how to clean up data in salesforce

5 Ways to start Data Cleansing

• Reports, Folders & Dashboard Organisation. The reporting side of Salesforce can become messy very quickly and is something companies struggle to keep under control.
• Field Trip & Page Layouts. Recently I’ve discovered a little App called Field Trip that can be downloaded from the AppExchange.
• Start Validating! ...
• Cloudingo. ...
• Data.com. ...

Full Answer

Why is it important to keep your Salesforce data clean?

Dedicating a good amount of time and effort to keeping your sales data clean solves the problem of poor data quality and brings increased accuracy of sales reports and forecasts, sales reps’ productivity and shorter sales cycles. Have no idea how to maintain, customize and enhance your Salesforce?

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 is data clean&prospect in Salesforce?

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. Prospect allows you to search for specific companies to sell to that fall into a number of criteria set by you, but the product we are interested in here is Clean.

How to remove duplicate data from Salesforce?

Cloudingo is a tool that not only allows you to deduplicate records, but also allows you to update records in bulk with customized rules, delete inactive or stale records, and schedule automated cleanup. While removing duplicate data from Salesforce, also take the time to assess if the record is actually valuable.

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Salesforce data cleaning is the process of removing and repairing outdated, duplicate, or incorrect information from your Salesforce database.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 you perform a data cleanup?

Here is a 6 step data cleaning process to make sure your data is ready to go.Step 1: Remove irrelevant data.Step 2: Deduplicate your data.Step 3: Fix structural errors.Step 4: Deal with missing data.Step 5: Filter out data outliers.Step 6: Validate your data.

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.

What is data cleansing examples?

Those are:Data validation.Formatting data to a common value (standardization / consistency)Cleaning up duplicates.Filling missing data vs. erasing incomplete data.Detecting conflicts in the database.

How many steps are involved in data cleaning?

Data cleaning in six steps.

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.

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

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) ...

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, ...

What is sales data cleansing?

Well-performed sales data cleansing embraces data hygiene activities on the business and the technology sides. Dedicating a good amount of time and effort to keeping your sales data clean solves the problem of poor data quality and brings increased accuracy of sales reports and forecasts, sales reps’ productivity and shorter sales cycles.

Is sales analytics good?

Sales analytics and forecasting can only be as good as the quality of data stored in CRM. If the data used for analysis is accurate and complete, reliable reports and forecasts will come as a result. Increased sales reps’ productivity. Having accurate and complete data in CRM helps sales reps spot leads with higher conversion possibility ...

What is bad data in Salesforce?

Bad data can refer to almost any data-related error in your Salesforce database. While there are some common outliers, there are a few common data errors that plague most companies: Duplicate records. Typos and other data entry errors. Formatting for phone numbers and addresses.

What is data cleansing?

A data cleansing program puts you in a position to minimize the impact that bad data will have on your company. By being proactive in your data collection, auditing, and cleansing practices, you can ensure that you maximize your marketing budgets, give your internal teams confidence in your data, and put yourself in a position to reliably scale ...

What happens if you have manual data entry?

If you have manual data entry from customers through forms, you are almost certain to have a high level of data errors. The same is true for data input by your own teams.

Can you find and create reports of fields that contain improper formatting?

You can find and create reports of fields that contain improper formatting. You can identify inconsistency issues, such as name capitalization problems. You can even filter your data to find records that are missing data for specific fields.

Is Insycle good for Salesforce?

Without it, you could have huge amounts of waste in your marketing and sales budgets and never know it. Insycle is an excellent solution for auditing Salesforce data.

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.

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?