In this episode, Brad Owens discusses data management in Salesforce for recruiters. He explains how to create new records, such as contacts and jobs, using global quick actions and quick action bars. He also demonstrates how to import data into Salesforce and how data is automatically created through system usage. Brad highlights the importance of data reporting and shows how to create a report and add it to a dashboard. He emphasizes the ease and flexibility of data management in Salesforce for staffing and recruiting firms. Keywords Salesforce, recruiters, data management, creating records, global quick actions, quick action bars, importing data, automatic data creation, data reporting, dashboards Takeaways Salesforce provides a user-friendly interface for creating new records, such as contacts and jobs, using global quick actions and quick action bars. Data can be imported into Salesforce from external sources, and the system also automatically generates data based on user actions. Salesforce offers robust reporting capabilities, allowing users to create customized reports and visualize data in dashboards. The Asymbl applicant tracking system, which integrates with Salesforce, enhances data management and reporting for staffing and recruiting firms. Titles Creating and Manipulating Data in Salesforce Efficient Data Management in Salesforce for Recruiters Sound Bites "Salesforce provides multiple ways to create new records, such as contacts and jobs." "Data can be imported into Salesforce from external sources, simplifying the process of adding new records." "Salesforce offers powerful reporting capabilities, allowing users to create customized reports based on their specific needs." Chapters 00:00 Introduction to Data Management in Salesforce 01:05 Creating Data in Salesforce 05:31 Automatic Data Creation in Salesforce 07:03 Generating Reports in Salesforce 09:20 Building Reports from Salesforce Data 12:10 Customizing Dashboards in Salesforce 14:23 The Power of Data Manipulation in Salesforce