Data Storage Management Is a Key Component of Elevating Data Quality

A comprehensive data governance framework requires balancing various activities simultaneously. Among them are improving data quality and managing the data lifecycle (specifically data storage and deletion practices).

Clearly, data quality gets a lot of attention, and for good reasons. When addressing invalid, incomplete, or redundant records, tools for data validation and data deduplication are useful for fixing existing data and newly created data.

However, a sound strategy for data storage and deletion is also required for a number of reasons:

• Cost — Data storage is not infinite and requires some form of payment. The more you have, the more it costs. Plus, the more you have to regularly backup and potentially restore should something go wrong.
• Efficiency and Accuracy — Unnecessary data bogs down internal business operations and makes it more difficult to find what is truly needed, whether serving customers or developing strategy and making decisions.
• Compliance — Privacy and security rules have legal implications. In some cases, such as GDPR, businesses are required to delete data under specific circumstances. Again, the more data you have, the more you need to protect, so the more risk you may be exposed to. This is also true for lawsuits and legal discovery—there are cases where stored data could be used against the business. 

How Admins Can Enact Sound Data Storage and Deletion Practices

Considering the above factors, being proactive about data storage and deletion has its benefits. In addition, it helps businesses to maximize their return on investment in Salesforce.

Salesforce Admins are charged with managing the Salesforce platform, and ensuring data quality is an important Admin responsibility. This responsibility extends to data storage and deletion. They need to establish the standards, rules, and tools for enforcing and executing the business’s storage activities.

Whenever possible, Admins should try to make it a team effort, enlisting Salesforce users in reaching data quality and storage goals. Train users and equip them with the right tools.

Data Cleanup Rules Help to Take a Systematic Approach

The free Salesforce app, Data Quality Helper, offers numerous features to improve data quality. Besides customizable soft/hard validation rules and deduplication rules to optimize records, the app has data cleanup rules that help keep your org free of unwanted data. This allows you to safely free up costly data storage. You can also set a data threshold limit, and as that limit is approached, alerts will be issued to assigned users.

Data Quality Helper helps you manage storage by allowing you to automatically (schedule) or manually mass delete records on any Object. You can preview records before deletion. Plus, you can easily restore deleted records via the Salesforce recycle bin, if you want (however, be sure to check your recycle bin settings because Salesforce eventually will eliminate these records).

The app allows you to dive deeper into storage and deletion insights. Storage usage analytics are at your fingertips. You can identify storage usage trends and view the top consumers monthly.

Data Quality Helper Is a Data Quality Accelerator

Once the Admin-created rules are put in place, this app works 24/7 to elevate data quality and storage. It guides users in creating and maintaining Salesforce data, letting the business take full advantage of insights and advantages. This also frees up limited business resources to concentrate on more strategic issues, instead of mundane (but important) data governance.

The free app can be downloaded at the Salesforce AppExchange. The free version allows for the configuration of two validation rules, one duplicate rule, and 20,000 deleted records per month. The premium version allows for an unlimited number of rules and deletions.

Don’t let your business get overwhelmed by ever growing amounts of data and their costs. Poor data quality may not just slow your business potential, but it could be damaging. Every day the damage compounds. Get Data Quality Helper today!

Learn more about Data Quality Helper or schedule a demo/consult today.

Data Quality Helper Premium features

Upgrade to Data Quality Helper Premium Edition for unlimited enhanced data validation rules, unlimited duplicate resolution rules, unlimited data deletion of records, and priority support, plus all of the features in the Free Edition.