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Adam Olshansky

This course will teach you the different types of fields in Salesforce and how to create and manage a data model. It will also teach you the different ways to import and export data in Salesforce.

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This course will teach you the different types of fields in Salesforce and how to create and manage a data model. It will also teach you the different ways to import and export data in Salesforce.

The data model you create has implications on all aspects of the platform, so it’s essential that you give some thought to how to relate your objects to each other and how to manage the corresponding data. In this course, Salesforce Development: Data Modeling and Management, you’ll learn how to create and manage a data model in Salesforce. First, you’ll explore all the different types of fields in Salesforce including formula fields. Next, you’ll discover the different types of relationships that can exist between objects and how to pick one over the others. Finally, you’ll learn about the different tools to import and export data in Salesforce and the reasons to use each one. When you’re finished with this course, you’ll have the skills needed to pick the right types of fields and relationships for your data as well as manage that data in your organization.

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What's inside

Syllabus

Course Overview
Data Modeling
Importing and Exporting Data
Wrap Up
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Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops core foundational understanding of the Salesforce data model
Offers comprehensive study of one aspect of Salesforce, data modeling and management
Builds a strong foundation for beginners who are new to Salesforce data modeling
Teaches real-world use cases which helps learners apply data modeling principles in Salesforce development
Provides hands-on labs and interactive materials for practical experience in data modeling tasks
Taught by Adam Olshansky, who has extensive knowledge and experience in Salesforce development

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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 Development: Data Modeling and Management with these activities:
Compile Course Materials
Compiling all of the course materials in one place will help you stay organized and keep track of your progress.
Show steps
  • Create a folder for the course.
  • Download all of the course materials.
  • Organize the materials into subfolders.
Find a Salesforce Mentor
Finding a Salesforce mentor can provide you with guidance and support as you learn about data modeling.
Show steps
  • Attend Salesforce user groups and meetups.
  • Connect with Salesforce professionals on LinkedIn.
Create a Data Model for a Simple Business
Creating a data model for a simple business will help you practice the skills you learn in this course.
Show steps
  • Choose a simple business to model.
  • Identify the entities and relationships in the business.
  • Create a data model in Salesforce.
Two other activities
Expand to see all activities and additional details
Show all five activities
Attend a Salesforce Data Modeling Workshop
Attending a Salesforce data modeling workshop can help you learn from experts and get hands-on experience.
Show steps
  • Search for Salesforce data modeling workshops in your area.
  • Register for a workshop.
Create a Data Model for a Real-World Business
Creating a data model for a real-world business will give you hands-on experience with the skills you learn in this course.
Show steps
  • Choose a real-world business to model.
  • Interview stakeholders to gather requirements.
  • Create a data model in Salesforce.

Career center

Learners who complete Salesforce Development: Data Modeling and Management will develop knowledge and skills that may be useful to these careers:
Salesforce Developer
A Salesforce Developer designs and develops Salesforce applications. Salesforce Development: Data Modeling and Management is highly relevant to this role, as it provides a foundation in data management and analysis, as well as specific knowledge of Salesforce's data modeling capabilities.
Salesforce Administrator
A Salesforce Administrator manages and maintains Salesforce instances. Salesforce Development: Data Modeling and Management is highly relevant to this role, as it provides a foundation in data management and analysis, as well as specific knowledge of Salesforce's data modeling capabilities.
Data Governance Specialist
A Data Governance Specialist develops and implements policies and procedures to ensure the quality, accuracy, and consistency of data. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.
Data Privacy Specialist
A Data Privacy Specialist develops and implements policies and procedures to ensure compliance with data privacy regulations. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.
Data Integration Specialist
A Data Integration Specialist integrates data from multiple sources to create a unified view of data. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Furthermore, this course's coverage of data importing and exporting could be relevant to this role.
Data Visualization Specialist
A Data Visualization Specialist creates visualizations to communicate data insights. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.
Data Architect
A Data Architect designs and manages the overall data architecture of an organization. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.
Data Quality Analyst
A Data Quality Analyst analyzes data to identify errors and inconsistencies. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.
Data Engineer
A Data Engineer designs, builds, and maintains data pipelines and infrastructure to support data analysis and machine learning. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. In particular, this course's focus on data modeling can be relevant to a Data Engineer's work in designing and implementing data pipelines and infrastructure.
Business Analyst
A Business Analyst collaborates with stakeholders to understand and analyze business processes, identify areas for improvement, and develop solutions. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Moreover, this course's focus on data modeling can be relevant to a Business Analyst's work in designing and implementing data-driven solutions.
Data Analyst
A Data Analyst designs and implements data collection and analysis to provide insights that inform business decisions. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Furthermore, this course's coverage of data importing and exporting could be relevant to this role.
Database Administrator
A Database Administrator designs, implements, and maintains databases to ensure data integrity and availability. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. More specifically, this course's focus on data modeling and data importing and exporting can be relevant to this role.
Data Scientist
A Data Scientist uses scientific methods, processes, algorithms, and systems to extract knowledge and insights from data. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Additionally, this course's coverage of data modeling could be relevant to this role, as data modeling is a core component of data science.
Product Manager
A Product Manager manages the development and launch of products. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Furthermore, this course's focus on data modeling can be relevant to a Product Manager's work in understanding and analyzing user data to inform product development.
Software Engineer
A Software Engineer designs, develops, and maintains software applications. Salesforce Development: Data Modeling and Management may be useful by helping build a foundation in data management and analysis. Moreover, this course's coverage of data modeling and data importing and exporting could be relevant to the development of data-driven applications.

Reading list

We've selected seven 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 Development: Data Modeling and Management.
Provides a high-level overview of data architecture for Salesforce, including data modeling concepts. It good resource for those who need to understand the big picture of data management in Salesforce.
Provides a gentle introduction to Salesforce, including data modeling concepts. It good resource for those who are new to Salesforce or need a refresher on the basics.
A beginner-friendly guide to data management in Salesforce, covering essential concepts and practical tips.
A book focusing on data management practices and techniques for analytics, providing insights into how to prepare and manage data for data analysis.

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