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Have no Fear, Salesforce Data Quality is Near

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Have no Fear, Salesforce Data Quality is Near

  1. 1. — Tips & Tricks to Achieve & Maintain Data Quality Have no fear, data quality is near Ephrat Geisler Director of Product Management May 2021
  2. 2. What is salesforce data quality ? — why is data quality important ? — Tips on How to achieve & maintain data quality 3
  3. 3. 4 What is data quality in salesforce? Key Characteristics:  Completeness  Uniqueness  Accuracy  consistency  timeliness  Validity
  4. 4. 5 one quick question before we start Thank you for joining !
  5. 5. Why is data quality important? Critical business decisions are based on Salesforce data — Builds the trust of your Teams — Affects Salesforce adoption — Other systems rely on Salesforce data — The success of your Salesforce changes & innovation relies on it 6 There’s no one-size-fits-all • Define your company’s measures • Understand: What are the business objectives? What data is required to achieve it?
  6. 6. What’s in it for you? Users will trust Salesforce as the single source of truth — The business will successfully grow: › Sales will not miss any opportunities or revenue › Marketing team will benefit from targeting the right people › Customer Success can accurately manage their portfolios — Teams will make the right decisions — High productivity — High user adoption — High customer success & support — No more frustrated users 7
  7. 7. 5 steps to #awesome data quality 8
  8. 8. 5 steps to #awesome data quality 9 1 | Map & identify 2 | set the standards 3 | Clean up 4 | Monitor & validate 5 | Celebrate & communicate
  9. 9. Step #1 - Map & identify Whatis your starting point ? Do you have a Data Quality issue? 10 * https://hbr.org/2016/07/assess-whether-you-have-a-data-quality-problem Try the “Friday Afternoon Measurement” method by Thomas C. Redman ?
  10. 10. step #2 - set the standards 11 Don’t keep track of everything - Not all data is relevant — Constantly revisit Understand: What is right for your business — Determine what is mandatory vs. optional — Define the proper formats: › Naming conventions › Country/State abbreviations › Phone Numbers › IDs
  11. 11. step #3 – clean up Fix whatever does not comply with the standards you’ve set — One-time vs. Periodic — Duplications, duplications, duplications 12 Fix fast & Be smart about it  Change Intelligence — Start with a smaller scale cleanup  Learn from it
  12. 12. step #4 – Monitor & validate Maintain the data quality — Ongoing, automatic — Use the solutions that are right for you: › Required Fields › Workflows › Validation Rules › Set restrictions where needed › Automate › Use Default values › Duplication prevention › Reports & Dashboards, Alerts 13 Automate, expand & enrich the data where possible
  13. 13. Step #5 – celebrate & communicate Communicate achievements — Celebrate the successes 14 Gamification. Make it fun & interactive
  14. 14. 5 steps to #awesome data quality 15 1 | Map & identify 2 | set the standards 3 | Clean up 4 | Monitor & validate 5 | Celebrate & communicate
  15. 15. Ephrat Geisler Director of Product Management egeisler@panaya.com Thank you 16 Panaya.com
  16. 16. Looking forward to having you on our next webinar: 17 May 27, 2021, 9:00 EST — Innovation in Salesforce - Stand Out with Innovative, Creative, and Proactive Solutions
  17. 17. Forward Looking Statement This presentation contains product features that are currently under development or testing or certification — This presentation/overview of the new technology represents no commitment from Panaya to deliver these features in any generally available product — Features are subject to change, and must not be included in contracts, RFP’s, purchase orders, or sales agreements of any kind — Technical feasibility and market demand will affect final delivery — Pricing and packaging for any new technologies or features discussed or presented have not been determined 18

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