Have no Fear, Salesforce Data Quality is Near

2. —
Tips & Tricks to Achieve & Maintain Data Quality
Have no fear,
data quality is near Ephrat Geisler
Director of Product Management
May 2021

3. What is salesforce data quality ?
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why is data quality important ?
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Tips on How to achieve & maintain data
quality
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4. 4
What is data quality in salesforce?
Key Characteristics:
 Completeness
 Uniqueness
 Accuracy
 consistency
 timeliness
 Validity

5. 5
one quick question
before we start
Thank you for joining !

6. Why is data quality important?
Critical business decisions are based on Salesforce data
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Builds the trust of your Teams
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Affects Salesforce adoption
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Other systems rely on Salesforce data
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The success of your Salesforce changes & innovation relies on it
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There’s no one-size-fits-all
• Define your company’s measures
• Understand: What are the business objectives? What data is required to achieve it?

7. What’s in it for you?
Users will trust Salesforce as the single source of truth
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The business will successfully grow:
› Sales will not miss any opportunities or revenue
› Marketing team will benefit from targeting the right people
› Customer Success can accurately manage their portfolios
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Teams will make the right decisions
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High productivity
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High user adoption
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High customer success & support
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No more frustrated users
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8. 5 steps to
#awesome data quality
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9. 5 steps to #awesome data quality
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1 | Map & identify
2 | set the standards
3 | Clean up
4 | Monitor & validate
5 | Celebrate & communicate

10. Step #1 - Map & identify
Whatis your starting point ?
Do you have a Data Quality issue?
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* https://hbr.org/2016/07/assess-whether-you-have-a-data-quality-problem
Try the “Friday Afternoon Measurement” method by Thomas C. Redman
?

11. step #2 - set the standards
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Don’t keep track of everything - Not all data is relevant
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Constantly revisit
Understand: What is right for your business
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Determine what is mandatory vs. optional
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Define the proper formats:
› Naming conventions
› Country/State abbreviations
› Phone Numbers
› IDs

12. step #3 – clean up
Fix whatever does not comply with the standards you’ve set
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One-time vs. Periodic
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Duplications, duplications, duplications
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Fix fast & Be smart about it  Change Intelligence
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Start with a smaller scale cleanup  Learn from it

13. step #4 – Monitor & validate
Maintain the data quality
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Ongoing, automatic
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Use the solutions that are right for you:
› Required Fields
› Workflows
› Validation Rules
› Set restrictions where needed
› Automate
› Use Default values
› Duplication prevention
› Reports & Dashboards, Alerts
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Automate, expand & enrich the data where possible

14. Step #5 – celebrate & communicate
Communicate achievements
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Celebrate the successes
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Gamification. Make it fun & interactive

15. 5 steps to #awesome data quality
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1 | Map & identify
2 | set the standards
3 | Clean up
4 | Monitor & validate
5 | Celebrate & communicate

16. Ephrat Geisler
Director of Product Management
egeisler@panaya.com
Thank you
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Panaya.com

17. Looking forward to having
you on our next webinar:
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May 27, 2021, 9:00 EST
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Innovation in Salesforce - Stand
Out with Innovative, Creative,
and Proactive Solutions

18. Forward Looking Statement
This presentation contains product features that are currently
under development or testing or certification
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This presentation/overview of the new technology represents no
commitment from Panaya to deliver these features in any
generally available product
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Features are subject to change, and must not be included in
contracts, RFP’s, purchase orders, or sales agreements of any kind
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Technical feasibility and market demand will affect final delivery
—
Pricing and packaging for any new technologies or features
discussed or presented have not been determined
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