A Salesforce DevOps course
Course introduction
Salesforce data management is essential for keeping your CRM environment efficient, compliant, and scalable — which can be especially when handling large data volumes. In this Salesforce data management course, you’ll explore the core principles of data management and learn how to create a tailored data archiving strategy that protects system performance and supports long-term business goals. You’ll also discover how to automate your archiving process, reduce storage costs, and integrate data lifecycle management with your wider DevOps practices.
Whether you’re working across multiple Salesforce instances or consolidating data attributes across complex Salesforce data models or big objects, this course will help you manage your Salesforce data more effectively while maintaining data quality and compliance.
Who is the Salesforce data management course for?
Admins, Developers, Team leaders
This course is ideal for Salesforce professionals responsible for managing large data volumes, maintaining scalable data models, or designing compliant archiving strategies.
You don’t need to be a data architect or DevOps specialist to benefit from this course — but you’ll finish with the knowledge and confidence to contribute to an enterprise data governance program.
What you’ll achieve with the Salesforce data management course
- Understand why effective data management is essential in Salesforce
- Learn how to design and implement a compliant and scalable data archiving strategy
- Know when to archive vs. delete data — and how to do both securely
- Automate and audit your data archiving processes
- Connect data lifecycle management with your DevOps practices
- Earn a certification that demonstrates your ability to manage Salesforce data efficiently and at scale
What the Salesforce data management course includes
This course gives you a practical, strategic look at how to manage data effectively in Salesforce — especially as your org grows and your data volumes scale. When you take this course, you’ll:
- Build a strong foundation in Salesforce data lifecycle management — You’ll explore every stage of the data lifecycle, from data capture and usage through to archiving and deletion, and learn why each stage matters for system performance and compliance.
- Understand the difference between data archiving and deletion — Learn when to archive, when to delete, and how to make the right call based on compliance needs, storage limits, and your business priorities.
- Create and test a tailored data archiving strategy — You’ll get practical guidance on how to define what data to archive, meet regulatory requirements like HIPAA and GDPR, and test your solution to ensure secure storage and reliable data retrieval.
- Automate data management processes — Discover how to streamline your archiving workflows with automation, reduce manual overhead, and ensure consistent compliance across teams and orgs.
- Compare native and third-party solutions — Understand the limits of Salesforce’s built-in capabilities and when to consider external tools for scalable, secure, and cost-effective data management.
- Align data management with DevOps best practices — Learn how to integrate your data strategy with your existing DevOps lifecycle — so your approach to managing data and metadata stays consistent, secure, and easy to maintain.
- Earn a course certificate in Salesforce data management — After completing the three modules and final assessment, you’ll receive a certificate to show you’ve mastered the essentials of data lifecycle management and can apply them with confidence in your own Salesforce environment.
Salesforce data management course content
Master data management for Salesforce
Learn why data management is essential for maintaining a healthy Salesforce platform. This topic covers the business benefits of effective data management — from improved insights and decision-making to increased efficiency — and explores the risks of unmanaged data, including storage limitations, performance issues, and data retrieval challenges. You’ll also gain an understanding of the Salesforce data lifecycle and the differences between archiving and deletion.
Implementing a Salesforce archiving strategy
Explore how to create a tailored data archiving strategy that balances business needs with compliance requirements. You’ll learn when to archive data, how to meet regulations such as HIPAA and GDPR, and why secure off-platform storage is important. This topic also covers how to automate archiving to reduce manual effort and risk, and how to test and audit your archiving processes to ensure accuracy and compliance.
Data management solutions and DevOps integration
Compare native Salesforce archiving features with third-party tools, and understand when a more advanced solution may be needed. This topic explains how to select the right approach for your organization and how to integrate data management into your wider DevOps lifecycle. You’ll also learn how aligning these processes can improve system performance, reduce clutter, and support long-term scalability.
Other DevOps Launchpad courses you may be interested in
FAQs
What is DevOps Launchpad?
DevOps Launchpad is a free training platform packed with courses and resources for anyone in the Salesforce ecosystem looking to upskill in Salesforce DevOps.
The certifications, courses, and quizzes on DevOps Launchpad are curated by experts in the field from Gearset, the leading DevOps platform for Salesforce. But the majority of content on DevOps Launchpad is all vendor-neutral, and useful for anyone learning more about Salesforce DevOps.
Who is DevOps Launchpad for?
Anyone involved in any aspect of the build, test and release cycle for Salesforce – it doesn’t matter if you’re brand new to the ecosystem or more experienced in Salesforce development.
Our courses are designed to upskill everyone in DevOps, regardless of role. Whether you’re an admin, a developer, an ISV partner or a technical architect, there’s something here for you.
How do I complete courses and get certificates?
DevOps Launchpad courses are broken down into modules. To finish a module, you usually complete a quiz to test your knowledge with multiple-choice questions. Once you finish all the modules in a course, you’ll earn a certificate which can be downloaded and saved to your resume, or shared on your social profiles.
How do I navigate the platform?
Click the Courses tab to see the courses and certification tracks that you’ve enrolled for. This page will be blank until you choose courses in the library. If you want to return to a course in progress or one that you’ve previously completed, head to this page.
The Results tab shows your progress through the courses you’ve completed, including any certifications and test results. It’s a great way to track your learning journey and see the skills you’re building.
The Library is where you can browse courses and enrol to continue building your skillset. Once you enrol for a course, it’ll be added to your courses page and you can start working through it.
How do I access my account?
You can access DevOps Launchpad in different ways:
- The DevOps Launchpad homepage
- Direct login
- For Gearset users: click the DevOps Launchpad icon in the Gearset app
Do I have to complete the Salesforce data management course all in one go?
No, you can take modules, courses, and certifications in your own time. Your progress will be saved, so you can come back whenever suits your schedule!
Do I get a certificate for the Salesforce data management course?
You will receive a certificate for each course that you complete. After you have completed all the courses and the final assessment, you will be awarded the official final certification.