Passage Technology Blog

Having to engage in an audit of any kind is not usually seen as one life’s most enjoyable activities. Some audits (like tax audits) can be especially frightening, but as a general rule doing any type of audit, at minimum, can be a chore. Auditing the quality of your Salesforce^® data is no exception to this general rule.

Duplicate records in the Salesforce^® platform can create significant challenges for a business, impacting efficiency, decision-making, and customer relationships. When AI tools, such as Agentforce or other solutions, are integrated for customer acquisition and support, these issues can be amplified.

The first step in Agentforce implementation is improving data and records across the platform—before AI begins its work.

Without that commitment, users may not achieve, initiatives may fail, and the Admin may need to answer some difficult questions. With it, possibilities open up for the business and the Admin’s career—here’s how.

Admins need all the help they can get.

A key responsibility of every business’s IT and Analytics department is to establish and execute a comprehensive data governance program. Executive leadership teams view this function as vital to a company’s overall risk management and growth potential—and with good reason. This applies to businesses of all sizes, from small to very large.

Outputs from both Salesforce^® and AI are entirely dependent on the inputs—the quality of the data being analyzed. More than ever, your company needs a data optimization process that leverages all of the stakeholders and not just a select few.

Recently, we launched a new app, Data Quality Helper. It gives Admins and users much more functionality than the default Salesforce data quality tools. As mentioned in our recent blog post, data validation rules and warning messages are now more customizable—something the Salesforce Community has wanted for quite some time.

But that’s only half of the story.

Since July 31, 2007, members of the Salesforce Community have been clamoring for a new feature to be added to the platform—”soft” data validation rules and warnings. On that date, a post was added to the IdeaExchange, and since then it has garnered some 25,000 points and more than 2,500 votes. The people have spoken, and they overwhelmingly support this idea.

Dear PT, 

At our company, when users create a Salesforce^® Contact, a search is done to find if the related Account is already in our records. If they don’t find an Account, then one is created. This manual process sometimes results in duplicate Accounts being created, with identical information or differing information. Data quality suffers, relationship management is affected, and then time and resources are wasted fixing the problems. There has to be a better way.

Bette R. Dada-Highjeene from Dublin, OH