how to clean salesforce database

How to Clean and Update Your Salesforce Data

• Remove Duplicates. It’s not very unlikely that you’ll have duplicates of several contacts. ...
• Regularly Update and Complete Missing Info. ...
• Remove Lapsed Leads and Inactive Contacts. ...
• Find Best-fit Companies and Accounts. ...
• Identify Relevant Document Management. ...
• Conclusion. ...

Full Answer

How often should you clean your Salesforce database?

But having a Salesforce database that is chock-full of problematic data isn’t the end of the world. You can use tools like Insycle to clean already-existing data, then schedule regular automated data cleaning sessions to run on a daily, weekly, or monthly basis.

What is data clean in Salesforce classic?

Data.com Clean compares your account, contact, and lead records with records from Data.com and creates a link between your records and matching Data.com records. Clean also provides clean status information for accounts, contacts, and leads. In Salesforce Classic, your users can do the following.

How can insycle help you cleanse and audit your Salesforce data?

If you want a cost-effective solution that can help you to audit your data, cleanse existing Salesforce data, and automate the cleaning of your data moving forward — Insycle is the solution for you. Insycle connects directly to your Salesforce database and is a complete data management solution for Salesforce.

What happens when data is dirty in Salesforce?

When data is dirty, it not only affects the productivity of teams, but it can also potentially hurt relationships with customers or damage the reputation of the business. In Salesforce and most other CRMs, the origin of dirty data can usually be pinpointed by one or more of the following behaviors:

What is data cleaning process in Salesforce?

Salesforce data cleaning is the process of removing and repairing outdated, duplicate, or incorrect information from your Salesforce database. Over time, prospects change jobs, companies go through mergers and acquisitions, and contact information changes.

How do I clean my CRM database?

The Ultimate CRM Data Cleanup ChecklistFix Formatting Issues & Standardize Formats.Consolidate and Standardize Data Fields.Merge Duplicate Records.CRM Data Cleanup: Create a System and Use It Often.

How do you clean up data in a database?

Here are 5 ways to keep your database clean and in compliance.1) Identify Duplicates. Once you start to get some traction in building out your database, duplicates are inevitable. ... 2) Set Up Alerts. ... 3) Prune Inactive Contacts. ... 4) Check for Uniformity. ... 5) Eliminate Junk Contacts.

What are the methods to clean the data?

Here are 8 effective data cleaning techniques:Remove duplicates.Remove irrelevant data.Standardize capitalization.Convert data type.Clear formatting.Fix errors.Language translation.Handle missing values.

What is CRM data cleaning?

What is CRM data cleansing? CRM data cleansing is improving the data quality of your CRM database by removing incorrect data. It ensures that all contact information is accurate, meaning you can personalize and optimize your marketing campaigns.

What is CRM database?

A CRM (customer relationship management) database is a resource containing all client information collected, governed, transformed, and shared across an organization. It includes marketing and sales reporting tools, which are useful for leading sales and marketing campaigns and increasing customer engagement.

What is database hygiene?

Data cleaning, data hygiene, or database enrichment are all terms referring to maintaining big data sets free of duplicate data, inaccuracies, and inconsistent information. Keeping data clean may seem a daunting task, especially if you have a considerable customer base.

What are the 7 most common types of dirty data and how do you clean them?

The 7 Types of Dirty DataDuplicate Data.Outdated Data.Insecure Data.Incomplete Data.Incorrect/Inaccurate Data.Inconsistent Data.Too Much Data.

How do you clean data in SQL?

26:3942:43How to Clean Raw Data in SQL | Google Data Analytics CertificateYouTubeStart of suggested clipEnd of suggested clipPlace hopefully functions like length substring and trim will give you the tools you need to startMorePlace hopefully functions like length substring and trim will give you the tools you need to start working with string variables in your own data sets.

How many steps are involved in data cleaning?

Data cleaning in six steps.

What is a sandbox in Salesforce?

A sandbox, as defined by Salesforce developers, is a testing environment, specifically used for testing application functionality before deploying to production or releasing to customers.

What does it mean when a database has duplicate records?

1. Bye-bye Duplicates. Having a duplicate record in your database can cause you more than just seeing double in your reporting. It can wreak havoc on your sales representatives and customers too. Sales reps odds are set against them when they are trying to manage an account with vital information found in duplicate, separate records.

How does dirty data get entered?

Well, usually dirty data gets entered in, in one of three ways. The first is probably the most obvious, which is manual entry. Manual entry as the name implies, someone logs into the system, they’re typing away on their keyboard and they enter in a new record.

What is duplicate data?

