Salesforce Data Governance Template

Salesforce.com data can be challenging to manage when multiple stakeholders from different departments are involved. It’s an even bigger challenge when integration with other systems, like marketing automation solutions, are in the mix.

Download this free spreadsheet to help you outline the agreements among your Salesforce.com stakeholders on how Salesforce.com data fields and processes will be managed in terms of:

  • Which data fields will be updated
  • How each data field will be updated
  • How frequently each will be updated
  • Who is responsible for the accuracy of each field
  • How invalid records will be addressed
  • Which processes will be automated

Download this helpful spreadsheet now to help get everyone on the same page.

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