Managing and governing your Salesforce data

Data is the business currency of the present and the future. Some might even argue it is your organization’s most valuable asset, other than your employees, of course.

Important as it is, many organizations struggle to truly leverage the data they have at their disposal. Next to siloed data, I would argue that data management and the governance of the quality of their data is the biggest challenge preventing organizations from reaching their full potential with Salesforce.

Let’s jump right in and look at your data life cycle.

Managing the life cycle of your Salesforce data

To be able to effectively manage and govern your Salesforce data, we first need to understand a few definitions and concepts.

Let’s start by understanding the different data categories you manage in your Salesforce org:

• Master data: This is data that is typically part of many types of systems within an enterprise, and as such...