Data Cleaning in Salesforce

Bad data comes in various forms, and it can seriously impact the quality of your Salesforce CRM. Bad data can include duplicate records, missing information, inaccuracies, outdated data, typos, inconsistent data formatting, and errors from importing or exporting data between different systems. These issues can enter your Salesforce CRM through various means, such as human error, data imports, or third-party platform integrations. To effectively address these data challenges in Salesforce, a data cleanup process typically involves:

1) Deduplication: Identifying and removing duplicate records to ensure data integrity. Duplicate records can lead to confusion and errors in your CRM.

2) Data Appending: Filling in missing information and completing incomplete fields. This helps ensure that you have comprehensive and accurate data on your clients or leads.

3) Normalisation: Standardising the structure of data across the database. This involves ensuring data is formatted consistently to make it more accessible and useful.

4) Data Validation: Verifying data accuracy to ensure that the information in your CRM is up-to-date and reliable.

Maintaining a clean and accurate Salesforce database is crucial for efficient operations and decision-making. If your organisation finds it challenging to manage Salesforce data due to resource constraints, Team SBA can help streamline your Salesforce administration efficiently and cost-effectively. We specialise in cleaning up your Salesforce data, so you can focus on what you do best – growing your business, nurturing leads, and delighting your customers.