Stop trying to manage your Salesforce Data Dictionary in spreadsheets.
Your Salesforce org is only as powerful as the data behind it. And yet, most teams still rely on outdated spreadsheets, tribal knowledge, or clunky documentation processes that don’t scale.
See how Kylie Powell (VP, Business Systems & Data – UPSTACK) and Sarah Erbes (Senior Project Lead, Salesforce – Meritain Health) have automated their Salesforce data dictionary and transformed the way they manage metadata, ensure compliance, and created a foundation for strategic initiatives (e.g. AI, Analytics).
You’ll learn: