Data Quality Helper Use Case Library

USE CASE: Ensuring All Salesforce Phone Number Fields Are Consistent in Format

Phone Number does not follow the correct format

Problem: Default rules for entering phone numbers result in wild inconsistencies

For standard Phone fields on Salesforce^®, the standard validation is fairly weak. Users can enter up to 40 characters,...

validation rules, Data Quality Helper, regular expression, regex, phone calls

USE CASE: Mass Delete Old, Unneeded Marketing Data (Clicks & Opens)

Problem: Old marketing automation activities using up data storage limits

Do you have a marketing automation or email marketing tool that is generating a ton of valuable data? If so, when was the...

data storage, Data Quality Helper, data deletion, data deletion strategy, data governance

USE CASE: Manage Storage Better by Recycling Unneeded, Archived Calls

Problem: Archived Tasks and Events may be eating up valuable storage space

When it comes to data, some people fall into the trap of feeling they need to save everything for all time. That could...

data storage, Data Quality Helper, data deletion, data deletion strategy, data governance, events, phone calls, tasks

USE CASE: Streamline Storage of Automated Emails Used by Salesforce

Problem: Automatically generated and stored emails accumulate over time

Automated emails may be sent from Salesforce when a customer case is submitted to acknowledge receipt of the case. This ensures...

Case Management, data storage, Email, Data Quality Helper, data deletion, data deletion strategy, data governance

USE CASE: Keep It Clean—Mass Delete Old Synced Tasks in Salesforce Org

Problem: Completed Tasks data can accumlate quickly, depleting storage space

Integrations with apps that sync their activities/other data with Salesforce Tasks can consume a substantial amount of...

data storage, Data Quality Helper, data deletion, data deletion strategy, data governance, tasks

USE CASE: Deleting Old, Inactive Campaign Data To Save Storage Space

Problem: Storing older, unneeded campaigns that are no longer useful

After a few years, it's probably safe to say that the old inactive Campaigns in Salesforce are not influencing behavior and no...

Campaign, data storage, Data Quality Helper, data deletion, data deletion strategy, data governance

USE CASE: Mass Delete Old Emails, Auto-Responses & Case Email Messages

Problem: Salesforce email conveniences can have a high cost (for data storage)

Did you know that old email messages can be one of the #1 Salesforce data storage consumers? Whether you are using Email...

Case Management, data storage, Email, Data Quality Helper, data deletion, data deletion strategy, data governance

USE CASE: Deleting Old Chatter Follows to Stay Under Salesforce Limits

Problem: Hitting the limit of Chatter object follows

There is a limit of 500 Chatter objects you can follow. And that limit can be reached rather easily. So it is important to take a proactive...

data storage, Data Quality Helper, data deletion, data deletion strategy, data governance, chatter

USE CASE: Selecting Account Deletion Criteria Using Rollup Helper

Problem: You want to set up the criteria in Data Quality Helper to automatically delete certain Accounts

For example, delete an Account if it has had no activity in several years.

Rollup Helper, Data Quality Helper

USE CASE: Improving a Company’s Time-off Request Process in Salesforce

Problem: Unknowingly exceeding paid time-off limits

Depending on their service time or employment arrangements, many employees have limits on the time they are allowed to take off in a given period,...

Time Tracking, validation rules, time-off, Data Quality Helper