Arm yourself with both a strategy & Salesforce Platform tips and tricks to show to your organization the importance of avoiding bad data quality. Learn Platform features and handy tricks that will equip your org to enforce data quality. This presentation provides data quality strategy as well as implementation guidelines.

1. Data Tips, Tricks & Strategy
​ Francis Pindar
​ Solutions Architect
​ francis@netstronghold.com
​ @radnip / www.radnip.com
​
Built in Features, Layouts, Graphic Resources and How To’s
​ Jodi Wagner
​ Solutions Architect/Delivery Manager
​ Jodi.wagner@cloudsherpas.com
​ @jodiwagner
​

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Safe Harbor

3. Francis Pindar
Freelance Solutions Architect & Salesforce MVP
francis@netstronghold.com
@radnip
www.radnip.com

4. Jodi Wagner
Solutions Architect / Delivery Manager – Cloud Sherpas
Jodi.wagner@cloudsherpas.com
@jodiwagner

5. The data quality puzzle..

6. • Identifying Data Needs in Your Org
• Implementing Tip & Tricks in your Salesforce platform to achieve your goals
• Measuring and Evaluating the effectiveness of your data quality strategy
Objectives & Goals
What you will get out of this presentation

7. • Create a trustworthy source of data
• Enhance user experience with a “one stop
shop” of important customer information.
• Understand the data being stored within
Salesforce so that it is used more efficiently
and effectively.
• Creating a path for data enrichment and
presentation.
• Identifying the management of current and
ongoing data.
A strategy is a plan of action designed to achieve a long-term or overall aim
Why do you need a data strategy?

8. Identification
of Data Issues
Implementation
Review &
Measure
Steps to Implement a Data Strategy

9. • Identify bad areas of data and trouble spots for users
• Understand the reasons for bad data. This includes
• Missing fields, so users don’t cannot enter important information in the system
• Lack of deduplication tools/rules
• Lack of validation rules to ensure data is entered completely
• Tools such as Field trip to help identify the % of records with certain fields
populated
Running an Audit on your Salesforce Org
Identification of Data Issues

10. Tools

11. Has this ever happened to you?
The Impact of Bad Data Quality

12. ​ Managing Duplicates
​ Identification of Missing Data
​ Utilizing Platform Functionality to Maintain Data Quality
​ Using Workflow to Facilitate Data Quality
After Identifying the Sources of Bad Data – Implement Preventative Measures!
Implementation Tips & Tricks

13. Warn or block users before entering duplicate information
Duplicate Management

15. Warn or block users before entering duplicate information
Duplicate Management

16. Warn or block users before entering duplicate information
Duplicate Management

17. eg find all accounts without opportunities
Use cross filters to identify missing data
Video: How to Use Cross Filters in Salesforce Reports - Link

18. Use the platform to help inform & support data quality
• Image Formula Fields
• Validation Rules
• Workflow Rules
• Required Fields
• Default values
• Publisher Actions
Video: Formula Ninjas on Data Quality (from 19mins) - Link

19. • 5 days After creation of an opportunity
data check the fields and if the record fails
email the account owner.
• 10 days after creation check again and if it
fails create a task for the owner.
• 15 days after activate a validation rule on
the record to stop editing / creating child
records.
A Softer option to validation rules
Maintaining Data Quality – Workflow Rules

20. • Create reports and dashboards in Salesforce to monitor data quality and completeness of
records
• Implement data clean up days and use leaderboards to show which users have the highest %
of completed records or highest data quality scores
• Use the wall of shame dashboard show which users haven’t finished completing their records –
tie this to the workflow rules that aim to have data complete within five days
• Admins report on duplicates to manage if visibility rules make this a challenge for users
Utilizing Dashboards and Reports for Measurement
Measuring & Evaluating the Effectiveness of your data strategy

21. • Create reports to monitor records that are missing data and these records were created to follow up with
the record owners
Utilizing Dashboards and Reports for Measurement
Measuring & Evaluating the Effectiveness of your data
strategy

22. ​ www.radnip.com
Slides, Extra content & links to videos

23. Thank you
​ www.radnip.com
​ www.forceofanarchy.com
​ @radnip @jmwagner