Tips for Cleaning Up your Salesforce Data

Tips for Cleaning Up your Salesforce Data

When it comes to data quality, first you make your data habits and then those habits make your database. Good or bad, it is up to you. In this blog post, we offer some quick and easy tips for cleaning up the data in your Salesforce org.

1. Clean up your page layouts and remove unused fields with Field Trip


Tired of those excess fields taking up space on your page layouts? Do you wish there was a quick and easy way to figure out which fields are expendable so that you can go on a field-deletion spree?

Field Trip is a free Force.com app that allows you analyze the fields of any object, including what percentage of the records (or a subset of your records) have that field populated. After the quick installation and just a few clicks, Field Trip will provide you with a report so that you can finally achieve the minimilist page layout that you’ve always dreamed of.

Install Field Trip from the AppExchange

2. Update Contact Titles for Reduced Email Bounce Rates & Increased Open Rates

Are your Accounts riddled with Contacts who have moved on to a different company? If so, your sales reps, customer service team and probably even your accounting staff has wasted time calling someone who no longer works at that organization.

Read More