“Garbage in, garbage out” is an unavoidable, universal truth. It applies to numerous situations. The output is only as good as the input. And this is certainly true when it comes to using the Salesforce platform and deriving business insights and value. How good is your data quality?
Salesforce Admins are tasked with the day-to-day management of a company’s Salesforce org, so this is an extremely important question to them. Poor data quality in the platform negatively impacts the entire enterprise, but especially for Admins because of their responsibility to maintain a Salesforce environment. It’s like the old saying about baseball umpires: “If fans notice the umpires during a game, something is wrong.”
Ultimately, it falls on Admins to support a business’s Salesforce users, in any number of ways. Everyone needs the platform to run smoothly. But even a well-run platform can’t be useful if the data is bad—it damages business decision-making and strategy and it results in a failed investment in Salesforce.
Plus, with the growing business use of artificial intelligence (AI) based on company data, whether in Salesforce with Einstein or with external tools, negative consequences could be amplified.
In most businesses, it’s up to the Admin to remedy this situation—and let’s face it, it’s not a very rewarding task. One way to address the challenge of data quality is to develop a comprehensive plan for initial data creation processes. Admins also will likely need an another plan for cleaning up existing data, but that’s a separate discussion.
First, the plan should delegate the responsibility for ensuring good quality data to everyone throughout the business. In reality, it’s too big of a job for only the Admin. The plan should empower the users—the people who in most cases are entering the (potentially bad) data—to minimize problems and fix them.
Next, examine your business processes and determine the sources for bad data entry. What steps could be taken to minimize the occurrence? Some issues to consider:
Finally, Admins should look for technology solutions that fit into the plan. Ideally, such a solution would complement the people and processes considerations above. It should also be native to Salesforce and easy to set up and use.
The 100-percent-native Salesforce app, Data Quality Helper from Passage Technology, is up to the task of executing your comprehensive plan. It’s easy-to-use with clicks not code, and delivers greater Admin power and flexibility than many other solutions or Salesforce’s default features. The free app can be downloaded at the Salesforce AppExchange.
The rules, criteria, warnings, and enforcement for data creation are fully controlled by Admins. Warning messages about bad, invalid, or missing data are customized by Admins for content, style and presentation. These notifications also follow the affected records until the issues are resolved, if that’s what the Admin chooses. Warnings may also be ignored by a user if the user deems the data they input is valid (after the warning is presented and the setting is Admin-configured to allow ignoring warnings). So data cleanup can happen immediately or be followed up later—they don’t just disappear after initial warnings. Also, a Lightning Web Component can be set up to provide an org-wide view of all identified data problems.
Users benefit from these guidelines, manage data better, and become more productive. In the end, entire enterprises are elevated by having higher quality data.
Having bad data creation processes drags down the potential of the Salesforce platform, wasting precious time, money, and limited resources. How much longer are you willing to let poor data quality go unaddressed? The longer you wait, the more difficult it will be to fix it and save your business.
Upgrade to Data Quality Helper Premium Edition for unlimited enhanced data validation rules, unlimited duplicate resolution rules, and priority support, plus all of the features in the Free Edition.