Salesforce Administration: Data and Analytics Management from Pluralsight

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.

What's inside

Syllabus

Course Overview

Managing Data in Salesforce

Validating Data in Salesforce

Administering Reports in Salesforce

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

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Administration: Data and Analytics Management with these activities:

Read 'Data Management for Dummies'

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This book provides a comprehensive overview of data management concepts and best practices, reinforcing your understanding of the course material.

View A Therapist’s Guide to Private Practice on Amazon

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Read Chapter 1-3 of the book
Summarize the key concepts discussed in the book

Review Data Model Concepts

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Reviewing data model concepts will strengthen your foundational understanding of how data is structured and managed in Salesforce, making it easier to grasp the course material.

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Review the Salesforce Data Model documentation
Create a simple data model diagram for a use case

Review Salesforce Data Management Concepts

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Reviewing the basic concepts of Salesforce data management will provide a strong foundation for the course.

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Read Salesforce documentation on data management
Review existing Salesforce instances

Nine other activities

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Review Basic Data Types and Data Structures

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Reviewing basic data types and data structures will help solidify your understanding of data management concepts.

Browse courses on Data Types

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Review common data types, such as integers, floats, strings, and boolean values.
Understand the difference between primitive and non-primitive data types.
Identify the appropriate data structure for different types of data, such as lists, tuples, and dictionaries.

Create and Populate Salesforce Records

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Hands-on practice with creating and populating Salesforce records will reinforce your understanding of data management in Salesforce.

Browse courses on Data Management

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Create a new Salesforce record for an account, contact, or lead.
Populate the record with relevant data, such as name, email, and phone number.
Save the record and verify that it was created successfully.

Create a Custom Report Type

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Creating a custom report type will provide hands-on practice in using the Salesforce reporting tools and reinforce your understanding of data analysis.

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Follow a tutorial on creating a custom report type
Create a custom report type for a specific business requirement

Validate User Input with Validation Rules

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Practicing the creation of validation rules will improve your ability to ensure the accuracy and consistency of data entered into the Salesforce system.

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Review the documentation on validation rules
Create a validation rule for a specific field

Discuss Best Practices for Data Management

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Engaging in discussions with peers will expose you to different perspectives on data management and help you develop a more comprehensive understanding of best practices.

Browse courses on Data Governance

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Join a discussion forum or online community
Participate in discussions and share your experiences

Build a Dashboard Using Salesforce Reports

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Guided tutorials on building a dashboard using Salesforce reports will help you develop practical skills in data visualization and analysis.

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Follow a tutorial on how to create a report in Salesforce.
Learn how to add charts, graphs, and other visualizations to a report.
Create a dashboard and add the report to it.

Build a Dashboard to Track Data Insights

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Building a dashboard will allow you to apply your knowledge of data visualization and reporting to create a tool that helps stakeholders gain valuable insights from Salesforce data.

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Identify the key metrics and data sources for the dashboard
Design the layout and visualizations for the dashboard
Create the dashboard and configure the widgets

Develop a Data Management Plan for a Small Business

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Working on a project to develop a data management plan will provide you with a comprehensive understanding of data management practices.

Browse courses on Data Management

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Identify the business objectives that the data management plan will support.
Define the scope of the data management plan, including the types of data involved.
Create a data management policy that outlines the guidelines for handling data.
Implement data management tools and processes to support the plan.
Monitor and evaluate the effectiveness of the data management plan.

Contribute to an Open Source Data Management Project

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Contributing to an open source project will provide you with practical experience in data management and expose you to real-world challenges.

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Identify an open source data management project
Review the project documentation and contribute code or documentation

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.

See salaries and explore the career path for Salesforce Administrator

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.

See salaries and explore the career path for Salesforce Developer

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.

See salaries and explore the career path for Report Developer

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.

See salaries and explore the career path for Data Quality Analyst

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.

See salaries and explore the career path for Data Governance Analyst

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.

See salaries and explore the career path for Business Intelligence Analyst

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

See salaries and explore the career path for Database Manager