Webinar: Solving 6 Common Salesforce Data Problems

Summary:

The Salesforce environment can be one of the messiest data sets in any organization. Because Salesforce is the critical hub of revenue operations for many companies, it’s crucial to maintain accurate Salesforce data and ensure fast reporting. But because so many people in the organization touch the data—from sales reps to the C-suite—keeping a well-ordered Salesforce environment is a challenge.

In this webinar, SentryOne Product Manager Tyler Lynch and Sales Operations Analyst Rachel Sherlock will discuss the 6 most common challenges with managing Salesforce data:

Getting the “big picture” of your Salesforce environment
Troubleshooting broken Salesforce automations
Cleaning up reports
Tracking changes in the data
Managing security and permissions
Transferring knowledge and onboarding

Next, we’ll show you some easier ways to manage your Salesforce data environment so you can be sure your crucial CRM data is accurate, reports are delivered on time, and knowledge is easily transferred among teams.

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Tyler Lynch

Product Manager

Tyler helps manage development and delivery of the SentryOne DataOps product portfolio. After working as a software developer for almost two years, he transitioned to Product Management with a desire to be more directly involved with SentryOne customers and to leverage the technical experience he's gained to understand the problems and solutions in the industry better. He is thrilled to be a part of the next generation that is committed to improving the lives of the Microsoft Data Professional.

Rachel Sherlock

Sales Operations Analyst

Rachel, a Salesforce Certified Administrator (SCA), has managed the Salesforce platform at nCino, Traliant, and now SentryOne. With a background in sales and marketing, Rachel is focused on streamlining Salesforce administration and analysis processes.

Webinar:

Solving 6 Common Salesforce Data Problems