Salesforce Data Management

Implementing Salesforce Data Management Best Practices

Business Common Questions Science and Technology

There are some important data management best practices to consider in the implementation of your Salesforce implementation. Among these practices are Data deduplication, validation rules, and multidomain management. To get the most out of your data management strategy, make sure that you capture information about every change made to the data and who made it. Another important data management best practice is to establish a digital chain of custody for all of your data. This chain of custody is important for compliance and security.

Data deduping

While data deduplication can be an effective way to streamline the process, there are some best practices to follow when it comes to ensuring the quality of your Salesforce data. Deduplication should be conducted in several passes so that you are not removing data in a single pass. Ideally, you should hit your database every couple of weeks to determine if you have any new problems. You should document your deduping cycles for training purposes and to make future data quality improvement easier.

Merge passes should look for patterns of duplicates. You should also consider the circumstances that cause a record to be duplicated. This can include errors in the data, formatting issues, lead sources, and time stamps. Duplicate sets will have a unique fingerprint, so you should be able to isolate them by their source, user behavior, or business process. If you detect a problem early, you can use lists to fix the deduplication.

Validation rules

When setting up a validation rule for Salesforce, you should consider what it means to your users. The user experience in Salesforce can be opaque and confusing. How many times have you seen a rep spend 15 minutes filling out a form only to discover that they missed one critical field? This leads to frustration and tension between your ops and selling teams. Validation rules for salesforce data management best practices can make a world of difference to everyone involved.

Validation rules are set up to prevent errors. They are called on any time a record is created, whether it is done manually or via API. They are often run when the user saves data. To help users understand what to do if a record is incorrect or incomplete, Salesforce provides validation error messages. In many cases, users don’t realize that the error message isn’t the cause of their confusion, but it does help them avoid making costly mistakes.

Multidomain management

Salesforce multidomain data management is a technique that allows companies to perform data management across multiple instances of the CRM. This technique requires integrations with other systems and third-party applications. This method handles data from multiple instances and establishes hierarchies of usable data. Using multidomain data management techniques allows organizations to make better decisions by collecting and analyzing a variety of data, including user identity, demographics, engagement, and feedback.

The benefits of multidomain MDM extend beyond the benefits of ensuring data quality. Many organizations are implementing it to improve their business processes and customer experience, as well as increase, upsell/cross-sell opportunities. Multidomain MDM is an investment in the long run, so organizations must be sure to choose a multidomain solution. Whether you choose single-domain MDM, multidomain solutions are beneficial for your organization.

Backup strategy

One of the most important aspects of data management in Salesforce is establishing a backup strategy. While there are many different backup strategies, most of them follow the 3-2-1 rule. This means creating three separate copies of data on two different storage mediums, with one off-site backup solution. In either case, you should ensure that your data is always backed up. And as with any business asset, the more backups you have, the better.

Whether it’s data from a single source file or a complete set of custom fields, data backup is essential to keep your company secure and compliant. It’s important to capture all changes made to your Salesforce data, including who made them. It’s also critical to capture the IP addresses and locations of your users. This creates a digital chain of custody and ensures that your data is safe. In addition to backups, data management best practices also include capturing changes to your database.

Salesforce consent data management model

Implementing the Salesforce Consent Data Management model can help your company manage consent in a highly compliant manner. The system provides a comprehensive and normalized data model that includes consent objects, Party Roles, and the Forward-Looking Statement. The Party Role object determines the type of relationship an individual has with your company. In addition, you can apply consent to specific brands, such as Starbucks, to help your company maintain customer trust.

For better data privacy, it’s important to incorporate GDPR best practices into your consent management model. The Salesforce Consent Management Framework makes it possible for you to gather consent from customers while also integrating inventory, order history, and sales opportunities. This consent management model also allows you to upload consent documents for care programs and websites. In addition, the Security Fundamentals consent tool helps you capture user consent on a website.