What you’ll get:
Managing Salesforce data can be challenging even in the best of times. Add in multiple stakeholders and integrations with marketing automation systems, and your problems only get worse.
Download this free spreadsheet, and get everyone on the same page:
- Align stakeholders on how to manage Salesforce data fields and processes
- Decide which fields to update, how they'll be updated, and how often
- Assign responsibility for the accuracy of each field
- Determine how to address invalid records and which processes to automate
Get your free guide today.
