We've shown you how to get good data in from the start and how to spring clean your data. Now it's time to show you how to keep your data from becoming unruly (again)!

Your staff, donors, volunteers, and clients are not all the same and neither should the access to the data be the same for all your users. Mike and Joy will be joining us for this virtual session to share their expertise and guidance on how to use:

• Field level view and edit settings to make sure your staff only see and edit the data that they should

• Permission sets to give create, read, edit, and delete (CRUD) access to the right staff based on their role in your organization

• Data governance so you have clear guidelines on how your data can be used and how to respond to those requests to make additions to your fields and values. 

Join us to see how you can see how giving people only the access that they need can go a long way to not only keeping your data clean for AI, but also easier for your staff to use Salesforce for their day to day needs. 

Did you miss the first two meetings in our year of getting your data and organization ready for AI?! No worries you can find them here:

• Spring Cleaning: Mass Data Updates (Slides | Recording)

• Your AI is Only as Good as the Data You Enter (Slides | Recording)