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Validation, normalization, and monitoring
Translate validation, normalization, and monitoring into a practical operating change for your team’s data management work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply validation, normalization, and monitoring to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Governance, stewardship, and KPIs
Translate governance, stewardship, and kpis into a practical operating change for your team’s data management work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply governance, stewardship, and kpis to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
No formal certification is required. Participants should have Salesforce access and bring one real process their team wants to improve.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Data Management, or tell us how you want to adapt the workshop to your goals.