how to clean up that data before salesforce implementation

A strong Salesforce data cleansing strategy should consist of two key components: reactive cleansing and proactive cleansing. Reactive cleansing, so-called because it refers to the cleaning of preexisting data, should be your first priority.

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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.

What are the best practices for improving data quality in Salesforce?

There are a few best practices that any company that wants to improve their data quality standards should follow. 70% of CRM data becomes obsolete each year, so regular data cleansing should be a part of any Salesforce organization's data management plan.

How do I clean up data in Salesforce?

4 Salesforce Data Cleansing Best Practices and Data Quality Standards#1 - Regular Data Health Audits. You never know exactly how bad your “bad data problem” has gotten until you dig in and get your hands dirty. ... #2 - Validation. ... #3 - Use the Right Tools. ... #4 - Internal Education.

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Salesforce data cleaning is the process of removing and repairing outdated, duplicate, or incorrect information from your Salesforce database.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 keep Salesforce data clean?

6 Easy Ways to Keep Your Salesforce Database CleanerBye-bye Duplicates. ... Revisit Qualified Lead Definition- Often!Remove the @bogus.email Addresses. ... User Training (Wash, Rinse and Repeat.) ... Make Free Form Fields Not so Free Form. ... Implement a DNR (Do Not Resuscitate) Policy.Protect Yourself from Yourself.More items...

How do you ensure data clean before analysis?

How do you clean data?Step 1: Remove duplicate or irrelevant observations. Remove unwanted observations from your dataset, including duplicate observations or irrelevant observations. ... Step 2: Fix structural errors. ... Step 3: Filter unwanted outliers. ... Step 4: Handle missing data. ... Step 5: Validate and QA.

How do you maintain data quality in Salesforce?

Business success depends on accurate, complete data that your sales team knows they can rely on. Use Duplicate Management to reduce and prevent duplicate records. Use Data Integration, Data.com Prospector, or Data.com Clean to incorporate data from third parties and Data.com into your records.

What is Salesforce hygiene?

Salesforce hygiene means the system is maintained by its everyday users. Each representative keeps quality data that is easy to collect and doesn't slow down a sales funnel. In an ideal world, leads come into your Salesforce with the right name, company, and contact information.

How do I keep my database clean?

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 is considered a best practice to control data processing times?

To improve SQL performance and data processing times, limit the amount of data stored in the system. Only store data you use for campaign segmentation and personalization. And only store sensitive and identifying data (like date of birth or Social Security number) if it is essential.

How do I clean up contacts in Salesforce?

0:471:31Edit or Delete a Contact in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipContact list and you can also delete multiple contacts at once by selecting the check boxes next toMoreContact list and you can also delete multiple contacts at once by selecting the check boxes next to the contact. And then you can click the delete button here at the top of the list.

What is the first step should a data analyst take to clean their data?

Step 1: Remove duplicate or irrelevant observations Remove unwanted observations from your dataset, including duplicate observations or irrelevant observations. Duplicate observations will happen most often during data collection.

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.

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 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, ...

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.

What is validation rule?

For instance, a rule can validate that the opportunity’s close date isn’t prior to the current day or that the opportunity amount is a positive number.

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.

Dirty Data

What does it mean to have “dirty data”? Dirty data is inconsistent, incomplete, outdated, incorrect, full of typos and errors, and ridden with duplicates.

Cleansing Salesforce Data

Cleansing your existing Salesforce data means getting rid of (or archiving externally) anything that is no longer relevant, deleting and/or merging duplicates, fixing errors/misspellings/typos, filling or removing empty fields, reformatting phone numbers and addresses to be uniform in entry, correcting open text field entries, and updating outdated data..

The Cost of Dirty Data

It’s important to keep in mind that cleansing your data gets exponentially more expensive the longer it lives and grows in your system. A quick reminder is the 1-10-100 rule.

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.

What does it mean when you have duplicate data?

Put simply, you have duplicate data if you have multiple records for the same account, lead, or contact. These duplicates could exist in a single list, or across several data sources. Regardless, the fact remains that if you have duplicate data, your team is wasting time and resources and is causing missed opportunities.

How many master records does Emerson Process Management have?

Emerson Process Management attempted to get their CRM in order once they realized that they had over 400 master records for nearly every customer! This huge variety of records was a result of creation in different locations or for different functions depending on how they were associated with the client.