[go: up one dir, main page]
Scribd
Upload
39 views10 pages

Salesforce Data Quality Standards

_Salesforce Data Quality Standards

Uploaded by

srinivasa p
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
39 views10 pages

Salesforce Data Quality Standards

_Salesforce Data Quality Standards

Uploaded by

srinivasa p
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 10

Salesforce Data Quality

Salesforce DQ Framework

1
2
How business is impacted

● Compliance Violations
● Incorrect Reporting
● Poor adoption
● User Frustration
● Inaccurate Account planning
● Lack of Trust & impacts Morale
● Accountability & Ownership
● Data Integrity
● Customer frustration
● High marketing cost

3
Salesforce Data Quality Sources
Duplicate Data
Mergers & Acquisitions
Data

02

01 03 Search &Monitoring

Stale & Incomplete Data

04

4
Salesforce Data Quality Methodology
ANALYZE & PLAN
STANDARDIZE &
CLEAN&ENRICH
02

01 03 INTEGRATE & AUTOMATE

MAINTAIN
& REPORT

04

5
Considerations

● Data standards & data Integrity


● Incomplete & Lack of data enrichment
● M&A
● Stale data
● Lead conversion
● Sales created
● Marketing &Sales Process(Funnel)
● Created By
● Modified by
● Record ownership
● Record sharing & visibility
● Sysmodstamp
● Externals IDs
● Related records
● Integrations(NS, GS, MKTO etc)

6
Data Enrichment Tools

● Data.com/ D&B
● Duplicate blocker
● SFDC Standard deduper
● Security Scanner
● SFDC DQ Dashboard

7
● Backup
● Dedupe
● Master Record
● Externals Ids migration
● Parent child heirarchy
● Record types
● Related Records migration
● Contracts &Renewals
● Sharing & Security
● Marketo Sync
● Gainsight Sync
● Netsuite sync
8
●

9
10

You might also like