Managing Data in Salesforce
By Zach Bohn
Course info
Course info
Description
Technology is constantly changing, and today there’s a high demand for Salesforce professionals who have the ability to perform administrative tasks that reinforce the concepts of data integrity. In this course, Managing Data in Salesforce, you will learn foundational knowledge and practical applications of data management as they relate to various processes in Salesforce. First, you will learn how to effectively import, transfer, and delete large amounts of data in Salesforce. Next, you will discover how to instate and reinforce data quality, data accuracy, and data validity in your Salesforce org. Finally, you will explore how to use popular Salesforce applications to perform useful tasks that are imperative to every industry in the world today. When you're finished with this course, you will have the skills and knowledge of effective data management that’s needed to add quality, consistency, and security to your organization’s invaluable data.
About the author
Zach is a Salesforce Business Analyst from Chicago, IL with an educational background in Data Science and Business Management. A passion for business intelligence and data management has contributed to his success in the fields of Salesforce Administration, Data Analytics and Quality Assurance. His career has spanned from an analytical role in Human Resources to his current role as a Business Analyst where he continues to expand his administrative knowledge in Salesforce, SAS Enterprise Miner, Azure DevOps, and other platforms.
More from the author
Section Introduction Transcripts
Course Overview
Hi, everyone. My name is Zack Bohn, and welcome to my course, Managing Data in Salesforce. I'm a Salesforce business analyst from Chicago, Illinois with years of experience in Salesforce administration, data analytics, and data reporting, I'm excited to share this important content with you as you grow in your journey as a Salesforce professional. In many cases, an organization's data can truly be its most valuable resource. For anyone who's interested in growing their data management skills, this course offers various lessons to help you explore the most relevant topics of data management in the world today. Throughout this course, we'll perform interactive scenarios that allow you to follow along with me and gain hands‑on experience with some of the most powerful and most commonly used salesforce applications. Some of the major topics that we'll cover include detailed steps for utilizing the Salesforce data loader, data validation while performing mass imports, performing exports to back up your organization's data, and reinforcing data quality all throughout your Salesforce platform. By the end of this course, you'll know how to install and utilized popular applications, how to customize Salesforce objects to reinforce data quality, how to prevent the creation of duplicate records in your Salesforce org, and much more. Before beginning my course, you should be familiar with navigating objects in Salesforce and with performing some basic administrative functions in the Salesforce setup portal. I hope that you'll join me on this journey to learn practical applications of important data management concepts with the Managing Data in Salesforce course at Pluralsight.