Activity Forums Salesforce® Discussions How do we ensure data quality in Salesforce?

  • Shweta

    Member
    June 23, 2020 at 3:23 pm

    Quality assurance is one of the most important aspects of a business. Workflow alerts will make it easier to come up with tasks. There are also some email alerts that are available that will allow you to specify what you need from the people who will do the tasks. Lookup filters will allow the administration to control the values and details that are needed.
    Validation rules will make sure that the data that will be placed will also correspond to the standards that have been set by the administration.

  • GetOnCRM

    Member
    July 23, 2021 at 8:53 am

    As indicated by research from Teradata, more than 50% of associations are currently utilizing at least seven channels to arrive at their clients. The more channels your clients use to collaborate with you and the more channels your business uses to gather data from them, the more you risk copies and different information mistakes entering your customer relationship management (CRM) data set. Fortunately, headways in information respectability arrangements make it conceivable to forestall these mistakes. Peruse on to figure out how you can further develop your Salesforce information quality in only a couple steps.
    Despite the fact that everybody needs to do their part to guarantee CRM information quality, it's normal the Salesforce executive's obligation to lead the way by joining the right information quality apparatuses with the right activity plan for carrying out them.
    Here are our top 8 tips to further develop your Salesforce data quality
    1. Continually monitor the database to identify and correct erroneous data.
    2. You should continually seek to improve and update the standards so that quality remains at a high level no matter how quickly the database evolves or the business changes.
    3. Use a duplicate prevention tool to regularly search for dupes in the database and create scenarios that determine what to automatically do with those dupes, such as merge them, remove them, or send alerts.
    4. To consistently maintain a high level of data quality, automated searches and merges should be conducted on a set schedule—perhaps daily or weekly, depending on how quickly data changes in your organization.
    5. Implement processes that help ensure data is timely, check the data against credible outside sources whenever possible, and leverage an email verification solution to ensure email addresses are valid.
    6. After performing the remedial tasks listed above, you should then verify that records have been properly updated and the database does indeed conform to the required quality standard.
    7. Seize every opportunity to educate users and managers about the importance of data quality, championing the cause of data integrity to the organization, as well as to individual employees who rely on that data.
    8. Enforcing the standards you create, ensuring the proper training is provided to users, and restricting access to data when necessary is key.

  • Rahul

    Member
    August 19, 2022 at 4:56 am

    Data Quality is important in Salesforce. If the data quality is poor and inconsistent, the effect will be poor sales and poor product rating. So Salesforce data quality is very important. Salesforce is updated by third-party and IT professionals. The data is always updated and reliable. If a Customer Update has not been made, Salesforce will do it for free. An interesting fact is that Salesforce data is cleaned and validated for 60 million records every day. So Salesforce is always great for data quality. To know how Data Quality in Salesforce Helps Decision Making, read on this detailed blog.

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