Data Rehab Series: Automating Taxonomy

Uploaded on


More in: Technology , Business
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads


Total Views
On Slideshare
From Embeds
Number of Embeds



Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

    No notes for slide


  • 1. the session will begin shortly... Data Rehab Series: Automating Taxonomy #DataRehab Join theconversation!
  • 2. Data Rehab Series: Automating Taxonomy #DataRehab welcome Join theconversation!
  • 3. Objectives ●Explain the value of proper taxonomy ●Cover taxonomy best practices ●Explore ways to set up your Salesforce environment in alignment with these practices ●Review real-world scenarios #DataRehab
  • 4. Michael Farrington Chief Product Officer, RingLead Founder, Qandor #DataRehab
  • 5. About RingLead creates easy-to-use yet powerful applications that will make your customer and prospect database much, much better.
  • 6. Duplicate Removal & Prevention Normalization Data Enrichment Unique Web-to-Lead Unique Upload Diver Data Shield Profiler Company Search Contact Capture Unique Entry Data Cleanse Complete Data Quality Suite We offer a full suite of data quality applications. #DataRehab
  • 7. Jason Paquette Sales Operations Manager Simply Measured #DataRehab
  • 8. Simply Measured is a fast- growing team of data geeks dedicated to making the world of analytics and reporting a better, more beautiful place. About #DataRehab
  • 9. What is Taxonomy? Standardized terminology for classification & segmentation that is data & rules driven. #DataRehab Status Level Geo Type Target Prospect Customer Consumer SMB Enterprise Americas APAC EMEA Customer Partner Vendor
  • 10. Automate Customer “Status” ●Define your “Status” values & rules ●What you need: ○ Roll-up Summary Fields from Opportunity to Account. ○ Workflow Rule Field Updates on your Status field. #DataRehab Status Business Rule System Rule Customer Has purchased our product or service Has >0 Closed Won Opportunities on their Account Prospect Is actively engaged in the sales process Has 0 Closed Won Opp AND >0 Open Opps on their Account Target Everyone Else Has 0 Won AND 0 Open Opps
  • 11. New vs. Add-on Opportunity ●Cross-object formula in a Validation Rule: Use information at the Account-level to enforce data points on the Opportunity. ○ e.g. “New Business” vs. “Add-on Business” based on Status or Roll-up Summary on the Account. #DataRehab
  • 12. Record Type Abuse ●Myth: Record Types are primarily for segmentation. ●Reasons to use Record Types: ○ One Profile needs to see multiple Page Layouts #DataRehab Customer Record Type Sales Rep Simple Layout System Administrator Complex Layout Partner Record Type Complex Layout Complex Layout ○ Different situations call for different picklist values
  • 13. Validate/Normalize Country Values ●Problem: “USA” vs. “US” vs. “U.S.A.” vs. “United States” ●Solution #1 (Simple/Free): ○ Create Custom Object to hold list of Countries ○ Use VLOOKUP Validation Rule to ensure the value in Country fields match your standard list. ●Solution #2 (Advanced/Paid): Real-time normalization ○ AppExchange App “AddressTools” ●Extend it! Bucket Countries into Regions ○ e.g. Map “Netherlands” into “Benelux” in “EMEA” ○ Easier Report Filters for Geo-Segmentation! #DataRehab
  • 14. Consider your sources ●Integrations ○ What fields are available? ○ Taxonomy? Reliability? Consistency? ●Manual processes (data entry, list import, etc) ○ What’s the incentive? ○ What do they “know”? #DataRehab
  • 15. Normalize Title & Department ●Problem: Reliable target marketing based on role & level in an organization ○ “HR VP” vs. “Vice President of Human Resources” ●Solution: Normalize the Contact’s Title to simplify Marketing Segmentation: ○ Level: “VP Level” vs. “C-Level” vs. “Manager Level” ○ Department: “Human Resources” vs. “IT” #DataRehab
  • 16. Helpful Salesforce Standard Features ●Cross-object Formula Fields ●Record Types for fine-grain control of picklists ●Roll-up Summary Fields ●Dependant Picklists ●Workflow Field Updates ●Validation Rules ●Report Buckets #DataRehab
  • 17. Questions? Comments? @michaelforce @PaquetteJason #DataRehab @RingLead @SimplyMeasured SimplyMeasured SimplyMeasured
  • 18. Next Week: The Hack Series Continues! Wednesday, October 16th at 1 pm ET / 10 am PT Salesforce Admin Hack Series: Case Object #DataRehab Join us for the fourth installment of the Salesforce Admin Hack Series. Back for more Salesforce Hacks after the success of the SFDC Hack Series: Account Object, we’ll once again have the pleasure of hosting Triple-Cerified Admin, Appirio Cloud Consultant and Salesforce MVP Jarrod Kingston.
  • 19. Referenced Apps ●Roll-up Helper ○ listingId=a0N30000009i3UpEAI ●AddressTools ○ listingId=a0N30000002zt9uEAA ●Data Shield ○ Coming Soon #DataRehab