Stop Being the Data Janitor
Build better Salesforce data habits, ownership and trust.
A practical webinar for Salesforce admins, accidental admins and platform owners who
are tired of cleaning up messy data after the damage is already done.
Learn how to move from reactive data clean-up to proactive data stewardship, with clearer ownership,
better habits and a simple rhythm for keeping Salesforce data useful.
Why No One Trusts Your Salesforce Data
(and How to Fix It)
Bad Salesforce data is rarely just a technical problem.
It is usually an ownership problem, a behaviour problem and a leadership problem.
This practical webinar will help you clean up the mess, build better data habits and create a simple plan for keeping your Salesforce data useful over time.
What we cover in the Data Hygiene Webinar:
Why data hygiene is a people problem
Messy data usually happens because everyone benefits from good data, but no one feels responsible for maintaining it. The webinar should open with this idea: Salesforce data is a shared resource, and shared resources fall apart when ownership is unclear.
How to move from data janitor to data steward
Build a practical way to sort competing requests, say “not yet” when needed, and explain decisions in language stakeholders understand.
How to define data ownership across the organisation
Cover the different layers of ownership: the platform admin, the data owner, and the everyday user. This is where the soft skills come in. The admin needs to facilitate conversations with department heads and users so the organisation agrees who owns which data and why.
How to assess data quality using simple categories
Use Dan’s 5 Cs of data hygiene as the practical framework: Clean, Complete, Current, Consistent, Compliant.
How to build rhythms that keep data clean
The webinar should not just teach people how to clean data once. It should help them build a data hygiene rhythm: what happens weekly, monthly and quarterly, who owns it, and what behaviours need to change. This is where you cover reports, duplicate checks, bounced emails, field audits, training, reminders, cheat sheets and team habits.
Messy Salesforce data does not happen all at once.
It happens slowly.
Someone skips a field because they are busy.
Someone creates a duplicate because they did not check first.
One team records information one way, another team records it differently.
Old fields hang around long after they are useful.
Reports stop matching reality.
Then people start saying, “Salesforce data is unreliable.”
Before long, the admin becomes the person everyone expects to clean it up.
But data hygiene cannot sit with one person forever.
If the whole organisation uses the data, the whole organisation needs better habits for caring for it.
Here's what Rachel (accidental admin & Platform Leader alumni) had to say about it...
"I joined the Platform Leader program after I had long been what many call an 'accidental admin.' Alongside my other role, I was accountable for data and governance, and I wanted confidence that we were focusing on the right things in a busy national charity.
The program helped me step back and look at our work more holistically. It was a real eye-opener in terms of where we were already strong and where we could be more deliberate. Most importantly, it grounded my thinking and actions and gave me clearer priorities moving forward."
Our promise to you
By the end of the webinar, attendees will know how to:
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identify what is actually wrong with their Salesforce data
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define who owns which parts of the data
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move from reactive clean-up to proactive data stewardship
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create weekly, monthly and quarterly hygiene rhythms
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lead better conversations with users and stakeholders about why data quality matters