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.
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.
The first part of this recommendation is manual, but the effort and consistent data hygiene practice is well worth it in the long run for (a) employee productivity and (b) email bounce rates. First, you’ll need to put in place a policy that all Salesforce users, upon learning that the Contact in question has moved on, should 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.
You’ll want this to update your marketing automation system too, 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 excuses as to why you’re not taking data quality seriously! Dupe Dive, will enable you to identify exactly how many duplicate Leads you have, how they’re being created, when they’ve been created and who 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 become known as the Sherlock Holmes of duplicate detection in no time.
Get more Salesforce data best practices in the free ebook below.