Activity Forums Salesforce® Discussions What are the best practices for data cleansing in Salesforce?

  • MOHIT

    Member
    June 22, 2020 at 4:10 pm

    Data cleansing should be regular
    70% of CRM data becomes obsolete each year, so regular data cleansing should become your routine. The most evident way to maintain data timeliness is to ensure that your in-house administrator or Salesforce support vendor regularly provides data cleansing with dedicated tools. Another measure you can take to fight obsolete data is to enforce weekly data cleansing activities to employees. For example, sales reps may clean up expired opportunity close dates and other CRM data, which is no longer relevant.
    Data cleansing should be complemented with measures on sales-related processes improvement
    Keeping your sales data clean is not a merely technical activity. It requires reviewing lead and opportunity management processes to unify standards for data input for different systems used in a company. For instance, sales reps use Salesforce Sales Cloud integrated with a marketing automation platform. If sales reps and marketing specialists do not have unified standards for data input (unified lead and opportunity name format, phone number format, etc.), duplicated data in CRM will be a result.
    Data cleansing should be supported with proactive technical measures
    According to 1-10-100 Rule, it takes $1 to verify a CRM record when it is initially inputted, $10 to clean it later, and $100 to do nothing (a result of lost opportunities and wasted time). To prevent the revenue drain caused by discordant sales data, you should take proactive technical measures to maintain data quality. For instance, an in-house Salesforce administrator (or the one from a Salesforce support service provider) can enable automated deduplication with Salesforce duplicate rules that help to identify and manage (delete, merge, etc.) duplicate records. The administrator can also introduce validation rules. They prevent the entry of data not compliant with the internal quality standards of the sales data in your company. For instance, a rule can validate that the opportunity’s close date isn’t prior to the current day or that the opportunity amount is a positive number.

  • Unknown Member

    Deleted User
    April 19, 2021 at 9:53 am

    Well-performed sales data cleansing embraces data hygiene practices on the industry and the technology sides. Dedicating a decent amount of time and commitment to maintaining the sales data clean avoids the issue of low data quality and brings improved accuracy of sales records and predictions, sales reps’ productivity and shorter sales cycles.

  • Javeria

    Member
    February 28, 2022 at 7:48 am

    Let’s take a look at some must-follow best practices for Salesforce data cleansing and mitigating the impact of bad data in any database.
    There are a few best practices I'm listing down that any company must follow:
    01. Verifying and updating your Salesforce contact data

    02. Standardizing your Salesforce data for better analytics

    03. Fix incorrect and/or missing Salesforce data?
    04. Deduce your Salesforce data efficiently

    05. Now You are Ready to start with Salesforce deduplication?

    You can go through this blog to get in-depth knowledge about the topic
    https://dataladder.com/salesforce-data-cleansing/?utm_source=forcetalks&utm_medium=content-promotion&utm_term=&utm_content=post&utm_campaign=traffic-gain

  • CRMJetty

    Member
    March 25, 2022 at 10:51 am
  • Rahul

    Member
    August 9, 2022 at 5:29 am

    Data cleansing is the process of removing errors and inconsistencies in data. Essentially, it is ensuring that the Salesforce data is accurate and consistent. This is done by reviewing the data to remove any inconsistencies. Improperly cleaned data can affect the performance of the business, particularly in the areas of analysis, reporting, and decision making. Therefore, always hire a professional Salesforce consultant if you want to ensure data quality and accuracy. The best Salesforce Consultants can do this for you so that you can focus on the other essential areas of your business. Salesforce Consultants are highly qualified professionals with extensive training and experience in the Salesforce platform. They can cleanse your data, train your staff, and give you access to the latest Salesforce features. They can even build your app for you. To know about the top salesforce consultant, visit

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