Skip to main content Back CRM Cloud Mastery Sign up Create account

Data Management, Import & Quality

Getting data in, keeping it right, and cleaning up what you inherited — including the external ID discipline nobody teaches.

  • Intermediate
  • 22 lessons
  • 7 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Load data with the right tool for the volume and the shape you have
  • Design external IDs so an import can be run twice without damage
  • Find and merge the duplicates an org has already accumulated
  • Decide when data should live outside Salesforce, and connect it
  • Audit an org's data quality and say what to fix first

Course content

7 sections · 22 lectures · 10 hands-on labs

The reminder that went to a house that was demolished 2 lectures
  1. 1.1 The Reminder That Went To A House That Was Demolished
  2. 1.2 What a Data-Management Problem Actually Is, and the Six Shapes It Takes
Quality is designed, not scrubbed 4 lectures
  1. 2.1 The Four Layers Of Defence
  2. 2.2H Hands-On: The Validation Rule Suki's Team Asked For Three Times And Never Got Hands-on
  3. 2.3 Duplicate Rules And Matching Rules
  4. 2.4H Hands-On: The Duplicate Rule That Catches The Two-Site Customer Hands-on
Getting data in 5 lectures
  1. 3.1 Choosing The Tool
  2. 3.2H Hands-On: Preparing The File Hands-on
  3. 3.3aH Hands-On: A Data Loader Run That Actually Finishes (part 1 — the first run and the error file) Hands-on
  4. 3.3bH Hands-On: A Data Loader Run That Actually Finishes (part 2 — the second run and the trust question) Hands-on
  5. 3.4H Hands-On: Bulk Upsert With An External Identifier Hands-on
The external ID discipline 3 lectures
  1. 4.1 External Identifiers Are The Whole Difference
  2. 4.2 Foreign Keys Without Lookups
  3. 4.3H Hands-On: Unifying Two Source Systems Hands-on
Cleaning up what you already have 3 lectures
  1. 5.1 Mass Update, Mass Delete, Merge And The Recycle Bin
  2. 5.2H Hands-On: A Bulk Update That Fires The Validation Rules, And One That Does Not Hands-on
  3. 5.3H Hands-On: Merging Suki's Duplicate Accounts And Watching What Follows Across Hands-on
Data that lives outside 4 lectures
  1. 6.1 Big Objects, External Objects And Salesforce Connect
  2. 6.2 Backup, Restore, Retention And The Right To Be Forgotten
  3. 6.3H Hands-On: Set A Retention Rule, Honour A Deletion Request Hands-on
  4. 6.4 Storage: Files Versus Records, And The Archive Plan
The audit, and where next 1 lectures
  1. 7.1 The Quarterly Data Audit, The Dashboard That Keeps Working, And Where Next

Requirements

  • CORE-110 Platform Administrator, or equivalent hands-on experience
  • A free Developer Edition org

Description

Data quality is designed, not scrubbed. This course starts from a reminder that went to a house that had been demolished, and works back to the decisions that let it happen: how data got in, what was matched on, and what nobody checked.

Import tooling, the external ID discipline, de-duplication, and data that lives outside the org are covered as practice rather than theory, and the course ends with an audit you can run against your own org. It deepens the Data and Analytics Management domain of the Platform Administrator exam and carries no exam of its own.

Who this course is for

  • Administrators responsible for an org's data, and anyone about to run their first migration.

Skills you'll practise

Data LoaderData qualityExternal IDsDuplicate managementData importExternal objects

Related reading