Best Practices for Data Governance & Stewardship in Salesforce (2)
When dealing with customer data, it's important that everyone in the organization treat it as a corporate asset. This requires understanding everywhere it will be used (including people, processes, and systems), then determining how to manage the data in a way that will meet the needs of both the users and the overall organization. In the first part of this 90-minute session, you'll hear Sales Cloud & Data.com tips and best practices applicable for everyone from fast growing small businesses to larger organizations dealing with acquisitions, more complex sales teams, and global markets. In the second part of this session, you'll learn how the combination of Salesforce CRM and Data.com can be used to ensure effective data governance for data-driven customization, lead routing rules, custom workflow enablement, lead enrichment, and marketing automation connectivity.