Originally presented at Tahoe Dreamin'2018 by Jigar Shah

1. Jigar Shah, Eternus Solutions, Enterprise Architect
@jigarshah189 /in/jigarshah189
Building a Data Quality Inspector
with Clicks not code

2. 01
02
03
04
05
06
07
Agenda 2
Why CRM Implementations Fail?
Q & A
Many Faces of Poor Data Quality
Analyzing Your CRM Data Needs
The Solution
Demo
How Good Data Rocks Your World?

3. DATA
Drives
DECISIONS

4. Why CRM implementations Fail? 4
Poor Data
Quality
Incorrect
Decision
Making
Low
Trust
Low User
Adoption
70%
CRM
Implementation
Failures

5. Many Faces of Poor Data Quality 5
 MissingRecords
 DuplicateRecords
 NoDataStandards
 IncompleteRecords
 StaleData

6. Analyzing Your CRM Data Needs 6
What are your Business Objectives?
How are you using that customer data?
What customer data is required to
support those objectives?
Where is your customer data stored?

7. Putting it all together with #ClicksNotCode 7
Step # The Need The Ingredient Measure
1 Sectional Completeness Score Formula Field 2 - per Section
2 Record Completeness Score Formula Field 1 - per Object
3 Data Completeness Scorecard
Custom Report
1 - per Object
Dashboard
4 Data Quality Inspector
Lightning Page
List View
Lightning App
1 - per Org

8. Step 1 – Sectional Completeness Score 8

9. Step 1 – Sectional Completeness Score 9

10. Step 2 – Record Completeness Score 10

11. Step 3 – Data Completeness Scorecard 11

12. Step 4 – Data Quality Inspector 12

13. How Good Data Rocks Your World? 13
Data
Accuracy
Drives
User Adoption
Improved
User Productivity
Higher
Conversion Rates
Increased
ROI
1
2
3
4
5

14. PrimeYour pump

15. Q & A Time 15
Questions?

16. 16Additional Resources
 6 Steps towards Top Data Quality
 Trailhead Module – Data Quality
 AppExchange - Data Quality Analysis Dashboard (Salesforce Labs)

17. Thank You
https://twitter.com/EternusSolution
https://www.facebook.com/EternusSolutions
https://www.eternussolutions.com/
https://www.linkedin.com/company/eternus-solutions-private-limited/