Data is at the core of what it takes to grow your business. Are you managing your Salesforce data well? With the dizzying amount of data we produce every single day, it can be hard to keep up. However, with the right knowledge, it is possible to do this without losing your mind.
Ready to get to work on a Salesforce data management strategy? In this post, we’ll tell you more about data and how to make the most of it inside your organization. Here are 7 ways to improve your Salesforce data quality.
1. Assess the current Salesforce data quality
The first step to improving your Salesforce data quality is looking at the current state of your data. If this is the first time your organization is prioritizing data quality, it’s likely that your data could be a bit of a mess.
The good news is, the sooner you start paying attention to this, the sooner you can take action. Take this time to review your data and see where issues come up. This will inform the rest of your process for Salesforce data management. You have the power to customize Salesforce to make data management simple for your organization. Reviewing your data quality first gives you the road map for how to make that reality.
2. Standardize your data
Once you know what you need to improve on, it’s time to standardize your Salesforce data. What data do you really need to collect? What does good and bad data mean for your organization? Now is a good time to look at where your data needs more consistency, and come up with ways to turn your knowledge about data quality issues into actions.
These answers will be different for everyone, but taking the time to consider these questions will put you on the right path to boost your Salesforce data quality. The key here is to think about the way that your customers interact with you and the way that your organization interacts with data.
3. Avoid duplicates
Duplicate data can create complete chaos inside of organizations. This is essentially clutter. Duplicates take up space and cleaning up the mess they create can take a lot of time. Not sure how to get rid of this data? You can delete duplicate data manually, but there are also several tools you can add to Salesforce to help you get rid of duplicate data. If this is something that could benefit your organization, you can check out the Appexchange to look for Salesforce data cleansing tools.
4. Keep your Salesforce data clean
Here’s the thing about data – we generate a lot of it. In fact, in the past two years alone, 90% of the world’s data has been generated. This means that even with a great Salesforce data management strategy, data is messy. To combat dirty data and keep your Salesforce Org clean, you should frequently review your data and decide on criteria for when and how data will be deleted.
5. Educate your team
Getting your team on board with your new standards can be a bit of a challenge, but with the right education and training, it can be less of a headache. As you go through the process of improving your Salesforce data quality, make sure your team understands why maintaining high data quality is important. Take the time to train them and show them how to follow your new processes. This will help you streamline the process and data management practices consistent.
6. Enforce your standards
Plans can be made, but they can only have an impact if they are kept. Once you put all these standards in place, you need to enforce them. Ensure that users are following the processes that you set out, and set up your Salesforce Org to make it easy for them to stick to those standards. If you can make it easier for users to follow your data quality rules, your results will be much better.
One Salesforce page describes enforcing your process:
“You’ve put together a great data management plan. That’s certainly hunky-dory, but all that knowledge and planning isn’t worth as much as an umbrella on a submarine if you can’t put it into action.”
That’s one way to put it…the visual may be odd but the point here is clear. You have to see this process through and ensure that users will actually carry out your plans.
7. Continue to develop and monitor your Salesforce data management plan
Staying up to date on data management best practices is key to improving your Salesforce data quality. As mentioned above, educating your colleagues on your new process is a good first step but it doesn’t stop there. To see continued success, you have to stay up to date on what’s working for Salesforce admins and users.
Your team should be mindful of this and audit your data and management practices on a regular basis. As your business grows and changes, it’s likely that you’ll find areas for improvement. Not sure how to continue learning? Salesforce offers an educational unit on data quality that you can find here.
Want to protect and manage your Salesforce data better?
Once you put work into improving your Salesforce data quality, it becomes even more critical to protect it. Unfortunately, many organizations don’t think about what it takes to keep their Salesforce data secure until they have an issue with data loss. However, you shouldn’t wait for your organization to face data loss. This common issue can be avoided with a Salesforce backup and recovery solution.
If you’re looking for a feature-rich option, Reflection is the right choice for your organization. Reflection Enterprise is an on-premise solution that can easily automate the replication and backup of your data for you and provide restoration capabilities. In just one click, you can recover your Salesforce data. Want to see what Reflection can do for your business? You can go here to request a demo or start a free trial of Reflection Enterprise today.