What you’ll get:
Managing Salesforce data can be challenging at the best of times. Add multiple stakeholders and integration with marketing automation systems, and watch the hilarity ensue. Download this free spreadsheet to get everyone on the same page and:
- Outline the agreements among your stakeholders for managing Salesforce data fields and processes.
- Lock down which fields to update, how they’ll be updated, and how often.
- Identify who’s responsible for the accuracy of each field.
- Determine how to address invalid records.
- Decide which processes to automate.
Get your free guide today.