Salesforce Data Integrity & How to Maintain it?

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Salesforce Data Integrity How to Maintain it?
This blog on Salesforce data integrity features a
brief intro to the contacts and accounts
information inside the Salesforce and how do you
establish a connection with them. Then it will
focus on the benefits and methods that you can
follow to maintain data integrity. Introduction C
ontact information is the basic establishment of
your CRM (Customer relationship management)
software. Your investment in Salesforce, thus, is
just on a par with the subtleties within it in
regards to your accounts and contacts their
identity, why they closed, and how much revenue
they are creating. Sales Intelligence gives you
the response to each and every one of these
questions. It allows your Salesforce to operate
tactically as far as its effort, lead
prioritization, anticipating, and overall
account strategies are concerned. The benefit of
Salesforce Data Integrity Nothing disturbs your
outbound sales and marketing processes like bad
contact and account information. The advantages
of keeping up with Salesforce.com data integrity
are many, while the outcomes of not doing the
same as are phenomenally agonizing. Salesforce
Data Integrity Benefit Time Saved Your Sales
teams time is significant as it is associated
with their efficiency. Furthermore, each call
they make or email they send that goes to an
erroneous telephone number or email is a hit to
their efficiency, their attitude, and
motivation. Ask any sales representative
nothing is more debilitating than turning out an
epic prospecting email and sending it to a
prospect, just to get hit with an auto-answer
that the email address is wrong. Nevertheless,
your sales representative ought not to need to
invest tremendous energy chasing down an email
or telephone information on a prospect as you're
paying your representative to make a sale and
not play as a novice NSA operator. Salesforce
Data Integrity Benefit Smarter Targeting Taking
a gander at your current customer list is a
simple method to source new look-alike contacts
and accounts and then pursues them
tactically. Does your product or services sell
best with records in a particular with any
specific industry or sector? Do your optimal
purchasers have a particular employment title? Or
they work in a specific department? Understanding
your present customer base and at that point
utilizing those bits of knowledge to launch
focused outbound marketing and sales endeavors to
comparable leads and accounts, is an incredible
method to guarantee that your efforts are not
squandered because of pursuing the wrong
individuals. What Data Do You Need in Salesforce?
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You require two explicit sorts of data within
Salesforce

• To import that information into Salesforce, it is
  recommended to use tools or applications like
  SalesIntel to source and export hand-checked
  data on the general population and organizations
  that you're specifically selling or targeting
  into your Salesforce CRM implementation.
• How about we investigate the kinds of Salesforce
  data that your sales, advertising, and customer
  support team need to carry out their
  responsibilities successfully and effectively.
• At the contact or lead level, you ought to have
  at least
• Name
• Job Title
• City
• State
• Division or department
• Email Address
• Office Address
• Direct Phone Number
• Mobile phone Number
• LinkedIn Profile URL
• At the account level, you ought to have the
  following data points
• Industry
• Organization HQ City

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• If you are struggling to get precise contact and
  account information for your sales team, you need
  to invest in Salesforce Data enrichment tools to
  create a systematized process for maintaining
  data integrity and moving forward.
• CSV files cannot have any commas.
• O Use Find Replace to find commas and replace
  with nothing before importing or else your data
  will end up in the wrong field
• Eliminate all duplicates before importing data.
• O Removing duplicates from a spreadsheet is a lot
  simpler than merging them in Salesforce as Import
  Wizards will try to merge duplicate accounts,
  contacts, and leads.
• Compare data already in Salesforce before
  importing more
• You can use several tools like Excel Connector or
  Apex Data Loader and V-lookup to compare new
  data against existing data before importing.
• CSV files cannot save formatting.
• After formatting the columns for Number, Date,
  Zip Code etc. you can save the CSV but you have
  to keep it open when importing or else the
  formatting will be lost.
• Search before creating records manually.
• O A quick search will tell you if the contact
  data or account already exists in the system.
• Usage of validation rules to maintain your data
  structure.
• O By introducing validation rules, you can impose
  data formattings such as two letter states or
  three letter country codes.
• Usage of Required Fields where needed.
• O In certain objects, required fields may be
  essential, such as Phone or Status fields but if
  you make every field mandatory, records may not
  be created or false data may be entered.
• Do a small batch import at first
• Import 5-10 records initially to ensure that they
  are uploaded as expected before importing all
  records.
• Use reports to check data integrity regularly