Passage Technology Blog

Filtered by data-quality-helper

Ask PT About Making Sure Contact Roles Are Documented in Salesforce

2023/09/21

Dear PT, 

Managing data and data hygiene in Salesforce® is a constant struggle at our company. Sometimes, incomplete data can be as damaging as bad data. With different people doing the data entry, it can be difficult to make sure the information is complete every time. For example, Opportunities may not have the key roles for the Contacts properly documented. Is there any easy way to identify and fix these data gaps?

Val I. Dayshon from Roll, AZ

Tidying up Your Salesforce Data Reduces Storage Costs

2021/03/26

It’s amazing how much stuff we can pile up over time. Somehow we manage to add more things into our closets and drawers without taking the time to sort through them to remove the things we don’t use anymore.

And sometimes we manage our data storage like our closets at home.

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