The document presents insights from a global survey of Salesforce admins that highlights the prevalence of data issues, particularly duplicate and incomplete records, which negatively impact sales and reporting accuracy. To address these challenges, the authors developed popular data cleansing tools such as Dupecatcher and Cloudingo, which help organizations maintain clean, efficient databases. Additionally, the document emphasizes the importance of training and ongoing development for Salesforce admins to enhance their effectiveness.

1. salesforce admin
inside the minds of admins
created by

2. For the fourth year in a row, we invited Salesforce
admins, consultants, and users from across the
world to participate in our admin survey.
The responses were not only overwhelming, but
shed light on the habits of admins and their data.
responses

3. Our sales were suffering, reports were inaccurate, and our professional image was
tainted due to unintentional redundant client communications. All our efforts to gather
useful data were falling to the wayside. Upon in-depth analysis we uncovered the
problem: our data was polluted with duplicate, incomplete, and incorrectrecords.
Our quest to conquer bad data led us to create the popular Salesforce cleansing and
maintenance tools DupeCatcher, Cloudingo, and Cloudingo Studio. Thousands of
companies world-widehave used our tools to prevent and eliminate duplicates,
enhance data, and work more efficiently.
After years of battling bad data,
our

4. and
#sfadminstats

5. #sfadminstats
working with salesforce

6. number of
#sfadminstats

7. choose a side…

8. number of
#sfadminstats

9. &
6. Workflows
7. Gathering documentation & requirements
8. Managing profiles & roles
9. Formulas
10. Storage space
11. Data enrichment
12. Testing
13. Security
14. Regulatory compliance & auditing
#sfadminstats

10. how frequently
Hey, I told you not to ask!
Once a month
Every two weeks
Once a week
Well, how often do you
(and don’t ask me how
often I clean my
sheets)
#sfadminstats

11. would you rather…

12. facing admins
#sfadminstats

13. amount of
…
Keeping data clean
and dupe free
Training users and
keeping them informed
of new updates
Compiling data and
generating reports
Providing tech support
and resolving system
problems
Managing and designing
ongoing development of
the org
#sfadminstats

14. Other
leading cause of
#sfadminstats

15. which picture is correct?

16. how
#sfadminstats

17. how salesforce is
#sfadminstats

18. participation in salesforce
#sfadminstats

19. you are…

20. where admins
6. Israel
7. Germany
8. France
9. Brazil
10. Argentina
#sfadminstats

21. Make your Salesforce instance the best it
can be with
 Find duplicate records in your existing database and easily dedupe from a
simple dashboard
 Auto-merge, mass merge, or manually merge duplicates without data loss
 Choose from prebuilt filters or create your own
 Cleanse import files before the data reaches Salesforce
 Maintain data with features such as mass update, mass delete, geocoding,
address validation and standardization
How many dupes are
Find out with a free 10-day trial!
lurking in your data?
makers of

22. Copyright & Permissions
You are welcome to print a copy of this document for your personal use. Other than that, no part of this publication may be reproduced, stored, or transmitted in any form or by any means, electronic, mechanical,
photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the author. Requests to the author and
publisher for permission should be addressed to the following email: contact@symphonicsource.com.
Limitation of liability/disclaimer of warranty: While the publisher and author have used their best efforts in preparing this guide and workbook, they make no representations or warranties with respect to the accuracy or
completeness of the contents of this document and specifically disclaim any implied warranties of merchantability or fitness for particular purpose. No warranty may be created or extended by sales representatives,
promoters, or written sales materials.
The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any
other commercial damages, including but not limited to special, incidental, consequential, or other damages.
Graphics designed by Freepik.com.
Salesforce® is a registered trademark of salesforce.com and is not affiliated with Symphonic Source Inc.
Produced and copyrighted by Symphonic Source Inc., makers of DupeCatcher, Cloudingo, and Cloudingo Studio
with other admins

23. bonus
Find out what admins told
us is the most important
piece of info every
Salesforce admin should
know.
Get your copy: