Advanced Data Management in Salesforce CRM: Import, Export, and Data Cleansing

Duration: Hours

Training Mode: Online

Description

Introduction of Advanced Data Management in Salesforce CRM

The “Advanced Data Management in Salesforce CRM: Import, Export, and Data Cleansing” training program is designed for Salesforce administrators, data managers, and consultants who are responsible for maintaining data integrity and accuracy within the Salesforce environment. This course provides in-depth knowledge and practical experience in advanced data management techniques, including data import, export, transformation, and cleansing. Participants will learn how to use Salesforce’s data management tools to automate data processes, ensure data quality, and comply with data governance policies. The training also covers best practices for managing large data sets, troubleshooting data errors, and leveraging tools like Data Loader, Data Import Wizard, and third-party solutions for efficient data management.

Prerequisites:

To fully benefit from this training, participants should have:

  • Basic understanding of Salesforce CRM, including navigation and core functionalities.
  • Experience with Salesforce data model, objects, and fields (standard and custom).
  • Familiarity with Salesforce administration tasks such as managing users, profiles, and permissions.
  • Basic knowledge of data management principles and tools (e.g., Excel, CSV files).
  • Understanding of data validation rules, formulas, and data security concepts in Salesforce.

Table of Contents:

The training is divided into multiple sessions, each focusing on specific aspects of advanced data management within Salesforce CRM.

1: Introduction to Salesforce Data Management
1.1 Overview of Data Management in Salesforce CRM
1.2 Importance of Data Quality and Integrity
1.3 Common Data Management Challenges in Salesforce
1.4 Overview of Data Management Tools in Salesforce
1.4.1 Data Loader, Data Import Wizard, Data Export Wizard
1.4.2 Third-Party Data Management Tools (e.g., Dataloader.io, Jitterbit)
1.5 Hands-on Exercise: Navigating Salesforce Data Management Tools

2: Advanced Data Import Techniques
2.1 Understanding Data Import Requirements and Best Practices
2.2 Preparing Data for Import: Data Formatting and Cleaning
2.3 Using Data Import Wizard for Simple Data Imports
2.4 Importing Leads, Contacts, Accounts, and Custom Objects
  2.5 Advanced Data Import with Data Loader
2.5.1 Bulk Data Loading and Automation
2.5.2 Handling Large Data Sets and Record Relationships
2.6 Hands-on Exercise: Importing Complex Data Sets Using Data Loader

3: Exporting Data from Salesforce
3.1 Overview of Data Export Options in Salesforce
3.2 Using Data Export Wizard for Scheduled Exports
3.3 Advanced Data Export with Data Loader
3.4 Exporting Data with Filters and Advanced Criteria
3.5 Exporting Data for Backup and Compliance
3.6 Best Practices for Securing and Storing Exported Data
3.7 Hands-on Exercise: Exporting Salesforce Data Using Data Loader

4: Data Transformation and Cleansing Strategies
  4.1 Introduction to Data Transformation and Cleansing
  4.2 Common Data Quality Issues in Salesforce
4.2.1 Duplicate Records, Inconsistent Data, Missing Fields
4.3 Data Transformation Techniques
4.3.1 Standardizing Data Formats, Merging Records, Data Enrichment
4.4 Tools and Techniques for Data Cleansing in Salesforce
4.4.1 Duplicate Management, Validation Rules, Workflow Rules
  4.5 Hands-on Exercise: Cleansing and Transforming Data in Salesforce

5: Managing Duplicate Records and Data Quality
5.1 Identifying and Managing Duplicates in Salesforce
5.2 Configuring Duplicate Rules and Matching Rules
5.3 Leveraging Third-Party Tools for Duplicate Management
5.4 Strategies for Maintaining Data Quality Over Time
5.5 Best Practices for Continuous Data Quality Improvement
5.6 Hands-on Exercise: Implementing Duplicate Management Rules

6: Advanced Data Management Automation
6.1 Automating Data Management Processes with Salesforce Tools
6.2 Using Scheduled Jobs and Apex Triggers
6.3 Automating Data Import and Export with Data Loader CLI
6.4 Leveraging Salesforce Flow for Data Management Automation
6.5 Integrating Data Management Automation with External Systems
6.6 Hands-on Exercise: Automating Data Import and Export Processes

7: Data Governance and Compliance in Salesforce
7.1 Overview of Data Governance and Compliance Requirements
7.2 Configuring Data Security and Privacy Settings
7.3 Managing Data Access and Permissions
  7.4 Implementing Compliance Policies for Data Management
7.4.1 GDPR, CCPA, HIPAA Compliance Considerations
7.5 Hands-on Exercise: Configuring Data Governance Settings in Salesforce

8: Troubleshooting Data Management Issues
8.1 Common Data Management Issues in Salesforce and Their Causes(Ref: Strategic Data Management with TERADATA Certification)
8.2 Troubleshooting Data Import and Export Errors
8.3 Debugging Data Transformation and Cleansing Processes
8.4 Leveraging Salesforce Support and Community Resources for Troubleshooting
8.5 Hands-on Exercise: Troubleshooting Common Data Management Scenarios

9: Real-World Applications and Capstone Project
9.1 Case Studies: Successful Data Management Strategies in Salesforce
9.2 Real-World Applications of Data Import, Export, and Cleansing
  9.3 Capstone Project: Designing and Implementing a Data Management Strategy
9.3.1 Importing, Exporting, and Cleansing Complex Data Sets
9.3.2 Automating Data Management Processes
9.3.3 Ensuring Data Quality and Compliance
 9.4 Hands-on Exercise: Completing and Presenting the Capstone Project

10: Certification Preparation and Next Steps
10.1 Preparing for Salesforce Certified Data Architect and Advanced Administrator Exams
10.2 Review of Key Concepts and Best Practices
10.3 Study Tips and Resources for Certification Exams
10.4 Exploring Further Learning Opportunities in Salesforce Data Management
10.5 Course Wrap-Up and Feedback
10.6 Final Q&A and Course Completion

By the end of this training, participants will have a comprehensive understanding of advanced data management in Salesforce CRM, enabling them to effectively manage, import, export, and cleanse data to maintain data integrity and support business processes. They will also gain hands-on experience with Salesforce data management tools and be well-prepared for relevant Salesforce certification exams.

Reference

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