Duplicate data means that same information already exists elsewhere in the database, at least more than one time. The next one would be incorrect data. An example of incorrect data would be a street address that is outdated. The next is inaccurate data.

How does dirty data happen in Salesforce?

In Salesforce and most other CRMs, the origin of dirty data can usually be pinpointed by one or more of the following behaviors: Importing data from varying sources that lack proper structure or formatting rules . Adding data that lacks proper structure or formatting rules (e.g. international phone numbers) ...

How to clean up data?

Every organization’s needs are different, but here are some actions that can help establish a process: 1 Assign a point person or team responsible for data cleansing 2 Schedule recurring events to tackle data cleanup and enrichment 3 Schedule weekly team meetings to assess what’s working or not working 4 Check the health of new data sources before adding 5 Review existing validation rules or set up new ones 6 Document any feedback, issues, or areas for improvement 7 Create documentation for data quality standards and best practices, including the reason why data is captured 8 Share documentation with organization and include in training for new employees

What to do if your organization does not have data quality standards?

Establish a process. If you discovered that your organization does not have data quality standards, then now — more than ever — is the time to create a formal process that supports complete and accurate data. An absence of process or poor adoption of process is what leads to dirty data in the first place.

Why is clean data important?

The importance of clean data. Clean data — data that is free from errors and inaccuracies — is essential to any sales team. It enables teams to focus on exploring leads, fostering customer relationships, and meeting business goals instead of constantly verifying the integrity of their data.

How to establish a process for data cleansing?

Every organization’s needs are different, but here are some actions that can help establish a process: Assign a point person or team responsible for data cleansing. Schedule recurring events to tackle data cleanup and enrichment. Schedule weekly team meetings to assess what’s working or not working.

Is it OK to cleanse data?

Once you understand the health of your organization’s data, it’s time to take action. It’s likely that things are OK; maybe good, but definitely not great. It’s likely your organization could benefit from a data cleanse.

Can you merge duplicate records in Salesforce?

Duplicate data can easily take on a life of its own. However, merging duplicate records is key to an effective data cleanup process. Duplicate Check for Salesforce is a free tool that finds duplicates, prevents duplicate records, and merges duplicate data. Cloudingo is a tool that not only allows you to deduplicate records, ...

Squeaky Clean Data

No matter how prepared you are for an emergency or how fast an email can be sent, it won’t get to the end user if you have bad data about that customer. According to Harvard Business Review, bad data costs US companies $3 trillion dollars in wasted time and resources to make up for or fix that data.

Database of Record

So where to begin? Let’s start by talking about your database of record (DBOR) or where you store the most accurate and up-to-date information about your customers. Step one is to make sure everyone (and we mean everyone) agrees and—more importantly—uses your DBOR as their source of truth about customer information.

Make Data Hygiene a Priority

It’s time to make data hygiene a priority in your day-to-day workflow. Let’s review some possible risks and solutions to improve the quality of your data.

All About the Data

Clean data is great. Fast processing of that data is even better. So let’s review some best practices in data storage that can help with account optimization and email processing times.

Data Retention

One of the easiest options for ongoing data hygiene is to create a retention plan to limit the number of data extensions in your account and the amount of data you store. When you create a data extension in Marketing Cloud, you can choose how you want to apply data retention by selecting to delete specific data or the entire data extension.

Prepped and Ready

In addition to saving your company money, reviewing data hygiene and storage is an important aspect of emergency preparedness. It’s like checking the expiration date of the food in your emergency kit. Just remember to focus on the following key principles.

Quiz

1 What is considered a best practice to control data processing times?

Reports, Folders & Dashboard Organisation

The reporting side of Salesforce can become messy very quickly and is something companies struggle to keep under control. Salesforce’ reporting system is so easy to use that users can be up and running in minutes after being given a basic “How to” demo, unfortunately this can have its down sides as well.

Field Trip & Page Layouts

Recently I’ve discovered a little App called Field Trip that can be downloaded from the AppExchange. Field Trip is simple and effective, it will analyse all of your fields for a particular object and then allow you to run your own Salesforce Reports on their findings.

Start Validating!

Even though its not going to help you clean your current data situation, there should be some questions you should ask yourself as you are starting a cleaning process.

Cloudingo

For everyone that has come to this article because they need to clean current record data, this is a part you will want to read. Cloudingo is a great App that has got a lot of recognition recently, they have 104 reviews on the AppExchange averaging 5 stars and have received many glowing reviews from various independent companies.

Data.com

Thanks to the Sales Cloud Certification I am now a resident expert on Data.com! (sort of). Data.com is a Salesforce product that allows you to perform a number of different services against your data, their flag ships products are Data Clean & Prospect.