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Salesforce Administration

Data and Analytics Management

Adrien Sacco

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.

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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.

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.

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What's inside

Syllabus

Course Overview
Managing Data in Salesforce
Validating Data in Salesforce
Administering Reports in Salesforce
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Administering Dashboards in Salesforce

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Explores methods to import, clean, and manage data in industry-standard Salesforce environment
Course developed by industry expert Adrien Sacco, known for their expertise in the field of data management
Covers core data management operations, including manipulation, validation, and cleansing
Covers creation and management of reports in Salesforce platform
Provides instruction on creating interactive dashboards for data visualization
Requires students have general computer knowledge and familiarity with using Salesforce

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Career center

Learners who complete Salesforce Administration: Data and Analytics Management will develop knowledge and skills that may be useful to these careers:
Salesforce Administrator
A Salesforce Administrator is responsible for managing and maintaining a Salesforce instance. They work to ensure that the system is set up correctly and that users have the access and permissions they need. This course is specifically designed for Salesforce Administrators who want to learn more about data and analytics management in Salesforce.
Salesforce Developer
A Salesforce Developer is responsible for customizing and extending Salesforce to meet the specific needs of a business. They will need to understand data models, process automation and security features, which aligns with what this course teaches about data and analytics management in Salesforce.
Report Developer
Report Developers build and maintain reports that provide insights into data. They work with data analysts and other stakeholders to identify the data that is needed and to create reports that are easy to understand and use. This course may be useful for Report Developers who wish to learn more about data management and analytics in Salesforce.
Data Quality Analyst
Data Quality Analysts are responsible for ensuring that data is accurate, complete, and consistent. They work to identify and correct data errors and to develop processes to prevent data quality issues from occurring. This course may be useful for Data Quality Analysts who wish to learn more about data management and analytics in Salesforce.
Data Governance Analyst
A Data Governance Analyst is responsible for developing and implementing data governance policies and procedures. They work to ensure that data is managed consistently and securely. This course may be useful for Data Governance Analysts who wish to learn more about data management and analytics in Salesforce.
Business Intelligence Analyst
Business Intelligence Analysts use data to help businesses make better decisions. They gather and analyze data to identify trends and patterns, and they develop and implement solutions to solve problems. This course may be useful for Business Intelligence Analysts who wish to learn more about data management and analytics in Salesforce.
Data Architect
Data Architects design and implement data management solutions. They work with stakeholders to understand their data needs and to develop a data strategy that meets those needs. This course may be useful for Data Architects who wish to learn more about data management and analytics in Salesforce.
Data Scientist
Data Scientists use scientific methods and techniques to extract knowledge and insights from data. They typically have a strong background in mathematics, statistics, and computer science. This course may be useful for Data Scientists who wish to learn more about data management and analytics in Salesforce.
Data Integration Architect
Data Integration Architects design and implement data integration solutions. They work to ensure that data from different sources is integrated in a consistent and timely manner. This course may be useful for Data Integration Architects who wish to learn more about data management and analytics in Salesforce.
Data Engineer
Data Engineers design, build, and maintain the infrastructure and pipelines that are used to manage and process data. This course would be particularly relevant to Data Engineers who want to learn about the data lifecycle in Salesforce and how to leverage it for reporting and analytics.
Data Warehouse Architect
A Data Warehouse Architect is responsible for designing and implementing data warehouses. They work to ensure that data warehouses are scalable, efficient, and reliable. This course may be useful for Data Warehouse Architects who wish to learn more about data management and analytics in Salesforce.
Data Analyst
Data Analysts take a deep dive into data using various analytical methods and techniques. They work to analyze data, identify trends and patterns, and use that information to help businesses make informed decisions. This course may be useful for Data Analysts who wish to learn more about data management and analytics in Salesforce.
Database Administrator
Database Administrators are responsible for the performance and maintenance of databases. They work to ensure that databases are available, reliable, and secure. This course may be useful for Database Administrators who wish to learn more about data management and analytics in Salesforce.
Business Analyst
Business Analysts provide insights to help companies make better decisions. They gather and analyze data to identify opportunities for improvement, and they develop and implement solutions to solve problems. This course may be helpful for Business Analysts who wish to gain a deeper understanding of data and analytics management in Salesforce.
Database Manager
A Salesforce Database Manager is responsible for all data and database related functions, working on-premises or in the cloud. The main goal of this role is to maintain, optimize and enhance database performance and availability. This course, Salesforce Administration: Data and Analytics Management, may be useful to Database Managers who wish to further understand how to manage data in Salesforce.

Reading list

We've selected 11 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Salesforce Administration: Data and Analytics Management.
This beginner-friendly guide provides a practical introduction to Salesforce analytics and reporting, covering topics such as data visualization, report creation, and dashboard development.
Provides a comprehensive introduction to data analysis using Python and Pandas. It covers topics such as data cleaning, data manipulation, and data visualization.
This classic work on data warehousing provides a comprehensive introduction to dimensional modeling, a key concept for organizing and managing data for analytics.
Provides a comprehensive introduction to Power BI, a popular data visualization tool. It covers topics such as data visualization, data analysis, and data storytelling.
This textbook provides an overview of data science methods and techniques, covering topics such as data collection, data analysis, and data visualization.
Provides a comprehensive introduction to Tableau, a popular data visualization tool. It covers topics such as data visualization, data analysis, and data storytelling.
Provides a comprehensive introduction to machine learning using Python. It covers topics such as supervised learning, unsupervised learning, and deep learning.
Provides a comprehensive introduction to natural language processing using Python. It covers topics such as text classification, text clustering, and text generation.
Provides a comprehensive introduction to deep learning using Python. It covers topics such as convolutional neural networks, recurrent neural networks, and generative adversarial networks.
Provides a gentle introduction to data analytics. It covers topics such as data visualization, data analysis, and data mining.
This hands-on guide provides a comprehensive introduction to data analysis using Python, covering topics such as data wrangling, data visualization, and machine learning.

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