Salesforce Administration: Data and Analytics Management
Data is the key to helping your stakeholders generate insights. This course will teach you how to ensure the quality of the data stored on your Salesforce instance, manage the data lifecycle, and leverage it in easy-to-use reports and dashboards.
What you'll learn
Managing data is one of the key tasks of any Salesforce administrator. In this course, Salesforce Administration: Data and Analytics Management, you’ll learn to use the proper Salesforce tools to manage the full lifecycle of data in Salesforce from inception to insight. First, you’ll explore how to execute the most common Create-Read-Update-Delete data operations by leveraging the tools offered by Salesforce. Next, you’ll discover how you can help your users keep the database clean by validating any input entered into the database with validation and duplication rules. Finally, you’ll learn how to create reports to visualize the data stored in Salesforce directly in Reports and Dashboards that your users will enjoy using. When you’re finished with this course, you’ll have the skills and knowledge of data and analytics needed to empower your stakeholders generated data-based insights.
Table of contents
- Understanding the Data Management Tools in Salesforce 10m
- Demo: Importing Data with the Data Import Wizard 7m
- Demo: Importing Data with the Data Loader 4m
- Demo: Extracting Data with Data Import Wizard & Data Loader 6m
- Demo: Transferring Records & Deleting Data with Data Import Wizard & Data Loader 10m