In this chapter, we described the features that offer improvements to data quality through the use of duplication rules, data validation rules, and dependent fields.
We also looked at the options and facilities that are available within Salesforce CRM for data protection and privacy, and at the tools for importing and exporting data into and out of the system. We briefly outlined the data storage feature in Salesforce, along with exporting backup data and the Recycle Bin.
Finally, we posed some questions to help clarify some of the key features of Salesforce CRM administration in the area of data management.
In the next chapter, we will be covering data analytics, where we will see how we can report on the data in Salesforce. We will also be setting up reports, dashboards, and custom reports, and have a discussion regarding how to use the Report Builder.
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