Who this is for
Designed for people doing the work.
Salesforce admins, operations teams, and business process owners who need a shared foundation they can apply immediately in their org.
Admin TrackIntermediatePrivate team format
Data Management
Build capability your team can use in the work.
Build the data quality, import, deduplication, validation, and governance habits your org depends on.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Align on the operating model
Connect Salesforce objects, roles, and team workflows to the way your organization actually works.
Hands-on practice: Map one business process to a shared Salesforce operating model.
- 02
Build a reliable foundation
Configure data, access, validation, and automation patterns that are easy for a team to maintain.
Hands-on practice: Configure a guided scenario and test it from multiple user perspectives.
- 03
Make work measurable
Use reports, dashboards, and adoption signals to give managers a clear view of progress and bottlenecks.
Hands-on practice: Create a team dashboard with an agreed definition of success.
- 04
Create the team playbook
Turn the workshop into repeatable habits, ownership, and a prioritized backlog for your org.
Hands-on practice: Leave with a 30-day adoption plan and a next-step backlog.
Before you join
Prerequisites
No formal certification is required. Participants should have Salesforce access and bring one real process their team wants to improve.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Data Management, or tell us how you want to adapt the workshop to your goals.