In this chapter, we will discuss the options for improving data quality using data validation rules, dependent fields, and duplication rules. We will outline the features and tools that are available within Salesforce CRM that allow you to import and export data into and out of the Salesforce system. We will also look at the features that help you manage data protection and privacy.
Finally, we will pose a number of questions about the key features of Salesforce CRM administration in the area of data management.
The following broad topics will be covered in this chapter:
- Data storage utilization
- Data quality
- Duplication management
- Data import and export utilities
- Data Loader
- Data protection and privacy
Now, let's begin by looking at the key features that can help you control the data that users enter into the Salesforce CRM system.
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