The most valuable component of your Salesforce environment is the data it holds. Bad quality data will get in the way of user adoption and the integrity of your metrics. Nobody has time for unreliable reports and dashboards, right?
In this presentation, I will show you why data quality matters for your environment, no matter the size or age of it. Also, I will share 5 tips on how to get the data in your environment squeaky clean.
#DataQualityFramework #InformationStrategy #MasterDataManagement
3. #CD22
○ 16+ years in IT
○ 9 years in Salesforce ecosystem
○ 6 certifications
○ Senior Salesforce Consultant – Freelance
○ Amsterdam User Group
Who am I?
7. #CD22
Poll: What is the most valuable
thing in your Salesforce org?
A. Functionalities
B. Management reports
C. Data
D. Shiny page layouts
E. Integration with other systems
bit.ly/cz22data
8. #CD22
Enabling Single View of Truth with MDM
Operations Sales Manufacturing
Operations
Data
Sales Data Manufacturing
Data
Customer
Product
Customer
Product
Orders
Product
Operations Sales Manufacturing
Operations
Data Sales Data
Manufacturing
Data
MDM
Customer Product
From a Departmental View... To an Enterprise View
Siloed context Enterprise context
9. #CD22
1) Have a data steward
2) Create an information strategy
3) Apply this data quality framework
4) Rinse & repeat
5) Mix & match these tools
● Bonus: Don't do it all by yourself
Tips
25. #CD22
Poll: Which tools do you use?
A. None
B. I don’t know
C. I don’t care
D. Excel (export and import data)
E. Duplicate rules
F. Validation rules
G. Custom-built (APEX / VF etc)
H. Other SF functionalities
I. AppExchange tools
bit.ly/cz22data
26. #CD22
5 - Tools
1.Inside
Salesforce
1.Reports & Dashboards
1.Alerts
1.Merge tool
AppExchange Validity DemandTools
Gearset (backup)
Plauti Duplicate Check
External Trailhead
Community resources
User groups