Tips for Cleaning Up your Salesforce Data

Tips for Cleaning Up your Salesforce Data

When it comes to data quality, it starts with practicing good habits. Implement standard practices to ensure your data is not corrupted, and you’ll have a reliable database. Here are 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

2013-05-03_11-58-43

Tired of excess fields cluttering your page layouts? Do you wish there was a quick and easy way to assess which fields are expendable?

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 a quick installation, Field Trip creates a descriptive report so that you can finally achieve the minimalist page layout that you’ve always dreamed of.

Install Field Trip from the AppExchange

2. Update Contact Titles, Reduce Email Bounce Rates, & Increase Open Rates

Contact data changes rapidly, the quality of contact information decays for a number of reasons: job change, name change, change email & phone number, etc. Account information is only as good as the contact data that populates those accounts.

Are your Accounts riddled with Contacts who have moved on to a different company? The answer is most definitely YES. Bad contact data means 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