Data Quality Helper Use Case Library

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USE CASE: Finding and Fixing Duplicate Projects in Salesforce

Detecting duplicate Projects

Problem: Users need to identify duplicate Projects and reconcile the data

Projects usually involve more than one person, so once in a while the same Project might have multiple records created for...

Project Management, Project, Data Quality Helper, duplicate records, project health, merging data

USE CASE: Ensuring Correct Salesforce “In Progress” Project Start Date

Project Start Date

Problem: When work starts on a project, the start date is the wrong date

Many projects require a good deal of planning—tasks and milestones, resources and personnel, and time and budget estimations....

Project Management, Time Tracking, Project, Dates, validation rules, Data Quality Helper

Data Quality Helper Use Case Library

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