Contrary to popular belief, being a data software administrator or data quality manager is not a simple job; in fact, it can be very complicated and overwhelming. When you are not answering inquiries, training new users, repairing broken technology, or attempting to make beneficial improvements, you are required to manage a vast amount of information to a high quality level. As is mentioned, this job can be very overwhelming; however, there are various methods and data quality assessment tools that can help you make the job somewhat easier. This article will provide information on the most effective Salesforce data management practices available.
1. ETL Tools
For those individuals who truly enjoy managing data quality and working with data, the clearing and cleaning of numerous high qualities of data records can be simple; however, for someone who is not interested this can be tiresome. The ETL tools (extract, transform, load) are highly advantageous to the latter individuals as they complete the task automatically and quickly.
ETL tools come in the form of different ETL software and need to be installed to be used. Once installed, the ETL tool will complete three different tasks when activated. Firstly, it will evaluate the contents of the spreadsheets to be cleared mapping the fields in the spreadsheet and limiting the amount of duplicates created. Next, it will transform any invalid information located into the correct format. Finally, it will load any new information required creating the correct accounts and spreadsheets for effective use.
2. Validation Rules
The validation rule is potentially the most effective Salesforce data management practices and is generally constructed as regular Salesforce algorithms. This is most useful for individuals who are working individually as they are easy to manage and smaller, yet as effective as the larger data management tools. The validation rule operates by blocking the creation or editing of records once meeting criteria that you define and works specifically on the data that meets the criteria listed. This helps locate specific data within large pools of information easily.
3. Documenting And Teaching
The final practice that any data management agent can utilize is the documentation and teaching tool. Basically, this points to teaching individuals how to manage data themselves and document it independently. This can be completed by including help texts within a Salesforce program showing the user what input is required and appropriate for the task to be completed. This should be a discrete text so as not to overtake the full page, while still being highly comprehensive and useful. For this practice to be successful it is highly recommended that at least one person in the business or organization’s department should be trained on the tool’s operation. This is a popular option as it removes the responsibility from your hands and places it in the users.
Final Words On Salesforce Data Management
As can be seen, Salesforce data management can be a complex task to complete; however, there are practices that make it simpler. Using the information above you can make an informed decision as to which practice is most suitable for your specific needs.
Data management products, like RingLead Data Management Solutions (DMS), can help you start your data quality journey by capturing, cleaning, protecting and enriching all of the data inside your Salesforce in real-time. RingLead DMS is the only fully-scalable, cloud-based, end-to-end data management solution that can increase productivity, improve organization efficiency, and maximize the ROI on your Salesforce investment.
To see how RingLead DMS can help your team reach peak performance, click the button below to schedule a demo now!