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
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.
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.
Consistent data hygiene practices are well worth it in the long run for: (a) employee productivity and (b) email bounce rates. First, you’ll need to implement a policy that all Salesforce users, upon learning that the Contact data has moved jobs, must update the Title field with “No Longer with the company/organization”. Alternatively, you can add a checkbox to the Contact record that denotes this. Now users across multiple departments won’t waste time sending emails to accounts that have been disabled or calling phone numbers that are a dead end.
Any changes made in Salesforce should correspondingly update your marketing automation system as well, to ensure that you’re not reporting on unnecessary bounces and a deflated open rate. Here you can create a simple workflow that updates the E-mail Opt-Out field to True when the Contact Title contains “No Longer”.
3. Assess your duplicate situation with Dupe Dive
With Dupe Dive, a
free application by RingLead, you have no reason to not take data quality seriously! Dupe Dive, will enable you to identify the exact number of duplicate Leads in your database, how they’re being created, when they’ve been created, and who or what is creating them. Since Dupe Dive is a Force.com application, you can install the app in your production or sandbox Salesforce org in less than 60 seconds. With just a few clicks, you can initiate the report and you’ll be the Sherlock Holmes of duplicate detection in no time.
Get more Salesforce data best practices in the free ebook below.